Personalize

Shape your agent's personality and teach it about you. Open from the hamburger menu → Personalize.

Who Am I

Define your agent's identity — name, personality, and how it should behave.

~/Documents/Pocket-agent/identity.md

You are Jarvis, a witty and helpful assistant.

Personality:
- Friendly but professional
- Occasionally sarcastic (in a fun way)
- Always encouraging

Communication style:
- Keep responses concise
- Use casual language
- Add emoji sparingly ✨

What to include

Name — What you want to call your agent
Personality traits — Friendly, professional, witty, calm, etc.
Communication style — Formal, casual, brief, detailed
Tone — Encouraging, neutral, direct

My Playbook

Set guidelines for how your agent should approach tasks and behave in different situations.

~/Documents/Pocket-agent/CLAUDE.md

# Communication
- Always confirm before sending messages
- Summarize long emails before drafting replies
- Keep responses concise unless I ask for detail

# Scheduling
- Default meetings to 30 minutes
- Leave 15 min buffer between meetings
- Don't schedule anything before 9am

# Research
- Cite sources when looking things up
- Prefer official docs over blog posts
- Give me bullet points, not essays

# Reminders
- Be persistent with important reminders
- Include context in reminder messages

What to include

Task guidelines — How to approach emails, scheduling, research, etc.
Confirmations — When to ask before acting
Preferences — Default behaviors and formats
Boundaries — Things to always/never do

About You

Tell your agent about yourself so it can personalize responses.

Your Name	What the agent calls you
Occupation	Helps tailor responses to your work
Location	For weather, local info, time context
Timezone	Auto-filled from location, used for scheduling
Birthday	Your agent will wish you happy birthday 🎂
Fun Facts	Interests, preferences, people in your life e.g., "I have a dog named Max", "Partner is Sarah", "I'm vegetarian"

Applying Changes

Make your changes in any tab
Click Save
Click Reboot (button glows when changes need applying)
Your agent restarts with the new settings

Tip: Use ⌘ + S to quickly save the current tab.