Agents

Agent files

Each agent is a folder of markdown files. Edit any file and the next chat turn picks up the change.

File	What it is	Typical length
`IDENTITY.md`	Who the AI is. Job, scope, what it is and is not for.	1 paragraph
`PERSONALITY.md`	Voice, tone, style. Punchy vs careful, formal vs warm, etc.	3: 6 paragraphs
`MEMORY.md`	Persistent facts the agent has learned across past conversations. Auto-updated by the memory extractor; user-editable.	Grows over time
`NOTES.md`	Freeform: quirks, rules, edge cases, the agent's "do not do this" list.	Bullet list, any length
`VOICE.md`	(Optional) Per-agent override of the brand voice. Use when this agent talks to a different audience.	1: 2 paragraphs
`CANONICAL.md`	System-prompt body composed from the above. Auto-generated, usually do not hand-edit.	Auto
`agent.json`	Structured config: name, slug, model, allowed_spokes, attached_teams, attached_mcps, auth_tokens.	JSON

Per-agency overrides

When you edit an agent in the UI, the change writes to the node_files table for your agency. The on-disk file is the bootstrap; your edits never affect other agencies.

Sample IDENTITY.md

# RenewalsBot

The agency's renewal-shepherd. Owns every client whose policy
renews in the next 90 days. Generates personalized renewal drafts,
flags coverage gaps, and queues calendar invites for review calls.

Strengths: deep vault recall, can join client demographics to
plan-year changes, drafts in the agency's brand voice.

Not a quoting engine. Hand quote work to Jordan (CRO).

## Agent files

Each agent is a folder of markdown files. Edit any file and the next chat turn picks up the change.

| File | What it is | Typical length |

| IDENTITY.md | Who the AI is. Job, scope, what it is and is not for. | 1 paragraph |

| PERSONALITY.md | Voice, tone, style. Punchy vs careful, formal vs warm, etc. | 3: 6 paragraphs |

| MEMORY.md | Persistent facts the agent has learned across past conversations. Auto-updated by the memory extractor; user-editable. | Grows over time |

| NOTES.md | Freeform: quirks, rules, edge cases, the agent's "do not do this" list. | Bullet list, any length |

| VOICE.md | (Optional) Per-agent override of the brand voice. Use when this agent talks to a different audience. | 1: 2 paragraphs |

| CANONICAL.md | System-prompt body composed from the above. Auto-generated, usually do not hand-edit. | Auto |

| agent.json | Structured config: name, slug, model, allowed_spokes, attached_teams, attached_mcps, auth_tokens. | JSON |

### Per-agency overrides

When you edit an agent in the UI, the change writes to the `node_files` table for your agency. The on-disk file is the bootstrap; your edits never affect other agencies.

### Sample IDENTITY.md

```
# RenewalsBot

The agency's renewal-shepherd. Owns every client whose policy
renews in the next 90 days. Generates personalized renewal drafts,
flags coverage gaps, and queues calendar invites for review calls.

Strengths: deep vault recall, can join client demographics to
plan-year changes, drafts in the agency's brand voice.

Not a quoting engine. Hand quote work to Jordan (CRO).
```