| 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).