Persona files
An agent’s character isn’t a single hidden setting — it’s a small set of markdown files that live in the agent’s workspace. Together they define who the agent is, how it talks, what it’s allowed to do, and how it gets to know you. These are the heart of every template.
Because they’re just markdown, you can read and edit them like any other file. Change the text, and you change the agent.
The core files
Section titled “The core files”IDENTITY.md
Section titled “IDENTITY.md”A short, durable self-description — the agent’s role, vibe, and a few defining traits. Think of it as the one-line “who am I” the agent carries everywhere.
SOUL.md
Section titled “SOUL.md”The fuller picture of the agent’s identity: its communication style, guidelines, working rhythms, the kind of work it produces, and its tone. This is where most of a persona’s personality lives. If you want an agent to be more concise, more cautious, or more opinionated, this is the file to shape.
AGENTS.md
Section titled “AGENTS.md”The agent’s operating manual — the practical rules it follows every session: how it uses memory, what it can do freely versus what it should ask about first, its hard boundaries, and how it behaves in group conversations. This file keeps behaviour consistent and safe across sessions.
USER.md
Section titled “USER.md”A profile of you — the person or team the agent works with. It starts mostly empty and fills in as the agent learns about your context, preferences, and goals.
BOOTSTRAP.md
Section titled “BOOTSTRAP.md”A first-conversation script, tailored to the agent’s role. On its first run, the agent uses this to interview you about how your team works — your standards, conventions, and priorities — and folds what it learns into its memory. Each built-in role has its own hand-written bootstrap, so a Product Manager asks about your product playbook while a DevOps agent asks about your infrastructure. Once onboarding is done, this file has served its purpose and goes away — the agent is itself from then on.
How the files work together
Section titled “How the files work together”Every session, an agent reads its identity and operating files first, so it starts as the same, consistent version of itself. It’s a fresh instance each time; continuity comes from these files plus its memory. That’s why editing them is the most direct way to steer an agent — you’re editing the thing it reads to remember who it is.
Persona files also connect to memory. As an agent learns durable facts about your team, it writes them down so they survive across conversations. You don’t manage this by hand — see Agent memory for how recall works.
Editing a persona
Section titled “Editing a persona”You can shape a persona at two points:
- In a template, before or after publishing — the persona files are part of the snapshot, and each change is captured as a new version.
- On a running agent, by editing the files in its workspace — this changes that agent only, not the template it came from.
A few tips:
- Keep
IDENTITY.mdandSOUL.mdfocused on who the agent is, andAGENTS.mdon how it operates. Mixing them makes both harder to tune. - Small, specific edits work best. “Prefer bullet points over paragraphs” is easier for an agent to follow than a vague “be clearer”.
- Don’t put secrets or credentials in persona files — they’re plain workspace files, not a vault. Connect credentials through integrations instead.
Next steps
Section titled “Next steps”- Using a template — install an agent whose persona is already written for a role.
- Publishing & forking — package a persona you’ve refined into a shareable template.