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A few minutes of setup makes every chat more useful, no matter which Agent you use. There are three ways to personalize your chats, and all of them live under Customize in the sidebar:
  • Personalization — Cassidy learns your name, role, and how you like answers formatted.
  • Connectors — The Agent can reach the business apps you use every day, like Outlook or Google Sheets.
  • Skills — Cassidy follows reusable instructions for recurring tasks, like a meeting-prep routine your team has refined.
These are your personal settings: they shape your own chats without changing any Agent for anyone else.

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Tell Cassidy who you are

Personalization shapes how Cassidy responds in your chats — the name it uses, the context it assumes about your work, and the style of its answers.
1

Open Personalization

Click Customize in the sidebar and select Personalization. The same Customize menu is in the top-right corner of a new chat.
2

Fill in your details

  • What should Cassidy call you? — The name you want used in responses.
  • What do you do? — Your role or focus, like “Sales leader” or “Product manager”. This gives Cassidy context for its answers.
  • How should Cassidy respond? — Preferences, context, or a writing style you want used across your chats, up to 2,000 characters. For example: “I manage the enterprise sales team focused on AmLaw 200 firms. Keep responses concise and action-oriented. Use bullet points for key takeaways.”
Personalization settings showing fields for your name, role, and response preferences
3

Save

Click Save personalization.
Your preferences now apply to every new chat.
Personalization applies to your own chats in the Cassidy web app. It is not included in Workflow runs or external Agent deployments like Slack or Microsoft Teams, and changing your name here does not change your profile name. For organization-wide rules that apply to every Agent and Workflow, see Global instructions.

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Connect your business apps

Connectors let the Agent read and update data in tools like Outlook, Google Calendar, and Google Sheets during a chat — look up today’s meetings, draft an email, or pull numbers from a spreadsheet. Connect an app once under Customize → Connectors and it’s available in every chat in the Cassidy web app.
Connectors directory with installed apps and available Connectors
You stay in control: each Connector has action permissions that decide what the Agent can do without asking and what needs your approval first. See Connect and manage business apps for the full walkthrough, including approvals and managing connections.

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Add Skills

Skills are reusable instructions, files, and tools — like “Daily Workday Brief” or “Meeting Prep” — that Cassidy applies automatically when they match your request, so recurring tasks come out the way you want every time. Open Customize → Skills to see your active Skills, and browse the directory to install more from your team’s library.
Skills directory with navigation for installed, team, and private Skills
See Use Skills to learn how to install Skills and how Cassidy applies them in chat.

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Next steps

Chat with an Agent

Put your personalization to work in your first conversations.

Connect business apps

Set up Connectors and control action approvals.

Use Skills

Install shared Skills and see how Cassidy applies them.

Build an Agent

Create an Agent tailored to your team’s work.