My instructions
Personal tone & rules. Only active instructions are added to your drafts.
My knowledge base
Your personal reference docs — injected only into your drafts.
Drop files or click to upload
Supported: .md .txt .html .csv (text documents only)
| Name | Size | Updated |
|---|
Global instructions Admin
Shared across all reps. Only active entries are added to every draft.
Global knowledge base Admin
Shared playbook docs, routed into drafts by intent.
Drop files or click to upload
Supported: .md .txt .html .csv (text documents only)
| Name | Size | Updated |
|---|
AI model Admin
Select the LLM provider and models used for each role. API keys are configured via GCP Secret Manager.
Use provider default
Use provider default
Use provider default
My favorites
Personal shortcuts shown under the Favorites button in the Sales Agent panel. Only visible to you.