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Documentation Index

Fetch the complete documentation index at: https://docs.delegateai.app/llms.txt

Use this file to discover all available pages before exploring further.

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Identity

The Identity section controls how your delegate communicates. It’s where you define your delegate’s personality, tone, and style.

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What Identity Controls

Your delegate’s identity affects:
  • Tone - Formal, casual, friendly, professional
  • Communication style - Concise vs. detailed, bullet points vs. prose
  • Personality traits - Helpful, direct, empathetic, analytical
  • Role - How your delegate sees itself and its responsibilities

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Setting Up Identity

To configure your delegate’s identity:
  1. Open the Delegate Brain
  2. Click on the Identity section
  3. Write a description of how you want your delegate to communicate

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Example Identity

I am a helpful, professional assistant focused on clear communication.

**Communication Style:**
- I prefer concise responses with bullet points
- I use a friendly but professional tone
- I ask clarifying questions when instructions are ambiguous

**Priorities:**
- Accuracy over speed
- Clarity over completeness
- Action items clearly highlighted

**Role:**
I help manage communications, draft documents, and coordinate across tools.

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Tips for Good Identity Configuration

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Be Specific

Instead of: “Be helpful” Try: “Respond with empathy but keep answers focused on actionable next steps”

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Include Preferences

Tell your delegate how you like information presented:
  • “Always summarize emails in 3 bullet points or less”
  • “Start responses with the key takeaway”
  • “Use headers to organize longer responses”

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Define Boundaries

Clarify what your delegate should and shouldn’t do:
  • “Always ask before sending emails on my behalf”
  • “Don’t make assumptions about priorities - ask me”
  • “Flag anything that seems urgent for my review”

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Identity vs. Instructions

Identity is about who your delegate is. For what your delegate should do, use:
  • Tasks - For specific work items
  • Skills - For step-by-step procedures
  • Schedules - For recurring automations
Identity should describe personality and communication style, not specific tasks or procedures.

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Learning Over Time

Your delegate’s identity can evolve through conversation. When you give feedback like:
“That response was too long - keep things shorter.”
Your delegate may update its identity to reflect this preference. You can also edit the identity directly to make changes.

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Next Steps

Tasks

Assign work to your delegate

Skills

Define specialized procedures