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The Delegate Brain

The Delegate Brain is where you configure your delegate’s behavior. It’s the control center for how your delegate thinks, communicates, and takes action.

Accessing the Brain

Click the “Brain” tab in the right panel of your initiative to open the Delegate Brain. Here you’ll find all the configuration options for your delegate.

What’s in the Brain

The Delegate Brain has several sections:

Identity

Control how your delegate communicates:
  • Personality and tone
  • Communication style
  • Role and responsibilities

Tasks

What your delegate is working on:
  • Active tasks with goals
  • Success criteria
  • Progress tracking

Memory

What your delegate remembers:
  • Important context about you
  • Key information about projects
  • Learned preferences

Skills

Specialized procedures your delegate knows:
  • Step-by-step workflows
  • Best practices for specific tasks
  • Custom instructions for recurring work

Schedules

Automated check-ins and reminders:
  • Recurring schedules (daily, weekly, etc.)
  • Specific times and intervals
  • What to check on each run

Permissions

What your delegate can access:
  • Connected integrations
  • Read vs. write permissions
  • Specific resources (in advanced mode)

Progress Log

A running log of your delegate’s actions:
  • What tasks have been completed
  • Updates and milestones
  • History of delegate activity

Unfinished Business

What your delegate still needs to do:
  • Pending items from previous conversations
  • Tasks waiting on external input
  • Follow-ups to complete

Initiative Context

Shared context for the entire initiative:
  • Background information about the project
  • Key goals and objectives
  • Important context all team members should know

Who Can Edit the Brain

Only the initiative owner can edit the Delegate Brain. If you’re a member (not the owner), you can view the brain configuration but not change it. This ensures one person has control over how the initiative’s delegate behaves, preventing conflicting configurations.

How the Brain Affects Behavior

Everything in the Delegate Brain influences how your delegate acts:
  • Identity shapes communication style
  • Tasks guide what your delegate prioritizes
  • Memory provides context for decisions
  • Skills determine how specific tasks are handled
  • Schedules trigger automatic check-ins
  • Permissions control what actions are possible
  • Progress Log tracks what’s been done
  • Unfinished Business ensures nothing falls through the cracks
  • Initiative Context provides shared background for all decisions
When you chat with your delegate, it draws on all of this to provide relevant, personalized help.

Learn More

For detailed documentation on each brain section, see Delegate Brain Overview.