Opidocs
FeaturesAssistant

Settings

Configure your assistant's personality, behavior, and integrations to match how you work.

Your assistant is highly configurable. From general preferences to personality tuning and third-party integrations, the settings let you shape the assistant into exactly the companion you need.

Access settings by clicking the gear icon in your assistant's interface, or navigate to Assistant > Settings from the sidebar.

General settings

These control the basics of how your assistant behaves.

SettingWhat it does
Display nameThe name shown in the chat header. Personalize it if you'd like.
LanguageThe primary language the assistant uses for responses.
Response lengthPrefer concise answers or detailed explanations? Set the default here.
Auto-title conversationsWhen enabled, the assistant generates a title for each conversation based on the first message.
NotificationsControl whether the assistant sends you notifications for scheduled tasks and reminders.

Soul and personality

This is where it gets interesting. The soul configuration shapes your assistant's tone, style, and behavior at a fundamental level.

SettingWhat it does
PersonalityChoose a personality template (Professional, Friendly, Creative, etc.) or write a custom one.
ToneFine-tune formality. Casual, balanced, or formal — the assistant adjusts its language accordingly.
Custom instructionsWrite specific instructions the assistant always follows. For example: "Always respond in bullet points" or "Focus on actionable advice."
Expertise areasTell the assistant what topics you work with most. This helps it prioritize relevant knowledge.

Custom instructions are powerful. Think of them as a persistent prompt that shapes every response. Try starting with one or two specific preferences and adding more as you learn what works best for you.

Integrations

Connect your assistant to external tools and services so it can pull in data and take actions beyond Opisense.

IntegrationWhat it enables
CalendarView and create events, check availability, get meeting prep
EmailDraft and review emails with full context
Project toolsAccess tasks, issues, and project status from connected tools
Custom webhooksTrigger external workflows from conversation actions

Integrations are managed from the Integrations tab in settings. Each one has its own connection flow and permission controls.

Scheduled tasks (Crons)

Your assistant can run recurring tasks on a schedule. Set these up in the Crons section of settings:

  1. Define what the assistant should do (e.g., "Summarize yesterday's team activity")
  2. Set the schedule (daily, weekly, custom cron expression)
  3. Choose where results are delivered (chat, notification, or email)

Scheduled tasks run automatically in the background. You'll see results appear in your assistant's chat or in your notifications, depending on your delivery preference.

For more advanced AI configuration options, see AI Configuration.

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