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. The same Credential Vault is also available under Settings → Personal → Credential Vault.
General settings
These control the basics of how your assistant behaves.
| Setting | What it does |
|---|---|
| Display name | The name shown in the chat header. Personalize it if you'd like. |
| Language | The primary language the assistant uses for responses. |
| Response length | Prefer concise answers or detailed explanations? Set the default here. |
| Auto-title conversations | When enabled, the assistant generates a title for each conversation based on the first message. |
| Notifications | Control whether the assistant sends you notifications for scheduled tasks and reminders. |
| Voice | Choose your assistant's voice, speech recognition language, and preview voice options. See Voice Conversations for details. |
Soul and personality
This is where it gets interesting. The soul configuration shapes your assistant's tone, style, and behavior at a fundamental level.
| Setting | What it does |
|---|---|
| Personality | Choose a personality template (Professional, Friendly, Creative, etc.) or write a custom one. |
| Tone | Fine-tune formality. Casual, balanced, or formal — the assistant adjusts its language accordingly. |
| Custom instructions | Write specific instructions the assistant always follows. For example: "Always respond in bullet points" or "Focus on actionable advice." |
| Expertise areas | Tell 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.
| Integration | What it enables |
|---|---|
| Calendar | View and create events, check availability, get meeting prep |
| Draft and review emails with full context | |
| Project tools | Access tasks, issues, and project status from connected tools |
| Custom webhooks | Trigger external workflows from conversation actions |
Integrations are managed from the Integrations tab in settings. Each one has its own connection flow and permission controls.
Credential Vault
Store API keys, tokens, and login credentials your assistant can fetch with get_credential("slug") during a conversation. Values are encrypted and cannot be viewed after saving.
Manage credentials from Assistant → Settings (Credential Vault section) or Settings → Personal → Credential Vault. See Credentials for details.
Heartbeat
Your assistant has an ambient mode called Heartbeat — it runs scheduled checks in the background and pings you only when something deserves your attention. Configure it from /assistant/settings/heartbeat:
- Toggle it on/off
- Set a cadence (15 min through Daily)
- Set active hours and active days
- Add an ambient context note that gets weighted on every tick
- Add individual checks ("Watch my unread inbox for anything urgent")
Most ticks are silent. You'll see them in the History list on the heartbeat page; alerts land in your Inbox with a short summary.
See Heartbeat for the full guide.
For one-off scheduled tasks
If what you want is a recurring task that produces a concrete output (e.g., "Summarize yesterday's team activity every morning at 9am"), that's a Task, not heartbeat. Heartbeat is for "watch and alert"; Tasks are for "do this thing on a schedule".
For more advanced AI configuration options, see AI Configuration.