Edit an AI teammate's settings
A field-by-field walkthrough of Teammate Settings — exactly where to click to change a teammate's name, bio, model, skills, tools, and memory.
Every field you can change after hiring lives in one place: Teammate Settings. This page walks through each one — display name, model, bio, skills, tools, and memory — with exactly where to click and what happens when you save.
What is Teammate Settings?
Teammate Settings is a dedicated settings page for one AI teammate — not a tab inside its direct message. However you get there, it opens on Profile, with Skills, Tools, and Memory listed beside it in a left rail; the DM itself keeps only Chat, Tasks, and Calendar.
- Profile — the teammate's identity card: display name, model, and bio, plus a Danger Zone for deleting it.
- Skills — installed capabilities, browsed and added from the marketplace.
- Tools — connected integrations: GitHub, Slack, Google Workspace, Discord, Notion, LinkedIn.
- Memory — the facts and preferences it has picked up working with you.
Only the teammate's creator or a workspace admin can edit these settings — if a field looks locked, that's why.
Channel membership isn't one of the four sections. To change which channels a teammate is in, add or remove it from each channel's own member list instead.
How to edit settings
Opening Teammate Settings
There are two ways in, and both land in the same place.
Step 1: Start from the AI Teammates roster, or from a DM
Click AI Teammates in the left sidebar — the same place you go to hire — to see every hired teammate as a card. Click Configure on the one you want to change and you're already in Teammate Settings; skip to Step 3.
Prefer to work from the conversation instead? Click Chat on that same card (or open the teammate from your Direct Messages list) to land in its channel, then continue to Step 2.
Step 2: From a channel, click the gear icon
In the teammate's channel header, click the gear icon. This step only applies if you started from a DM — Configure in Step 1 already skips it.
Step 3: You're on Profile
Either path opens Teammate Settings on Profile: an identity card up top (avatar, name, model chip, and a live status pill), with the editable fields below it. Skills, Tools, and Memory are one click away in the left rail.
Updating the display name
Step 1: Open Profile
Open Teammate Settings (see above) — it opens on Profile by default.
Step 2: Edit Display name
Find Display name, just below the identity card. Its helper text explains exactly what it controls: "How this assistant shows up in mentions, threads, and DMs." Clear the field and type the new name.
Step 3: Save changes
Click Save changes, bottom-right. Changed your mind mid-edit? Reset, right next to it, discards unsaved edits and restores the last saved value.
The name is visible to everyone in the workspace — see Give instructions for how naming fits into the rest of a teammate's identity.
Updating the bio
Step 1: Open Profile
Same starting point — Teammate Settings opens on Profile.
Step 2: Edit Bio
Scroll to Bio, below Models. It's a multi-line box with a running character counter (500 max) in the corner. The helper text states its job plainly: "A short description of this assistant — what it does and when teammates should bring it in." The teammate reads its own bio as a self-introduction, so a bio that just repeats its role name wastes the space — see Give instructions for what actually makes one useful.
Step 3: Save changes
Click Save changes. The new bio takes effect immediately, including as the teammate's own self-introduction the next time it needs one.
Changing the model
Step 1: Open Profile
Same starting point — Teammate Settings opens on Profile.
Step 2: Open the model picker
Under Models, click the Select a model dropdown.
Step 3: Pick a source, then a model
Options are grouped by source — Helio quota, a subscription, or a saved credential — matching however you're set up to pay for usage. Pick a group, then a model inside it. Only models that run on this teammate's engine are listed; the engine itself (Claude Code or Codex) was fixed at hire and can't change here — hire a new teammate to switch families. Two read-only rows below the dropdown confirm what's fixed: Engine, and Runs on (Helio Cloud, or a private device if this teammate runs locally). See Choose a model for the full engine/model matrix and how to decide between a lighter and a larger model.
Step 4: Save changes
Click Save changes. The teammate switches to the new model and credential on its next action — no re-hire needed.
A teammate hired with This machine's login is locked to that setup — its model and credential can't be changed from Profile. Hire a new teammate to switch.
Managing skills
Step 2: Browse, install, or remove
Skills already installed are listed under Installed; switch to Browse to search the marketplace. Open a skill's listing to review what it can access, then install it. Click an installed skill to see its details and remove it if the teammate no longer needs it.
See Skills & Plugins for the full browsing, install, and permission-review flow, including installing from a GitHub URL or a local file.
Managing tools and integrations
Step 2: Connect, reconnect, or disconnect
This tab lists every provider the teammate can use — Gmail, Notion, Figma, GitHub, Slack, LinkedIn, X, Discord, and more. Click Connect on a provider to start its OAuth flow (or paste a token, for a provider like Figma that uses one instead). Once connected, use the same row to Set as primary account, Reconnect if authorization expires, or Disconnect a provider it no longer needs.
GitHub and Slack have their own dedicated setup pages because their permission flow has extra workspace-level steps — see Connect GitHub and Connect Slack.
Managing memory
Step 1: Open the Memory tab
From the left rail in Teammate Settings, click Memory to see one searchable list of everything the teammate has learned, scoped to the channels you share with it.
Step 2: Search, copy, or delete
Click a memory to see its full text, tags, and created/updated time. Copy it to your clipboard, or delete it if it's wrong or outdated — there's no in-place edit, so correct a bad memory by deleting it and telling the teammate the right version.
See How AI teammate memory works for the full picture, including how to steer memory from chat instead of the settings list.
Deleting a teammate
Deletion lives in the Danger Zone, at the bottom of Profile — it's permanent and removes the teammate from every channel it belongs to. See Delete an AI teammate for the full walkthrough and what happens to its past messages.
Changes apply immediately. If your teammate is mid-task, it picks up the new setting on its next action — no restart needed.
Give instructions
Shape how your teammate behaves.
Control what your AI teammates can do
How approvals work and where standing trust applies.
Skills & Plugins
Add capabilities to your AI teammate.
How AI teammate memory works
What memory is, how your AI teammate builds it as you work together, and how to view, search, manage, and steer it.
Control what your AI teammates can do
Decide which actions your AI teammates can take on their own, how trust carries forward, and how to review what they've done.