Notes and Duplicate

A shipped or shared agent works for many people. Two things let you make it yours without breaking it for everyone else. Notes are your own instructions to that agent, applied only when it works for you. Duplicate makes a copy that belongs to you, with its own instructions and jobs, and stops following the original.

Steps

1. Write notes. Open the agent and, on About, find Personalization. Each shipped agent asks a starting question, for example the Inbox Assistant's "Which emails should I draft for, and how do you write?". Answer in your own words. Notes save in place and apply to every chat and job run for you.
2. Change it for everyone. If the whole workspace needs a change, edit Instructions on About instead, or ask the agent to update itself. That is customisation: it needs edit access and goes through an approval card when done through chat.
3. Let it remember. Memory on About is what the agent has learned from its work. You can read it, correct it, and tell the agent what to remember or forget.
4. Duplicate when you need a fork. Choose Duplicate beside the agent's name and confirm. The copy is your own agent, with the original's instructions and jobs. Rename it, change its instructions, and share it like any agent you built.
5. Keep shipped agents current. An agent Meridian ships is refreshed when Meridian improves it, as long as nobody edited its row. Once edited, it keeps your version. Notes never block an update.

What waits for your approval

Writing notes on the page saves directly: they are yours. Instruction changes an agent proposes for itself, and Duplicate when asked through chat, go through an approval card. A duplicate's jobs still ask for every action that sends or writes.

Limits

• Notes are an order the agent follows, but they cannot grant a tool, an account, or a step the agent does not have.
• When notes and the agent's instructions conflict, the agent judges which serves you and says which it followed. Nothing is ranked automatically.
• A duplicate stops receiving improvements to the original. Prefer notes when the layer is enough.
• Notes belong to one agent. A job has no notes of its own; write them on the agent whose job it is.
• Memory is learned, not told. If a fact must hold, put it in notes or instructions.