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Companion Settings and Preferences

Companion settings are split across two user preference tabs: Companion for behavior and tool approval, and Models for the AI provider and model.

Companion tab​

Go to User Preferences > Companion to configure how Companion responds to you in the current workspace.

Custom Instructions​

Custom Instructions are personal rules that Companion applies to your interactive threads. Use them to set context, preferred language, formatting, tone, role, or business assumptions.

Examples:

  • "Reply in Polish unless I ask otherwise."
  • "When summarizing calls, focus on risks, next steps, and owners."
  • "Draft emails in a concise customer-facing tone."

Response Style​

Choose one of four default styles:

Concise: Short, direct answers that get straight to the point. Perfect when you just need the essentials, especially during fast-paced meetings.

Detailed: Comprehensive and well-explained responses. Great if you prefer step-by-step guidance or want in-depth summaries for more complex topics.

Technical: Uses precise language and formal explanations, ideal for engineering tasks, code help, or data analysis. Choose this when you want expert-level clarity.

Friendly: A warmer, more conversational tone that helps make information feel approachable - excellent for drafting emails, onboarding teammates, or anytime you want a human touch.

Just pick the style that fits your workflow, and Companion will adapt its responses to best support you.

Auto-Approve Tools​

Companion can use tools such as meeting search, web search, notes, email, task managers, and CRM integrations. Actions that modify data usually ask for confirmation first.

You can auto-approve trusted tools with glob-style patterns:

  • send_email auto-approves only that exact tool.
  • gmail_* auto-approves Gmail tools that match the prefix.
  • *_read auto-approves read tools that match the suffix.
  • * auto-approves all matching tools and should be used very carefully.

Models tab​

Go to User Preferences > Models to choose which provider and model Companion uses for new threads in this workspace.

Your workspace admin controls which providers and models are available under Workspace Settings > Intelligence. If you cannot find a model, it may not be enabled for your workspace.

Once a thread has messages, its model is locked. Start a new thread to switch models.

Coming soon options​

You may see disabled toggles such as Auto-suggest Questions or Memory Enabled. These are marked as coming soon and do not change Companion behavior today.