Personalization¶
The Personalization page in Agent Settings is where you customize how the CoCo Desktop agent behaves and what it is allowed to do. From here you can give the agent standing instructions, turn built-in tools on or off, and manage the agent’s memory.
Open the Personalization page¶
Open Agent Settings and select Personalization from the sidebar. The page has three sections: Custom instructions, Tools, and Memory.
Custom instructions¶
Custom instructions are standing guidance that CoCo applies to every conversation — tone, preferred output format, conventions, or domain knowledge you don’t want to repeat each time.
Type your instructions into the editor and click Save. Your text is stored in the
user-scope instruction file ~/.snowflake/cortex/AGENTS.md, so it applies across every
workspace. Because it is the same file, edits you make here and edits you make directly in
AGENTS.md stay in sync. For how instruction files are discovered and combined, see
Instruction files.
Note
Custom instructions are capped at 512 KB. Keep them focused: broad, always-on instructions are added to every prompt, so concise guidance works best.
Tools¶
The Tools section controls which built-in agent tools are available. Each toggle takes effect immediately.
| Tool | What it allows |
|---|---|
| Web Search Tool | Allow the agent to search the web for relevant information. |
| Web Fetch Tool | Allow the agent to fetch content from URLs. |
| Notebook Tools | Allow the agent to read, edit, and execute cells in Jupyter notebooks, including managing kernels and inspecting data. |
Note
The Web Search tool depends on account-level access to web search. If it is locked, ask
your administrator to enable the ENABLE_CORTEX_WEBSEARCH parameter for your account.
Memory¶
The Memory section controls whether the agent remembers context across conversations. Turn Enable memories on to let CoCo generate memories from your chats and bring them into new chats, use Browse memories to open the folder where they are stored, and use Reset memories to delete them all.
For how memory works, what gets stored, and how it is applied, see Memory.