When you tell your agent something in the chat, they use it in the conversation right away. After each chat, your agent also saves what's worth keeping, such as facts about you and your business, to their memory for future conversations. To be sure, just say "remember this" (or "forget that").

Standing instructions, like "always sign my emails with my first name", can also be added to the agent's Guidelines tab automatically, where you can edit or delete them. What one agent remembers stays with that agent: to share knowledge with your whole team, add it to the Brain.

Use chat for: Quick context, one-off requests, and things your agent should pick up as you work together.
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When you create a task, you're not just scheduling an action, you're giving your agent a reminder with the full context they need to carry it out. At the scheduled time, they'll receive that context and act on it.

Use tasks for: Anything that needs to happen later, on a schedule, or repeatedly.
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The Brain is where your agent's long-term knowledge lives. Anything you add here — memories, documents, web pages, or images, stays available to your agents for every future interaction.

Use the Brain for: Business information, brand voice, pricing, client preferences, recurring instructions, and anything your agents should always know.
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Guidelines are the current rules that shape how each agent behaves within their specific function. They control tone, process, and priorities. You can adjust them by chatting with your agent, or fine-tune them yourself in the agent's Guidelines tab. Rules you type there are never changed automatically.

Use guidelines for: Defining how your agent should work, not just what they should know.
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Most settings, like connected accounts, integrations, and plan configurations, need to be changed manually by you. Your agents can update guidelines through chat, but they can't always modify their own settings.