# Teach Spiich how you work

> Settings > Agent Customization holds your role, responsibilities and communication style, plus organization context only an admin can edit. Memory keeps your standing preferences across every chat.

- Source: https://spiich.ai/help/chat-and-voice/teach-spiich-how-you-work
- Section: Chat and voice
- Who can do this: Everyone
- Time: 5 minutes
- Last updated: 2026-08-24

Spiich is more useful when it knows who you are, what you sell and how you like to be written to. Two places control that: `Settings > Agent Customization` for the standing facts, and the memory dialog for how you work day to day.

## Your own fields

Go to [`Settings > Agent Customization`](https://app.spiich.ai/settings/agent-customization) and look at `User information`. Every member can edit these for themselves, and each field saves when you click away, with a `Changes saved` toast.

| Field | What it changes |
| --- | --- |
| `Job Title` | The lens Spiich answers through. An AE gets deal mechanics; a sales lead gets pipeline shape. |
| `Responsibilities` | What it assumes is your job to act on, so it prioritizes the right follow-ups. |
| `Communication Preferences` | Tone, length and format of what it writes back to you. |
| `Speech Recognition Language` | The language it transcribes your dictation in. See [Update your CRM by voice](/help/chat-and-voice/voice-updates). |

> **Tip:** If a field is empty or too thin, a `Let Spiich fill this` action appears beside it. It runs the same research the onboarding wizard uses, for that one field, and shows you an editable draft to approve. Faster than writing it yourself, and you still get the last word.

If you skipped this at signup, Spiich will offer once in chat, after a few messages, with a dialog headed `Make Spiich work more like you`. Choosing `Not now` defers it.

## The organization fields

Below `User information` sits `Organization information`. This is the shared context that grounds every assistant in the workspace, so one rep's chat and another rep's background agent describe your company the same way.

| Field | What it changes |
| --- | --- |
| `Organization Name` | Read-only for everyone on this page. |
| `Description` | What your company is, in the words Spiich uses when it writes about you. |
| `Value Proposition` | The argument it reaches for in outreach and objection handling. |
| `Target Customer` | Your ICP. Drives qualification, scoring and prospecting. |
| `Custom Agent Instructions` | Standing rules for everyone: what to always do, what never to do. |

> **Admin only:** Only workspace admins can edit the organization fields. Members see them with the notice `Only administrators can edit organization-level settings. Contact your admin to update these fields.` If something here is wrong, ask an admin rather than working around it in every chat.

A workspace with teams can go further: an admin can override the description, value proposition, target customer and custom instructions per team, so a new-business team and a renewals team get different framing from the same workspace. Fields not overridden inherit the organization default. See [Teams](/help/workspace/teams).

## How memory works

Agent Customization holds facts. Memory holds preferences: how you want Spiich to behave, everywhere, without you repeating it.

1. **Open it**
   Press `Cmd+K` and choose `Memory` under `Go to`. There is no sidebar button for it.

2. **Decide what it may draw on**
   `Use past chats` pulls relevant messages from older conversations into new ones. `Use saved preferences` applies your style and operating rules. Either can be switched off.

3. **Fill in your preferences**
   The fields are grouped under About you, Communication, Instructions and Other: Name, Role and context, Language and tone, Writing style, Operational rules and more. Edits save automatically as you click away.

4. **Check what it took**
   The dialog is headed `What Spiich remembers`, and it is explicit about scope: `Only preferences about how you work. CRM facts, people, and research do not belong here.`

Good things to put in memory: "always write in British English", "never use exclamation marks", "when I ask for a follow-up, keep it under 120 words", "always give me dates as day, month, year". Bad things to put in memory: anything about a specific account, which belongs in the CRM.

`Forget all` wipes everything Spiich has stored about you, after a confirmation. It cannot be undone.

## When to use which

- A fact about you or your company that rarely changes goes in **Agent Customization**.
- A standing preference about behavior goes in **memory**.
- A method you invoke deliberately for certain requests goes in a **Skill**. See [Skills, the Prompt Library and Quick Actions](/help/chat-and-voice/skills-and-saved-prompts).

## Limits

- The memory preference editor is disabled until you have at least one conversation. It says so: `Start a conversation before editing saved preferences.`
- Memory is reachable only through the command palette.
- `Organization Name` cannot be edited on the Agent Customization page by anyone.
- Personal fields are yours alone. Changing your communication preferences does not change how Spiich writes for a colleague.

## If something goes wrong

- **The organization fields are greyed out.** You are not an admin. Ask one to make the change, or to grant you admin rights. See [Manage your team](/help/workspace/manage-your-team).
- **Spiich keeps applying a preference you no longer want.** It is stored in saved preferences. Open `Cmd+K > Memory`, edit or clear the field, or switch `Use saved preferences` off.
- **Spiich brings up context from unrelated old chats.** `Use past chats` is on. Switch it off in the memory dialog, or start a fresh chat and state the scope explicitly.
- **Nothing you set seems to be applied.** Check both switches in the memory dialog are on, and that the field you filled in is in the right place: tone belongs in memory or `Communication Preferences`, not in your job title.

## Frequently asked questions

### Can my colleagues see what I put in memory?

No. Memory and the `User information` fields are personal to you. Only the `Organization information` block is shared, and only admins can edit it, though every member can read it.

### Does switching off "Use past chats" delete my old conversations?

No. Your threads stay in the sidebar and you can open them as normal. The switch only controls whether Spiich pulls relevant messages from them into a new conversation.

### What is the difference between Custom Agent Instructions and my own memory rules?

`Custom Agent Instructions` are workspace-wide and admin-owned, so they apply to everyone including background agents. Your memory rules apply only to your chats. Where they conflict, keep the shared rule broad and the personal one specific.

### Will Spiich learn my writing style on its own?

It does not learn silently. There is an Email writing style starter Skill it can fill in from your sent mail, which you review and save, and you can state your style yourself in `Communication Preferences` or in memory. Both are things you approve.

## Related

- [Chat basics](https://spiich.ai/help/chat-and-voice/chat-basics)
- [Skills, the Prompt Library and Quick Actions](https://spiich.ai/help/chat-and-voice/skills-and-saved-prompts)
- [Your profile and preferences](https://spiich.ai/help/workspace/your-profile-and-preferences)
- [Teams](https://spiich.ai/help/workspace/teams)
- [How Spiich works](https://spiich.ai/articles/how-spiich-works)