Personalization
Clatri offers two ways to give the agent persistent context, and it's important to distinguish them: the entity description and the agent personality. Both are injected into every message you send, but they serve different functions.
Entity description
The entity description tells the agent who you are — or what your business, team, or project is. It's a free-text field in each entity's settings where you write the context you want the agent to always keep in mind: your personal situation, your profession, your goals, your company's characteristics — whatever is relevant so the agent understands you better.
This information doesn't define how the agent talks — it defines the basis on which it reasons. When the agent makes decisions — what category to assign an expense, what tone to use in a health response, how to prioritize a task — it does so considering this context. Without a description, the agent starts from scratch in every conversation; with one, it already knows who you are before you say a word.
Think of the description as a permanent introduction. You don't need to remind the agent that you have diabetes every time you ask a health question, or that your business operates in Colombian pesos every time you register an expense. You write it once and the agent keeps it in mind always.
Personal description examples:
I live in Mexico City. I'm 32, freelance designer.
I take metformin 850mg twice daily for type 2 diabetes.
My monthly food budget is $8,000 MXN.
I'm saving for an apartment — my goal is $500,000 MXN by December 2026.
My main income comes from UX design projects.
Business description examples:
Coffee shop "El Grano" in Bogotá. 3 employees.
Main currency: COP. Open since 2022.
We sell specialty coffee and artisanal pastries.
Our main supplier is Café de Colombia S.A.
Hours: Monday to Saturday, 7am to 7pm.
Average monthly revenue: $12,000,000 COP.
Agent personality
The personality defines how the agent behaves: its tone, response style, and communication rules. It's a separate field in the settings section.
If the entity description answers who you are, the personality answers how you want to be spoken to.
Professional and concise:
Be direct and concise. Use a professional but friendly tone.
Give me practical examples when explaining something. Use informal language.
Minimalist:
Short answers. No emojis. No fluff.
Analytical:
When discussing finances, always include percentages and comparisons.
Use tables when it makes sense. Prioritize data over opinions.
Both settings — description and personality — are entity-specific. You can have a detailed personal description with an informal tone, and a business description with a professional tone. If you don't configure either, the agent uses its default behavior.