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Customize in the sidebar has four tabs: Connectors, Sources, Memory, and Personalization.

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Sources

Sources let you upload your own files so the agent can reference them in any chat.
Sources tab for uploading files to reference in any chat
Click Create new Source, give it a name and description, choose whether it’s org-shared or private, then upload files. Accepted formats are documents (PDF, DOCX, DOC, PPTX, PPT, XLSX, CSV, MD, TXT) and a wide range of code/config files (JS, TS, PY, GO, JAVA, RS, SQL, JSON, YAML, XML, and more) — no image formats. Each source has a Use in chat action, plus a menu for Download All or Delete.

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Memory

Memory tab with a Reference saved memories toggle and a panel of facts extracted from past chats
A single Reference saved memories toggle (on by default) controls whether the agent saves and uses memories when responding. The Memory from your chats panel is meant to list facts it’s automatically extracted from past conversations — there’s no manual “add a fact” option. Memory can also personalize the queries it sends to search providers like Bing.

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Personalization

Personalization tab showing the custom personality builder
This isn’t a settings panel — it’s a custom-persona builder. Click Create new personality and fill in: Your name, Personality name, Your profession, Personality traits (free text, with suggested tags like Witty, Poetic, Encouraging, Gen Z), and What Personality should know about you. The result is a persona that “thinks and speaks exactly like you,” per the tab’s own description, rather than a simple tone-of-voice setting.