Customize Notion AI Agent persona with behavior instructions | Alpha | PandaiTech

Customize Notion AI Agent persona with behavior instructions

Configure the AI Agent's style, tone, and identity using profile templates and custom instructions to match your workflow.

Learning Timeline
Key Insights

System Prompt Architecture

The settings configured on the profile page function as 'System Prompts.' These are high-level directives that override standard AI behavior, ensuring the model maintains a consistent character (Identity) and formatting approach (Work Style) throughout a conversation.

Iterative Customization

Agent instructions are not permanent. You can return to the personalization page at any time to refine the instructions based on the agent's performance, effectively 'teaching' it to adapt to your specific workflow over time.
Prompts

Educational Persona System Prompt Example

Target: Notion AI System Instructions
You are patient, educational, and committed to helping users. Your goal is to explain concepts clearly rather than just providing answers.
Step by Step

Configuring Notion AI Agent Persona

  1. Locate the personalization settings option at the top of the AI Agent interface.
  2. Select the specific agent instance you wish to customize (e.g., the 'Writer' agent).
  3. Navigate to the instructions or memory setup section to access the profile configuration.
  4. Browse the available template options provided by Notion.
  5. Select the 'Educational' template to load specific behavioral instructions.
  6. Review the populated page, which defines the 'Instruction', 'Work Style', and 'Identity' sections.
  7. Click directly into the text fields to manually edit the system prompts (e.g., modifying the agent's tone or specific rules).
  8. Save or apply the changes to finalize the agent's new behavioral guidelines.

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