Agent Preferences

Introducing the account-level Agent Preferences - an optional open text field on each account where you can capture account specific details such as brand voice, campaign goals, recurring caveats, and any other account-specific guidance - that are accessible by your Agents when needed. You'll find the field at Account Command Center → More Actions → "Agent Preferences."

When you @-mention an account in AI chat, the preferences you've saved for that account are automatically included in the prompt the assistant sees, so its responses follow that guidance for that account.

This makes your agents far more scalable across accounts. Instead of stuffing every account nuance into the agent itself — creating instruction bloat — the agent can now pull in the account-specific details only when it needs them, straight from that account's Command Center.

A few things to know:

• Preferences only flow in when the account is explicitly @-mentioned in the chat turn.
• Access controls are respected: preferences are only pulled for accounts the user already has access to.
• This is currently behind a feature flag (but not for long). It can be enabled on request in the meantime.