Persona and system instructions
Memo lets you choose the assistant's name and persona during setup and change the configuration later. A rerun of the wizard preserves a custom persona unless you edit it.
Memory and instructions
The model's context can include your configured instructions, relevant retrieved memories and the tools available for the current task. These have different roles: a memory is context, while tool access is controlled by permissions.
Projects
An agent project can have its own rules and memory. On project setup Memo creates a .memo folder only with your approval. Project instructions point the agent to the project's own files; personal context is isolated from project memory.
Code modes and skills
Plan, Auto and Build define different agent workflows. Installed skills add task-specific instructions; project skills are activated for the chat. Review your model, project and permission settings when changing behavior.