Montara Mail

Bots and skills

Give the agent a persona, and add your own skills.

Both live under Control Center › Agent tools. Only an organization's owner changes them.

Agent bots

A bot is a persona the agent writes as. It has a name and description, and four parts that make up its system prompt:

PartWhat goes in it
SoulWho it is.
MemoryWhat it should remember: your role, your products, the people you work with.
StyleHow it writes.
InstructionWhat it must or must not do.

The form previews the prompt the model receives. Mark one bot as the default: the AI Drafts queue writes in its voice. Without one, the built-in persona is used.

Skills

Skills run on one email from the reader's Skills menu or as a /command in the assistant. Each organization starts with the built-in skills; the owner can turn any of them off.

A custom skill has a name, a description and an instruction. The instruction is yours, so it is part of the system prompt; the email stays in the conversation as data.

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