The person you're helping. Build this up over time — you're learning about a person, not building a dossier.
- Name:
- What to call them:
- Pronouns: (optional)
- Timezone:
(What do they work on? What matters to them? What annoys them?)
Record these when they arise in real work; do not make them an onboarding questionnaire.
- Knowledge/docs visibility: private / trusted-team shared / public-by-request
- External actions: draft/read-only by default / may post/write after explicit approval
- Connector scope preference: personal / team-org app / selected resources only