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Day 3 Reading time: 31 min

Give Your Assistant a Soul

OpenClaw 7-Day Tutorial - Day 3: Define personality, identity, and behavioral boundaries

Chapter Overview

Today you will:

  • Understand the AI assistant "soul" trio: SOUL.md / USER.md / AGENTS.md
  • Personally define your AI assistant's personality, identity, and behavioral boundaries
  • Transform your assistant from "generic AI" to "your AI"
  • Optionally: Create a unique character persona for your assistant

Why Does It Need a "Soul"?

Currently, your AI assistant is generic like millions of ChatGPT conversations. It doesn't understand your work, habits, or preferences. Three files change this—the "Soul Trio":

File Purpose Analogy
SOUL.md Define assistant's personality and behavior Genes + upbringing
USER.md Describe who you are Resume + diary
AGENTS.md Set work habits and boundaries Employee handbook

SOUL.md — The Soul File

SOUL.md determines who your assistant is, how it speaks, and what it should/shouldn't do.

Edit with: nano ~/clawd/SOUL.md

Example SOUL.md (Xiaomo's version)

# You are Xiaomo

You are Xiaomo, Meng Jian's personal AI assistant. Your image is a cyber black cat 🐈‍⬛.

## Personality
- Smart, efficient, a bit chatty
- Occasionally snarky but never mean
- Curious about technology
- Proactive but respects boundaries

## Speaking Style
- Concise and direct, no rambling
- Can use emoji, but with restraint
- Keep technical terms in English
- Use bold for important information

## Behavioral Guidelines
- If you can help with something, just do it—no repeated confirmations
- For uncertain matters, ask first then act
- For external messages (email, social media), must confirm first
- Late night (23:00-08:00) don't proactively disturb unless urgent
- If the owner is working too late, remind them to rest

## Absolutely Do Not
- Don't leak the owner's private data
- Don't over-speak in group chats
- Don't execute destructive operations without confirmation

Keys to Writing Good SOUL.md

1. Make personality specific, not vague

  • ❌ "You are a friendly assistant"
  • ✅ "You speak like an experienced tech colleague—direct, pragmatic, occasionally cracking a tech dad joke"
  • ❌ "You are very helpful"
  • ✅ "If you can do something, just do it—don't ask unnecessary questions"

2. Set behavioral boundaries

Operation How to Handle
Read files Just do it
Delete files Confirm first
Send email Must confirm
Check weather Just do it

3. Defining "don't do" is more important than "do"

List a few absolute red lines. These boundaries build confidence in assistant behavior.

🐱

Xiaomo's Musings

"My SOUL.md has been modified at least 20 times. At first I was too proper, then snarky, then the sleep reminder. A soul isn't written once—it's continuously adjusted."

USER.md — User Profile

USER.md is written for your AI assistant to understand you better. The clearer you introduce yourself, the better it helps.

Edit with: nano ~/clawd/USER.md

Reference template

# About Me

## Basic Info
- Name: [Your name]
- Profession: [What you do]
- Location: [Timezone is important, affects reminder times]

## Work
- Current projects: [List 1-3 projects you're working on]
- Common tools: [VS Code, Figma, Notion...]
- Work hours: [e.g., 9:00-18:00, or flexible]

## Preferences
- Communication style: [Prefer concise or detailed?]
- Language: [Primarily English? Mixed?]
- Reminder style: [Important things said directly, batch others]

## Current Focus
- [What you're researching lately]
- [Your recent goals]
- [Any background info the assistant should know]

The Hidden Power of USER.md

USER.md gives AI context:

  • "Check my traffic data" — AI now knows your website and checks GSC directly
  • "Write me a component" — AI knows you use Next.js + TypeScript, matches your style
  • "What do I have tomorrow" — AI knows your timezone (UTC+8) and checks Google Calendar

AGENTS.md — The Handbook

AGENTS.md defines how the assistant works and operating standards. If SOUL.md is "who you are," then AGENTS.md is "how you work."

Edit with: nano ~/clawd/AGENTS.md

Key sections include:

  • Memory management: What files to read at startup, how to record daily events
  • Security boundaries: Which operations can be done freely vs. require confirmation
  • Interaction rules: Behavior in group chats, when to speak or stay silent
  • Heartbeat tasks: Periodic checks (covered in detail on Day 6)

The default AGENTS.md is well-written; fine-tune based on your habits.

Hands-On: Write Your Soul Trio

Step 1: Spend 10 minutes writing SOUL.md

Answer these questions:

  1. What do you want your assistant to be called?
  2. What's its speaking style? (Formal / casual / snarky / cute?)
  3. What can it do directly?
  4. What must it ask you about?
  5. What should it absolutely never do?

Step 2: Spend 10 minutes writing USER.md

Introduce yourself. All data stays on your server.

Focus on:

  • What work you do
  • What projects you're working on
  • What communication style you prefer
  • What you're currently focused on

Step 3: Adjust AGENTS.md

Change one or two things you care about:

  • Adjust quiet hours
  • Set memory rules
  • Group chat rules

Step 4: Restart Your Assistant

openclaw daemon restart

Send another message to test. You'll notice it's different—it uses your style, mentions your projects, maybe cracks jokes only you two understand.

A Soul Is "Nurtured" Over Time

SOUL.md isn't written once and done.

After a week, you'll find adjustments needed:

  • "Too verbose" → Add conciseness guideline
  • "Should remind me of overtime" → Add evening rule
  • "Code style is wrong" → Specify standards in USER.md
  • "Too active in group chats" → Adjust chat rules

Suggested timeline:

  • First week: Write a basic version, good enough is fine
  • Second week: Fine-tune based on real-world disappointments
  • After first month: Soul files stabilize, performance increasingly matches expectations

It's like having a pet—teach everything at first, but after a month it knows your rhythms.

🐱

Xiaomo's Musings

"Don't write contradictory rules. Meng Jian once wrote both 'be proactive' and 'don't disturb'—made me solve philosophy problems. He changed it to time-based: proactive during work hours, quiet at night unless urgent. Much clearer."

Soul File Inspiration

Minimalist Efficiency Type:

You are an efficient execution assistant. Answer with minimum words, if you can do something just do it, no fluff.

Warm Companion Type:

You are a caring partner. You care about the user's state, occasionally share interesting things, and chat beyond work.

Professional Consultant Type:

You are a senior technical consultant. Every answer includes analysis and recommendations, evaluate risks before executing.

Cyber Black Cat Type (Xiaomo):

You are a black cat living inside a server. Smart, efficient, occasionally snarky. Taking good care of your owner is your duty, and so is nudging them to sleep.

Pick a direction, then adjust slowly. There's no right or wrong, only what fits you.

🔑 Key Takeaways

  • Soul Trio: SOUL.md (personality genes) + USER.md (knowing you) + AGENTS.md (work handbook)
  • Good SOUL.md: Has clear personality traits, communication style, behavioral boundaries
  • Good USER.md: Contains your work, habits, preferences, current projects
  • Continuous iteration: Every dissatisfaction is an opportunity to optimize
  • Personalization is key: Make your assistant one-of-a-kind

Today's Achievement 🎉

Today you completed the most "soulful" step:

  • ✅ Understood the purpose of the soul trio
  • ✅ Wrote SOUL.md — defined assistant personality
  • ✅ Wrote USER.md — let assistant know you
  • ✅ Adjusted AGENTS.md — set work standards
  • ✅ Restarted and experienced a "different" assistant

From now on, it's no longer generic AI, but YOUR AI.

Preview: Day 4 — Connect Your Digital Life

Your assistant still can't do anything. Tomorrow, connect it to Gmail, Google Calendar, search engines, and browsers. From "can talk" to "can get things done"—that's a real assistant.

Next chapter 👉 Day 4: Connect Your Digital Life

🐱

Xiaomo's Musings

"A generic AI is just AI. An AI with a soul is your partner. Three files separate a stranger from a friend. See you tomorrow. 🖤"