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
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:
- What do you want your assistant to be called?
- What's its speaking style? (Formal / casual / snarky / cute?)
- What can it do directly?
- What must it ask you about?
- 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
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