Shape how Jake answers, what it knows, what it can do, and when it asks for help

Jake settings

TL;DR: Open Settings → Jake. Behavior = how Jake answers. Sources = facts it cites. Actions = things it can do. Activity = what's live now.

Behavior

How Jake answers, decides, and escalates. Choose Edit to change it.

Advanced settings has: safety rules, handoff routes, test scenarios, and raw config files.

Facts Jake can cite — product docs, policies, procedures. Not instructions.

Put facts here. Put voice and judgment rules in Behavior.

Tools Jake can call — order lookups, refunds, status checks. Each needs a credential, approval policy, and tests before it's live.

Stripe is built-in: customer, payment, subscription, and refund actions. Refunds always require approval.

Which version is live. What changed. What needs review.

Connect Codex or Claude Code to improve Jake conversationally. Never paste credentials into the teammate conversation.

Setup publishes an answer-only baseline. Customer-changing actions stay off until separately configured, credentialed, and tested.

Next: Add sources →