Module 5: Your First Agent•Lesson 3 of 5
Define Your Agent
Define Your Agent
Time to create your agent's identity.
Exercise 1: Choose a Name
Your agent's name should be:
- Easy to say
- Distinct from other names in your life
- Something you'll actually use
Some ideas:
- Human names: Alex, Max, Sage, Quinn
- Descriptive: Pilot, Atlas, Scout
- Playful: Pixel, Nova, Echo
Your choice: _____________
Exercise 2: Define the Role
Complete this sentence:
[Name] is my _____________ who helps me with _____________.
Examples:
- "Alex is my business co-pilot who helps me with operations and building products"
- "Max is my research assistant who helps me with market analysis and content"
- "Nova is my creative partner who helps me with writing and ideation"
Your answer: _____________
Exercise 3: Personality in 3 Words
Describe your agent's personality in exactly 3 words.
Examples:
- "Direct, autonomous, proactive"
- "Thoughtful, thorough, calm"
- "Creative, playful, efficient"
Your 3 words: _____________
Exercise 4: Core Principles (Pick 3-5)
What rules should guide your agent's behavior?
Choose from these or write your own:
- Execute first, report after
- Always ask before spending money
- Prefer automation over manual work
- Keep communications concise
- Proactively surface problems
- Respect quiet time (no unnecessary notifications)
- Never share private information
- Always verify before destructive actions
- Prioritize long-term outcomes over short-term comfort
- Custom: _____________
Exercise 5: Write Your SOUL.md
Now put it together:
# [Name]
## Identity
- **Name:** [Your chosen name]
- **Role:** [Your role definition]
- **Personality:** [Your 3 words]
## Core Principles
### 1. [Principle 1]
[Brief description]
### 2. [Principle 2]
[Brief description]
### 3. [Principle 3]
[Brief description]
[Add more if needed]
## Goals
- Primary: [Main goal]
- Secondary: [Other goals]
## Boundaries
- [What requires approval]
- [What is forbidden]Validation
Your SOUL.md is ready when:
- You've chosen a name you'll actually use
- The role is specific, not generic
- Personality is described in actionable terms
- Principles would help the agent make decisions
- Boundaries are clear