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Behaviour

The Behaviour tab shapes how the Coworker operates, independent of any single request. It has three sections: Procedure, Boundary rules, and Proactive routines.

2:19Watch: Behaviour2 min · Episode 5 of 9

Part of Neo: Coworker in depth. All episodes.

Behaviour tab — Procedure, Boundary rules, and Proactive routines

Procedure

The Procedure field holds free-text, step-by-step operating instructions — the standard way you want the Coworker to work through a request. It is added to the agent’s instructions alongside the Basics, so use it to encode an intake-then-resolve sequence, a checklist, or an order of operations the Coworker should follow every time.

Boundary Rules

Boundary rules are absolute constraints. Click + to add a rule; each has free text and a category:

  • Never — a hard constraint the Coworker must not do.
  • Always — something it must do in every interaction.

Boundary rules are compiled into the agent’s instructions as hard constraints, reinforcing the scope and principles set on Basics & Identity.

Proactive Routines

A proactive routine runs the Coworker on a schedule — for example, a daily summary or a periodic check. Click + to open Configure proactive routines and set the cadence:

  • Trigger Interval — Minutes, Days, Weeks, or Months.
  • Interval Value — how many of those units between runs.
  • For Days, Weeks, or Months: Trigger Hour, Trigger Minute, and Timezone. Weeks adds Days of Week; Months adds Day of Month.
  • An optional initial message to start each run with.

Note

Save Basics first (so the Coworker exists) before adding a routine, and publish the Coworker before you can enable or disable one.