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The Identity panel in Settings has two fields. They feed every extraction prompt the AI runs, so what you put here shapes how the AI thinks about your conversations.

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Your name

This is the name the AI uses to recognise you in transcripts and notes. It serves a specific purpose: when the AI is extracting decisions and actions, it needs to know which voice in the room is the host. A transcript with you asking “so we’re agreed on the June launch, right?” and someone else saying “yes, June it is”, the decision belongs to the conversation collectively, but you don’t want your question recorded as a decision. The AI uses your name to filter that out. If your name is blank, the AI defaults to “the host”, which works but is less precise.

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Your role context

This is the one-sentence answer to “what’s the AI doing this work for?”. It gets interpolated into the system prompt at the top of every extraction:
“You are an analyst for [your role context]. Given a transcript, extract structured engagement data…”
The more specific you are, the better the framing of every extraction. Compare:
GenericSpecific
a managera Customer Success Manager working with Fortune 500 SaaS accounts on retention and expansion
a designera Senior Product Designer at a B2B fintech, focused on payments UX and compliance flows
a founderthe founder of a 12-person devtools startup, in customer discovery for our first paid product
The specific version teaches the AI what to pay attention to, what jargon to expect, what categories of decision matter to your work. The generic version doesn’t help. It doesn’t have to be your literal job title, in fact, often shouldn’t be. “Senior Manager II” tells the AI nothing. “Engineering manager for the platform team responsible for auth, billing, and infra” tells the AI everything.

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When to update these

Update them whenever your role substantively changes, you switch teams, take on a new portfolio, change companies. The fields aren’t stored on past engagements, they affect new extractions only. So an update changes the AI’s framing going forward without retroactively touching old saves.

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Example

Your name: Sam Patel
Your role context: a Customer Success Manager at a mid-market B2B SaaS company, working with enterprise accounts on adoption, expansion, and retention
That’s enough. The AI knows who you are, what your domain is, and what kinds of decisions and actions matter to your work. Every extraction reads with that frame.