Configuring Your Sidekick

Opening the Sheet

Go to Sidekicks in the admin sidebar (it's called My Sidekick if your plan has a single sidekick). You can open a sidekick's Sheet in two ways:

• Right-click its avatar in the carousel and choose Edit.
• Switch to Grid View, open a card's More options menu and choose Edit.

The Sheet has an Identity card at the top and a row of tabs underneath. The tab you were last on is remembered, and each tab has its own address (for example #body), so you can bookmark one or share a link to it.

Identity

• Sidekick Image: drag in a square image (256×256 or larger, up to 5 MB), or press Generate with AI. You can add an optional description in Describe the look (optional)…. Generating takes 30–90 seconds.
• Sidekick Name: the name people see in chat.
• Slug (URL-friendly ID): the short ID used in your embed links. It's fixed once the sidekick is created, so any embed code you've pasted keeps working.
• Description: a one-line summary, shown in the sidekick's info panel.
• Agent is enabled: untick to take the sidekick offline without deleting it.

Mind: how it thinks

"How your Sidekick thinks — model, reasoning, and knowledge."

Mind Module

A Mind Module is a ready-made AI model setup. Many split the work in two: a fast model handles easy turns and a stronger one takes the hard ones. Modules are grouped by where they run:

Each place has a toggle. Click a module tile to open Choose a Mind Module. There you can star the modules you use, and your starred modules appear in the switcher inside the chat. Each tile shows whether it can run Senses. The Single model option uses one model for every turn, but Senses can't run with it.

Temperature

Each place has a Temperature slider. Lower values make answers steadier and more predictable. Higher values make them more varied and creative. Values between 0.6 and 0.8 suit most sidekicks.

Background work

Abilities that run on their own, such as Archivist and Senses Pulses, use the model chosen under Background work — abilities like Archivist, and Pulses — runs on:. Leave it on the cloud model unless you have a reason to change it.

Knowledge Base

The bottom of the Mind tab shows which documents this sidekick can read:

• Results to return: how many passages from your documents the sidekick reads before it answers (1–50; the default is 5). Raise it if answers miss details spread across many documents. Lower it if answers wander.
• Documents: the documents linked to this sidekick, with a search box. A document only helps once it has finished processing, and the list shows which ones are ready.
• + Add documents: search your library and link more documents. Knowledge Base ↗ opens the full library. See Knowledge Base.

Body: voice, hearing and avatar

"How your Sidekick looks, sounds, and hears."

Speech (its voice)

Turn on Cloud and pick a voice provider, then fill in that provider's voice setting:

Turn on Local to use Local Chatterbox, a voice cloned on your own computer. You clone the voice in the desktop app. In the browser, local options show the note "Open this Sidekick in the desktop app to download the model this needs."

Hearing (understanding speech)

Hearing turns what people say into words. In the cloud you can choose Deepgram Nova-3, Cartesia Ink Whisper (which detects the language by itself) or Cartesia Ink 2 for English. Local Whisper runs on your own computer through the desktop app.

Avatar / Video Settings

To have face-to-face video conversations, pick an Avatar Provider and turn on Enable Video Chat in the Connections tab. Video chat is included on the Champion plan and up.

Sound Settings

• Thinking Sound: a soft sound, such as keyboard typing, that plays while the sidekick looks something up. It fills the silence in voice and video calls.
• Ambient Sound: a steady background sound such as an office, a forest or a city, with its own volume slider.

Spirit: personality

"Who your Sidekick is — their soul and personality."

Soul

The soul.md editor holds the sidekick's personality, backstory and speaking style, written in Markdown. Press Start from template for a ready-made outline with these headings:

You don't need to list abilities, formatting rules or facts about the user here. Sidekick Forge adds those automatically, including what the sidekick knows about the person it's talking to (their Lore).

Personality Engine

Five sliders set the "Big Five" personality traits the sidekick uses while it talks: Openness, Conscientiousness, Extraversion, Agreeableness and Neuroticism. They work alongside the soul, adjusting its tone without rewriting it.

Abilities, Connections and the other tabs

The remaining tabs each have their own guide:

Settings: usage and extras

"Operational settings — usage, monetization, and advanced options."

• Usage This Month: this sidekick's voice minutes, text messages and embedding chunks for the current billing month, with Refresh. To see usage across your whole account, use Monitoring.
• Show Knowledge Base Citations: shows the source documents under an answer that used your knowledge base, so people can check where it came from.
• Supertab Voice Paywall (optional): charge visitors per session or by subscription for voice, video or text chat through Supertab. It needs a Supertab account. Email help@sidekickforge.com if you'd like to set it up.

Saving your changes

Most settings save when you press Save Changes at the top of the Sheet. A few save the moment you change them, and they say so: abilities ("Abilities save automatically"), Senses, Scheduled Tasks and Wizards.