Step 7: Naming and describing your bots Beginner

A bot's name and description aren't just labels. They help you find the right chat quickly, and they help your primary bot decide where to send work. This step shows where to edit them and how to write good ones.

1. Open the bot's settings

1. Open the bot's chat from the sidebar.
2. Click the bot's name in the chat header (or press Cmd+Shift+I) to open its info pane.
3. Click the gear next to the "X" in the pane's header. This opens that bot's settings page, with its avatar, name, title, description and notification settings.

These are per-bot settings and aren't the same as the app-wide Settings window from Step 4.

2. Pick a clear name

• Name the job, not the personality: "Inbox Helper" beats "Max".
• Keep it short enough to read in the sidebar.
• Avoid near-duplicates like "Research" and "Researcher".

3. Use the title for a one-line role

A short title, such as "Sorts and summarizes my newsletters", helps you tell bots apart at a glance.

4. Write a description that routes well

The description is where you say what the bot handles, and what it doesn't. A good one covers:

• The kinds of tasks it owns
• The apps or sites it works in
• What it should leave to other bots

Handles my personal Gmail: daily triage, newsletter summaries and reply drafts. Doesn't handle work email or calendar changes.

Because the primary bot routes tasks to your other bots (Step 5), a precise description makes it more likely the right bot gets the job.

5. Set notifications

The same page has notification settings for that bot. Quiet bots that run in the background may not need alerts; bots that ask for approvals probably do.

Want each bot to stand out even more? Step 8: Customize your bot covers pictures and colors.

Facts about the app on this page come from Cursor's official Grok Bot documentation. Menus can change between versions; if something looks different, check the official docs.