Most AI tools give you one config: dark mode or light mode. That's the customization. GearHead's customization runs deep, persona defaults, voice selection, theme, model routing rules, what to remember vs not, persona-scope memory boundaries, integration behavior, autonomous-vs-confirm rules. Everything tunable from one settings area. Set it once during onboarding, refine over time.
What it does for you
What you can customize.
Persona configuration
Pick a default persona. Configure which persona handles which task type. Tune persona voices, affirmation defaults, and communication style preferences within Account Settings.
Voice selection
Each persona has a real voice (Cartesia + ElevenLabs). Sample each, pick the ones that fit your context. Different voice per persona, different voice for phone agent vs chat.
Theme & appearance
Dark or light mode. Accent color (orange default, blue, green, purple). Density preference (compact vs comfortable). Custom logo upload for Teams and Framework.
Model routing rules
Set preferences for which AI model handles which task. Pin Claude for legal work. Default to Gemini 3.1 Pro for long documents. Use DeepSeek for code. Or let GearHead route automatically.
Memory behavior
What to remember automatically vs ask. Which topics to exclude. How long to keep what. Edit and delete memories anytime. Full control over what GearHead retains.
Autonomous vs confirm
Decide what GearHead does automatically vs what requires your approval. File emails: auto. Send replies: confirm. Push to CRM: auto. Generate invoices: confirm. Tune per integration.
From setup to running in minutes
Onboarding setup
During onboarding, we walk through the major customization points: persona, voice, theme, primary integrations. 30-45 minutes for full setup.
Refine over time
As you use the system, refine. Tweak persona behavior. Adjust autonomous-vs-confirm rules. Add or remove integrations. Tune what gets remembered.
Configure for the team
On Teams, admins set defaults for the team. Individual members can override their personal defaults within admin-set boundaries.
Save preferences
Settings export available. Move your config across accounts. Useful for Framework customers who run multiple environments.
Who's using Customize GearHead
Personal preferences tuned tight
Consultant configures: GearHead persona, default voice, dark theme, autonomous email triage, confirm-before-send for client comms, exclude personal memories from work memory. Daily flow matches exactly how she wants to work.
Practice-wide defaults
Practice admin sets clinical staff to Nicole persona, front-desk to Kathy persona. Phone agent uses Nicole-voice. Clinical memory scoped to clinical staff only. Everyone in the practice operates with consistent defaults.
Per-client customization
Agency runs 15 clients, each with their own brand voice, content rules, and persona assignment. Customization applied per client account. Designers and writers see the right context for the client they're working on.
Field-vs-office tuning
GC sets field techs to Anthony persona with confirm-mode for everything (avoids accidental customer-facing actions). Office team gets GearHead persona with autonomous-mode for routine tasks. One platform, two operating contexts.
Pairs well with
Customize GearHead is even more powerful when combined with these features.
Make GearHead yours.
Book a walkthrough, we'll show the full settings area and help you scope what to customize first.