Custom Instructions
Last updated
Last updated
The Custom Instructions feature allows users to fine-tune and personalize the AI’s behavior and responses based on their needs or organizational requirements. By providing specific instructions, you can guide the AI to respond in a way that aligns with your team’s communication style or specific tasks. This feature ensures that the AI delivers more relevant, efficient, and customized outputs tailored to the context of your nonprofit.
Click the “Custom Instructions” Button: At the bottom right of the chat window, next to the “Prompts” button, you will find the Custom Instructions button. Clicking this opens the settings for creating or editing custom instructions.
Custom instructions allow you to set detailed preferences for how the AI interacts with you. Here is how to create them:
General Guidelines: You can provide overall guidelines on how the AI should respond. For example, you can ask the AI to:
Be concise in its answers.
Use formal language for donor communication.
Always summarize action items at the end of discussions.
Task-Specific Instructions: You can customize instructions for specific tasks. For example, if the AI is being used to help with grant writing, you might instruct it to always use persuasive language or highlight the impact of the nonprofit’s work.
Personas: Create AI personas to align with specific roles. For example, if the AI is assisting your communications team, you can create a persona that focuses on social media engagement, while a separate persona can be tailored for donor management.
Saving Instructions: Once you have detailed your custom instructions, save them, and when enabled, the AI will apply these preferences during your chat. These instructions can be updated or revised as needed to suit different projects or workflows.
Editing Instructions: You can revisit and modify custom instructions at any time. Simply click the Custom Instructions button again and make any necessary changes to the details.
Using Predefined Instructions: You can also create predefined instructions for different teams or departments in your organization. This is helpful when different teams have different expectations from the AI (e.g., the development team versus the communications team).
