Custom Instructions
Last updated
Last updated
The Custom Instructions section allows Admins to create or manage pre-defined instructions that can be enabled on chats by users across the workspace. Custom instructions allow you to preset guidelines for how the AI should respond in different scenarios. This can include persona details, formatting requirements, language settings, tone, and more.
To create a new custom instruction:
Go to Workspace Settings > Custom Instructions.
Click on Create New Instruction.
Enter a Name for the instruction (e.g., “Professional Tone”).
Select a Type from the dropdown (e.g., Persona, Brand Voice, Language, Writing Style).
Add the Custom Instructions in the text box (e.g., “Always use a professional and formal tone”).
Save the instruction to make it available in your workspace.
Once custom instructions are created, they can be applied to any chat or prompt to ensure the AI adheres to the predefined guidelines. Users can choose from existing instructions or create new ones as needed.
Instructions are categorized into different types to help organize and apply them more efficiently:
Persona: Define a specific persona for the AI, such as “Behavioral Scientist” or “Project Manager.”
Brand Voice: Set the tone and style that aligns with your organization’s communication guidelines.
Language: Define the language or dialect the AI should use (e.g., US English, British English).
Writing Style: Specify how the AI should structure its writing, such as “Concise and Clear” or “Engaging Narrative.”
Admins can view, edit, or delete existing instructions from the custom instructions dashboard. This ensures that the workspace stays up to date with the latest communication or project guidelines. To edit or delete an instruction, click on the three dots next to the instruction and choose the appropriate action.
Team Personas: Define different personas based on your organization’s departments (e.g., marketing, fundraising) to ensure the AI tailors responses appropriately for each team.
Brand Consistency: Set custom instructions for brand voice to maintain consistency across all AI-generated content.
Project-Specific Guidelines: Apply unique instructions for special projects that may require a particular tone, formatting, or response structure.
