Instructions

Define AI behavior guidelines that apply to every assistant conversation across your organization.

Instructions are persistent guidelines that shape how the AI assistant behaves. Use them to enforce a consistent tone, provide domain context, or set boundaries for your team.

When anyone in your organization uses the assistant, active instructions are automatically included. The AI follows them alongside whatever the user asks.

Instructions apply to the assistant only, not to prompts or AI rules.

Personal vs organization instructions

Scope	Who it affects	Who can create
Personal	Only your own sessions	Anyone
Organization	Everyone in the organization	Admins only
Team	Sessions within a specific team's conversations	Team admins

Creating an instruction

1. Go to Settings > AI > Instructions.

2. Click Add instruction.

3. Write the instruction body. Keep it clear and specific.

4. Set the scope: personal, team, or organization.

Priority and ordering

When multiple instructions apply to a session, they're all included. If instructions conflict, personal instructions take precedence over organization-wide instructions, which take precedence over team-specific instructions.

Within the same scope, instructions are applied in alphabetical order by name. If the order matters, name them accordingly (e.g., "1 - Tone", "2 - Formatting").

Example instructions

Tone and style:

Always respond in a professional, concise tone. Use bullet points for lists.
Avoid jargon and keep sentences short.

Domain context:

We are a B2B SaaS company. Our product is [your product name].
When drafting replies, use our brand voice: friendly, helpful, and direct.
Never use exclamation marks excessively.

Boundaries:

Never share pricing information in replies. Direct pricing questions
to the sales team at [e-mail].

Language:

Always reply in the same language as the incoming message.
If unsure of the language, default to English.

Limits

You can create up to 20 instructions per organization.