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Instructions are available in all plans.
Instructions are the guidelines that shape how your AI Agent communicates. They help refine tone, accuracy, and consistency — ensuring that responses always reflect your company’s style and expectations. This article explains what Instructions are, how to write them effectively, and how to continuously improve them for better performance.

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What are instructions?

Instructions tell your AI Agent how to use the knowledge it has. They act as a set of rules and examples that guide behavior, from how to greet a customer to how to answer a specific type of question. You can use Instructions to:
  • Define tone and communication style
  • Clarify how and when to use specific knowledge
  • Add basic knowledge if you’re not using Sources (like Websites or Files)

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Using Instructions as Knowledge

If you’re not using other Sources such as document scraping or web crawling, you can also add knowledge directly into Instructions. For example, you can copy and paste information from your website, help articles, or internal documentation. The AI Agent will then use this information to generate answers, just as it would with other sources.

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Setting Up Instructions

1

Select an Agent

Navigate to Agents and create a new Agent or select an existing one.
Instructions Menu
2

Access Instructions

In the menu, select Instructions.
Instructions Settings
3

Organize Instructions by Category

Categories help you organize your Instructions for easier management.Click Create or the + icon in the upper-right corner to add new categories. Name your category.
The AI Agent doesn’t use the category names or order when generating responses — they’re just for your internal overview.
Instructions Create
Add your first instruction within the category, using the Create button.
Example: Create a category called Orders to group all instructions about order status, cancellations, or shipping.
4

Write Effective Instructions

Be as specific and actionable as possible. Each Instruction should describe:
  • The situation the AI Agent may encounter.
  • The expected behavior or response.
Example: “When a customer asks about their order status, tell them to check the track-and-trace link in their order confirmation email.”
Avoid general statements — the more context you give, the more accurately your AI Agent will respond.
5

Test and Refine

After adding your Instructions, use the Playground to check how your AI Agent responds.If a response isn’t quite right:
  • Refine the existing Instruction rather than adding new ones.
  • Avoid creating multiple similar Instructions for the same topic, as this can cause overlap or confusion.
6

Monitor and Improve

Once your AI Agent is live, continue reviewing its responses.If you notice unclear or inconsistent answers, use real conversations as examples to refine your Instructions.Regular updates to the instructions keep your AI Agent relevant, accurate, and aligned with your company’s policies.

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Best Practice

  • Keep Instructions short and clear, one scenario per Instruction.
  • Avoid duplicates or overlapping guidance.
  • Match your company’s tone of voice.
  • Use real customer phrasing when possible to improve recognition.
  • Test and adjust regularly.