Overview
AI instructions are directives that shape how AI assistants behave. They can be scoped globally (affecting all assistants) or targeted to specific assistants or clients. Instructions are applied in order, allowing layered control over AI behavior.
Navigate to Admin > Settings > AI Instructions.
Viewing Instructions
The instructions page lists all configured instructions with:
- Instruction text preview (first 50 characters)
- Scope (System, Global, Client, Assistant)
- Client ID (if client-scoped)
- Active status
- Display order
- Created and modified dates
Instruction Scopes
| Scope | Applied To |
|---|
| System | All assistants, always applied first |
| Global | All assistants, applied after system instructions |
| Client | All assistants for a specific client organization |
| Assistant | A specific assistant only |
Creating Instructions
Click Create New to add an instruction:
| Field | Description |
|---|
| Instruction | The instruction text (multi-line). This is the actual directive sent to the AI model. |
| Scope | Where this instruction applies (System, Global, Client, Assistant) |
| Client ID | Required for Client scope — specifies which client organization |
| Active | Whether this instruction is currently applied |
| Order | Display and application order within its scope |
Managing Instructions
Editing
Click any instruction to edit its text, scope, or configuration.
Ordering
Instructions within the same scope are applied in their configured order. Use the order field to control which instructions are applied first.
Activating/Deactivating
Toggle the Active status to temporarily disable an instruction without deleting it. Deactivated instructions are not sent to the AI model.
Searching
Use the search field to find instructions by text content.
Use instructions to enforce organizational policies, guide response tone, restrict topics, or provide domain-specific context that all assistants should follow.
