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Documentation Index

Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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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

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Instruction Scopes

ScopeApplied To
SystemAll assistants, always applied first
GlobalAll assistants, applied after system instructions
ClientAll assistants for a specific client organization
AssistantA specific assistant only
Instructions are applied in scope order: System > Global > Client > Assistant. Within each scope, they are applied in their configured display order.

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Creating Instructions

Click Create New to add an instruction:
FieldDescription
InstructionThe instruction text (multi-line). This is the actual directive sent to the AI model.
ScopeWhere this instruction applies (System, Global, Client, Assistant)
Client IDRequired for Client scope — specifies which client organization
ActiveWhether this instruction is currently applied
OrderDisplay and application order within its scope

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Managing Instructions

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Editing

Click any instruction to edit its text, scope, or configuration.

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Ordering

Instructions within the same scope are applied in their configured order. Use the order field to control which instructions are applied first.

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Activating/Deactivating

Toggle the Active status to temporarily disable an instruction without deleting it. Deactivated instructions are not sent to the AI model.

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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.