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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

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:

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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.
An instruction that requires information from the user (“before answering, establish which business unit they belong to”) makes a deep-agent assistant ask for it with a question card rather than writing the question into its reply. The instruction reaches the report writer, so the question comes after the data has been fetched; to have the assistant ask before it retrieves, put the same requirement in its Intent Resolver Prompt Extension. See Clarifying Questions.