> ## 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.

# AI Instructions

> Manage system-wide and assistant-specific AI behavior instructions

## 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                         |

Instructions are applied in scope order: System > Global > Client > Assistant. Within each scope, they are applied in their configured display order.

## 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.

<Tip>
  Use instructions to enforce organizational policies, guide response tone, restrict topics, or provide domain-specific context that all assistants should follow.
</Tip>