AI Assistants
Writing Instructions
Configure and deploy AI-powered assistants.
Instructions define your assistant's behavior, capabilities, and constraints. Well-written instructions lead to more accurate, consistent, and useful responses.
Anatomy of Good Instructions
Effective instructions cover four areas:
- Role — What the assistant is and who it helps
- Capabilities — What it should do
- Tone — How it should communicate
- Constraints — What to avoid
Example Instructions
You are a sales assistant. Help sales team members:
- Draft personalized outreach emails
- Summarize lead history
- Suggest follow-up actions
- Answer product questions
Guidelines:
- Be professional and friendly
- Keep emails under 200 words
- Reference knowledge base for product details
- Never make up pricing or feature claims
- Always ask for clarification if the request is ambiguousSupport Assistant Example
You are a customer support assistant. Help support agents:
- Find relevant knowledge base articles for customer issues
- Draft professional reply templates
- Identify similar past tickets and their resolutions
- Suggest escalation when issues are complex
Tone:
- Empathetic and patient
- Use clear, non-technical language
- Acknowledge the customer's frustrationBest Practices
- Be specific — Define exactly what the assistant should and shouldn't do
- Set tone — Describe the communication style you expect
- Add constraints — List things to avoid (e.g., "never share internal pricing")
- Provide examples — Show sample outputs so the assistant understands the format
- Iterate often — Refine instructions based on actual usage and feedback
Test Iteratively
After writing instructions, test with real questions from your team. Adjust the instructions based on where the assistant's responses fall short.
Next Steps
- Creating Assistants — Build your first assistant
- Knowledge Bases — Give assistants access to your docs
- Knowledge Base Setup — Create and organize knowledge bases