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How to use AI Instructions to guide your AI Employee

1. Introduction​

AI Instructions let you define how your AI employee should talk, handle follow-ups, and support customers.
This feature helps you control tone, style, and professionalism so the AI matches your business communication standards.

2. Benefits​

  • Aligns AI responses with your company’s tone and voice
  • Ensures consistent communication across all customer interactions
  • Makes AI employee feel natural and professional, closer to a real teammate

3. How It Works​

AI Instructions are written rules or selected templates that guide the AI’s responses.
They determine how the AI should reply, follow up, and maintain professionalism in every conversation.

4. Setup Steps​

Step 1: Open Personality Section​

Go to the Personality section of your AI employee.
Open Personality section

Step 2: Enter Instructions or Choose Template​

Enter your own instructions to guide how the AI employee should reply and follow up with customers. Or you can choose from predefined templates designed for industries such as healthcare, finance, hospitality, real estate, education, or ecommerce.
You can also select templates by agent style to match the way your team communicates.
Enter instructions or choose template

Step 3: Save and Apply​

Click Save to apply. The AI employee will immediately adjust its tone and behavior based on your instructions.
Save instructions

note

You can update or edit the instructions anytime to refine the AI employee’s communication style and follow-up behavior.