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What are AI Instructions?

AI Instructions are reusable guidance the AI follows when generating manual responses to reviews. They help enforce tone, structure, signatures, and brand rules across your team’s manual replies.

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Where to find it

Dashboard → Templates → AI Instructions

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Global vs App‑specific

  • Global: available for every app in the organization
  • App‑specific: only visible when replying for that app

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Create an AI Instruction

1

Open AI Instructions

Go to Dashboard → Templates → AI Instructions.
2

Click Create AI instruction

Or select the “Add new AI instruction” card.
3

Fill the form

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  • Instruction Name (e.g., “Professional with Signature”)
  • Apply to Application: a specific app or “All Applications (Global)”
  • AI Instructions: detailed guidance the AI should follow
4

Use quick‑add helpers (optional)

Include greeting, Greet by name, Include signature, Formal tone, Informal tone, Contact support.
5

Save

Click Create Instruction.

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Edit or Delete

  • Edit: use the pencil icon on the instruction card
  • Delete: use the trash icon and confirm
Each card shows created/updated dates for quick auditing.

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Best practices

  • Be explicit about tone and structure
  • Include required sign‑offs or legal notes
  • Reference dynamic details clearly (e.g., “Address the user by first name when available”)
  • Prefer multiple focused instructions over one catch‑all