With Guidelines, you can influence the general behavior of your AI Agents and Copilots. They apply to every action of the AI, which clearly distinguishes them from entries in the knowledge database:
- The knowledge database contains (potentially a very large number of) information or knowledge that your AI Agent or Copilot can use to generate answers. This information is retrieved dynamically by the AI searching the knowledge database (exclusively) as needed.
- Guidelines, on the other hand, represent fixed specifications that apply to every single action of the AI application.
You configure the following things directly in the respective Setup and not in the Guidelines:
- Response length
- Formality
- Role
- Tone and communication style
Please note: If you create multiple Guidelines, you should pay very close attention to ensure they do not contradict each other or exist in similar form multiple times, as this can significantly impair the quality of responses. Additionally, you should try to limit the number and content of Guidelines to the essentials.
In your account, you will find pre-configured Guidelines created by our AI team, which are not editable.
To add a new Guideline, click on the blue "+ Add" button:
Give the Guideline an internal name and prompt the instruction in the following field:
In the last step, assign the newly created Guideline to the desired AI Agents and Copilots:
For now, you can connect up to 10 guidelines with 500 characters each to every AI Agent or Copilot.