Agent guidance is a set of custom instructions you provide to your AI agents so they understand your product, your audience, and how your team communicates..
Guidance gives agents reusable instructions for specific kinds of work.
Create separate guidance entries for separate rules. Keep instructions specific, include the desired outcome, and avoid placing passwords, API keys, or private customer data in guidance.
Review agent output in Suggest only mode after changing guidance so you can confirm the new rule behaves as intended.
- Go to Settings > AI Agents.
- Open the guidance section.
- Add a guidance entry.
- Enter a clear title and instruction body.
- Choose Applies to:
- Global
- Workspace
- Release
- Help Center
- Voice of CustomerTypeScript- Save the entry.
Create separate guidance entries for separate rules. Keep instructions specific, include the desired outcome, and avoid placing passwords, API keys, or private customer data in guidance.
Review agent output in Suggest only mode after changing guidance so you can confirm the new rule behaves as intended.