Open the instruction helper
- Open Home.
- Select the intended agent.
- Open Build → Settings.
- In Agent Builder, select Generate Agent Prompt above Agent Instructions.
Request a proposal
Describe the audience, task, answer style and limits. For a fictional shop, you could ask:Help customers understand our hiking-boot notes. Ask about their terrain and fit needs. Use plain language. Do not invent stock or return policies; say when the supplied notes do not answer the question.Replace this with your real task. Describe the desired behavior without including private account details.
- Enter your request in the helper’s text box.
- Select Draft prompt.
- Wait for the proposed instructions to appear.
- Read the entire proposal, including its limits and assumptions.
Refine the proposal
If the proposal needs a change, give a specific follow-up. For the fictional shop:Keep the same job, but ask only one question at a time and make the suggested next step a short sentence.
- Enter your follow-up request.
- Select Refine.
- Wait for the revised proposal.
- Read it before deciding whether to apply it.
Apply or discard the proposal
Choose the control that matches the editor’s state:
To apply your chosen proposal:
- Select Insert instructions or Replace instructions, as shown.
- Wait for the normal instructions save to finish.
- Check the text in Agent Instructions.
Refine instructions already in the editor
After guided agent creation, the helper may show a continuing conversation with Refine and Dismiss. The initial instructions are already in the editor in this state. If you want to keep the initial instructions, select Dismiss and continue with Check the saved instructions. To change them:- Read the current Agent Instructions.
- Enter a specific follow-up request in the helper.
- Select Refine.
- Read the new proposal.
- Continue with Apply or discard the proposal.
Check the saved instructions
Applying a proposal uses the normal automatic save for instructions. Let the save indicator near the top of the builder finish before leaving. On a computer, hover over it to check for All changes saved. Return to Home, reopen the same agent and check Build → Settings → Agent Instructions. Confirm your intended text remains. Then try a question relevant to the task. Use Test your agent while you build to compare a reply with the instructions and sources.If drafting or refinement fails
- Drafting credits are exhausted: review the current space’s usage in Billing, or continue editing the existing instructions manually.
- A follow-up fails: the last good proposal stays visible. Read the error before trying the refinement again.
- The proposal invents a policy or capability: request a correction through Refine the proposal before applying it.
- The applied text does not save: preserve it in your notes and follow the save recovery in Write your agent’s instructions.