Open the instructions editor
If the intended agent’s Agent Instructions field is already open, continue with Decide what to write.- Open Home.
- Select the agent you want to edit.
- Open Build.
- Select Settings.
- Find Agent Instructions in Agent Builder.
- Read the current text.
Decide what to write
Answer these questions before editing:- What is this agent’s job?
- Who will ask it questions?
- Which sources should it use?
- How should it explain an answer?
- Which requests should go to a person?
- What should it say when its sources do not cover a question?
Adapt an example
These example instructions are for a fictional café:You help visitors understand our café’s menu, opening hours and accessibility information. Use the café FAQ attached to your knowledge. Answer in friendly, plain language and keep the first reply short. Ask a brief question when the visitor’s request is unclear. If the FAQ does not answer the question, say you do not have that information and give the contact route from its Contact and bookings section. Explain the booking information in the FAQ, but do not claim to make or change a booking. Do not invent prices, policies or opening hours.This defines a job, source, style and limit. If you used the fictional FAQ in Create your first agent, its contact route is speaking to a café team member at the counter. For your own agent, replace the audience, tasks, source name and contact route. Put the actual contact details in the source and make the instructions match it.
Apply and save your version
- Replace or revise the text in Agent Instructions.
- Wait for the save indicator near the top of the builder to stop animating.
Confirm that the text remains
- Return to Home.
- Open the same agent.
- Open Build → Settings.
- Check that Agent Instructions contains your intended text.
Try the instructions in a conversation
Use the chat beside the Build settings on a wide screen. On a phone or narrower screen, select Chat Preview within Build. Preview messages use the space’s credits. For the café example:- Enter What does the café serve? in the message box.
- Select the arrow button labelled Send message, or press Enter.
- Compare the menu reply with the attached FAQ.
- Enter Can you change my booking?
- Send the question.
- Check that the reply gives the documented contact route without claiming to change a booking.
Use nearby controls for different needs
Choose Your AI Model selects which AI produces the replies. Fine Tune Agent adjusts response settings such as variation or length. Neither supplies business facts. Use Choose your agent’s AI model or Fine-tune how your agent answers when you have a specific reason to change those settings. If you own the current space, Generate Agent Prompt can help draft or refine instructions. You review the proposal, then choose Insert instructions or Replace instructions to apply it. Let AI draft or refine your instructions explains that separate flow. Current spaces contain only their owner. Invitations and member-role workflows are unavailable; you do not need to request a different team role for this editing task.If you cannot save the instructions
- The field is required: enter a clear description of the agent’s job.
- The length counter or validation says the text is too long: remove repetition and move long reference material into Knowledge. Keep the important boundaries.
- A connection or save error persists: preserve the text in your notes. Reopen the same agent from Home and check what remained. Restore your intended wording if needed, then wait for the saved state again.