Define your agent's task and response style

Write clear instructions for what your agent helps with, how it responds and what it does when information is missing.

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Instructions define your AI agent’s task and behavior. Data sources contain the information it uses to answer. Keep these separate: put your returns policy in a source and use instructions to explain that the agent helps with returns questions.

Before you start

Open the correct workspace and agent in Oma Aihio. You need permission to change the agent’s settings. Keep a copy of the current instructions before replacing them.

Write and save instructions

Open the Instructions field
Open Overview → Instructions or Settings → AI for the agent. If you use an instruction template, read it before editing: choosing a different template can replace the current field content.
Describe the task, boundaries and style
Explain who the agent helps, which questions it answers and when it directs the customer elsewhere. Include what to do when information is missing. Avoid conflicting rules.
Save and check
Select Save and wait for confirmation. Then test a common question, an out-of-scope question and a question that the sources do not answer. Review the responses yourself.

Choose a template and review the whole configuration

Instruction template provides a starting point for customer service, sales, technical support or information services. Read it and adapt it to your business task. Choosing a template replaces the Instructions field; Restore template content restores the original template, not your earlier custom edits.

Create instructions generates an AI draft and Improve instructions revises existing text. A successful generation uses one message credit. The draft appears in the editable field and is not saved automatically. Check that it does not promise a service or action you do not provide.

Choose a template and review the whole configuration
Need	Use this
Start with a consistent response style	Instruction template and your edits.
Condense existing instructions	Improve instructions; compare the draft with the previous text.
Understand other rules affecting answers	Composed instructions in AI settings.
Return to your earlier instruction text	Version history and Restore.

Composed instructions shows your instructions and summaries of Aihio’s locked rule layers. It is read-only and can reflect an unsaved draft. It is not a test response and does not save changes.

The Instructions field is limited to 5,000 characters. Keep changing prices, terms and product descriptions in data sources, leaving room for the task, boundaries and response style in instructions.

Restore earlier instruction text

Open Settings → AI and Version history.
Review the version’s content and select Restore.
Confirm restoration and wait for success confirmation.
Test the same question in a new conversation.

Restoration applies to instruction text. Do not assume it restores data sources, widget appearance or every other setting.

Example instructions

The following text is an editable example, not a guarantee of agent behavior:

Help customers find information about our products and deliveries.
Keep responses brief and use clear language.
Base product and delivery answers on the data sources.
If information is missing, say so. Do not invent prices or delivery times.
Ask for one clarification at a time when needed.

Include a contact method only if customers can actually use it. An instruction to hand over to a human does not enable human support.

If responses do not change

Check that saving succeeded and you are testing the correct agent.
Remove duplicate or conflicting instructions and try the same question in a new conversation.
If the facts are wrong, correct the data source and update the knowledge base.
If the change made responses worse, restore your saved copy of the instructions, save and retest.

Instructions do not guarantee correct answers. Keep a few important test questions and repeat them after each material change.