What are Guidelines?
Guidelines tell your agent how to write responses. They cover:How Agents Use Guidelines
When generating a response, agents:- Gather context from knowledge search
- Apply guidelines to shape the response
- Format according to your specifications
- Validate against guardrails before sending
Guideline Sections
Guidelines are organized into sections for easier management. Common sections:Tone & Voice
How the agent should sound:Response Format
How responses should be structured:Brand Guidelines
Your company’s specific standards:Domain-Specific
Instructions for particular topics:Example Guidelines
Customer Support Agent Guidelines
Testing Guidelines
Use the playground to test how guidelines affect responses:- Configure guidelines on your agent
- Open Test → Playground
- Send test messages
- Review responses for tone and format
- Adjust guidelines and retest
Guidelines vs Guardrails
Guidelines: “Be friendly and use the customer’s name”
Guardrail: “Never promise refunds without approval”
Next Steps
Create Guidelines
Write effective guidelines
Guardrails
Set safety constraints