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Global instructions let admins define AI behavior rules that apply to every Agent across your organization. Use them to enforce brand voice, set compliance guardrails, or provide company context that every Agent should know.
Only admins can configure global instructions.

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Set up global instructions

1

Open organization settings

Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
Sidebar showing account name with gear icon to access Organization Settings
2

Navigate to global instructions

In Organization Settings, click Global Instructions under the Agents section.
Organization Settings sidebar with Global Instructions option under the Agents section
3

Add your first instruction

Click + Add First Instruction to create an instruction card. Each card has:
  • A title for labeling the instruction (e.g., “Banned Words” or “Company Description”).
  • A text body for the instruction content.
  • A toggle to enable or disable the instruction without deleting it. Disabled instructions are excluded from the active character count.
  • A drag handle for reordering instructions.
  • A reset button to revert to the last saved state.
  • A delete button to permanently remove the instruction.
Global instruction card with title, body, toggle, and Apply to workflow actions checkbox
4

Configure Workflow applicability (optional)

Check Apply to workflow actions on any instruction to extend it to all Generate and Generate with Agent actions across your Workflows. This is off by default because it can significantly influence behavior in existing automations.
5

Add more instructions and save

Click + Add Instruction to create additional cards. The total character counter at the top tracks usage across all active instructions, up to a maximum of 15,000 characters.Click Save in the top-right corner to apply all changes.
Global Instructions page showing multiple instruction cards with character counter

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Examples

Here are common ways to use global instructions:
Use caseExample
Banned words/phrases”Never use the terms ‘guarantee,’ ‘legal advice,’ or ‘liability-free’ in any AI output.”
Company description”Acme Corp is a leading provider of software solutions for legal professionals, specializing in case management and document automation.”
Formatting style”Always use numbered lists for procedural steps and bullet points for non-sequential items.”
Tone”Maintain a professional, supportive tone. Address users as professionals and assume familiarity with standard industry workflows.”
Compliance”Do not generate content that could be construed as legal counsel. Always include a disclaimer when producing legal-adjacent content.”
Global instructions apply to every Agent by default, but they are not included in Workflow actions unless you explicitly opt in per instruction via the Apply to workflow actions checkbox.

Build and configure an Agent

Write Agent-specific instructions and configure individual behavior.

Prompt engineering guide

Write more effective instructions for better AI outputs.