> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure global instructions

> Set organization-wide AI behavior rules that apply to every Agent and Workflow.

Global instructions let admins define AI behavior rules that apply to every [Agent](/agents/overview) across your organization. Use them to enforce brand voice, set compliance guardrails, or provide company context that every Agent should know.

<Info>Only admins can configure global instructions.</Info>

## Set up global instructions

<Steps>
  <Step title="Open organization settings">
    Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.

    <Frame>
      <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/org-settings-gear.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=6213326185434643a157881cf0b7ee9f" alt="Sidebar showing account name with gear icon to access Organization Settings" width="756" height="960" data-path="images/agents/org-settings-gear.png" />
    </Frame>
  </Step>

  <Step title="Navigate to global instructions">
    In **Organization Settings**, click **Global Instructions** under the **Agents** section.

    <Frame>
      <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/global-instructions-sidebar.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=b0558470f56d82b09bdbf398a4ae5cf0" alt="Organization Settings sidebar with Global Instructions option under the Agents section" width="1606" height="718" data-path="images/agents/global-instructions-sidebar.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/global-instruction-card.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=5f2baf754a30ab59af03d42a99e0b2f2" alt="Global instruction card with title, body, toggle, and Apply to workflow actions checkbox" width="1208" height="566" data-path="images/agents/global-instruction-card.png" />
    </Frame>
  </Step>

  <Step title="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](/workflows/overview). This is off by default because it can significantly influence behavior in existing automations.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/k1fD1PPJz98taSFv/images/agents/global-instructions-add.png?fit=max&auto=format&n=k1fD1PPJz98taSFv&q=85&s=1851c18bd560565235d4b3bdca4d6678" alt="Global Instructions page showing multiple instruction cards with character counter" width="1192" height="1102" data-path="images/agents/global-instructions-add.png" />
    </Frame>
  </Step>
</Steps>

## Examples

Here are common ways to use global instructions:

| Use case                 | Example                                                                                                                                   |
| ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **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."    |

<Note>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.</Note>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="wrench" href="/agents/build-and-configure">
    Write Agent-specific instructions and configure individual behavior.
  </Card>

  <Card title="Prompt engineering guide" icon="pen" href="/guides/prompt-engineering">
    Write more effective instructions for better AI outputs.
  </Card>
</CardGroup>
