Operating Instructions

Tell your agent what to do (required)

This feature is currently in Beta. Please reach out to Support to find out more.

Operating instructions define what you want your agent to do. This is where you provide clear, natural language prompts to guide the agent's actions.

Writing Effective Instructions

• Use plain language to describe the task, just like you would to a teammate.

• Include relevant field names and table names in your description.

• Be specific about what action you want the agent to take (e.g., "Find", "Summarize", "Check", "Send").

This task will be triggered based on the trigger you selected. Then it will use the instructions to complete the task, answer questions, or read documents.

This is only meant to be an example of one way this could be set up

Depending on what operating instructions you give your agent you will need to choose the corresponding tools to complete the tasks.