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

# Instructions

> Learn how to write, organize, and refine Instructions to guide your AI Agent’s behavior, improve accuracy, and keep communication consistent.

<Info>
  Instructions are available in all plans.
</Info>

**Instructions** are the guidelines that shape how your AI Agent communicates. They help refine tone, accuracy, and consistency — ensuring that responses always reflect your company’s style and expectations.

This article explains what Instructions are, how to write them effectively, and how to continuously improve them for better performance.

## What are instructions?

**Instructions** tell your AI Agent *how* to use the knowledge it has.

They act as a set of rules and examples that guide **behavior**, from how to greet a customer to how to answer a specific type of question.

You can use Instructions to:

* **Define** tone and communication style
* **Clarify** how and when to use specific knowledge
* **Add** basic knowledge if you’re not using Sources (like Websites or Files)

### **Using Instructions as Knowledge**

If you’re not using other Sources such as document scraping or web crawling, you can also add **knowledge** directly into Instructions.

For example, you can copy and paste information from your website, help articles, or internal documentation.

The AI Agent will then use this information to **generate answers**, just as it would with other sources.

## Setting Up Instructions

<Steps>
  <Step title="Select an Agent">
    Navigate to **Agents** and create a new Agent or select an existing one.

    <Frame>
      <img src="https://mintcdn.com/watermelon/627nDG8QTn_lGQPX/images/features/instructions/instructions-menu.png?fit=max&auto=format&n=627nDG8QTn_lGQPX&q=85&s=e0a3093cba3c47bae5d18b5fe189c289" alt="Instructions Menu" width="2922" height="1390" data-path="images/features/instructions/instructions-menu.png" />
    </Frame>
  </Step>

  <Step title="Access Instructions">
    In the menu, select **Instructions.**

    <Frame>
      <img src="https://mintcdn.com/watermelon/627nDG8QTn_lGQPX/images/features/instructions/instructions-settings.png?fit=max&auto=format&n=627nDG8QTn_lGQPX&q=85&s=d24bd81056b9c064f9fcf0fc59425d41" alt="Instructions Settings" width="2922" height="1390" data-path="images/features/instructions/instructions-settings.png" />
    </Frame>
  </Step>

  <Step title="Organize Instructions by Category">
    Categories help you organize your Instructions for easier management.

    Click **Create** or the **+** icon in the upper-right corner to add new categories. Name your category.

    <Info>
      The AI Agent doesn’t use the category names or order when generating responses — they’re just for your **internal** overview.
    </Info>

    <Frame>
      <img src="https://mintcdn.com/watermelon/627nDG8QTn_lGQPX/images/features/instructions/instructions-create.png?fit=max&auto=format&n=627nDG8QTn_lGQPX&q=85&s=b6666697610b8d8fda68876f9eccd7c0" alt="Instructions Create" width="2922" height="1390" data-path="images/features/instructions/instructions-create.png" />
    </Frame>

    Add your first instruction within the category, using the **Create** button.

    <Tip>
      **Example:** Create a category called **Orders** to group all instructions about order status, cancellations, or shipping.
    </Tip>
  </Step>

  <Step title="Write Effective Instructions">
    Be as specific and actionable as possible. Each Instruction should describe:

    * **The situation** the AI Agent may encounter.
    * **The expected behavior** or response.

    <Check>
      **Example:** *"When a customer asks about their order status, tell them to check the track-and-trace link in their order confirmation email."*
    </Check>

    Avoid general statements — the more **context** you give, the more accurately your AI Agent will respond.
  </Step>

  <Step title="Test and Refine">
    After adding your Instructions, use the [**Playground**](/help-center/build-your-agent/test-your-agent) to check how your AI Agent responds.

    If a response isn’t quite right:

    * **Refine** the existing Instruction rather than adding new ones.
    * **Avoid** creating multiple similar Instructions for the same topic, as this can cause overlap or confusion.
  </Step>

  <Step title="Monitor and Improve">
    Once your AI Agent is live, continue reviewing its responses.

    If you notice unclear or inconsistent answers, use real conversations as examples to **refine** your Instructions.

    **Regular updates** to the instructions keep your AI Agent relevant, accurate, and aligned with your company’s policies.
  </Step>
</Steps>

## **Best Practice**

* Keep Instructions **short and clear**, one scenario per Instruction.
* **Avoid duplicates** or overlapping guidance.
* Match your company’s **tone** of voice.
* Use real customer **phrasing** when possible to improve recognition.
* **Test and adjust** regularly.
