Customize Assistant instructions

Use custom instructions to tell the Assistant how you prefer to work. Your saved instructions are added to every Assistant request you send.

Available to

Owners, admins, staff, and front-desk users can open Assistant settings when their plan and position include Assistant access. Instructions belong to the signed-in user.

Before you start

Choose durable preferences that are useful across conversations, such as response length, tone, or how you want information organized. Do not enter passwords, access tokens, or private provider credentials.

Steps

1. Open Settings → Assistant.
2. Enter your preferences in Custom instructions.
3. Select Save instructions.
4. Start a new Assistant request. Your instructions will be included automatically.

What happens next

The Assistant receives your saved instructions at the start of every turn. Update or clear the field whenever your preferences change.

If you do not see this option

The school’s plan may not include Assistant, or your position may not have access.