AI instructions
AI instructions tell every AI feature in the app — task summaries, content drafts, financial report explanations, chat personas, agent email copy, time estimates — how to sound. Set them once per company; some types accept per-project overrides.
Without AI instructions, the model uses generic defaults. With them, output matches your brand voice and house style. Some instruction types are required — the feature won't generate until they're set.
Settings → AI instructions, or visit `/app/settings/ai-instructions` directly. The page lists every AI feature in the app with its current instruction status.
Click any feature row — Task, Content plan, Financial report, Time estimation, Agent, etc. — to open the editor. Some features are company-scope only; some can have per-project overrides.
Write 1-3 paragraphs describing the desired tone, length, vocabulary to avoid, and required structure. Treat it like onboarding a new junior teammate.
Some types (e.g., Task) support multiple named instructions — give each a sub-name so UIs that use them can pick the right variant from a dropdown.
On the per-project view, write an override that replaces the company-wide instruction for that project only — useful when a client wants a specific voice or when time estimation accuracy varies by project type.
Explore all AI use casesAI instructions includes AI to help you work faster:
This is the control panel for every AI feature — set the tone and behaviour each one uses. Write company-wide defaults or per-project overrides for tasks, content, reports, estimates, agents, and more.
Required instruction types (such as Time estimation) refuse to generate until set — you'll see a toast with a 'Set instructions' link pointing directly to the missing type. The Time estimation instruction is project-scoped and required — set it on each project where you use the Estimate with AI button in tasks. AI Agent blueprint agents (Payment Reminder, Daily Briefing, etc.) use the Agent instruction type when generating email copy or digest summaries — set this to match the tone you want for automated outreach. Test changes by triggering the AI feature right after editing — output reflects the new instruction immediately.
AI instructions require an AI key (OpenAI or Gemini) configured in Settings → Integrations → AI keys. Only admins can edit company-wide instructions; project-scope overrides also require project edit access.