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Create Custom Instructions for Agents

Learn how AgentFlow applies agent-specific instructions, tenant-wide defaults, and web search controls, and what it means when settings are prefilled or disabled.

Custom instructions allows you to define how an agent responds, including its tone, focus, format, and constraints. In AgentFlow, you can configure custom instructions for each agent. Depending on your role, you can set the following level of instructions:

  • Admins: Set tenant-wide instructions for a selected agent and can control whether users can override them.
  • Users: Set personal instructions for a selected agent.

Configure your Agent Instructions

To set custom instructions for agents in your tenant, select your profile icon on the left navigation panel, then select Settings > Agent Instructions.

Use the following options to set your agent instructions:
OptionRoleDescription
Global Instruction ModeAdmin

Controls whether admin settings apply tenant-wide for the selected agent.

When enabled:

  • You can set default instructions for all users in the tenant for a selected agent.
  • You can control whether users can set custom instructions and/or if agents can search the web.

When disabled: Allows users to manage their own agent instructions for a selected agent.

Select agentAll users

Selects the agent you want to configure (for example, Resolver).

Note: Your instructions apply only to the selected agent, and each agent can have different instructions.
Agent instructionsAll users

Add the instructions the agent must follow while responding.

  • If the field is pre-filled, the value was set by your tenant admin for the selected agent.
  • If the field is disabled, your tenant admin has prevented users from editing instructions for the selected agent.
Web SearchAll users
When enabled, the agent can search the web for live information. This feature is available only for agents that support web search.
Note: If web search is locked, your tenant administrator has disabled this feature for the selected agent.
Allow user-defined instructionsAdmin

Available only when Global Instruction Mode is enabled. Controls whether users can edit instructions for the selected agent.

When enabled:

  • Users can edit instructions for the selected agent.
  • User instructions are appended after tenant instructions.

When disabled: The instructions field is read-only for users.

Allow Web SearchAdmin

Available only when Global Instruction Mode is enabled. Controls whether agents can search the web in the tenant.

On setting the required custom instructions for your agents, click Save. A confirmation message appears on success.
Note: If the content is flagged as inappropriate or potentially harmful, the system does not save it and displays an error message. Update the text and save again.

Custom instruction priority rules

The following table describes how the agent determines which instructions to apply based on configuration and update behavior.

ScenarioBehavior
Only admin instructions existThe agent follows the admin instructions.
Admin instructions exist and user-defined instructions are allowedIf a user adds instructions, the agent follows the user instructions.
Both admin and user instructions existThe most recently updated instruction takes priority. For example, if the admin instructions was updated more recently, the agent follows the admin instructions.

However, if the administrator disables user-defined instructions after a user update, the agent follows the admin instructions.