Atri AI Documentation

Configuration Steps

Step 1: Access Custom Instructions Configuration

Navigate to your project settings and locate the Custom Instructions section.

Open your AI Chat project dashboard
Go to the configuration or settings section
Find the 'Custom Instructions' configuration panel
Note: You must have at least one data source configured before setting up custom instructions

Step 2: Add a New Instruction

Create a new custom instruction by clicking the 'Add New Instruction' button.

Click the 'Add New Instruction' button
A new instruction form will appear
The form will be highlighted in green to indicate it's in creation mode

Step 3: Provide Instruction Details

Fill in the instruction name and content with clear, specific guidelines.

Enter a descriptive name for your instruction (e.g., 'Product Support', 'Technical Help')
Write detailed instructions in the content area
Keep instructions concise and unambiguous
Include specific examples to help the AI understand the expected behavior

Step 4: Save Your Instruction

Save the instruction to make it active in your AI Chat.

Click the 'Save Instruction' button
The system will process and save your instruction
You'll see a success message when the instruction is saved
The instruction will appear in your saved instructions list

Step 5: Verify and Test

Confirm that your custom instruction has been successfully configured.

Check that your instruction appears in the saved instructions list
The instruction count will update to reflect the new addition
Test your AI Chat to ensure it follows the new instructions
The AI will now reference your custom instructions when responding to users

Managing Your Custom Instructions

Once configured, you can edit or delete your custom instructions as needed.

Edit Instructions

Hover over the instruction you want to edit
Click the edit (pencil) icon that appears
Update the instruction name or content
Click the green checkmark to save changes

Delete Instructions

Hover over the instruction you want to delete
Click the delete (trash) icon that appears
Confirm the deletion when prompted
The instruction will be removed from your configuration

View Instruction Content

Hover over any saved instruction
A tooltip will appear showing the full instruction content
This allows you to quickly review instructions without editing them

Important Notes

You must configure at least one data source before setting up custom instructions
Instructions should be concise and unambiguous for best results
Include specific examples in your instructions to guide AI behavior
All saved instructions are applied to your AI Chat responses
The system automatically saves changes when you edit instructions
You can have multiple custom instructions active simultaneously

Troubleshooting

Cannot add custom instructions

Ensure you have configured at least one data source (website domain or documents)
Check that you're not already in edit mode for another instruction
Refresh the page and try again
Verify your project has the necessary permissions

Instruction not saving

Make sure both instruction name and content are filled out
Check that the instruction name is not empty or just whitespace
Ensure you have a stable internet connection
Try refreshing the page and attempting to save again

AI not following custom instructions

Verify the instruction was saved successfully
Check that the instruction content is clear and specific
Test with simple, direct instructions first
Ensure your data sources are properly configured and processed

How to Provide Custom Instructions