Skip to main content
Docs menu

Docs / AI Behavior & Settings

Extra instructions: custom rules in plain English

Go to Apps → Caro → Settings → Personality → Anything specific to know?.

Extra instructions field with example placeholder text

What to put here

This free-text field is for rules or details that don't fit Role or Tone's presets. The placeholder text gives good examples of the style to aim for:

"Always mention free shipping on orders over $50" "Never recommend competitor brands" "Focus only on our skincare range"

The field explicitly promises: "Optional — add rules or details in plain English. No technical terms needed." Write instructions the same way you'd brief a new hire, not like a configuration file.

Good candidates for Extra instructions

  • Store-wide policies that should apply to every conversation (a free-shipping threshold, a no-competitor-mentions rule)
  • Narrowing Caro's scope (e.g. "Focus only on our skincare range" if you sell multiple unrelated product lines and want the agent to stay on-topic)
  • Anything you find yourself repeatedly correcting via Revise this answer in Conversations — if the same correction keeps coming up, it's a sign the underlying rule belongs here instead.

Keep it short and specific

A handful of clear, specific rules works better than one long paragraph trying to cover everything — treat this the way you'd write a short bullet list of "things to always/never do," not a full brand style guide.