Getting started
- Read this documentation about the proper use and limitations of this feature
- Go to Ari → Preferences
- Write your instructions in the Custom Instructions field, and save
- Ari applies the instructions from the next customer message it handles, on both new and existing threads
How Ari uses them
Ari applies the instructions are specific steps when it is operating:- Classifying what action to take next on a thread
- Searching your knowledge sources
- Writing a reply and handoff message
Writing good instructions
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Phrase preferences, not bans.
- “Prefer app instructions where the documentation covers them” works well. “Never show API examples” can leave Ari unable to give any documented answer, so it hands off instead.
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Facts belong in knowledge sources.
- Ari will not state product claims that only appear in instructions. Use instructions for behavior, knowledge sources for truth.
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Keep exact wording short.
- Sign-offs, introductions, and handoff promises are followed most reliably when they are a sentence, not a paragraph.
Examples
Company context
Tell Ari who it works for, so that it is contextually aware of your business, mission, customers, and products.Custom introduction
Instruct Ari to introduce itself in a specific way when first talking to a customer.Custom handoff
Instruct Ari to include specific wording when handing off to a user, to ensure expectations are set correctly.Escalation preferences
Customize which types of threads are routing away from Ari, even if Ari could answer from your knowledge sources.Clarifying questions
Ari asks for the specifics, waits, and picks the conversation back up when the customer answers. The second sentence matters: it tells Ari the question is the reply, not a reason to stop working.Terminology mapping
Bridge the words your customers use and the words your documentation uses, so searches land even when they do not match.Debugging before handoff
Have Ari collect what your team needs inside the handoff message, so the answer is waiting on the thread when they pick it up.Documentation preferences
Bias which documented approach Ari leads with when your knowledge sources cover several.Footer
Instruct Ari to include a footer when sending a reply.Tone
Customize the tone and feel of Ari, this can also be done via Tone of Voice preferences.Deflect actions to MCP
Ari currently is unable to carry out actions, so instead of Ari handing off in a generic manner, you can instruct Ari to push your customers to use your MCP server instead.Limitations
There are known limitations to how Ari can use custom instructions. Keep these in mind, and contact the Plain team if you need help.- Override Ari’s guardrails
- Add links to replies, as Ari can only link to public knowledge sources
- Hold a conversation open waiting for information before handing off; Ari asks in the handoff message instead
- Guarantee which knowledge sources Ari searches; instructions steer wording, while knowledge source settings control access

