With custom AI guidelines, you can now shape how the assistant supports you, whether you’re a solo facilitator with a signature style, part of a large consulting team using shared frameworks, or somewhere in-between. By setting clear instructions, you’ll get smarter suggestions, more relevant feedback, and smoother session planning, every time.
Understanding AI Guidelines vs. AI Assistant Memory
Both features help customize the AI Assistant, but they serve different purposes:
AI Guidelines allow you to define instructions that influence how the AI supports you. These can include preferred facilitation methods, agenda structures, language styles, and team-specific frameworks.
Think of AI Guidelines as your rulebook for how the AI should work with you.
Examples:
Use Liberating Structures whenever possible
Keep session introductions under 10 minutes
Use a professional but conversational tone
Include breaks every 90 minutes
Structure agendas using Design Sprint principles
AI Assistant Memory helps the assistant remember stable, personal preferences that apply across most of your sessions.
Think of Memory as your personal defaults that the AI learns over time.
Examples:
"I always facilitate workshops in person."
"I never use digital collaboration tools during sessions."
"I design workshops for non-native English speakers."
"I prefer activities that start with individual reflection."
"Most of my participants are senior leaders."
Once remembered, these preferences automatically influence agenda suggestions, activity recommendations, and AI-generated content without needing to repeat them every time.
How to Set Up Your AI Guidelines
To set up the Custom instructions for your AI, go to your Account Settings and then select AI Settings on the left hand side.
You can choose one of the templates based on your facilitation style, or write your own set of instructions.
If you are entering your instructions from scratch, you can include as much detail as you need, for example:
Your preferred facilitation methods (e.g. Liberating Structures, Theory U)
Desired tone and structure for session agendas
Any specific terms or language your team uses
Notes on your quirks or practices (“Keep intro blocks short, Add a break in the middle”)
Once saved, you can choose whether to use the AI Guidelines in your session or not, via the toggle (eye icon) in the AI Assistant chat of the session.
How to Personalize AI Guidelines to Fit Your Facilitation Style
1. Define Your Preferred Agenda Structure:
If your sessions follow a specific structure or rhythm, say so. This helps the AI organize your agenda blocks in a way that feels intuitive and on-brand for you.
Prompt Example:
“Always include a welcome, group agreement, energizer, main activity, and closing reflection. I like using the ‘What? So what? Now what?’ format.”
2. Set the Tone and Style of Language:
Do you prefer formal language or something more playful? Should session titles be short and punchy or descriptive? Setting tone expectations helps with naming agenda blocks and writing participant-facing copy.
Prompt Example:
“Use clear, energetic language. Avoid jargon. Session titles should be fun and inviting, like ‘Fuel Up with Fresh Ideas’ or ‘The Feedback Playground.’”
3. Specify Methodologies You Work With:
Tell the assistant if you use a particular framework or set of technique, it will prioritize relevant activities and patterns.
Prompt Examples:
“Use Liberating Structures wherever possible, especially 1-2-4-All and Troika Consulting.”
“I mainly use Agile retrospectives and Scrum ceremonies.”
“Suggest Design Sprint activities for ideation and prioritization.”
4. Add Role-Specific Guidelines
If you design for specific audiences like educators, leadership teams, or cross-functional product groups, include this. It will guide the assistant to suggest activities that fit the context.
Prompt Example:
“I facilitate cross-functional workshops for product teams. Keep content fast-paced, visual, and focused on alignment, user empathy, and backlog shaping.”
5. Share Session Objectives or Outputs
If you’re always designing with a certain outcome in mind, like alignment or action planning, state that in your guidelines so the AI can prioritize relevant activities.
Prompt Example:
“My sessions always end with a clear action plan or roadmap. Help ensure activities build toward that.”
6. Include Personal Style Notes
Tell the AI assistant how you like to work. Maybe you like 5-minute silent reflections before every share-out. Maybe you want a specific type of an ice-breaker. Those little quirks are what make your sessions uniquely yours.
Prompt Example:
“I always include a silent journaling segment before group sharing. Prefer activities with personal reflection first, group work second.”
While your AI guidelines cover general preferences, you can still provide session-specific instructions to the AI assistant when you start a new session. Think of it like combining your “default settings” with session-specific goals.
Using AI Assistant Memory
While AI Guidelines are configured in your settings, AI Assistant Memory works directly through conversation.
Simply tell the AI something you'd like it to remember. For example:
"Remember that I always facilitate workshops in person."
"Remember that my participants are usually non-native English speakers."
"Remember that I avoid using digital collaboration tools."
The AI will save those preferences and apply them automatically in future sessions. You can always ask the Assistant directly in the chat what it remembers.
Important to note:
It is not possible to opt-out just from the AI memory feature at this time. If you would not like to use it, you can opt-out of using AI features entirely.
Memory works on a user level, meaning that it is specific for each user.
You can preview, change pre remove saved memories through a conversation with the AI assistant.
If you would like to edit the memories that the AI Assistant has, also ask it directly in the chat.