1
Describe the standing guidance
Open the intended agent and Assistant. State who it represents, its customer-facing name, tone, and goals that apply across conversations.
2
State language requirements
Explain which languages customers use and any exception to matching their language. If you require Taiwan Traditional Chinese for every reply, say so explicitly.
3
Review the instructions
After the Assistant completes the change, open Training → Instructions. Confirm the identity and tone are correct. Keep changing prices and policies in Knowledge instead.
4
Test representative conversations
In Preview, try the same customer question in relevant languages. Confirm tone, language, and factual accuracy. Ask the Assistant to correct specific problems.