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Custom instructions let you give the AI specific guidance about how to behave — beyond what it learns from your clinic profile and knowledge base. Use them to shape the AI’s personality, set restrictions, or give it clinic-specific rules to follow.

Where to set custom instructions

Navigate to Dashboard → AI → Custom Instructions (or Dashboard → Settings → AI). There are two instruction fields: You can fill in one or both. If a patient writes in Arabic, the Arabic instructions are active.

What to write in custom instructions

Think of custom instructions as a briefing you’d give a new receptionist on their first day — clinic-specific rules and style preferences that go beyond the obvious. Examples of useful custom instructions:

Instruction best practices

Vague instructions like “be polite” don’t add much — the AI is already trained to be polite. Specific instructions like “always mention our free parking when a patient is deciding between branches” are far more useful.
The AI responds to negative instructions well. “Do not mention competitor clinics” or “do not book appointments for more than 2 weeks in advance” are practical restrictions.
Write Arabic instructions in Arabic and English instructions in English. The AI understands mixed-language instructions but performs best when instructions match the conversation language.
After saving new instructions, go to Dashboard → AI → Test Chat and run through a few scenarios to make sure the AI behaves as expected.

What custom instructions cannot do

  • Override the AI’s core behavior (e.g., you cannot instruct it to give medical advice)
  • Change the AI’s fundamental language or tone model
  • Force the AI to ignore real availability data (it will always show accurate slots)

Resetting instructions

To remove your custom instructions, simply clear the text fields and save. The AI will revert to its default behavior based on your clinic profile alone.

Knowledge Base

Upload documents the AI can reference when answering questions.

Test the AI

Use the test chat to verify your instructions work.