Custom instructions allow you to control how your LearnWise AI assistant responds to queries, ensuring answers align with your institution’s style, terminology, and search priorities. By defining custom rules, you can enhance clarity, relevance, and engagement for students and faculty.

1. Access the Custom Instructions Panel

1. Log in to the LearnWise Admin Panel at admin.learnwise.ai.
2. Select the assistant you want to modify.
3. Scroll down on the general settings tab until you reach custom instructions

2. Define Answer Formatting Rules

Customize how responses are structured to ensure clarity and brevity. Here are some examples below as to how you can personalize how your assistant(s) provide answers to queries.

Answer Length

• Keep responses short and to the point while still being as detailed as possible.
• Provide elaborate, in depth answers

Complexity & Clarity:

• Use simple and clear language suitable for a bachelor’s degree level.
• Keep answers as simple as possible. Avoid using complicated language

Terminology Preferences:

• Always refer to “college” instead of “university”
• Use “terms” instead of “semesters”

3. Adjust Search Behavior

Optimize how the assistant retrieves and processes information based on the knowledge sources you have input into the assistant.

Search Expansion:

• When searching for X, also search for Y to ensure comprehensive results.

  E.g. If searching for student ID policies, also check for account management guidelines.

Campus-Specific Clarifications:

• We have 3 campuses, always search information across all 3 campuses
• Never search information on other campuses if the user has specified where they study

Query Generalization:

• Always broaden queries to include related terminology to ensure the full knowledge base is considered.

  E.g. A search for Wi-Fi access should also check for network troubleshooting guides.

Role-Based Filtering:

• Exclude content that is not relevant to the user’s role (e.g., students should not receive faculty-only policies) Note: this will not necessarily avoid the assistant searching sources that fall outside the user role but significantly reduce this occurring