Flowmatix Documentation

Creating Custom Instructions

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What are Custom Instructions? #

The Custom Instructions section provides clear, structured guidelines to ensure responses are consistent, professional, and easy to understand. It helps both team members and AI tools respond accurately across different scenariosโ€”whether users are asking for data, pricing, or technical details. By following these instructions, teams can save time, maintain brand voice, handle edge cases smoothly, and onboard new members more effectively. Overall, this section acts as a reliable reference for delivering high-quality, user-friendly interactions at scale.


General Guidelines #

  1. Be Specific: Provide exact parameters (word counts, formatting rules)
  2. Use Examples: Include sample responses for clarity
  3. Structure Logically: Group related instructions by scenario
  4. Use Clear Directives: Write instructions as direct commands
  5. Define Fallbacks: Include handling for edge cases

Quick Summary Table: Responding to Common Scenarios #

Use Case

What to Include

Sample Phrase

Pricing Inquiry

3-tier overview + contact info

“Our plans range from $29 to $199 per month depending on your needs. For a custom quote, contact sales@example.com.”

Data Request

Ask for missing info (product/location), summarize key stats, share source link

“[Product] data shows strong usage in India (42%), US (33%), and UK (12%). Full report: https://example.com/data/productX”

Feature Clarification

One-sentence summary, 3 key benefits, link to learn more

“This feature helps you automate outreach. Benefits: Save time, personalize messages, increase leads. Learn more: [Link]”

Multiple Meanings

40-word max overview, list 2-3 interpretations, ask for clarification

“That could mean A, B, or C. Could you clarify which you’re referring to?”

Technical Question

Simple explanation, 3 key points, optional diagram or screenshot

“Pagination splits large data into pages. Benefits: faster load, better UX, lower errors.”

Fallback/Not Sure

Acknowledge limitation, offer nearest alternative, suggest contact

“I donโ€™t have specific data on that, but here’s a related report. For custom insights, contact support@example.com.”

Emoji/Reaction

Acknowledge casually with short confirmation or encouragement

“Glad that helps! ๐Ÿ‘ Need anything else?”

Scope Limitation

State what the service does not provide

“We provide chatbot integration guidance but not direct legal support.”


๐ŸŽ‰ Special Response Rules: #

Whenever you are trying to train your bot on giving answers in a particular style or form, be sure to be specific!

โœ… Good:Copy

For pricing inquiries: "Our plans range from $X to $Y depending on requirements. For a personalized quote, contact sales@example.com."

For emoji reactions like ๐Ÿ‘: "I'm glad that helps! Need anything else?"

For service clarification: "We provide data analytics only, not direct [service] assistance."

โŒ Bad: Copy

Tell users to email us for pricing. Be friendly with emojis.

๐Ÿ’ป Data Requests: #

When users ask for data, first confirm the required details (like product or location). Then, provide a short summary, top statistics, and a direct source link for quick reference.

โœ… Good: Copy

When users request specific data:
1. Prompt for product if missing
2. Prompt for location if missing
3. Present data with: summary, top 3 statistics, direct link

Example: "[Product] data shows [key stat]. Top sources: [Country A] (X%), [Country B] (Y%).
Link: https://example.com/data/[product]"

โŒ Bad:Copy

Ask users what they want. Give them data with links.

๐ŸŽฏ Multiple-Answer Queries #

For questions with multiple possible meanings, start with a brief overview, list 2โ€“3 likely interpretations, and ask the user to clarify which one they mean.

โœ… Good: Copy

For general queries:
1. Brief overview (max 40 words)
2. List 2-3 most relevant options
3. Ask: "Could you clarify if you're interested in [Option A], [Option B]?"

โŒ Bad: Copy

Answer all possible interpretations and ask them to clarify.

๐Ÿค– Technical Queries #

For technical questions, provide a simple one-line explanation, highlight three key benefits or points, and include a link or resource if available. Always end by relating it to the userโ€™s use case.

โœ… Good: Copy

For feature questions:
1. One-sentence overview
2. Three key benefits as bullets
3. Direct link to details page
4. End with use case question

โŒ Bad: Copy

Tell them about features and share a link.

๐Ÿ”ข Data Presentation Rules #

Always present data in a clear, consistent formatโ€”include units, round large numbers, use percentages for comparisons, and bold key figures for quick visibility.

โœ… Good :Copy

Always include units of measurement
Round large numbers appropriately
Use percentages for comparisons
Bold key statistics using **markdown**

โŒ Bad: Copy

Include numbers in answers.

๐Ÿ‚ Fallback Mechanisms #

When uncertain, acknowledge the limitation, offer the closest available alternative, provide a contact option for further assistance, and suggest a booking link for custom insights.

โœ… Good: Copy

When uncertain:
1. Acknowledge limitation: "I don't have specific data on [topic]"
2. Offer closest alternative information
3. Provide booking option: "For custom insights: [booking link]"
4. Suggest contact: "For assistance: contact@example.com"

โŒ Bad :Copy

If you don't know, suggest they contact support.

โ™ป๏ธ Custom Prompt as an Iterative Process #

Creating effective prompts is an ongoing process that requires refinement. Start with an initial approach, gather feedback, and gradually improve the instructions to ensure consistency and adaptability across all scenarios.

๐Ÿ”„ Iteration #1: Initial AttemptCopy

When users ask about pricing, tell them our plans and give contact information.

โŒ Issue: Too vague โ†’ inconsistent responses with varying details.

๐Ÿ”„ Iteration #2: Improved AttemptCopy

When users ask about pricing, respond with: "We offer Basic ($X/month), Pro ($Y/month), and Enterprise plans. Contact sales@example.com for details."

โš ๏ธ Issue: Limited flexibility โ†’ couldn’t adapt to specific plan inquiries.

๐Ÿ”„ Iteration #3: Refined SolutionCopy

When users ask about pricing:
1. For general queries: Provide 3-tier overview with contact info
2. For specific plan questions: Show only requested plan details
3. For feature pricing: Mention which plans include the feature
4. Always end with contact suggestion

โœ… Result: Consistent yet adaptable responses across pricing scenarios.


๐Ÿ—ฃ๏ธ Response Format & Style #

Keep responses under 80 words, use a professional tone, and format multi-point answers as bullet lists with appropriate spacing. Always use “we” and “our” for company references, and bold key statistics or terms to highlight important information.

โœ… Good: Copy

- Keep responses under 80 words. 
- Use professional tone. Format multi-point responses as bullet lists with line spacing. 
- Use 'we' and 'our' for company references. 
- Bold key statistics.

โŒ Bad: Copy

Make responses short. Be professional. Use lists sometimes.

Why it’s bad: Too vague, lacks specific formatting instructions and measurable parameters.


If everything is correct and you are still unable to move forward, write to us at https://flowmatix.ai/contact-us/

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