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    Defining Your Organization Voice for AI

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    Christiana Nimtz
     
    ADMINISTRATOR

    AI Communication Guidelines let you define a consistent organization voice for AI-powered features in one central place. By providing context such as tone of voice, level of formality, preferred wording, and overall communication style, you ensure that AI-generated content aligns with your company’s standards.

    You can add guidelines manually or upload them as existing documents. Guidelines are defined per space, so each space can have its own tailored communication guidelines.

    The guidelines apply to the following AI features:

    Adding AI Communication Guidelines to a Space

    You can upload only one document per space. If you have multiple documents that you want to upload to a space, combine them into a single PDF. The maximum file size is 2 MB.

    1. In the Studio, navigate to Settings > Organization Voice.
    2. From the Add Guidelines dropdown, select Upload as PDF. 
      The AI Communication Guidelines page opens. 
      upload_pdf_guideline_EN.png 
    3. Select the Space you want to define the AI communication guidelines for.
    4. Add a Title for the AI communication guidelines.
    5. Under Upload Guidelines, click Choose from to upload a PDF from My Files or from your computer. 
      upload_next_EN.png
    6. Click Next.
    7. Wait until the uploaded guideline is processed. 
      The Review & Complete page opens. 
      upload_processed_EN.png
    8. Review and edit if necessary.
    9. Click Save.

    You have successfully uploaded AI communication guidelines to a space. You can edit them at any time.

    1. In the Studio, navigate to Settings > Organization Voice.
    2. From the Add Guidelines dropdown, select Add as Text. 
      The AI Communication Guidelines page opens. 
      airulesastext_EN.png
    3. Select the Space you want to define the AI communication guidelines for.
    4. Add a Title for the AI communication guidelines.
    5. In Guidelines, type or paste your guidelines. 
      guidelines_text_next_EN.png
    6. Click Next.
    7. Wait until the guideline is processed. 
      The Review & Complete dialog opens. 
      review_complete_en.png
    8. Review and edit if necessary.
    9. Click Save.

    You have successfully added AI communication guidelines to a space. You can edit them at any time.

    Editing AI Communication Guidelines

    1. In the Studio, navigate to Settings > Organization Voice.
    2. Navigate to the guidelines you want to edit and click the Actions menu. 
      edit_guidelines_en.png
    3. From the dropdown, select Edit. 
      The Guidelines dialog opens.
    4. Edit the guidelines as necessary.
    5. Click Save.

    You have successfully edited the AI communication guidelines of a space.

    Duplicating AI Communication Guidelines

    1. In the Studio, navigate to Settings > Organization Voice.
    2. Navigate to the guidelines you want to duplicate and click the Actions menu. 
      edit_guidelines_en.png
    3. From the dropdown, select Duplicate. 
      The Select Space for Copy dialog opens.
    4. From the Space dropdown, select the space you want to copy the guidelines to.
    5. Click Continue.

    You have successfully duplicated the AI communication guidelines from one space to another. You can edit them at any time.

    Deleting AI Communication Guidelines

    1. In the Studio, navigate to Settings > Organization Voice.
    2. Navigate to the guidelines you want to delete and click the Actions menu. 
      edit_guidelines_en.png
    3. From the dropdown, select Delete. 
      The Delete dialog opens.
    4. Click Delete.

    You have successfully deleted the AI communication guidelines from a space. You can upload or enter new guidelines for this space at any time.

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