Team instructions
- Admins can select a team and save custom instructions for that team.
- Team instructions are shown read-only to non-admin users.
- Team instructions are added only to post-call drafts for members of that team.
User instructions
- Each user can save personal instructions.
- Personal instructions are autosaved after editing and also saved on blur.
- Personal instructions apply only to that user’s post-call drafts.
Best practices
- Put company-wide rules in org instructions.
- Put role or segment guidance in team instructions.
- Put tone, sign-off, and personal follow-up preferences in user instructions.
- Keep instructions current when templates or sales motions change.