Introduction: Guidelines

Guidelines on the Evoya Platform are a powerful way to create centralized directives, such as brand guidelines or other standardized instructions, that can be easily utilized across multiple agents. Unlike prompts, which you would need to manually insert into each agent, guidelines allow for efficient and consistent management of these directives.

Benefits of Guidelines

• Centralized Management: Guidelines provide a central place to manage recurring directives.
• Efficiency: Instead of manually inserting instructions into each agent, you can simply toggle guidelines on or off.
• Flexibility: Quickly and easily adjust the use of guidelines by activating or deactivating them as needed.

Creating Guidelines

To create a new guideline, go to the Guideline Creation Page. Here you can:

• Name and Description: Give the guideline a unique name and description to clearly define its purpose.
• Content of the Guideline: Define the instructions or directives that the agent should adhere to.

Managing Guidelines

Once a guideline is created, you can manage it on the Guidelines Page. Here you can view all created guidelines and edit or delete them as needed.

Assigning Guidelines to an Agent

To assign and activate a guideline for a specific agent:

1. Go to the Agent Overview.
2. Select the desired agent and go to the edit screen.
3. There, you can activate or deactivate the guideline by toggling the switch.

This allows you to manage guidelines centrally and apply them consistently across multiple agents.