Guidelines let you define how Success Agent and Workers should operate in different situations. With them, you can guide things like writing style, tone, structure, and other working principles.
Guidelines help make AI behavior more consistent and ensure that the output is a better fit for your online store’s needs.
What can guidelines be used for?
Guidelines are especially useful when you want to guide AI behavior more precisely.
You can use guidelines, for example, when you want to:
define the style in which content should be written
align communication with your brand
specify what should be emphasized in content
define what should be avoided
make the outputs of Success Agent and Workers more consistent
Guidelines are useful when you want AI to follow the same direction across different tasks.
Where can you find guidelines?
You can find guidelines in the admin under Team → Guidelines.
A guideline can be created in two ways:
manually
by talking with Success Agent
How to create a guideline
1. Create a guideline manually
You can create a guideline yourself by clicking the Create guideline button in the top right corner.
After that, you can write the guideline yourself and define it the way you want.
2. Create a guideline with Success Agent
You can also create a guideline by talking with Success Agent. To do this, use the Create guideline button at the bottom of the page.
This works especially well when you want to first organize your thoughts or get help wording the guideline.
You can start, for example, like this:
“I want to create a guideline that directs how product descriptions should be written in line with my store’s brand.”
“Help me create a guideline for AI to write content in a clear, professional, and approachable tone.”
“I want a guideline that helps workers write product descriptions in a consistent way.”
The more clearly you describe your goal, the better Success Agent can help create a suitable guideline.
Example of a guideline
If your online store has a clear brand style, you can create a guideline that helps Success Agent and Workers produce content in the same tone.
For example, a guideline for a clothing store could look like this:
"
Write product descriptions in an inspiring, clear, and modern style. Highlight the fit, material, comfort, and the kinds of situations the product is suitable for. Avoid language that feels too technical, stiff, or generic. Keep the tone approachable, stylish, and polished. The goal is to help the customer imagine how the product feels in use and why it fits their everyday life or personal style.
"
With a guideline like this, you can help ensure that AI produces content consistently and in a way that matches your store’s style.
What should a good guideline include?
A guideline usually works best when it is clear and practical.
A good guideline can define things like:
what kind of style or tone should be used
what should be emphasized in the text or task
what should be avoided
what kind of result is the goal
In most cases, it is better to give a clear and focused guideline than to try to describe everything at once.
How should guidelines be used?
Guidelines are most useful when you want AI behavior to stay more consistent across different situations.
A good way to start is to:
think about what you want to guide
write a clear guideline for it
use the guideline to support Success Agent and Workers
refine the guideline later if needed
If you notice that the AI output does not yet match the style or goal you want, you can update the guideline to make it more precise.
Summary
Guidelines let you define how Success Agent and Workers should operate. You can use them to guide things like style, tone, emphasis, and other working principles.
You can create a guideline manually or with Success Agent. When a guideline is clear and practical, it helps make AI behavior more consistent and better suited to your online store.