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Workspace Instructions

The short list your administrators write to tell Laureo and your AI agents how this workspace works

What workspace instructions are

A few sentences about how your workspace works, followed in every conversation.

Workspace instructions are a short list of sentences your administrators write for Laureo: what you sell, how you talk to customers, and your house preferences, such as “Quote prices in euros for customers in Europe.” Laureo follows the active instructions in every conversation, for everyone in the workspace, and your AI agents follow them on every run.

They sit beside each person's own memory rather than replacing it. What one person asks Laureo to remember stays theirs; workspace instructions are the part everyone shares. Every plan that includes Laureo includes them.

Who can write them

Administrators by default, and anyone you give the permission to.

Writing, pausing, deleting and restoring instructions, and changing the two switches below, needs the AI Workspace Instructions permission. Administrators hold it by default, and you can give it to another role in Roles & Permissions. People without it do not see the section on the settings page at all.

Where to find them

One section on the company AI settings page.

  1. Go to Settings > Company > Integrations > AI.
  2. Scroll to Workspace instructions. The line under the heading counts your instructions, how many are active, and how many characters the active ones use.

Adding and changing an instruction

One sentence per entry, corrected or paused in place.

  1. Type one instruction in New instruction, for example Quote prices in euros for customers in Europe.
  2. Select Add instruction. It is active straight away.

Each instruction in the list has three controls. Edit corrects the text in place. Pause keeps the instruction in the list but Laureo does not follow it until you select Resume. Delete asks you to confirm, and a deleted instruction can be put back from the change history.

FieldDescription
One instructionUp to 400 characters. Line breaks are joined into one line when it is saved.
Instructions per workspaceUp to 50, active and paused together. At 50 the section says so, and you delete one you no longer need to add another.
Active instructions togetherUp to 6,000 characters. A change that would pass it is refused with a sentence and nothing is saved, so you shorten an instruction or pause another one first.
Keep secrets out of the list
Keep passwords, keys and confidential figures out of your instructions. Hiding the list from colleagues does not make it a secret one: Laureo reads it for everyone in the workspace.

Who can read them

Visible to everyone by default, with one switch to hide the list.

The switch Show to everyone in this workspace starts on. While it is on, everyone can read the active instructions, with no way to change them, in their own Personalization settings under From your workspace. Turn it off and only the people who can manage instructions see the list. Laureo still follows the instructions either way; with the list hidden it is told to say only that a workspace instruction applied, and never to quote or list one.

Change history and restore

Every change is recorded, and any earlier text can be put back.

Select Show change history to see the latest changes, newest first: what the instruction said, whether it was added, changed, paused, resumed, deleted or restored, who did it and when. A change also shows the text before it. Restore this text puts an earlier version back, or brings back an instruction that was deleted.

How Laureo weighs them

Guidance with a clear order, said out loud when it changes an answer.

When what Laureo has been told disagrees, it follows this order:

  1. The product's own rules, and what the person asking is allowed to do.
  2. Your workspace instructions.
  3. What the person is asking for right now.
  4. What that person asked Laureo to remember about them.

When an instruction changes what Laureo did from what was asked, it says so in one sentence. Your AI agents follow the same instructions, with the agent's own purpose standing where a person's question would, and an agent never reads anyone's personal memory.

Instructions guide answers; they do not change access
Instructions shape how Laureo answers. They do not change what anyone can see or do: that is still decided by roles, plans, approval cards and the approval settings on the same settings page. An instruction such as “never discuss discounts” asks Laureo to behave a certain way; to stop someone giving a discount, use their role.

Instructions and chat

Laureo never writes a workspace instruction from a conversation.

When someone asks Laureo to remember something for the whole team, it saves the sentence to that person's own memory and tells them it was saved for them only. If they can manage workspace instructions, the answer carries a link that opens this section with their sentence already in the New instruction box. Nothing is added until they select Add instruction. Everyone else is told that only an administrator can set it for everyone.

Personal memory for the workspace

One switch decides whether people can use personal memory at all.

The switch Let people in this workspace use personal memory starts on. When you turn it off, Laureo no longer uses what people asked it to remember, and each person's list becomes read-only. Nothing is deleted, and each person can still delete their own lines. Turning it back on brings their saved lines back into use. Administrators never read anyone's personal memory, whichever way the switch is set. How a person sees and manages their own lines is in Chat Settings & Memory.