Instructions are the text the agent reads before every turn. They live on Build, then Instructions, in two sections: General and Guardrails. This page covers General. See Guardrails for the second section and Write agent instructions for the editing steps.

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What General is for

General says who the agent is, what it does, in what order, and when to use each tool. Write it as a short brief for a new colleague. A new agent starts from its template: the seeded text carries a working shape you can edit, and a banner says “Pre-filled from the Lead Qualifier template.” for a Lead Qualifier agent. Editing the text clears that link.

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Tokens and mentions

Type @ in General to open the mention list. Two kinds of entries exist. Everything else is plain text. Write company names, addresses, and Zoho field API names such as First_Name as normal words, without @. The Guardrails section does not offer the mention list.

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Labelled blocks

Text in square brackets on its own, such as [Role], shows in bold in the editor. It is a convention for organizing the brief, and the seeded templates use it:

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Worked example: a lead qualifier

This is the shape of the seeded Lead Qualifier text, shortened. Replace ADVISOR_EMAIL and TEMPLATE_NAME with real values before you rely on it.
Why it works: each tool has one trigger sentence, the outbound block says which Zoho field fills which variable, and the missing-value rule makes the agent leave a variable empty, which makes Kylo skip the send with empty_slot instead of sending a wrong name.

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Instructions for one channel

In the Playground, the switch Sync with global instructions is on by default, so every channel uses General. Turn it off for a channel to give it its own text, up to 20,000 characters.

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Saving

A bar asks “You have unsaved changes. Do you wish to save them?” with Discard and Save changes. Saved text is used from the next turn.

Guardrails

The rules the agent must hold.