Custom Instructions
Transform Q into your personalized AI assistant with three levels of context
Three Levels of Personalization
Set context once at each level, get tailored responses everywhere
User Instructions
Personal context that follows you everywhere
Personal preferences, role context, communication style
“Engineer who wants technical details vs Sales who wants ROI focus”
Q adapts responses based on individual user settings
Channel Instructions
Department-specific templates and workflows
Department-specific templates and workflows
#sales-prep channel - company name + department → structured analysis
#content-team channel - content → platform-optimized versions
Channels become specialized tools for each department
Workspace Instructions
Company-wide context and brand voice
Company-wide context and brand voice
“Company info, product details, general communication guidelines”
Provides baseline context for everyone in the organization
User Instructions
Set your role, preferences, and communication style once. Q adapts to your individual needs in every conversation across all channels.
@Q Help me analyze this product feedback
Based on your engineering background, here's a technical analysis:
@Q Help me analyze this product feedback
Based on your sales role, here's the business impact:
Channel Instructions
Transform channels into specialized tools. Each department gets tailored workflows, templates, and context for their specific needs.
@Q TechCorp marketing department
TechCorp marketing department call prep:
@Q Draft: AI transforms customer service efficiency
Platform-optimized content versions:
Workspace Instructions
Set company information, product details, and communication guidelines once. Everyone gets consistent, on-brand responses.
@Q Draft client email about our new features
Using our company voice and product focus:
Before vs After Custom Instructions
See how three levels working together transform AI interactions
Without Instructions
User: "Help me with the client presentation"
Q: "I'd be happy to help with your presentation. Could you provide more details about the client, the topic, your goals, and any specific requirements?"
With All Three Levels
User: "Help me with the client presentation"
Q: "I'll create a sales presentation for TechCorp. Based on your Account Manager role and our standard enterprise pitch: ROI analysis, competitive comparison, and Q4 pricing tiers. Should I include their recent expansion plans and integration requirements?"
How to Set Up Each Level
Step-by-step guide to configure your custom instructions
Setting Up User Instructions
Go to your personal settings in Q
Add your role, expertise level, and communication preferences
Include current projects and goals for context
Example:
"I'm a Senior Product Manager with 5 years experience. I prefer concise, data-driven responses with clear action items. Currently working on user onboarding improvements and mobile app redesign."
Setting Up Channel Instructions
Visit the specific channel (e.g., #sales-team)
Configure department workflows and common templates
Add relevant tools, systems, and terminology
Example:
"This is the sales team channel. Create structured call prep with: company background, pain points, solution fit, next steps. Always include ROI calculations and reference our enterprise pricing guide."
Setting Up Workspace Instructions
Access workspace-wide settings (admin required)
Add company background, products, and brand voice
Include policies, standards, and communication guidelines
Example:
"We're TechFlow, a B2B SaaS platform for workflow automation. Professional but approachable tone. Always mention our 99.9% uptime, SOC2 compliance, and 24/7 support. Include demo links in sales communications."
Real-World Implementation Examples
How different teams set up their custom instructions
Sales Team Setup
User:
"I'm an Enterprise Account Manager focused on mid-market SaaS companies. I prefer structured analysis with clear next steps and ROI metrics."
Channel:
"Create call prep templates with: account background, pain point analysis, solution mapping, and competitive positioning. Always include pricing context."
Workspace:
"We're CloudFlow, an enterprise automation platform. Emphasize ROI, scalability, and security in all communications."
Engineering Team Setup
User:
"I'm a Senior Full-Stack Developer with expertise in React and Node.js. I need technical details, code examples, and performance considerations."
Channel:
"Follow our coding standards: TypeScript, comprehensive testing, and API-first design. Include security and performance implications."
Workspace:
"We use Agile methodology, prioritize clean code, and maintain 95% test coverage. Reference our architecture guidelines."
Marketing Team Setup
User:
"I'm a Content Marketing Manager focused on B2B SaaS. I need data-driven insights and content optimization recommendations."
Channel:
"Optimize content for different platforms: LinkedIn (professional), Twitter (engaging), Blog (detailed). Include SEO considerations."
Workspace:
"Our brand is innovative yet trustworthy. Use data to support claims, focus on customer success stories, maintain professional tone."