Editing a Flex Instruction

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

Only an administrator can edit a flex instruction. For information about what flex instructions do and how an agent applies them, see Flex Instructions Overview.

Prerequisites

To manage flex instructions, you must have access to the Flex Instruction object and its fields, and the Flex Instructions page must be visible to you. Your administrator grants this access through the AI Connector - Manage Flex Instructions permission set. For more information, see Creating the Flex Instructions Permission Set.

The Flex Instructions page lists every agent configured in your org, including headless agents that have no chat interface. The ability to write an instruction for an agent comes from Create, Edit, and Delete access on the Flex Instruction object, not from access to that agent.

To edit a flex instruction:

  1. Open the Flex Instructions page from the App Launcher.
  2. From the Agent drop-down, select the agent whose instruction you want to review.
  3. View the instruction that you want to edit.
  4. Click Edit.
  5. [Optional] Edit the name in Name.
  6. [Optional] Edit the instruction in Writing Agent Instructions. If your instruction is longer than 1,000 characters, a message recommends that you shorten it. Shorter instructions are easier for an agent to apply reliably.
  7. Click Save.

For more information about the fields on this object, see Flex Instruction Fields.