AI instructions
Set AI instructions once at the Workspace level and they're inherited by every Matter and chat inside it.
Set Workspace instructions
1
Switch to the Workspace
Workspace admins and organization admins can edit AI instructions.
2
Open the AI instructions section in Workspace settings
The settings panel exposes a free-form text field for the prompt.
3
Save
Open any Matter inside the Workspace and start a chat — the instructions are now part of the AI's context.
The cascade
AI instructions are layered from broadest to narrowest. The AI Assistant reads every level that applies, in this order:
| Level | Who sets it | Scope |
|---|---|---|
| Organization | Organization admin | Every Workspace, every Matter, every chat |
| Workspace | Workspace admin | Every Matter and chat inside the Workspace |
| Matter | Any Matter member | This Matter and chats opened from it |
| Chat | The user, in the chat | This single chat thread |
More specific levels add to broader ones rather than replacing them. Where two levels conflict, the more specific level wins for the conflicting point.