January 29, 2026 • AI
We're introducing Custom Instructions – account-wide guidelines that teach Active Intelligence about your business, audience, and communication style. Set your context once, and Active Intelligence automatically applies it to every conversation, campaign creation, and recommendation across your entire account.
Admins can access Custom Instructions from the new "Customize" option in Active Intelligence, where they can add and edit instructions that benefit every team member automatically.
It will be available initially to direct customer accounts, then rolling out to reseller/agency accounts.
Key Features
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Working Preferences
Tell Active Intelligence how you want to collaborate – whether you prefer detailed explanations or quick responses, multiple options or single recommendations, and whether you like to ideate together or get straight to drafts. -
Target Audience Context
Define who you serve, their demographics, pain points, and what matters to them – so Active Intelligence automatically tailors content and recommendations to your specific customers. -
Content Guidelines
Set rules for how your business communicates, including tone, messaging to emphasize or avoid, structure preferences, and any industry-specific language considerations. -
Additional Business Context
Share what makes your business unique – your products, services, differentiators, competitive positioning, and strategic priorities that should inform AI's recommendations.
Benefits
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Active Intelligence that works your way
Get responses in the format and style you prefer – whether that's multiple options to choose from, step-by-step guidance, or direct recommendations ready to implement. -
Content that speaks to your audience
Every campaign, email, and automation automatically reflects who your customers are and what resonates with them – no more generic messaging that misses the mark. -
Consistency across your team
Everyone gets Active Intelligence assistance that understands your communication rules, brand guidelines, and business context without needing individual training or setup. -
Smarter strategic guidance
Recommendations align with your competitive positioning, strategic priorities, and what actually differentiates your business in the market.
Use Cases
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Local Service Business
- Define your working preferences to ensure Active Intelligence asks clarifying questions before creating content. Share details about your community-focused audience who values personal connection over corporate messaging. Set content guidelines for friendly, conversational tone with specific length requirements and mandatory CTAs. Add context about what differentiates you from larger competitors and your emphasis on personalized service.
- Result: Active Intelligence collaborates with you before drafting, creates encouraging content that speaks to first-time customers, stays within your preferred format, and emphasizes community connection over other selling points.
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B2B Software Company
- Specify that you prefer multiple options for key elements like subject lines. Describe your audience of mid-level professionals who need to justify ROI and prefer reliability. Set guidelines for professional but approachable language focused on efficiency, with scannable formatting. Include context about competing against complex enterprise tools by emphasizing ease of implementation.
- Result: Active Intelligence provides 2-3 options to choose from, focuses messaging on time savings and quick value rather than technical specs, maintains professional tone with bullets, and highlights your quick-setup differentiator.
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Professional Services Firm
- Indicate preference for detailed strategic discussions before execution. Define your audience of decision-makers seeking expert guidance and proven results. Set content rules for authoritative yet accessible tone, emphasis on expertise and case studies, avoidance of sales language. Add context about your premium positioning and consultative approach.
- Result: Active Intelligence engages in strategy conversation first, creates content that demonstrates expertise without being overly technical, naturally incorporates proof points, and positions recommendations around consultation rather than transactions.
Upgrade and/or Setup Instructions
Custom Instructions are available to Active Intelligence subscribers. Admin users can access the feature by clicking "Customize" in Active Intelligence and selecting "Instructions."