Skip to Content
LogoDevelopers
AI & AgentsAdmin AgentsGuidelines

Guidelines

Guidelines are instructions a merchant writes so Finqu’s agents stay on brand and inside the store’s rules. A guideline is aimed at workers, at the Success Agent, or at both. The same building blocks can behave differently for each merchant because each store has its own guidelines.

Merchants edit them under Guidelines. Work Hub lists them on the guidelines tab of the tools and guidelines card. Add there opens the Success Agent. The guideline itself is edited on the Guidelines screen.

What you can use them for

  • Consistent behavior. Point a guideline at the workers that should follow it, and include the Success Agent when that assistant should follow it too.
  • Brand voice. Formal or casual, language, and tone.
  • Guardrails. What not to do, when to escalate, and when a person should confirm a sensitive change.
  • Different stores. One integration can ship different guidelines per merchant.

A guideline applies to the workers selected for it. It applies to the Success Agent when that box is checked.

Guidelines screen

  • Name
  • Guideline. The help text says to write clear guidelines that the selected workers and the Success Agent should follow.
  • Targeting
    • This guideline applies to all workers. Checking it hides the worker list.
    • With that box cleared, search and check the workers that should follow it. The help text says to select who follows these instructions.
    • This guideline applies to the Success Agent also
  • What are guidelines? A short explanation, and Create guideline, which opens the Success Agent.

Where a guideline is felt

  • Success Agent. The assistant follows a guideline when This guideline applies to the Success Agent also is checked.
  • Workers. Check the workers under Targeting, or check This guideline applies to all workers.
  • Playbooks. A playbook step has its own prompt and its own worker. A guideline reaches that step through the worker selected on the step, when the guideline is aimed at that worker.

Skills in the Success Agent chat and tools connected on the Tools screen follow these same rules, so chat and automation stay on the same tone.

Next steps

  • Admin AI & Automation — Workers, playbooks, events, and the Success Agent in Work Hub
  • Success Agent — Merchant chat. A worker is available here when its checkbox allows it
  • Workers — Analyst, Planner, and Executor, each with its own instructions and checked tools