Chat rules for AI in Lite
How to set the rules the AI follows when talking to clients: write instructions, dictate them by voice or upload a document.
Updated October 13, 2026
Chat rules tell the AI how to talk to your clients: the rules of communication, key information about your business and how to handle requests. In Lite you can set them up in the way that suits you.
Three ways to set the rules
- Write instructions — describe how to talk to clients in plain text.
- Dictate by voice — tell the AI how it should handle requests.
- Upload a document — use a ready-made communication policy or staff guide.
What to include
Set the rules of communication, add key information about your business and decide how the AI should answer clients. Your rules. Your style. Your AI.