Unleash AI

  • Updated on Oct 22, 2025
  • Published on Dec 15, 2024
  • 2 minute(s) read
  • Rachel Raff
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Add custom instructions for Unleash AI for both the search page and chat, allowing you to customize how Unleash provides answers.

Activate Unleash AI to enable your workspace assistant. When toggled off, your workspace will not have access to AI-powered search or the default chat assistant.

Customization

You can set a unique name, image, and description for your workspace assistant. By default, these match your workspace’s name and icon.

  • Supported file types: PNG, JPEG, SVG

  • Maximum file size: 5 MB

  • For best results, upload a square icon

Instructions

Default

Response Length

Configure the response length that the assistant will use to deliver suggestions. You can set the response length to short, standard, or long, with the default being standard.

To configure the response length:

  • Click on the dropdown for Response Length.

  • Select:

    • Short: Typically consists of 1-2 sentences, providing quick, straightforward suggestions.

    • Standard: Slightly longer, usually a paragraph or a few sentences, offering more detailed explanations.

    • Long: In-depth and comprehensive, often spanning multiple paragraphs or containing detailed explanations.

Adjust Tone

Configure the tone that the assistant will adopt when delivering answers You can set the tone to neutral, assertive, and confident, with the default being neutral.

To adjust the assistant’s tone:

  • Click on the dropdown for Adjust Tone.

  • Select:

    • Neutral: This is the default tone. It mirrors the language style documented in your resources and provides a balanced and professional response.

    • Assertive: This tone is direct and clear, communicating the necessary information with authority. It is used when conveying a strong stance.

    • Confident: This tone is positive and assured, instilling confidence in the customer. It is used when reassuring the customer or demonstrating expertise.

Advanced

The Advanced settings enables you to personalize the assistant’s behavior, tone, and response style by entering custom free-text instructions. You can provide detailed instructions up to 8,000 characters. For best practices, please see this article.

Provide instructions to tailor:

  • Tone (e.g., formal, casual, assertive, confident).

  • Response Length (e.g., concise, moderate, detailed).

  • Role and Behavior Guidelines (e.g., acting as a professional customer support representative or a knowledgeable expert in a specific field).

Note: Switching between standard and advanced resets the previous values without saving them.

Prompt Templates

Add prompt templates to your assistant to help workspace members understand what questions they can ask the assistant in the chat. These prompts serve as clear, practical examples that guide users and encourage engagement. For example:

  • What are our company policies on remote work?

  • How do I request vacation leave?

  • What does error [error name] mean?

  • What was the latest update on [customer name]?

When a member clicks a prompt template card from the chat’s empty state, the prompt text is inserted into the input field for easy editing before sending. Learn more about using prompt templates in the chat.

To create a prompt template:

  • Click inside the prompt field and type your message.

  • Use brackets to mark editable variables (e.g., How many [subject] did we close in [time]?).

  • Prompts are saved automatically when you click outside the field.

  • To edit a prompt, simply click on it.

  • Click + Add to add another prompt.

Note: The assistant can have up to four prompt templates only.

Configuring the Assistant Display Preferences

There are two important toggles to optimize how users interact with Unleash AI assistant.

Pin to Chat Sidebar: Displays the assistant in the chat sidebar for users with interact permissions, allowing users to start a new chat with the assistant easily. Only users with Full Access can unpin this assistant.

Display in Quick Search: Integrates the assistant into the quick search experience. When typing a query into the homepage search bar or launch bar, a dropdown will appear, enabling users to select the chat assistant to answer their questions or receive answers from the Unleash AI Assistant.