Vera, your AI copilot, can now be personalized so that Vera’s responses are customized to your organization’s preferences. Owner admins and Primary admins can provide instructions for Vera to proactively and programmatically name cases, adjust tone, make responses more concise, and more.
Customize how Vera Responds
To customize how Vera responds visit the ‘Train Vera’ tab in your settings dropdown.
In addition to training Vera on your policies and procedures, you can now personalize Vera’s tone and style to better represent your organization.
To adjust How Vera Responds simply slide the scale to let Vera know your preference. You can click “Add Details” to provide additional instructions.
Tone and Empathy
When providing additional details, describe the tone and emotional context you’d like Vera to adopt (e,g., friendly, supportive, professional) Press ‘Save Details”
Recommendation Style & Scope
When providing additional details, specify the type and extent of recommendations Vera should provide (e.g., minimal suggestions, detailed actionable guidance). Press ‘Save Details”
Length and Structure
When providing additional details, define your preferred response length and structure (e.g., brief summaries, detailed explanations with examples). ‘Save Details’
If you’d like to provide additional instructions for Vera you can share anything else she should know, help with or emphasize. Press ‘Save’
IMPORTANT: When you "Add Details" or provide “Additional Instructions’ to any section it will replace any instructions for that section that existed previously. Prompt changes will only impact new vera output, older output will remain unchanged.
Tips for Vera’s instructions:
- Full sentences are optional and can be helpful for complex asks or when you need a specific tone
- Short/Structured Prompts Work well for fact lookup, formatting, or structured output (For example when entering case naming instructions)
Do:
- Be specific
- Define format
- Give context
Do Not:
- Give vague instructions
- Keep ambiguous or leave out context
- Forget to include format guidance
- Leave overly open ended
- Provide conflicting instructions
- Provide unclear constraints
- Ie “Make this shorter”
Customizations will be reflected in Vera’s responses throughout the platform including in the Vera chat window, summaries, tasks, auto-draft, auto-fill, policy analysis, recommendations and precedent.
Tell Vera How to Name Cases:
You can also ask Vera to proactively and programmatically name cases as they are entered into the system. For admin and inbound cases, Vera will generate the case name after the Summary is entered for the case, the case name will remain editable by the admin if needed under ‘edit case.’
This will provide consistency across your organization and make it easier to categorize and locate cases overtime.
Case Naming Instruction Example:
Generate case names using this template: '[Date] - [Issue Type] - [Employee ID] - [Brief Description]'
Date: YYYY-MM-DD format
Issue Type: HR category matching the case
Employee ID: Numerical ID
Brief Description: Concise summary of main issue
Leave blank fields empty but keep dashes
Don't modify template structure
Example: '2024-07-16 - Performance - 1247 - Attendance Concerns'
Some popular naming conventions for Vera include:
- [Date] - [Category] - [Employee Initials or ID] - [Brief Description]
- Year - Month- date - time
- Numerical ascending order 0001 0002 0003