Write and publish guides

After you create a guide using one of the available options for guide creation, you can add instructions to it or edit the existing instructions on the Instructions tab.

Create or open a guide

1. 管理をクリックします。
2. Under AI Studio, click Guides.
3. To search for a specific guide, start typing the name of the guide in the search box. As you type, the matching guides are shown.
4. To open a guide, click its name. 
5. Select the Instructions tab.
6. In the Instructions tab, add or make changes to steps in natural language.  

Write instructions for the guide

Follow these basic guidelines when writing and formatting your instructions:

1. Design your guide to focus on a single task or intent. 
2. Divide your task into main steps and sub-steps. This type of structuring ensures that your AI agent understands the context and reference when you ask it to jump between steps.
   1. Number each step. 
   2. Assign a unique name to each main step. Choose a name that provides an accurate description of what happens within the step and its sub-steps.
   3. Using indentation can help represent the type of hierarchy in your steps.
   4. To refer to other main steps, use square brackets.
   5. To mention any specific phrase that you want your AI agent to say, use quotations.

For detailed guidelines on writing instructions, see Best practices for writing guides.

変数を追加する

1. Create a guide or open an existing one.
2. Select the Variables tab.
3. In the Variables tab, create guide variables that you plan to use in your guide. 
4. Select the Instructions tab.
5. In the Instructions tab, place your cursor where you want to insert a variable and type /. A pop-up window shows all available variables.
6. Select the required variable. 

The editor highlights variables present in your guide by a green underline.

Add data actions

You can add a previously configured data action to your guide. For more information about creating a custom data action, see Create a custom action for integrations.

1. Create a guide or open an existing one.
2. Select the Instructions tab.
3. In the Instructions tab, place your cursor where you want to insert a data action and type /. A pop-up window shows all available data actions.
4. Select the required data action. 

The editor highlights variables present in your guide by a blue underline. For detailed information about using data actions in guides, see Connect guides to external services with data actions.

Save and publish the guide

1. When you finish editing, click Save to save the guide as a draft.
2. Click Publish to publish the guide. 

After you publish a guide, you can connect it to an Architect bot flow or digital bot flow that is enabled with Virtual Agent using the Call Guide action. For more information, see Connect guides to your Virtual Agent flows. For information about duplicating or deleting a guide, see Duplicate or delete guides.