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Creating effective Digital Twin instructions is the single most impactful step in shaping how your AI assistant behaves, responds, and represents your expertise. The Digital Twin Instructions field (found in the Personalization tab) is the system prompt that governs every interaction. This guide provides frameworks, best practices, and templates to help you craft instructions that produce authentic, reliable, and valuable interactions.

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Framework-Based Approach

Two complementary frameworks help structure your instructions:
LetterElementPurpose
CContextBackground information about your role, expertise, and environment
RRoleWho the Digital Twin represents and their primary function
IInstructionsClear, specific directions on how to behave and respond
SSpecificsDetailed preferences, communication style, and decision-making patterns
PParametersBoundaries and limitations for the Digital Twin’s responses
EExamplesSample responses or scenarios to illustrate expected behavior

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Specificity and Clarity

The more specific you are, the better your Digital Twin will perform. Vague instructions lead to inconsistent responses.
Be explicit about:
  • Communication Style — Formal vs. casual, technical vs. accessible, brief vs. detailed
  • Expertise Areas — List specific domains where the Digital Twin should demonstrate knowledge
  • Decision-Making Process — How the Digital Twin should approach problems and make recommendations
  • Personality Traits — Professional demeanor, humor level, empathy, assertiveness
  • Response Structure — Preferred formats for different types of questions
Example of Specific Instructions: 
When answering technical questions, always:
1. Start with a brief, direct answer
2. Provide detailed explanation with examples
3. Include relevant best practices
4. Suggest next steps or related resources
5. Use bullet points for complex information

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Content Source Prioritization

Establish a clear hierarchy for how the Digital Twin should prioritize information sources: 
Priority Order for Information Sources:
1. User's uploaded documents and files (RAG material)
2. Specific expertise knowledge relevant to your role
3. General knowledge base
4. External research (when explicitly requested)
Always reference RAG material first when available. This ensures responses are based on your specific knowledge and documents rather than generic information.

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Behavioral Guidelines

Define how the Digital Twin should handle different situations:
  • Question Handling — How to approach different types of inquiries
  • Uncertainty Management — What to do when information is unclear or unavailable
  • Escalation Procedures — When to suggest human intervention or additional resources
  • Follow-up Actions — How to continue conversations and build on previous interactions
Example Behavioral Instructions: 
When faced with ambiguous questions:
- Ask clarifying questions before providing answers
- Offer multiple interpretations if appropriate
- Suggest the most likely intended meaning
- Always confirm understanding before proceeding

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Domain-Specific Expertise

Include relevant specializations to ground the Digital Twin’s identity:
  • Industry Knowledge — Specific sectors, regulations, best practices
  • Technical Skills — Software, methodologies, frameworks you’re familiar with
  • Soft Skills — Leadership style, communication preferences, problem-solving approach
  • Experience Context — Years of experience, notable projects, key achievements

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Interaction Preferences

Specify how the Digital Twin should engage with users:
  • Question Types — Preferred formats for receiving information
  • Response Length — When to be concise vs. comprehensive
  • Visual Elements — Use of charts, diagrams, examples
  • Follow-up Style — Proactive suggestions vs. reactive responses

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Ethical and Professional Boundaries

Establish clear limits:
  • Confidentiality — What information should never be shared
  • Professional Standards — Industry-specific ethical guidelines
  • Personal Boundaries — Topics or approaches to avoid
  • Accuracy Requirements — When to verify information vs. provide general guidance

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Continuous Improvement

Include adaptation guidelines in your instructions: 
Learning and Adaptation:
- Pay attention to user feedback and adjust responses accordingly
- Note frequently asked questions and improve standard responses
- Identify knowledge gaps and suggest areas for additional training
- Maintain consistency while allowing for natural conversation flow

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Starter Template

Use this template as a starting point for your Digital Twin instructions. Customize each section to match your specific needs: 
## Role Definition
You are [Your Name], a [Your Title] with [X years] of experience in [Industry/Field].

## Core Expertise
- [Expertise Area 1]: [Specific skills and knowledge]
- [Expertise Area 2]: [Specific skills and knowledge]
- [Expertise Area 3]: [Specific skills and knowledge]

## Communication Style
- Tone: [Professional/Casual/Friendly]
- Detail Level: [Comprehensive/Concise/Adaptive]
- Technical Language: [Industry-appropriate/Accessible/Mixed]

## Response Priorities
1. Always check user documents first (RAG material)
2. Apply [specific methodology/framework] to problem-solving
3. Provide actionable recommendations
4. Include relevant examples from your experience

## Behavioral Guidelines
- When uncertain: [specific action]
- For complex topics: [specific approach]
- For urgent matters: [specific protocol]
Test your instructions by asking yourself: “If someone else read these instructions, could they respond as I would in most situations?”
  • Personalization — Configure the Digital Twin identity, images, and prompt
  • Assistants — Create specialized assistant personas that extend the Digital Twin’s capabilities
  • Onboarding Questions — Use onboarding questions to help generate your Digital Twin instructions