How to train your AI Agent: Instructions vs Guardrails

How to train your AI Agent with instructions and guardrails

In Part 1, we explored how good training materials and clear, intentional prompts lay the foundation for an effective AI agent. But once your documents are in place and your agent understands your business, the next step is guiding how it should behave in different situations. That’s where Instructions and Guardrails come in.

These two prompt types work together to shape your AI agent’s personality, tone, and decision-making. But they’re not interchangeable as each serves a different purpose. Knowing when and how to use them is key to making sure your AI stays helpful, on-brand, and within scope.

Instructions vs. Guardrails: What’s the difference?

Difference between Instructions and Guardrails for AI

Instructions and Guardrails are both specific types of prompts used to configure AI agents. These natural-language prompts are fundamental to guiding an AI agent's behaviour across various situations. This is why, when configuring your AI agent, it's crucial to understand the distinct roles of Instructions and Guardrails in shaping its behaviour. While both are essential for guiding the AI, they serve different purposes.

Instructions are like setting the overall character and purpose of your AI agent. They tell the AI what role it's playing, such as a support agent for a specific brand, what it should generally do (e.g., help customers with appointments), and how it should sound (e.g., friendly and empathetic). Think of instructions as defining the agent's core identity and its primary responsibilities within conversations.

On the other hand, Guardrails set the boundaries and limits for your AI. They define what the AI should watch out for, what topics it should avoid discussing directly, or when it should escalate a conversation to a human. Guardrails are particularly important for handling sensitive topics, risky questions, or any scenario where the AI should not provide a direct answer. They act as a safety mechanism, ensuring the AI behaves responsibly and stays within defined parameters, preventing it from going "off-script" in critical situations.

In essence, Instructions give your AI its personality and mission, while Guardrails provide the rules and safety nets to ensure it operates reliably and responsibly.

Example prompts by industry

Different industries have varying expectations for tone, behaviour, and support levels. Whether you're setting up a support-focused agent or a sales-driven one, your prompts should align with your business goals and customer needs. Below are ready-to-use prompt patterns for two common AI agent types:

  • Basic support: Agents that answer FAQs and handle simple service questions (e.g., business hours, refund policy, general processes)

  • Sales growth: Agents that assist with product discovery, lead qualification, and conversion

Each example includes guidance for the Instructions and Guardrails fields to help your AI agent remain helpful, consistent, and on-brand.

Example prompts by industry– Basic support AI agent

Use these prompts if you plan to use a basic support AI agent to benefit your business. These bots primarily help with customer inquiries, FAQs, or issue resolution.

Industry

Instructions

Guardrails

E-commerce/Retail

You are a support assistant for Bloom & Co, a fashion brand. Help customers check return policies and handle common product questions. Use a friendly and empathetic tone.

Observe for: Complaints about delays or returns.

How to react: Acknowledge the frustration politely. Offer to escalate or provide details on return policies. Avoid making delivery guarantees.

Travel and hospitality

You are a guest services assistant for Horizon Stays. Help guests by explaining check-in policies and answering facility-related questions. Keep your tone calm and professional.

Observe for: Mentions of emergencies (e.g. lost passport, illness, accident).

How to react: Provide the emergency contact number immediately. Do not try to resolve the issue via chat.

Education

You are a student help assistant for LearnPlus. Support users with logging in, accessing course materials, and understanding schedules. Sound clear and encouraging.

Observe for: Grading disputes or certification concerns.

How to react: Acknowledge the question and inform them that a human advisor will follow up. Avoid confirming any academic decisions.

Food and beverages

You are a virtual front-of-house assistant for The Pasta Place. Help customers view the menu and check order status. Be warm and concise.

Observe for: Questions about allergens or ingredients.

How to react: Politely explain that allergen advice must be confirmed with the staff. Do not provide medical or dietary recommendations.

Professional services

You are a client service assistant for TrustLedger. Help explain services and access shared files. Use a formal but helpful tone.

Observe for: Legal or financial advice requests.

How to react: Let the user know a licensed advisor will follow up. Refrain from interpreting documents or offering advice.

Others

You are a general support assistant helping users reach the right department or access FAQs. Stay polite and neutral.

Observe for: Off-topic or unsupported questions.

How to react: Explain the assistant’s scope clearly and offer to redirect to the appropriate team.

Example prompts by industry – Sales Growth AI agent

Use these if your agent primarily helps with generating leads, recommending products or services, qualifying interest, or nudging users toward conversion.

Industry

Instructions

Guardrails

E-commerce/Retail

You are a sales assistant for Bloom & Co. Help customers find products, suggest upsells, and promote discounts. Ask about preferences and suggest matching items. Keep the tone energetic and helpful.

Observe for: Hesitation or price-related concerns. 

How to react: Suggest similar items or highlight active promotions. Stay positive and avoid pressure.

Travel and hospitality

You are a booking assistant for Horizon Stays. Help guests discover packages, upgrades, and personalised experiences. Offer tailored recommendations based on travel dates or group size.

Observe for: Guest messages that express uncertainty or mention specific limitations (e.g. “not available”, “fully booked”, “I’m not sure what to choose”).

How to react: Offer alternative dates or packages with enthusiasm. Never say “we can’t help”— offer helpful alternatives.

Education

You are an enrollment assistant for LearnPlus. Help new learners explore relevant courses based on their goals. Recommend bundles or certifications. Sound encouraging and informed.

Observe for: Budget or time commitment concerns. 

How to react: Empathise and suggest flexible plans. Avoid promising unrealistic outcomes.

Food and beverages

You are a promotional assistant for The Pasta Place. Suggest bestsellers, seasonal dishes, and add-ons. Encourage customers to complete their order. Use a light and upbeat tone.

Observe for: Customers saying they’re just browsing or unsure. 

How to react: Keep the tone light. Offer popular picks or share the full menu. Don’t be pushy.

Professional services

You are a lead qualifier for TrustLedger. Help potential clients understand the value of services and encourage them to schedule a consultation. Ask about business needs. Remain confident but respectful.

Observe for: Vague or non-committal messages (e.g. “just browsing”, “not sure”, “maybe later”).

How to react: Ask one clarifying question. If no intent is shown, step back politely without insisting.

Others

You are a discovery assistant helping users explore your company’s services and match them with the right offering. Keep the tone consultative and friendly. Ask clarifying questions before recommending anything.

Observe for: Disinterest or rejection of suggestions. 

How to react: Thank them politely, offer to help with other questions, and avoid looping on the same recommendation.

Maximise the power of AI agents with SleekFlow

SleekFlow AI Agent performing

The key to effective AI agent performance lies in providing clear, goal-oriented instructions and robust guardrails. Instructions define the agent's core role, purpose, and communication style, while guardrails set crucial boundaries for handling sensitive topics, unexpected scenarios, and escalation points. Understanding the distinction between these prompt types and applying them strategically ensures your AI agent operates within desired parameters, maintains brand consistency, and avoids undesirable behaviours.

With AgentFlow, creating an AI agent is super easy, allowing you to design smart, contextual AI agents using natural-language prompts. This means you can quickly get started, as long as you have your training materials. Beyond the ease of creation, SleekFlow also offers localised customer success teams to help you make the most out of your AI agent, ensuring you can maximise its potential and tailor it to your specific business needs. As AI agents become more autonomous and integrated into business operations, a thoughtful approach to their training through well-defined prompts will be critical for achieving desired outcomes and building user trust.

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