> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Guidance

> Standing instructions the agent follows in every conversation: your own, and your organization's.

**Guidance** is what you would tell a new colleague on their first day: how you like things written, what the office always does, what it never does. You write it once and the agent reads it at the start of every piece of work.

## Two levels

<CardGroup cols={2}>
  <Card title="Your guidance" icon="user">
    *Personal instructions and context for the agent when responding to you.*

    Anyone can set their own under **Settings → Agent personalization**. It applies to your conversations, and to work the agent does when **you** email it, because the agent acts as the verified sender.
  </Card>

  <Card title="Organization guidance" icon="building">
    *Instructions the agent follows for everyone in this organization.*

    Set by organization admins under **Settings → Agent personalization**. Everyone can read it. Only admins can edit it.
  </Card>
</CardGroup>

Both are given to the agent on every run, organization guidance first and then yours. If they conflict, tell the agent which should win. Better still, fix the conflict.

## What to put in guidance

<Tabs>
  <Tab title="Personal">
    ```text theme={null}
    I'm a property lawyer in Palma. Most of my clients are
    Swedish and German buyers.

    - Write to clients in English unless they wrote in Spanish.
    - Keep client emails short: what happened, what I need from
      them, by when. No legal citations unless asked.
    - Dates as 14 March 2026. Amounts as EUR 1,250,000.
    - When you draft, flag anything you were unsure about in a
      comment rather than in the text.
    ```
  </Tab>

  <Tab title="Organization">
    ```text theme={null}
    Bufete Ferrer Oliver. We act for buyers only, never for both sides.

    - Never quote fees by email. Refer fee questions to a partner.
    - Every purchase matter needs: nota simple, IBI receipt,
      community certificate, energy certificate. Chase what is
      missing.
    - Name files: YYYY-MM-DD Type - Party - Property.
    - Never send anything to the other side's lawyer without a
      partner's approval, even a routine acknowledgement.
    ```
  </Tab>
</Tabs>

## Guidance, skills or memory?

|                | Guidance                             | [Skills](/agent/skills)                    | [Memory](/agent/conversations#memory)     |
| :------------- | :----------------------------------- | :----------------------------------------- | :---------------------------------------- |
| **What it is** | Standing rules and context           | A method for one kind of task              | What the agent has picked up about you    |
| **Applied**    | To every run, always                 | When the task matches, or when you name it | When it seems relevant                    |
| **Written by** | You and your admins                  | You, your admins, the agent, Casa Conect   | The agent                                 |
| **Use for**    | House style, hard rules, who you are | Repeatable procedures                      | Convenience. Do not rely on it for rules. |

<Tip>
  Keep guidance short. Everything in it is read on every run, so a page of rarely relevant detail dilutes the rules that matter. Put procedures in skills.
</Tip>

## Guidance and the safety review

Organization guidance is one of the few things the [safety review](/agent/permission-levels#the-safety-review) reads when it screens a sensitive action. A rule such as *"never delete anything in the Signed folder"* therefore shapes how the agent behaves and also what the reviewer holds back.

<Note>
  Guidance tells the agent how to behave. It does not grant access. An instruction like "you may read all projects" does not let the agent see a project you cannot see.
</Note>