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

# Write Parker's instructions

> Set Parker's name and role, describe the job it does for your team, and choose the tone and follow-up timing of the emails it writes.

You set who Parker is and how it works in **Settings** > **Agent** > **Instructions**. The page has four groups: **Identity**, **Instructions**, **Charter**, and **Voice**.

## Set Parker's identity

**1. Open the Instructions tab**

Go to **Settings** > **Agent**, then select **Instructions**.

**2. Edit the identity**

In the **Identity** group, select **Edit**.

**3. Fill in the fields**

* **Name**: what Parker is called, for example "Northwind Assistant".
* **Role**: its job title, for example "Sales assistant".
* **Agent email**: where email for Parker is routed.
* **Brand**: drafts take this brand's voice and use its documents. Leave it as **No brand** in a workspace with one brand. Brands come from [Branding](/admin/branding).

**4. Save**

Select **Save**, or **Discard** to drop your changes.

![Identity group in edit mode with Name, Role, Agent email, and Brand fields, plus Discard and Save.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/agent-instructions-identity.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=e3a99a889dee145be7c9b6d22f2ed413)

To try Parker with your changes, select **Test agent**.

## Describe what Parker does

The **What it does** field describes how Parker approaches its job. Customers never see it.

1. In the **Instructions** group, write in **What it does** how Parker should approach its job. Write it as you'd brief a new teammate.
2. Optionally, select **Tidy with AI** to have Parker suggest a clearer version.

### What makes good instructions?

* **Say who your customers are and what you sell.** "We sell commercial cleaning supplies to facilities managers in the Midwest."
* **Say what a good outcome is.** "A good reply moves the buyer to a site visit or a quote."
* **Say how fast and how much.** "Reply within one business day. Keep emails to three short paragraphs."
* **Put hard limits in rules, not here.** Instructions guide Parker. [Rules](/admin/rules) are checked on every reply.

Example — your instructions will differ:

> You support the Northwind Supply sales team. Help reps prepare for calls, follow up on quotes, and keep Salesforce up to date. Keep emails short and practical. Always offer a next step, such as a call or a sample order.

### What's the Charter?

**Charter** is an optional, structured way to describe the job: **Mission**, **Audience**, **Success looks like**, and **Approach and limits**. These fields are moving into the instructions, so write new guidance in **What it does**. To view the charter, select **Edit** on the **Charter** group.

## Choose Parker's voice

The **Voice** group sets how Parker's emails sound. Its description shows the exact line it adds to Parker's instructions, starting "Adds to the instructions".

* **Tone**: **Friendly**, **Balanced**, or **Professional**. This sets how formal emails sound.
* **Follow-up timing**: **Light**, **Standard**, or **Persistent**. The text under it shows the cadence, for example "Every 3 days, up to 3 reminders."

To go back to the defaults, select **Reset to defaults**.

![Voice group with Tone set to Professional and Follow-up timing set to Standard, every 3 days, up to 3 reminders.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/agent-instructions-voice.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=c9be9ac76b94514d5953b129e63c847a)

When Parker writes as a particular person, it also uses that person's [writing style](/email/writing-style).

## Check it worked

Ask Parker to draft something and see whether it follows your instructions.

Draft a follow-up email to the last contact I spoke with at Fabrikam Foods.

In two sentences, what's your job on this team?

## Related

> **[Set house rules](/admin/rules)**
>
> Limits Parker must always follow.

> **[Set Parker's autonomy](/admin/autonomy)**
>
> When Parker may send on its own.

> **[Branding](/admin/branding)**
>
> Your brand kit.

> **[Writing style](/email/writing-style)**
>
> How Parker writes as each person.


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