Ferndesk
Tips

Adding Custom Instructions to Fern

Set organization-level instructions to guide how Fern researches and writes. Instead of repeating preferences in every prompt, configure them once for consistent results.

Where to Add Instructions

Go to Settings → Fern in your dashboard. You'll find two fields:

  • Drafting instructions - Controls how Fern writes (tone, format, structure)

  • Research instructions - Guides what Fern prioritizes when gathering information

Write your instructions in plain language, then click Save instructions.

Instructions apply to your entire organization and all future tasks.

What to Customize

Drafting

  • Tone - "Use a confident but friendly tone"

  • Structure - "Always include a quick overview followed by numbered steps"

  • Style - "Use title case for headings, avoid jargon"

  • Format - "Include code examples for API endpoints"

Research

  • Sources - "Always browse our codebase for feature releases"

  • Priorities - "Check support tickets for common issues first"

  • Verification - "Cross-reference with existing articles"

Keep instructions specific. "Use numbered steps" is clearer than "Make articles easy to follow."

Why Use Custom Instructions

  • Save time - Stop repeating the same preferences in every task

  • Maintain consistency - Every article follows the same voice and structure

  • Focus research - Prioritize the sources that matter most

Example Instructions

Drafting: "Use a confident but friendly tone. Avoid jargon. Always include a quick overview followed by numbered steps. Use title case for headings."

Research: "Always browse our codebase for feature releases. Check support tickets for common user issues. Prioritize recent changelog entries."

Very long instructions may impact performance. Keep them short and focused.

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