Overview
The Messaging section allows you to define rules that apply automatically to all campaigns.
These are called Global Instructions, and they run in the background—so you don’t need to repeat them every time you create a campaign.
Step 1: Navigate to Messaging
Go to the bottom-left corner of the platform
Click on Knowledge
Select Messaging
Step 2: Add Global Instructions
Click Add Global Instructions
Enter your instruction
Example:
“End every email with ‘Best regards’”
Click Add to List
Step 3: Save Your Instructions
Click Save
The instruction will now appear on the main Messaging page
How It Works
Global Instructions are automatically applied to:
All campaigns
All messages generated by Katie
They run in the background, so you don’t need to manually include them each time
Campaign-Level Customization
You can still modify or override these instructions at the campaign level if needed
This gives you flexibility while maintaining consistency
Best Practices
Use Global Instructions for:
Email signatures (e.g., “Best regards”)
Tone and style guidelines
Formatting rules
Keep instructions:
Clear and specific
Short and actionable