What are AI Settings?
AI Settings let you customize how Brindlechute's AI generates client summaries for your organization. By providing your own instructions, you can tailor the tone, focus, and format of those summaries to fit your operation.
Where to Find AI Settings
To access AI Settings, click your organization's logo in the top-left corner, then select AI Settings. Once you've added or updated your custom instructions, click Update to save your changes.
What is a Client Summary?
A client summary is an AI-generated snapshot of a client's history and profile. It pulls together information from multiple sources to give your guides and staff a quick, useful picture of who they're working with before a trip.
The AI draws from:
Questionnaire responses — answers clients have submitted before their trips (highest priority)
Staff notes — internal notes your team has added to the client's profile
Trip history — number of past trips and lifetime spend
Document fields — information extracted from uploaded licenses or IDs
How to Customize AI Summaries
In your AI Settings, you can enter custom instructions that the AI will follow when generating client summaries. These instructions take precedence over the default guidelines, so you're in control of what gets emphasized.
For example, you might instruct the AI to:
Focus on fishing experience level and preferred species
Highlight any physical limitations or accessibility needs
Keep summaries to two or three sentences
Use a specific tone that matches your brand voice
Tips for Writing Good Instructions
Be specific — the more clearly you describe what you want, the better the results
Focus on what matters most to your guides before a trip
If a client has no history, the summary will note them as a new client — your instructions can shape how that's presented too
Sharing AI Summaries with Guides
AI Settings includes a Share AI summary to guides? toggle that controls whether guides can see clients' AI-generated summaries.
ON — Guides can view the AI summary for clients on their trips.
OFF — AI summaries are visible only to your organization's staff; guides won't see them.
After changing the toggle, click Update to save your changes.