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How to Provide Custom Instructions?

Rubaiyat Farhan avatar
Written by Rubaiyat Farhan
Updated over 2 months ago

Regeneration Definition

When you're ready to regenerate, you have two choices:

1. Default Regeneration

  • Uses the same parameters as before

  • Doesn't incorporate new instructions

  • Useful if generation failed or timed out

  • Quick option to try again without changes

2. Custom Instructions Regeneration

  • Opens the instruction drawer

  • Lets you modify the workflow approach

  • Incorporates your new guidance

  • Use this when you want to adjust the workflow

Note: Each regeneration may produce slightly different results even with the same instructions, as the AI applies some variation. Regenerate multiple times if needed until you get a workflow you love.

Customizing Workflow Generation

While markopolo's AI creates excellent workflows by default, sometimes you want to fine-tune the approach. Custom instructions let you guide the AI to generate workflows that match your specific strategy.

How to Provide Custom Instructions

Before initial generation:

  1. In Step 3, after enabling channels and selecting platforms

  2. Look for the Custom Instructions option (usually a text area or drawer)

  3. Click to open the custom instruction interface

  4. Write your specific requirements in plain English

  5. Generate workflow with your instructions included

After workflow is generated:

  1. Review your generated workflow

  2. Click the Regenerate button

  3. Choose Regenerate with Custom Instructions

  4. The instruction drawer opens

  5. Provide your modifications

  6. Click to regenerate with new guidance

What Can You Specify in Custom Instructions?

Custom instructions give you creative control over workflow structure. Here are effective ways to customize:

Timing and Delays

Examples:

  • "Add a 2-day wait before the follow-up email"

  • "Send the SMS reminder within 6 hours, not 24"

  • "Space messages at least 3 days apart"

  • "Create a 7-day nurture sequence with daily touchpoints"

Channel Preferences

Examples:

  • "Use email first, then SMS only if email is not opened"

  • "Start with SMS for urgency, follow up with detailed email"

  • "Reserve WhatsApp for high-value customers only"

  • "Send voice calls only to customers who haven't responded to email or SMS"

Conditional Logic

Examples:

  • "Only send SMS if email is not opened within 48 hours"

  • "If customer clicks but doesn't purchase, send a discount code via WhatsApp"

  • "Create separate paths for customers who opened vs. didn't open"

  • "Send different follow-ups based on which product link they clicked"

Message Frequency

Examples:

  • "Limit to maximum 3 touchpoints per customer"

  • "Be more aggressive—send 5 messages over 10 days"

  • "Keep it gentle with only 2 messages spaced a week apart"

  • "Follow up daily for the first 3 days, then wait a week"

Specific Workflow Steps

Examples:

  • "Include a thank you message after purchase"

  • "Add a re-engagement message for customers who go silent"

  • "Create an escalation path that increases urgency over time"

  • "Include a survey request at the end of the sequence"

Brand and Tone Considerations

Examples:

  • "Keep the pace slow and relationship-focused"

  • "Be direct and action-oriented with clear CTAs"

  • "Use a consultative approach, not aggressive sales"

  • "Balance educational content with promotional messages"

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