> ## Documentation Index
> Fetch the complete documentation index at: https://www.voiceflow.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent setup and guardrails

> Definitions for agent setup and guardrails, with explanations of how each term fits into Voiceflow and links to the related documentation.

## Agent layers

### Global prompt

The always-on layer shaping identity, tone and guardrails on every turn. It runs regardless of which
playbook or workflow is active, and is written in four default sections: `#Role`, `#Goal`, `#Tone`
and `#Guardrails`.

**Also asked as:**
- the instructions that apply to every single reply
- set the bot's personality and house rules once
- the system prompt for the whole assistant

**Related:** [Instructions](#instructions) · [Guardrails](#guardrails) · [System prompt](/docs/resources/glossary/ai-terms#system-prompt)

**Documented in:** [Global prompt › What is the global prompt?](/docs/documentation/build/global-prompt#what-is-the-global-prompt) · [Global prompt › Best practices](/docs/documentation/build/global-prompt#best-practices) · [Global prompt › #Role](/docs/documentation/build/global-prompt#%23role) · [Global prompt › #Goal](/docs/documentation/build/global-prompt#%23goal) · [Global prompt › #Tone](/docs/documentation/build/global-prompt#%23tone)

### Instructions

The routing layer: which playbook or workflow handles what. Where the global prompt defines how the
agent behaves, instructions define what it does with a request.

**Also asked as:**
- tell the assistant which skill handles which kind of request
- the decision layer that picks a playbook
- where the agent's routing rules live

**Related:** [Global prompt](#global-prompt) · [Trigger](#trigger) · [Reference](/docs/resources/glossary/build/editor#reference)

**Documented in:** [Instructions › What are agent instructions?](/docs/documentation/build/instructions#what-are-agent-instructions) · [Instructions › Writing agent instructions](/docs/documentation/build/instructions#writing-agent-instructions)

### Start message

The first thing the agent says. An agentic start message is written under a `# Starting Message`
heading in the instructions; a fixed greeting is a Message step in the initialization workflow with
*Wait for user input* turned on.

**Also asked as:**
- the greeting the bot sends before the visitor types anything
- open every chat with the same welcome line
- make the assistant speak first

**Related:** [Instructions](#instructions) · [Initialization workflow](/docs/resources/glossary/build/playbooks-workflows#initialization-workflow)

**Documented in:** [Instructions › Adding a start message](/docs/documentation/build/instructions#adding-a-start-message) · [Initialization workflow › Static start message](/docs/documentation/build/framework/initialization-workflow#static-start-message)

### Trigger

What tells the agent when a playbook or workflow applies. Older material calls this the "LLM
Description"; the current name is Trigger. System tools carry one too, describing what the tool does
and when to use it.

**Also asked as:**
- describe when a skill should be used
- how does the model know which playbook to pick
- the description the router reads

**Related:** [Instructions](#instructions) · [Playbook](/docs/resources/glossary/build/playbooks-workflows#playbook) · [System tools](/docs/resources/glossary/build/tools#system-tools)

**Documented in:** [Playbooks › Creating playbooks](/docs/documentation/build/playbooks#creating-playbooks) · [Querying the knowledge base › Trigger](/docs/documentation/build/querying-the-knowledge-base#trigger)

### Behaviour

The model, voice and memory settings an agent runs under: default model, memory, timezone, voice
output and input, session timeouts, chat persistence, events and the global no-match and no-reply
responses.

**Also asked as:**
- the settings page for the model, the voice and memory
- where do I change what the agent runs on
- agent-wide settings rather than per-playbook ones

**Related:** [Default model](/docs/resources/glossary/build/behaviour#default-model) · [Memory](/docs/resources/glossary/build/behaviour#memory) · [Voice output](/docs/resources/glossary/build/behaviour#voice-output)

**Documented in:** [Behaviour](/docs/documentation/build/behaviour)

### Agent tools

The tools attached to the agent itself rather than to one playbook. Also called global tools: APIs,
integrations, MCP servers and functions added at the agent level, so every playbook can use them
without adding each one individually. They apply in agentic contexts only: a workflow calls tools
through its own steps.

**Also asked as:**
- make one tool available in every playbook
- attach a tool at the agent level
- share a tool across all skills

**Related:** [Tool](/docs/resources/glossary/build/tools#tool) · [System tools](/docs/resources/glossary/build/tools#system-tools) · [Playbook](/docs/resources/glossary/build/playbooks-workflows#playbook)

**Documented in:** [Global tools › Adding a global tool](/docs/documentation/build/tools/global-tools#adding-a-global-tool) · [Global tools › When are global tools available](/docs/documentation/build/tools/global-tools#when-are-global-tools-are-available-for-my-agent-to-use)

### Global tools

The tools added at the agent level — APIs, integrations, MCP servers and functions — so every playbook
can use them without adding each one individually. The same thing as [Agent tools](#agent-tools); the
Studio page is titled Global tools.

**Also asked as:**
- add a tool once for every playbook
- the agent-level tools list

**Related:** [Agent tools](#agent-tools) · [Tool](/docs/resources/glossary/build/tools#tool)

**Documented in:** [Global tools › Adding a global tool](/docs/documentation/build/tools/global-tools#adding-a-global-tool)

## Guardrails

### Guardrails

Non-negotiable rules the agent must always follow, written under a `# Guardrails` heading in the
global prompt. Models are tuned to pay extra attention to that section. Good guardrails are specific
and actionable; "be professional" is a tone instruction, not a guardrail.

**Also asked as:**
- rules the bot must never break
- hard limits on what the assistant may say or do
- where do I put the things the agent is not allowed to do

**Related:** [Global prompt](#global-prompt) · [Preventing hallucination](#preventing-hallucination) · [Staying in scope](#staying-in-scope) · [Transaction safety](#transaction-safety)

**Documented in:** [Global prompt › #Guardrails](/docs/documentation/build/global-prompt#%23guardrails)

### Preventing hallucination

A guardrail pattern: the agent says it does not have the information instead of guessing, never
combines partial knowledge base results with assumptions, and never invents a plausible reply when a
tool call fails.

**Also asked as:**
- the assistant invents facts that are nowhere in our content
- keep replies to what the knowledge base actually says
- the bot confidently gives wrong information
- the assistant invents answers our documents never gave
- stop the assistant from guessing
- only answer from the documents we uploaded

**Related:** [Guardrails](#guardrails) · [Hallucination](/docs/resources/glossary/ai-terms#hallucination) · [Grounding](/docs/resources/glossary/ai-terms#grounding)

**Documented in:** [Global prompt › #Guardrails](/docs/documentation/build/global-prompt#%23guardrails)

### Protecting sensitive data

A guardrail pattern: never reveal internal pricing logic, margins or cost structures, never share one
customer's information with another, never read back full card numbers, SSNs or passwords.

**Also asked as:**
- stop the assistant from leaking private details
- make sure the bot never reads out a card number
- keep internal pricing out of replies

**Related:** [Guardrails](#guardrails) · [PII redaction](/docs/resources/glossary/knowledge-and-data#pii-redaction)

**Documented in:** [Global prompt › #Guardrails](/docs/documentation/build/global-prompt#%23guardrails)

### Staying in scope

A guardrail pattern that keeps the agent to its domain: no legal, medical or financial advice, no
comments on competitors, and an offer to connect with the right team when the conversation drifts
outside it.

**Also asked as:**
- keep the assistant on topic
- refuse questions unrelated to our product
- the bot answers things it has no business answering
- the assistant answers questions that have nothing to do with our business
- keep the bot from going off topic
- refuse unrelated requests politely

**Related:** [Guardrails](#guardrails) · [Global no-match](/docs/resources/glossary/build/behaviour#global-no-match)

**Documented in:** [Global prompt › #Guardrails](/docs/documentation/build/global-prompt#%23guardrails)

### Transaction safety

A guardrail pattern for actions with consequences: no refund, cancellation or account change without
explicit customer confirmation, business rules never overridden, identity verified before account
data is touched.

**Also asked as:**
- make the bot ask before it does anything irreversible
- require an explicit yes before a refund goes through
- verify who the customer is before changing their account
- the bot confirmed a refund without double-checking
- ask the customer to confirm before acting

**Related:** [Guardrails](#guardrails) · [Initialization workflow](/docs/resources/glossary/build/playbooks-workflows#initialization-workflow)

**Documented in:** [Global prompt › #Guardrails](/docs/documentation/build/global-prompt#%23guardrails)


### Writing a strong global prompt

The practices the docs recommend: keep it short (100–1000 words; every word runs on every turn), be
direct (declarative rules, not hedging), keep it static so the model can reuse its cache, and keep
step-by-step procedures out of it — those belong in instructions, a playbook or a workflow.

**Also asked as:**
- how long should the global prompt be
- my prompt is huge and replies got slower
- what belongs in the global prompt versus a playbook

**Related:** [Global prompt](#global-prompt) · [Instructions](#instructions) · [Playbook](/docs/resources/glossary/build/playbooks-workflows#playbook)

**Documented in:** [Global prompt › Keep it short](/docs/documentation/build/global-prompt#keep-it-short) · [Global prompt › Be direct](/docs/documentation/build/global-prompt#be-direct) · [Global prompt › Variable Consistency](/docs/documentation/build/global-prompt#variable-consistency) · [Global prompt › Common mistakes](/docs/documentation/build/global-prompt#common-mistakes) · [Global prompt › How long should my global prompt be?](/docs/documentation/build/global-prompt#how-long-should-my-global-prompt-be)

### Agent runtime

Combines instructions, tools, knowledge, and conversation state to decide how to respond.

**Documented in:** [Agent runtime](/docs/documentation/build/how-agents-work)
