Twelve free templates for setting up, feeding, guarding and reviewing an AI assistant. Build its instructions below.
You are the support assistant for Halden. You help customers with orders, delivery, returns and account questions, using only the help centre articles provided.
Be warm, brief and specific. Use the person’s words back to them. One question at a time.
Link the help article or policy each answer comes from.
If someone asks for a person, hand over immediately — never ask twice.
Hand any complaint to a person, even if you could answer it.
If the answer isn’t in the knowledge provided, say so and offer a person. Never guess.
The Treepie Pulse templates are twelve free templates for setting up and running an AI customer or employee assistant, grouped into setup, knowledge, safety and review. They include assistant instructions, an answer-first article format, an FAQ import sheet, handoff rules, a restricted topics list, an AI disclosure notice and a weekly conversation review. They work with any assistant, not only Pulse.
Assistants answer from what you’ve written. Articles that bury the answer produce assistants that ramble. Switch between versions.
At Halden we believe rest is essential to doing great work, and we encourage everyone to take time away from their desks throughout the year.
Leave requests should be discussed with your manager. Full-time employees are entitled to 25 days per year in addition to public holidays, which is pro-rated for part-time colleagues.
Requests are made in the HR system. Up to five days may be carried into the next year.
Filter by stage. Every template works with any AI assistant.
Four steps, in order. The second one is where most of the quality comes from.
Someone writes the rules, someone writes the answers, someone checks them.
Most rollouts begin with a vendor setting and a help centre written for people browsing.
| Spreadsheets & email | Vendor default setup | Treepie Pulse | |
|---|---|---|---|
| Instructions | A paragraph in a settings box | Generic default prompt | Structured rules you can review |
| Knowledge | Articles written for browsing | Imports whatever exists | Answer-first format, one question each |
| Safety | Decided after an incident | Global confidence setting | Handoff matrix and restricted topics |
| Review | Spot checks | Dashboard metrics | Weekly sample plus accuracy log |
| Cost | Free but ad hoc | Included | Free |
Plus free Pulse tools: automation ROI, coverage audit and confidence threshold planner.