Operating Manual
Each specialist has an Operating Manual -- a comprehensive document that defines their personality, rules, boundaries, and procedures.
What the Operating Manual Covers
The operating manual is like an employee handbook specific to that specialist:
- Who they are and their role
- How they should communicate -- tone, style, formality
- Rules they must follow -- approval chains, escalation paths
- Boundaries they must respect -- what they can and cannot do
- Procedures for common tasks -- step-by-step workflows
Editing the Operating Manual
- Go to Training Materials for a specialist
- Click Edit Operating Manual
- Edit the markdown content directly
- Save your changes
Writing a Good Operating Manual
Think of it as writing instructions for a new hire. Be specific about what you expect, what the boundaries are, and how they should handle common situations. The more detailed the manual, the more consistently the specialist will perform.