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Create and apply AI rules

AI rules are reusable sets of instructions the AI follows on every video: your product context, audience, tone, do's and don'ts, words to use or avoid, pronunciations and custom rules. Create a rule set, apply it, and make it your workspace default.

Updated 5 min read

AI rules are instructions you write once and the AI follows on every video you apply them to: what your company does, who your audience is, the tone to use, words to use or never use, how to pronounce your product's name. You group them into rule sets and tick the ones you want on each video.

They work on every type: social clips, how-to, product demo, polish and articles.

Rule sets: yours and Clevera's

Kind Who can change it How it appears
Yours The person who created it. They choose whether everyone in the workspace can use it. A pencil icon to edit
Clevera Built in by Clevera and available to every workspace. Read-only. An eye icon to view; Duplicate to make your own copy

Apply rule sets to a video

  1. Open the AI rules pill

    On the Compose page, click the AI rules pill. Its menu says "Rules the AI follows. Tick as many as you like."

  2. Tick the rule sets

    Tick every set you want. The menu stays open while you tick. Hover a set to see its first rule. Once your workspace has its own sets, tabs All, Yours and Clevera appear, and a search box appears once there are more than eight sets.

    The AI rules menu with the workspace's rule sets, Clevera's sets, a New rule set row and a Make default button

  3. Close the menu

    The pill shows the set's name, or "2 rule sets" when you ticked several. The footer says "Applies to this video."

You can apply up to 10 rule sets to one video.

Make them your workspace default

To start every new video with the same sets, tick them and click Make default in the menu's footer. The footer then reads "New videos start with these." and those sets show a Default badge.

The default applies to every new video of any type, for everyone in the workspace. You can still untick a set on a single video.

Create a rule set

  1. Start a new set

    In the AI rules menu, click + New rule set at the bottom. To start from one of Clevera's sets, click its eye icon and then Duplicate.

  2. Fill in the sections

    The editor has five sections in its side list. Fill in only what matters to you; every field is optional except the name.

  3. Save it

    Click Save rule set. Before saving, the AI checks the rules are clear and appropriate; if something can't be used, the fields are highlighted with what to fix. A new set is ticked on the video you're making.

What goes in each section

The rule set editor's Terminology section with terms to use and avoid and a pronunciation
Section Fields Limits
General Name ("e.g. Product voice, B2B") and Who can use this?: Everyone in workspace or Only the person who created it Name up to 120 characters
Context Context ("What should the AI always know about your company, product, or use case?"), Audience, Tone, Product focus Context up to 2,000 characters; Audience and Tone up to 120; Product focus up to 150
Guidelines Do's ("Behaviours and patterns the AI should follow.") and Don'ts ("Things the AI should avoid."), each with an optional label Up to 10 of each; label up to 60, text up to 250 characters
Terminology Terms, each marked Use or Avoid, and Pronunciations ("One word or short phrase, with a brief phonetic hint.") Up to 20 terms of each kind, 50 characters each; up to 20 pronunciations
Custom rules "Focused instructions for scripts, narration, and copy. They are read in this order." Each has a subject and the rule. Up to 8 rules; subject up to 80, rule up to 300 characters

Example rule set for Acme Inc.

Field Example
Name Acme product voice
Context Acme is invoicing software for small design agencies. Customers are agency owners and their finance leads.
Audience Agency owners
Tone Friendly and direct
Do Show the result before the steps.
Don't Don't promise features that are "coming soon".
Terms: Use workspace, client, invoice
Terms: Avoid account, customer, bill
Pronunciation Acme → "AK-mee"
Custom rule Pricing: never state prices; say "see example.com/pricing".

Edit, share or delete a rule set

  • Edit: click the pencil next to your set, change it and click Save changes. Only the creator can change Who can use this?; others see "Only {name} can change who can use this rule set."
  • Delete: open the set, choose Delete rule set from its menu and confirm. "It is removed for everyone in the workspace. Videos already made keep the rules they used."
  • If you close the editor with unsaved changes, it asks Discard changes? with Discard or Keep editing.

Changing a rule set only affects videos you make afterwards.

Troubleshooting

Message What to do
"We found issues in your rule set. Review the highlighted fields and try again." Fix the highlighted fields. Sections with a problem are marked in the side list.
"We could not check and save the rule set. Please try again." Try again in a moment.
"We could not save the default. Try again." Try Make default again.
"We could not delete this rule set. Try again." Try again.
"No rule sets yet" "Create one to give the AI your terms, tone, and the things it must never say."
Write a brief that gets a good videoWhat goes in the brief instead.Set the video's options with the pillsEvery option on Compose.Use a video template for your brandBackground, music and cards for how-to videos.Choose a voice and preview itPick who reads the script.