What this helps you do
More than one thing can guide an agent at the same time: the annotations on the folder you are working in, and the persona applied to the chat. Active instructions shows you both, so you can tell what is shaping a chat before you rely on its answers, and step in when two sources pull in different directions.See what is active
Select Active instructions in the chat toolbar. Sources are listed under Persona and Folder instructions, each with its current state.
When a source is empty, the panel says so directly — for example, “No folder instructions are active.”
Mute a source for one chat
Open Options in the panel, then select Mute a source. The source stays in the list, marked Muted, and stops reaching the agent. Select Un-mute to bring it back. Muting applies only to the chat you are in. It does not change the folder’s annotation, and it does not affect your other chats or anyone else’s.Check whether sources work together
When more than one source is active, select Run compatibility check. Collivo reviews the sources together and reports possible conflicts.
If there is nothing to report, the panel says the sources stack and can be followed together.
Each finding comes with ways to handle it. When you have decided to keep both sources as they are, select Mark as reviewed — both stay active for the chat, and the reminder clears. Select Check again after you change an annotation or a persona.
Expected result
You can see every instruction shaping a chat, keep one out of the way when it does not belong there, and know whether the remaining sources can work together.Troubleshooting
- The agent ignores a folder’s guidance: open Active instructions and check whether that source is Muted or Pending rather than Active.
- A saved annotation has no effect: confirm the chat is working in that folder, and that the folder’s instructions are not muted for this chat.
- A compatibility result looks out of date: select Check again after editing an annotation or changing the persona.
- Two sources keep competing: simplify one of them, or mute the one that does not belong in this chat.