Who can see this: Administrator and Company Manager. Available on all plans.The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
Create a guideline
By default, a guideline starts out active as soon as it’s created. Where to find it: Cérebro > Personalidade > Diretrizes (Cérebro > Personality > Guidelines).1
Open the form
Click Adicionar diretriz (Add guideline).
2
Write the title
Fill in the title field, for example “Initial greeting”.
3
Describe the guideline
Write what Tino should follow.
4
Save
Click Adicionar (Add).
The title and text can’t repeat across guidelines already registered. The screen warns and blocks saving when it finds a duplicate.
Activate or deactivate a guideline without deleting it
A guideline can be temporarily turned off without losing the record. Where to find it: Cérebro > Personalidade > Diretrizes, inside a card’s edit view.1
Open the card
Click the guideline you want to change.
2
Turn it on or off
Use the Ativo/Inativo (Active/Inactive) toggle.
3
Save
Click Salvar (Save).
An inactive guideline stays registered, but stops applying to conversations until it’s reactivated.
Use a ready-made template
Where to find it: Cérebro > Personalidade > Diretrizes, Modelos que outras empresas costumam adotar (Templates other companies often adopt) block, organized by categories like Service, Support, Account and access, and Financial.1
Choose a template
Click a suggested template, or Ver todos (View all) for the full list.
2
Adjust the text
The form opens filled in with the template’s title and body.
3
Save
Click Adicionar (Add).
Delete a guideline
Where to find it: inside the guideline card’s edit view.1
Open the card
Click the guideline you want to remove.
2
Click Excluir (Delete)
The button sits next to the edit fields.
3
Confirm
Confirm the deletion in the window that opens.
Review Tino’s suggestions
Where to find it: Cérebro > Personalidade > Diretrizes, Sugestões do Tino (Tino’s suggestions) block, when there’s one pending.1
Read the suggestion
Check the title, the text, and the reason, if there is one.
2
Decide
Click Aceitar (Accept), Editar (Edit), or Negar (Deny).
A suggestion doesn’t apply to conversations until it’s accepted. Editing and saving already approves the guideline in the same action.
Frequently asked questions
Can I deactivate a guideline without deleting it?
Can I deactivate a guideline without deleting it?
Yes, use the Active/Inactive toggle inside the card’s edit view.
Do guidelines apply only to certain campaigns?
Do guidelines apply only to certain campaigns?
What changes if I arrived here from somewhere else in Tartini?
What changes if I arrived here from somewhere else in Tartini?
A notice at the top explains why you were brought here, with a link to go back to where you started.