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Create a customization

This guide walks you through creating a customization in the Kapa platform. If you are not sure what customizations are or which parts of Kapa's behavior they can change, read Customizations first.

  1. Go to the Customizations page in your project on app.kapa.ai.
  2. Click New customization.
  3. Give it a name (e.g. "Marketing site", "Developer docs") and optionally a description.
  4. Select a chat model version. The version is immutable after creation; see chat model versions for how versions and upgrades work.
  5. Configure the sections:
    • Edit the editable sections (assistant name, response style, language) if you want to override the defaults. Fields show a "Default" or "Custom" badge to indicate their state. You can revert any field to its default.
    • Add further custom instructions under Style & Tone or Guardrails & Boundaries by clicking "Add item". Each instruction has a name and a description.
  6. Use the preview panel on the right to verify your instructions. The preview shows a curated view of the system instructions with your changes applied in real time, so you can confirm what the assistant will actually read before saving. Note that the preview does not show the full system instructions; the fixed harness is omitted.
  7. Click Create customization to save.

You can create multiple customizations per project, each tailored to a different use case (e.g. one for your documentation site, one for your marketing page).

A saved customization has no effect until an integration uses it; continue with Use a customization. For guidance on what to write in the instructions themselves, see Write effective instructions.