AI Rules Templates

​

Introduction

TL;DR: Learn how to define consistent AI voice, tone, and terminology rules in Clevera to ensure every video you create aligns perfectly with your brand.

Clevera’s AI rules templates allow you to standardize your video content by defining specific brand guidelines. By setting these rules once, you ensure that your generated videos maintain a consistent voice, tone, and professional vocabulary across your entire workspace. This guide is intended for content creators and product teams who want to maintain high editorial standards without manually editing every script. Prerequisites include having an active Clevera workspace and access to the Templates section.

​

Configuring Your AI Rules Template

To maintain consistency, you first need to create or edit an AI rules template. This serves as the master configuration for how Clevera’s AI should approach your content.

​

Step 1: Create or Edit a Template

Navigate to the Templates tab in your Clevera dashboard. Here, you can view existing templates or create a new one by clicking Create AI rules template.

​

Step 2: Define Workspace Context

Inside the Edit AI rules template window, start with the General and Context tabs.

• Template name: Give your template a clear, descriptive name.
• Audience: Define who your video is for (e.g., “Product managers”).
• Tone: Set the desired mood, such as “Friendly” or “Professional.”
• Context: Provide a brief description of your company or product to give the AI background knowledge. This ensures the generated narration is relevant to your specific domain.

​

Step 3: Set Behavioral Guidelines

The Guidelines tab allows you to specify “Do’s” and “Don’t’s” for the AI. This is where you can refine the AI’s behavior to avoid specific patterns or encourage particular styles. Simply click + Add do or + Add don’t, enter a label (optional), and describe the instruction clearly. This ensures that the AI avoids common mistakes or adheres to specific formatting requirements you might have.

​

Step 4: Manage Terminology and Pronunciation

Ensuring brand names and specific terminology are pronounced or spelled correctly is vital for professional content. The Terminology tab allows you to set “Preferred terms” and “Terms to avoid.”

1. Preferred Terms: Click + Add term to add words you want the AI to prioritize.
2. Terms to Avoid: Use this section to list words that should never appear in your content.
3. Custom Pronunciations: If you have specific names or acronyms that the AI might mispronounce, click + Add under the “Custom pronunciations” section. You can enter the word and its phonetic spelling to ensure the generated voiceover hits the correct intonation.

​

Step 5: Define Custom Rules for Scripts

The Custom rules tab is your final layer of control for script generation. This is where you set broader editorial policies, such as:

• Tone: Defining the desired persona (e.g., “Sound like an experienced product educator”).
• Teaching Style: Instructing the AI on how to structure its explanations (e.g., “Explain the purpose behind each step”).
• Calls to Action: Setting guidelines for video endings (e.g., “Avoid multiple CTAs”).

Simply add these rules with a label and clear, actionable instructions. Once satisfied, click Validate & save to apply these changes to your template.

💡 Tip: Keep it focused: When adding custom rules, try to keep instructions concise but descriptive. This helps the AI understand the intent without being overwhelmed by conflicting commands.

​

Applying Your Template to New Videos

Now that your template is configured, you can apply it whenever you generate a new video.

​

Step 1: Start a New Project

Navigate back to your Content page and click the Create button. Choose how you want to import your video (e.g., Upload video or Choose existing file).

​

Step 2: Configure Generation Settings

Once the video is uploaded, you will be prompted to choose a video type, such as How-to video. On the next configuration screen, you can select your newly created AI rules template under the AI rules section. By clicking + Add AI rule, you can select your configured template. This will automatically inject your established tone, terminology, and behavioral guidelines into the new video generation process. Finally, click Generate video to start the process using your custom template.

​

Conclusion

By configuring AI rules templates in Clevera, you transform the way you create video content. You are no longer just generating scripts; you are consistently applying your brand’s specific voice, tone, and terminology to every project. With these guardrails in place, your team can produce high-quality, on-brand documentation and product videos faster and more efficiently. Now that you have your templates set up, try creating a template for a different type of video, such as a product demo versus a technical support guide. Experimenting with different “Do’s” and “Don’t’s” in your guidelines can further refine the AI’s output to match the unique needs of various content types.

​

Frequently Asked Questions

• Can I use multiple AI rules templates for a single video?

Yes, you can stack or switch templates depending on the specific needs of the video project, though typically one master template for your brand is sufficient to maintain consistency.

• What happens if I change an AI rules template?

Changes to an existing template will apply to future video generations. Existing videos that were created using an older version of the template will remain unchanged unless you re-generate them.

• How do I share a template with my team?

When editing or creating a template, check the General settings. You can set the visibility to “Everyone in workspace,” which allows all your teammates to view, edit, and use the template for their own projects.

• What should I put in the “Terms to avoid” section?

This section is perfect for internal jargon, competitor product names, or outdated terminology that you want to ensure is purged from your documentation entirely.

• Is there a limit to how many rules I can add to a template?

While Clevera is designed to handle extensive customization, it is best practice to keep your rules focused and relevant. Adding too many conflicting or overly broad rules might impact the quality of the AI’s output.