We've pre-loaded NZ/AU construction terms. Accept the ones that apply to your firm, skip any that don't, and add your own. These are the words your AI will finally understand correctly.
Suggested terms — click to accept
Terms specific to your firm — client categories, internal codes, trade classifications.
Step 3 of 5 · Playbook
How you handle variations.
A Playbook is a process your AI can follow. We've started with your variation order process — the most common source of miscommunication between builders and clients. Adjust the steps to match how your firm actually works.
1
Variation identified on site
Site supervisor or project manager identifies work outside original BOQ scope and documents it with photos and notes.
2
VO drafted and costed
Office prepares written variation order with scope description, materials, labour, and total cost + GST.
3
Principal sign-off obtained
VO sent to client/principal for written approval before work proceeds. No work commences without signed approval.
4
Work completed and documented
Variation work is completed, photographed, and recorded in site diary with date and labour hours.
5
Invoice issued — 14-day terms
Tax invoice raised referencing VO number and approved amount. Payment due within 14 days of invoice date.
This will be encoded in your Lore so AI never quotes the wrong payment terms.
Step 4 of 5 · Persona
How your firm communicates.
Eight quick questions. Your answers create a voice profile so every AI output sounds like it came from your firm — not a generic chatbot.
Tone with clients
How you address clients
Email sign-off
Email length preference
Language style
When things go wrong with a client
Step 5 of 5 · Deploy
Push your Lore to your AI tools.
Select a tool to connect. Lore generates a system prompt you paste in — or connects directly via MCP if the tool supports it. Your AI immediately inherits everything you've just built.
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ChatGPT
Custom GPT or system prompt
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Claude
Claude Project instructions
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Microsoft Copilot
M365 Copilot system message
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HubSpot AI
CRM AI assistant context
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Website Chatbot
Intercom, Drift, Tidio, etc.
⚡
MCP Server
Direct API / developer setup
Generated system prompt — paste this into your AI tool
## Business Context
You are the AI assistant for Henderson Builders Ltd, a NZ construction firm.
## Core Vocabulary
When these terms appear, use these exact definitions:
## Payment Terms
All invoices are due within 14 days of issue date. Never quote 30-day terms.
## Voice & Tone
Direct and professional. Use first names. Sign off with "Cheers". Keep emails short and to the point. Plain NZ English.
or choose another tool above
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Your Lore is live.
Your AI tools now know what your business means. Every response will reflect your vocabulary, your process, and your voice. Deploy more tools any time.