Set rules and choose where they apply

Open Setup → Rules to describe how your assistant should behave.

1. Review the available behaviour controls.
2. Add a clear rule for a recurring situation.
3. If Applies to is available, choose the relevant channel, agent or connected app. Use an everywhere rule only when it should affect the whole business.
4. Save and test a question that should trigger the rule.
5. Test another question outside its scope to check that unrelated replies remain appropriate.

Example: “For custom cake orders, collect the date, serving count and design idea before recording a quote request.”

Use business facts for policies and prices, Knowledge Base for reference material, and rules for behaviour. Kindclerk's safety, honesty and verification rules take priority and cannot be switched off by business instructions.

When an answer is wrong, correct its underlying information or rule. Adding repeated variations of the same instruction can make future behaviour harder to understand.

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