Agent rules and sign-off
Set rules your agent always follows, for you personally and for the whole company.
Updated 9 October 2026
Your agent remembers things as you go, but rules are instructions it always follows.
Your rules
Go to My profile → My agent. Add one rule per line, for example:
- Keep replies short.
- Never book meetings before 9am.
- Always write in British English.
You can also set your sign-off for letters and emails, e.g. "Kind regards" or "Best wishes". If you tell the agent a lasting preference in chat, it will offer to save it as a rule.
Company rules (admins)
In Settings → Branding → Company rules for the agent, admins can set rules for everyone in the organisation. Company rules always win over personal rules.
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