Before you start: the agent must be one you added. Any workspace member can edit the rules. Writing your own rules needs the Pro plan or above.
The two kinds of rule
Each rule has a level: Critical, High, Medium or Low. The level and how far the agent went set the exposure band of a finding. See Reports.
The standard rules
Every plan picks from these eight. A new agent starts with all of them ticked.Steps
1
Open the Rules tab
Open the agent from the Agents tab and pick Rules.
2
Tick the standard rules that apply
Under Standard rules, untick any rule that does not fit your agent. Keep at least one must-never rule ticked.
3
Write your own rules (Pro and above)
Under Your own rules press Add a rule. Pick Must never or May, write the rule in 10 to 500 characters, and pick its level. Press Remove to drop one. You can write up to 30.
4
Press Save rules
The page says “Saved as version N. New tests use these rules.” A test already running keeps the rules it started with.
Writing a good rule
- One thing per rule. “Never give a refund over 100 pounds” is better than a list.
- Say what the agent must not do, not what you hope happens.
- Use May to allow a thing that a must-never rule would otherwise catch, for example “May share the customer’s own order history once they are verified.”
- Your rules never carry code checks. Each one is judged from the conversation and, with our test tools, from the tool calls we saw.
Every field
What happens next
Sign the testing agreement, then plan a test. See The testing agreement and Run tests.Problems
It says writing your own rules comes with the Pro plan and above
It says writing your own rules comes with the Pro plan and above
Your plan uses the standard rules only. Untick the ones that do not fit, or ask your DeepBlocker contact about Pro. See Plans and usage.
It says to pick or write at least one thing your agent must never do
It says to pick or write at least one thing your agent must never do
Every rule is unticked or every own rule is a May rule. Tick one standard rule or write one Must never rule.
It says a rule is written twice
It says a rule is written twice
Two own rules have the same text. Change or remove one.
The Rules tab shows no editor, only a list
The Rules tab shows no editor, only a list
The agent was added by DeepBlocker, or self-service is off. DeepBlocker writes the rules of that agent with you. Write to your DeepBlocker contact.
It says DeepBlocker also wrote rules for this agent
It says DeepBlocker also wrote rules for this agent
DeepBlocker added rules the editor does not show. Saving here replaces them. Check with your DeepBlocker contact first if you are unsure.