> ## Documentation Index
> Fetch the complete documentation index at: https://support.parker.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Oversight settings

> Set how strictly Parker's replies are checked against your rules, who approves drafts before they send, and how to read the evaluation results.

> [!NOTE]
>
> **Admins only.** Only workspace admins can change these settings. If you're not an admin, you can still see them, but you can't edit them.

**Settings** > **Oversight** sets how strictly Parker's work is checked, and who reviews it.

## What's on this page?

| Section | What it controls |
| - | - |
| **Enforcement** | What Parker is running right now, including the **Preset** choice. |
| **Rule enforcement** | How strictly Parker holds your [rules](/admin/rules). |
| **Quality checks** | How deeply each drafted reply is checked before it's returned. |
| **Reviewers** | People who get drafts by email to approve before they send. |
| **Safety** | The workspace safety checks that run on every reply. |
| **Evaluations** and **Recent checks** | Rule-check results, and a way to mark a wrong verdict. |

## How does enforcement work?

The **Enforcement** card shows what Parker is running right now. Each row has a status label for the live setting, and a list for what you want. Where your selection differs from what's live, a note under the row says so.

| Row | What it means | Your options |
| - | - | - |
| **Rule checking** | How replies and drafts are judged against your rules before they're shown or sent. | **Observe** or **Off** |
| **Chat delivery** | Whether a judged reply streams as it's written, or is held until it clears review. Stored as your intent; not live yet. | **Stream** or **Buffered** |
| **Sender identification** | Whether commercial email must carry complete legal sender details before it sends. | **Log only** or **Enforce** |
| **Data-access guard** | A data-protection check set by your Parker operator. | None. It's display only. |

Rule checking takes effect from here. Sender identification and chat delivery are stored as your intent, and activate once your Parker operator completes review.

> [!NOTE]
>
> This card can raise rule checking, but it never lowers it. If rule checking is already **Enforcing**, it stays that way. To step it down, ask your Parker operator.

![Enforcement card with Preset set to Regulated, a notice about operator review, and status labels for each row.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/oversight-enforcement.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=0c8694cb37e35405e775d18b5c6198d2)

### What do the presets do?

The **Preset** control offers **Standard**, **Regulated**, and **Custom**. If you select **Regulated**, a notice explains what's already live and what activates after operator review.

## How strict should rule enforcement be?

**Rule enforcement** sets how strictly Parker holds your rules. Every reply shows how many rules passed, were flagged, or were broken.

Under **Enforcement**, select **Guidance**, **Standard**, or **Strict**. The text under it describes your choice. For example, **Strict** means every rule is non-negotiable, and requests to override one are refused. It's meant for regulated work.

![Rule enforcement card with Guidance, Standard, and Strict options, Strict selected, and Reset to defaults.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/oversight-rule-enforcement.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=1968fa48bb3d6f5b945f315980c0e5c4)

To go back to the defaults, select **Reset to defaults**.

## What do quality checks do?

**Quality checks** look at each drafted reply before it's returned. Set the **Depth** to **Basic** or **Thorough**. **Basic** checks the sources behind every reply, and adds almost no time.

## How do I add a reviewer?

Reviewers get Parker's drafts by email and approve them before they send.

**1. Open Reviewers**

Go to **Settings** > **Oversight** and find **Reviewers**.

**2. Add the person**

Select **Add reviewer**. Enter their **Email** and, if you like, a **Name (optional)**.

**3. Save**

Select **Add**.

![Add reviewer dialog with Email and Name (optional) fields, Cancel, and Add.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/oversight-add-reviewer.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=d8032c0d4829009b85bebb5eedb21014)

## Which safety checks run?

Under **Safety**, **Workspace safety checks** says what's checked on every reply, whatever the agent's settings: personal data, prompt injection, moderation, and competitor mentions. Every reply is labelled **Safe**, **Flagged**, or **Blocked**. For each check's status, see [Compliance](/admin/compliance#which-safety-checks-run).

## How do I read evaluations?

**Evaluations** summarizes every rule check on Parker's replies:

* **Pass rate**, **Evaluations**, and **Violations** for the last 30 days. **Violations** also says how many more were unclear.
* **Refusal rate** over the last 7 days.
* **Daily results**: one bar per day. Green passed, amber was unclear, and red broke a rule. Taller bars mean more checks.
* **Checker accuracy**: how closely the checker agrees with verdicts admins corrected, overall and for **Critical rules**, **Important rules**, and **Preferred rules**. It needs 50 corrections to settle.

![Evaluations card with pass rate, evaluations, violations, refusal rate, and a daily results bar chart.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/oversight-evaluations.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=ddc93f552324088f5c3aabed13fd1397)

### How do I correct a wrong verdict?

**Recent checks** lists the latest rule checks. Each one says whether it passed, broke the rule, or was unclear, and whether the reply was held or logged. If a verdict is wrong, select **Mark wrong** on it. Your corrections teach the checker and count toward **Checker accuracy**.

## Reply notes

**Settings** > **Reply notes** sets when Parker flags Salesforce data as out of date. Parker notes when a record it cites was last edited longer ago than your threshold. The page carries an **Admin** label.

Under **Stale records**, each record type has its own threshold in days:

| Record type | Default |
| - | - |
| **Opportunity** | 30 days |
| **Case** | 14 days |
| **Lead** | 90 days |
| **Contact** | 180 days |
| **Account** | 365 days |
| **Everything else** | 180 days |

Enter a number of days, then select **Save**. To return a changed row to its default, select **Reset** on that row.

![Stale records card with a days field per record type, a Reset button on the changed Opportunity row, and Save.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/oversight-reply-notes.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=161debd4512ab4dd19b918b680629dbf)

## Troubleshooting

> **I chose Regulated, but some rows don't show it yet**
>
> That's expected. Sender identification and chat delivery activate only after your Parker operator completes review.

> **I chose Observe, but rule checking still says Enforcing**
>
> This card never lowers rule checking. Ask your Parker operator to step it down.

## Related

> **[Rules](/admin/rules)**
>
> Write the house rules Parker follows.

> **[Compliance](/admin/compliance)**
>
> Add regulations and see your safety checks.

> **[Autonomy](/admin/autonomy)**
>
> Choose how much Parker does on its own.

> **[Settings reference](/reference/settings)**
>
> Every setting in one table.


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