> ## 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.

# Set house rules

> Add the rules Parker must follow on every reply, choose how strictly each one applies, and write rules that work.

> [!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** > **Rules** lists everything Parker must follow, most important first. Every reply is checked against these rules.

![Rules page with Add house rule and Add rule, the All, Your rules, and From regulations filters, and rules tagged Critical or Important.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/rules-list.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=60502838e190de91a05f2c1fd11a86e4)

## How are rules ordered?

Every rule has a tier. The list shows **Critical** rules first, then **Important**, then **Preferred**. Critical rules block a reply that breaks them. Preferred rules are only noted.

### How strict is enforcement?

The **Enforcement** line under the list shows your workspace's setting, for example "Enforcement: Strict. Every rule is a hard requirement, even if a message asks to skip it." To change it, select **Change**. This opens [Oversight](/admin/oversight#how-strict-should-rule-enforcement-be).

## Add a rule

There are two ways to add one:

* **Add rule** adds a rule for Parker. You can give it a reason that reviewers see.
* **Add house rule** adds a rule in plain language that applies right away. You can choose which agents it applies to.

**1. Open Rules**

Go to **Settings** > **Rules**.

**2. Start a rule**

Select **Add rule** or **Add house rule**.

**3. Write the rule**

For **Add rule**, enter a short **Rule name**, then fill in **What must the agent do?** For **Add house rule**, fill in **Rule** and a **Short summary**.

**4. Pick a tier**

Under **Tier**, select **Critical**, **Important**, or **Preferred**.

**5. Optional: add context**

For **Add rule**, use **Why this rule? (optional)** to give reviewers context. Parker never sees it. For **Add house rule**, set **Applies to** to **All agents** or **Specific agents**, and add a **Reference label (optional)**, such as "Internal policy 3.2".

**6. Save**

Select **Add rule** or **Add house rule**.

![Add a rule dialog with Rule name, What must the agent do, Tier set to Important, Why this rule, Cancel, and Add rule.](https://mintcdn.com/fieldko/SNnUZRlfUC06vUK1/images/admin/rules-add-rule.png?fit=max\&auto=format\&n=SNnUZRlfUC06vUK1\&q=85\&s=1d9c1d252e476d3c1fbbb0110f51d107)

## How do I write a good rule?

* **One rule, one behavior.** Split "Be polite and never discuss pricing" into two rules.
* **Write it as an instruction to Parker.** "Always include the quote number in the subject line."
* **Be specific and checkable.** "Never offer a discount above 10%" is checkable. "Be careful with discounts" isn't.
* **Pick the lowest tier that works.** Save **Critical** for things that must never happen, because breaking one blocks the reply.
* **Use instructions for style, rules for limits.** Tone and approach belong in [instructions](/admin/agent-instructions).

### Examples

| Rule | Tier |
| - | - |
| Never share one customer's pricing with another customer. | **Critical** |
| Always disclose all fees in writing before a customer signs. | **Critical** |
| Include the Salesforce opportunity name when you discuss a deal. | **Important** |
| Offer a call as the next step at the end of a sales email. | **Preferred** |

## Filter the list

Use **All**, **Your rules**, or **From regulations** to filter. **From regulations** shows rules taken from compliance documents. Those rules wait for approval in the compliance review queue. See [Compliance](/admin/compliance).

## Edit or archive a rule

Select the edit icon on a rule to change it. To stop a rule applying, select its archive icon.

## Add advisory notes

**Advisory notes** hold **Coaching**: guidance added to Parker's instructions. It isn't checked like rules. Use it for softer guidance, such as "Keep replies to two or three sentences."

## Check it worked

The new rule appears in the list under its tier. Then ask Parker for something that would break it, and see whether Parker follows the rule.

Draft an email offering Fabrikam Foods a 25% discount on their renewal.

Write a renewal email to Fabrikam Foods that summarizes the new contract terms.

## Troubleshooting

> **Parker ignored a rule**
>
> Check the rule's tier and your **Enforcement** setting. **Preferred** rules never block a reply. Make the rule more specific, or raise its tier.

## Related

> **[Oversight](/admin/oversight)**
>
> How strictly Parker's work is checked.

> **[Compliance](/admin/compliance)**
>
> Regulations and rules taken from them.

> **[Write Parker's instructions](/admin/agent-instructions)**
>
> Style and approach.


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