Examples of effective rules
Dos that work
- Always greet customers by name
- Mention free delivery on orders above ₹500
- Recommend alternatives if a product is out of stock
- End every response with an offer to help further
Don'ts that work
- Never quote a price that isn’t in the knowledge base
- Never promise delivery dates
- Never offer discounts without approval
- Never discuss competitor products
What makes a rule effective
Specific, measurable rules work. Rules that ask the AI to make a judgment call often don’t.| Weak rule | Strong rule |
|---|---|
| ”Be polite" | "Always address the customer by their first name" |
| "Don’t overpromise" | "Never promise delivery in less than 3 days" |
| "Stay on topic" | "Only answer questions about our products and policies" |
| "Be helpful" | "If you can’t answer, say: ‘Let me connect you with our team’” |
You can update your dos and don’ts at any time from the staff member’s settings page. Changes take effect immediately on the next customer message.