The power of Rules

Rules are an essential feature that gives you precise control over your Replyso Agent's behavior. By defining specific instructions, you can customize how your Agent responds, maintains your brand voice, and even employs sales techniques during customer interactions.

What Are Agent Rules?

Rules are explicit instructions that guide how your Agent (Orb) responds to specific situations or queries. They act like a playbook that helps your AI maintain consistency and alignment with your business objectives.

Setting Up Rules

1. Go to your Agent dashboard and select the Rules tab.
2. Click Create Rule to add a new instruction.
3. Give your rule a descriptive name for easy reference.
4. In the text field, clearly articulate the instruction you want your Agent to follow.
5. Toggle the Enabled switch to activate your rule.

Strategic Uses for Rules

• Brand Voice: "Always maintain a friendly, professional tone. Use 'we' instead of 'I' when referring to the company. Sign off with 'The [Company] Team'."
• Response Style: "Keep responses concise and direct. Limit answers to 2-3 paragraphs maximum and use bullet points whenever possible."
• Sales Techniques: "When customers ask about products, always mention our 30-day guarantee and suggest complementary items from our catalog."
• Support Protocols: "If a customer mentions a technical issue with our software, always ask for their operating system and app version before proceeding."
• Escalation Criteria: "Create a support ticket immediately if a customer expresses frustration using words like 'frustrated,' 'angry,' or 'disappointed'."

Best Practices for Effective Rules

• Be Specific: Clearly define what you want the Agent to do in particular scenarios.
• Prioritize: Consider which rules are most important for your business and enable them accordingly.
• Test and Refine: Regularly review how your rules perform in real conversations and adjust as needed.
• Keep it Manageable: Focus on a few critical rules rather than creating too many competing instructions.

With thoughtfully crafted rules, your Replyso Agent becomes more than just a support tool—it becomes an extension of your brand and business strategy, consistently delivering the experience you want for your customers.