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Guardrails

Writing the rules an agent must keep: the Guardrails field, what belongs in it, and how to check that it holds.

Single-prompt agents

Guardrails is the third prompt field on Settings: style guidelines, phrases to use or avoid, and the boundaries of what the agent will do. It is where you put the rules a compliance or support lead would insist on, and it is read on every turn alongside Agent Identity and Tasks.

The Guardrails textarea with a list of rules
The Guardrails field.

What belongs in Guardrails

Kind of rule Example
Topics to refuse Never give medical, legal or financial advice. Offer to book a consultation.
Facts not to invent Do not quote prices, dates or availability you were not given. Say you will check.
Identity Do not claim to be a person. If asked, say you are a virtual assistant.
Data handling Do not ask for card numbers or passwords. Direct the caller to the secure link.
Escalation When the caller asks for a person, or is upset, use the transfer tool.
Style One question at a time. Replies under two sentences. Read digits one by one.
Language Answer in the caller’s language if it is one you support; otherwise say so.

Writing rules that hold

  • One rule per line, most important first.
  • Say the alternative. “Never X” on its own leaves the model without a next move; “Never X. Instead, Y.” gives it one.
  • Be concrete. “Do not discuss competitors” is vaguer than “If asked about other clinics, say you can only speak for Riverside Dental”.
  • Do not repeat the tasks. Guardrails are limits, not the plan. Duplicating the task list here dilutes both.
  • Keep it short. A long list of rules is followed less reliably than a short one; move style notes into Agent Identity if the list grows.

Controls outside the prompt

  • Tools: an agent can only take actions it has tools for. No transfer tool, no transfer. See Tools overview.
  • Outcomes: capture whether a rule was broken as a field, for example gave_medical_advice with values yes and no, and filter Call Logs on it. See Outcomes.
  • PII redaction and retention protect data after the call regardless of what was said. See Privacy and data.
  • Call duration and silence limits end calls the prompt cannot. See Silence, reminders and call duration.
  • Evaluations replay scenarios against every version and flag regressions. See Evaluations.

Verify

Write a test scenario for each rule under Evaluation: a caller who asks for a diagnosis, a caller who asks for a person, a caller who asks for a price. Run them after every prompt change.

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