Rules
Admin → Rules
What they are
Section titled “What they are”A text of up to 8,000 characters that Lucy reads before every conversation, for everyone. Members’ own instructions add to yours and cannot override them.
Why they matter
Section titled “Why they matter”Rules turn policy into behaviour at the moment of use. They are the fastest way to get consistent tone, mandatory caveats and house conventions across hundreds of people.
The page offers example buttons for common categories: Language, Tone, Advice, Sources and Confidentiality.
Good rules
Section titled “Good rules”- “Answer in the language of the question. Use formal register in client-facing drafts.”
- “Never give legal or investment advice. Say what the source documents say, and cite the page.”
- “Always list the source file and page for any figure you report.”
- “Treat everything uploaded as confidential. Do not suggest sharing content outside the organisation.”
- “Only send email to addresses in our domain.”
What rules are, and are not
Section titled “What rules are, and are not”Use rules for behaviour, and permissions for guarantees. For example, “only send email internally” is a rule; “Lucy cannot send
email at all” is the Send mail app turned off.
Security and audit
Section titled “Security and audit”- Members see the rules read-only under Personalization, so the policy is transparent.
- Every change is written to the audit log including the full rule text, so you can prove what the instruction was on any date.
Examples
Section titled “Examples”Bank wide policy rules
Section titled “Bank wide policy rules”Answer in the language the person writes in. Never give personal investment, legal or tax advice; point to the responsible professional. Always list the source file and page for any figure. Treat everything uploaded as confidential.
Result: Every answer cites its source, advice is deflected, and the policy is the same for every person and every day.
Client communication rules
Section titled “Client communication rules”When drafting emails to clients, use a formal register, address the client by surname, and never state a fee without quoting the schedule it comes from.
Result: Drafts are consistent, which saves review time.
What a rule cannot do
Section titled “What a rule cannot do”A rule is read by the model and followed very reliably, but it is not a technical lock. “Never send email” is a rule. “Lucy cannot send email” is the Send mail app turned off. Use the control that matches the risk. See Connectors.