1. What Are Refinement Rules?
Specific instructions that modify AI behavior without changing core configuration:
"Always mention we offer free parking"
"Don't book appointments on Sundays"
"When customer asks about price, also mention we accept insurance"
"End every call with 'Have a blessed day'"
How Rules Work: You write rule in plain English → AI follows during all conversations → Takes effect in 60 seconds
2. Improve Agent vs Rebuild
Improve Agent (Instant):
- Small behavior tweaks
- Phrasing adjustments
- Emphasis changes
- "Always mention X"
Time: 60 seconds
Rebuild My Agent:
- New knowledge files
- Website re-crawl
- Capability changes
- Major updates
Time: 30 seconds
Frequently Asked Questions
How many refinement rules should I have?
Optimal: 5-10 rules. Too few (0-2) misses optimization opportunities. Too many (20+) overwhelms AI and may cause conflicts.
Do rules work across all channels?
Yes! Rules apply to Phone Calls, Website Chat, and Voice Chat - all channels consistently.
