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Rules Overview

Rules let you define reusable global instructions for assistants.

Use Rules for things that should be applied consistently across conversations, such as:

  • Pronunciation guidance for product names and abbreviations.
  • Response behavior instructions (for example, always wait for a user answer before continuing).

You can manage Rules in the dashboard at /client/rules.

Rules Page​

Rules page

The Rules page is split into two sections:

  • Your Rules: rules your team has created.
  • Public Rules: starter templates provided by YourCalls.

From this page you can:

  • Create a new rule.
  • Edit or delete your existing rules.
  • Add a public rule template into your own rules and customise it.

Rule Types​

When creating a rule, choose one of three options:

  • Pronunciation
  • Text
  • AI

Pronunciation Rule​

Use this when you want the assistant to say specific words in a specific way.

Pronunciation rule modal

How it works:

  • Add one or more Say -> Like pairs.
  • Save the rule and attach it in the assistant builder.
  • The rule is added to the assistant prompt under the Rules section.

Example:

  • Say: kWh
  • Like: kilowatt hour

Text Rule​

Use this when you need broader instruction logic written in Markdown.

Text rule modal

How it works:

  • Enter a rule name and description.
  • Write instruction content in Markdown.
  • Save and attach the rule in the assistant builder.

Common use case:

  • Instruct the assistant to always pause and wait for the user's answer after asking a question.

AI Rule Creation​

Use AI to generate a draft rule, then review and edit before saving.

AI rule step

Flow:

  1. Enter a name.
  2. Choose the type (Text or Pronunciation).
  3. Describe what you want the rule to do.
  4. Click Generate.
  5. Review and edit the generated draft, then create the rule.

Using Rules in Assistants​

Rules are applied through the assistant builder using the Rule node.

  • Add a Rule node to your flow.
  • Select one of your saved rules from the dropdown.
  • Save draft or publish the assistant.

When published, selected rules are compiled into the assistant prompt under a dedicated Rules section.

Best Practices​

  • Keep each rule focused on one clear behavior.
  • Use clear names and descriptions so teams can reuse rules safely.
  • Prefer multiple small rules over one very large mixed rule.
  • For pronunciation rules, keep each pair exact and unambiguous.