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Advanced Rules let you provide supplementary instructions that apply across your entire conversation flow, beyond what you write in individual node instructions. Open this section by clicking Advanced Rules in the floating controls on the editor.

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Rule Scopes

There are three text areas, each scoped to a different channel:
  • Advanced Rules - Instructions that apply to both call and chat conversations. Use this for general guardrails, FAQ content, objection handling, or any guidance that should always be in effect.
  • Advanced rules for call - Instructions that only apply to voice call conversations. Useful for call-specific behavior like pacing, tone of voice, or how to handle silence.
  • Advanced rules for chat - Instructions that only apply to chat conversations. Useful for formatting guidance, link sharing, or chat-specific interaction patterns.
All three fields are optional.

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Using Variables and Actions

Each text area supports the same rich editor as other prompt fields. Type / to insert variables and @ to reference actions within your rules. Click the expand icon in the top-right corner of any text area to open a full-screen editor with a live Markdown preview.

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When to Use Advanced Rules

Advanced Rules are best for instructions that apply broadly rather than to a single conversation step. Common use cases:
  • FAQ answers the agent should always know
  • Guardrails and compliance requirements
  • Tone and communication style guidelines
  • Channel-specific formatting or behavior differences