Creating and Managing Guardrails

Creating and Managing Guardrails

Viewing Guardrails

Go to Admin → Guardrails tab. All guardrails are listed with their title, category, rule text, and active status.

Creating a New Guardrail

1. Scroll to the Add Guardrail form at the bottom of the Guardrails tab
2. Fill in the fields:
   • Title — A short descriptive name (e.g. "No financial advice")
   • Rule — The actual instruction the AI will receive (e.g. "You must never provide financial, investment, or economic advice of any kind. If asked, acknowledge the question and redirect to the session topic.")
   • Category — Select the appropriate category: boundary, methodology, safety, or legal
3. Click Add Guardrail

The guardrail is created as active by default and takes effect immediately.

Editing an Existing Guardrail

Click the Edit button next to any guardrail. The fields become editable inline. Update the title, rule, category, or active status, then click Update.

Deactivating a Guardrail

In the edit form, uncheck the Active checkbox and click Update. The guardrail is stored but will not be injected into sessions until reactivated.

Deleting a Guardrail

Click Delete next to the guardrail. This is permanent — consider deactivating instead if you may want to restore it later.

Writing Effective Guardrail Rules

Good guardrail rules are:

• Explicit — "You must never..." / "You must always..." rather than "Try to avoid..."
• Specific — Name the exact behaviour being ruled in or out
• Actionable — Tell the AI what to do instead: "...acknowledge the question and redirect to..."
• Brief — One rule per guardrail. Complex compound rules are harder to enforce consistently

Example of a good guardrail rule:

"You must ask no more than five questions in a single session. When you have asked five questions, you must immediately move to the closing message format — summary, single best next move, booking CTA, account link — without asking any further questions."

Example of a poor guardrail rule:

"Be careful about asking too many questions and try to wrap up the session when it feels right."