What it does
A rule is a standing instruction the assistant applies to every response. Where a skill is picked up when it happens to be relevant, a rule is always in force, for everyone, with nothing to switch on. Rules are for the things that must never be got wrong: what revenue means, which accounts are excluded, which currency figures are reported in. Write them once and every answer your organization gets follows them.Rules are managed by organization admins. If you are not an admin you will not see Rules in the sidebar, and the standing instructions your admins have set still apply to your answers.
Writing a rule
1
Start a new rule
Open Rules and choose New rule. You get a conversation on the left and the rule itself on the right, and you can work in either.
2
Describe what Pluvo should always do
Tell the assistant the instruction you want enforced, such as a definition, a boundary, or a pitfall in your data. It asks a question or two and fills in a draft as you go. You can also type straight into the editor.
3
Review what it proposes
When the assistant drafts wording you can Accept or Reject it, so nothing lands in your rule without your say.
4
Name it
Give it a clear Name, such as “Revenue definitions”, and write the Instructions. Markdown is supported, up to 10,000 characters.
5
Activate it
Choose Activate. From that moment the assistant applies it to every answer across your organization. Until then it stays a draft and is not used.
Managing your rules
The Rules list shows each rule with an excerpt, whether it is Active or a Draft, and when it was last updated and by whom. You can search rules and filter by status. Click a rule to read it in full and change its settings, or use its menu to Edit rule, Activate or Deactivate it, or Delete rule. Deleting is permanent and the assistant stops applying the rule immediately.Rules or Skills?
Both teach Pluvo how your organization works, and the difference is who they apply to.
Use a rule for something that must hold every time. Use a skill for guidance that is useful in context, or that only part of the team needs.