> ## Documentation Index
> Fetch the complete documentation index at: https://docs-eos.fpt.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Guardrails

> The boundaries that keep a Digital Worker from going too far

Instructions say what the Digital Worker should do; Guardrails say what it **must not** do. This is a control layer sitting outside the model, independent of whether the Digital Worker "remembers" its guidance: however long the Instructions run, the rules in Guardrails still apply.

## Two places to manage guardrails

| Where | How to get there | Scope |
| - | - | - |
| **Digital Worker guardrails** | Open the Digital Worker, go to **Digital Worker builder**, pick **Guardrails** on the left | This Digital Worker only |
| **Shared guardrails** | Console left menu, **Safety & Governance** group → **Guardrails** | Every Digital Worker the rule is attached to |

## Opening Guardrails from the Instructions screen

You can add a guardrail without leaving the Instructions screen. The **Configuration** panel on the right lists Model, Connections, Skills and **Guardrails**.

**1. Open the Configuration panel**

On the Instructions screen, the Configuration panel sits in the right column. Scroll to Guardrails to see the rules attached to this Digital Worker.

**2. Click the + next to Guardrails**

A menu offers two choices: **Add from workspace** to attach an approved shared policy, or **Create new** to write a rule for this Digital Worker alone.

![Configuration panel in Instructions](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_agent_details.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=20bd30eeaf35bf9ecd6b9d50e4f186b1)

> [!NOTE]
>
> If the workspace has no guardrails yet, **Add from workspace** shows an empty list. Create the shared rule under the workspace Guardrails section first.

## Three kinds of boundary

The Digital Worker Guardrails screen shows three suggestion cards to help you decide what kind of rule to build.

| Kind | Use it to |
| - | - |
| **Limit sensitive content** | Keep the Digital Worker away from subjects you do not want it discussing: competitors, legal advice, politics |
| **Protect personal data** | Mask or block emails, phone numbers and other personal data before the Digital Worker replies |
| **Hold back risky actions** | Route calls to external tools through a human approver before they run |

![Agent Guardrails screen](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_agent_empty.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=c9160062dd20599d050b3c0d3f819594)

## The fields in a guardrail

| Field | Required | Limit | What it means |
| - | - | - | - |
| **Topic** | Yes | 100 chars | A short name for the restricted subject, for example "Legal advice" |
| **Description** | Yes | 800 chars | Why the Digital Worker must not go there. The model reads exactly this to recognise the situation |
| **Samples** | No | 2000 chars | Example questions that should trigger the rule, one per line |
| **Response** | Yes | - | How the Digital Worker answers when the rule fires |
| **Fixed reply text** | Yes, if you chose a fixed reply | 300 chars | The passage the Digital Worker sends word for word |
| **This rule applies to every Digital Worker** | No | - | Shared guardrails only: switch it on and every Digital Worker has to obey |

![Add guardrail form, filled in](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_form_filled.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=1985f2c2f97731d2bfa498ed101991d8)

### Two kinds of response

* **Digital Worker writes its own reply**: the Digital Worker composes something that fits the context when the rule fires. Right when you want the wording to sound natural.
* **Reply with a fixed passage**: the Digital Worker returns exactly the text you wrote. Right when the answer has to be signed off by Legal or Communications.

![Choosing a fixed reply](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_form_fixed_reply.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=38ad02538962018c12e774b7027e4020)

## Managing a Digital Worker's guardrails

### Create a guardrail

**1. Open the Guardrails section**

Open the Digital Worker, go to **Digital Worker builder** and pick **Guardrails** on the left. The + next to Guardrails in the Configuration panel on the Instructions screen works too.

**2. Choose how to add it**

Click **Create new** to write a rule for this Digital Worker, or **Add from workspace** to attach a shared policy.

**3. Fill in the Add guardrail form**

Enter the Topic, Description and Samples (one per line), then pick a Response type. The field table above explains each box.

**4. Save the guardrail**

Click **Save guardrail**. The rule appears in the list and is enabled straight away.

> [!WARNING]
>
> A guardrail you just created lives only in the Digital Worker's draft. The Digital Worker has to be **published** before the rule takes effect on live channels.

### Viewing the list and the detail

Each guardrail shows as a row with its topic, a shortened description, the response type and a status switch. Choose **View details** from the ⋯ menu to read the whole thing without risking an accidental edit.

![Guardrail details](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_detail.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=bbde7a95596f3526c15305d50ec9499e)

### Edit a guardrail

**1. Open the ⋯ menu**

Click the ⋯ button at the end of the row (or on the card) for the guardrail you want to change.

**2. Choose Edit**

The form reopens with everything you entered. You can also click **Edit** from inside the View details box.

**3. Save**

Click **Save guardrail** to overwrite the previous configuration.

![Guardrail row menu](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_row_menu.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=5f84638791052420bb023d64fe094b63)

### Pause and resume

Flip the switch in the **Status** column, or choose **Pause** from the ⋯ menu. The rule stops applying immediately but keeps its configuration, and flipping the switch again brings it back.

### Delete a guardrail

Choose **Delete** from the ⋯ menu. The confirmation box repeats the rule you are about to remove - read it before you click **Delete**.

![Confirm guardrail deletion](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_delete_confirm.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=cd1cd15128742ae9453a690206d69f18)

> [!WARNING]
>
> Deletion is permanent and cannot be undone. If you only want to stop the rule for a while, use Pause instead.

## Managing shared workspace guardrails

Anything that amounts to company policy belongs at workspace level, attached down to individual Digital Workers: edit it once and every Digital Worker changes together, rather than editing by hand in each place.

![Shared guardrails with no rules yet](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_ws_empty.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=29ffddbdf902875ee5373306b06861c7)

**1. Open the workspace Guardrails section**

In the Console left menu, under **Safety & Governance**, choose **Guardrails**.

**2. Create a shared rule**

Click **Create guardrail** (or **Add guardrail** once the list has rules in it) and fill in the same form as at Digital Worker level.

**3. Decide whether it is mandatory**

Tick **This rule applies to every Digital Worker** if it is a policy nobody may skip. Leave it clear and the rule only applies to Digital Workers that deliberately attach it.

**4. Attach the rule to a Digital Worker**

Open the Digital Worker, go to Guardrails and choose **Add from workspace**.

The shared guardrail list is a table with a search box and a count of active rules.

| Column | What it shows |
| - | - |
| **Guardrail** | The rule's topic and shortened description |
| **Response action** | Digital Worker-written reply, or fixed passage |
| **Applies to all** | Whether the rule is mandatory for every Digital Worker |
| **Status** | The enable / pause switch |
| **Actions** | The ⋯ menu with View details, Edit, Pause and Delete |

![Shared guardrail list](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_ws_list.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=500b48bfa31d358444e83ef9d03fb5e5)

> [!NOTE]
>
> Editing or deleting a shared guardrail affects **every Digital Worker** that has it attached, not just the one you have open. When in doubt, pause it first and watch what happens.

## The Guardrails catalogue in Console

The Digital Worker's Guardrails screen is split into three tabs with counts: **All**, **Digital Worker's own** and **Connected**. The two buttons in the top right are **Add from workspace** and **Create new**.

![The Guardrails catalogue of an agent](https://mintcdn.com/fpt-15dbd015/ZZ_AlSQhekpFaExV/images/eos/en_gr_catalog.jpg?fit=max\&auto=format\&n=ZZ_AlSQhekpFaExV\&q=85\&s=4118c7d3ff6ce54e4641f29da519b799)

Each card shows whether the rule is on or off, whether the response is a Fixed paragraph or Auto-generated, and whether the rule belongs to the Digital Worker or is shared. The ⋯ menu on a card can delete it, shared rules included.

### Editing an older version directly

Open a published version from the version selector and switch guardrails on or off, or add one, right there instead of going back to the draft.

> [!NOTE]
>
> **System Guardrails** and the response moderation setting for streaming are now hidden from the Tenant interface and from the Digital Worker detail screen. If you used to work with those two, they are no longer on screen.

## Three ways to write guardrails that work

The same intention written differently gives very different results. These three formulas cover most rules.

### 1: Topic - boundary - way out

The **Description** box should answer three things: what the Digital Worker must not do, what is **still allowed**, and where the user should be sent. Miss the second and the Digital Worker starts blocking harmless questions; miss the third and the user is left stranded.

| | Description text |
| - | - |
| ❌ Weak | Do not talk about pricing. |
| ✅ Better | The Digital Worker does not quote prices, discounts or cost estimates for any plan. It may still describe the features and technical limits of each plan. When a customer asks about price, point them to the Sales team. |

### 2: Write by intent, not by keyword

Guardrails match the **meaning** of a question, not a string of characters. A description along the lines of "block the word X" falls over the moment someone asks indirectly or asks in English.

| | Description text |
| - | - |
| ❌ Weak | Block anything containing the word "competitor". |
| ✅ Better | The Digital Worker does not compare our products with other vendors or comment on their strengths and weaknesses, even when asked indirectly. |

Then pour a variety of phrasings into the **Samples** box, one per line:

* "Is vendor X any better?"
* "How does this compare with what we use today?"
* "If it were you, who would you pick?"
* "Why should we pick you over vendor X?"

### 3: Match the response type to the risk

| Risk level | Response type to use |
| - | - |
| Low - off-topic subjects, small talk | **Digital Worker writes its own reply**, so the wording fits the context |
| High - legal, financial, medical, reputational crisis | **Fixed passage** signed off by Legal or Communications |

A fixed passage only gets 300 characters, so cover two things: the reason for declining, and the next step.

> I am not able to advise on legal matters. Please send your question to the Legal department inbox for direct support.

> [!TIP]
>
> Once written, paste the lines from your Samples box into the **Test** tab to check the rule catches them, then ask one ordinary question close to the subject to be sure it is not over-blocking.

## Things to keep in mind

* **Description matters more than topic**: the model recognises situations from the Description, so spell out the scope instead of leaving a vague phrase.
* **Use real examples**: take questions users have actually asked as Samples and the rule catches far more accurately.
* **One topic per rule**: bundling several topics into one rule makes it hard to pause or edit any part of it later.
* **Test before publishing**: use the **Test** or **Try it** tab to ask exactly the questions in Samples and watch how the Digital Worker reacts.
* **Guardrails do not replace Instructions**: they block what must not happen; how to do the job right still belongs in the Instructions.


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