Fin Operator can set up, update, and audit the guidance rules that shape how Fin responds. Describe the behavior you want, and Fin Operator writes the rule, checks it against your existing guidance, and flags any conflicts — all before anything goes live.
Note: All changes go through a proposal system. Fin Operator proposes, you review, you approve.
What you can do
Create guidance rules — Describe the behavior you want in plain language and Fin Operator drafts the rule. It handles tone, policies, escalation criteria, and topic-specific instructions.
Update existing rules — Ask Fin Operator to change how a rule is worded, expand its scope, or tighten its conditions. It retrieves the current rule, proposes an edit, and shows you the diff.
Audit your guidance — Ask Fin Operator to review your full guidance set and flag rules that conflict with each other, overlap in scope, or may be causing unexpected behavior.
Delete outdated rules — Remove guidance that's no longer relevant. Fin Operator shows you the rule before deleting so you can confirm it's the right one.
List and search
See all your existing guidance rules, or search by category or keyword to find specific ones.
Example prompts:
"What guidance rules do we have?"
"Show me all guidance about pricing"
"List our tone-related guidance rules"
Create, update, and delete
Draft new rules, modify existing ones as your policies evolve, or remove guidance that's no longer needed.
Example prompts:
"Add a rule telling Fin never to discuss competitors"
"Create a guidance rule that makes Fin always recommend contacting support for billing disputes over $500"
"Update our tone guidance to use British English"
"Change our refund guidance to reflect the new 60-day policy"
"Delete the old holiday hours guidance"
"Remove the rule about our beta program — it's now generally available"
Audit
Have Fin Operator review all your guidance rules together to spot conflicts, gaps, or redundancies. This is especially useful as your rule set grows over time.
Example prompts:
"Are any of our guidance rules conflicting with each other?"
"Review all our guidance and flag anything that looks problematic"
"Do we have any gaps in our guidance for handling sensitive topics?"
How guidance proposals work
Guidance rules use the same proposal system as content and procedures — Fin Operator proposes changes, you review them, and nothing goes live until you approve.
For new rules: you see the full rule definition before it's created
For updates: you see current vs proposed, so you know exactly what's changing
For deletions: you confirm which rule will be removed
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