Create a Ruleset in Gen AI Builder

Who is this for

Platform users building Assistants or Structures in Gen AI Builder in Hybrid Manager AI Factory. Typical users include developers, AI architects, content designers, and compliance owners.

What you will accomplish

You will create a Ruleset — a collection of Rules written in natural language to guide the behavior, tone, and compliance of your Assistants or Structures.

You will:

Define one or more Rules.
Package them into a Ruleset.
Make the Ruleset available for use in Assistants.

Why create a Ruleset

Rulesets define behavioral guidelines and governance for AI-driven interactions.
They control tone, style, and compliance in responses.
They help implement different Assistant personas.
They enable consistent behavior across Assistants and applications.
They complement Knowledge Bases and Retrievers in the AI pipeline.

For background, see:

Complexity and time to complete

Complexity: Low
Estimated time: 5–10 minutes

When to create a Ruleset

When defining the tone, voice, or policy constraints for an Assistant.
When implementing Assistants for different personas or user audiences.
When ensuring compliance with brand standards or regulatory guidelines.
Before assigning an Assistant to a production environment.

Pre-requisites

Gen AI Builder deployed with Assistant features enabled.

How to create a Ruleset

1. Navigate to Rulesets

In Gen AI Builder UI, go to Rulesets.

2. Create a new Ruleset

Click Create Ruleset.

3. Configure Ruleset fields

Name (required)

Provide a clear, unique name.
Example: Customer Service Tone Rules

Description (optional)

Describe the Ruleset’s purpose or scope.
Example: Guidelines for polite, professional responses in customer interactions.

Rules (required)

Select one or more existing Rules to populate the Ruleset.
If needed, create new Rules during this step.

Creating a new Rule

In the Rules field, click Create new rule.
In the modal:
Name: Maintain Polite Tone
Rule text: Always address the user respectfully. Use polite greetings and sign-offs.
Click Create to save the Rule.
Repeat to add additional Rules.

Alias (optional)

Provide an optional alias — a user-friendly reference name.
Example: polite-support

Metadata (optional)

Provide optional metadata as a valid JSON object.
Example: { "version": "1.0", "author": "support_team" }

4. Finalize Ruleset creation

Click Create to save the Ruleset.
The new Ruleset will appear in the Rulesets list.
It is now available to assign to Assistants.

Associating a Ruleset with an Assistant

When configuring an Assistant, go to Behavior and Rules or Advanced Options.
Select one or more Rulesets to assign.
The Ruleset will be used as behavioral guidance during Assistant interactions.

Tip: Use modular Rulesets — combine global, persona-specific, and compliance Rulesets for layered behavior control.

Example scenario

You want to create a Ruleset to enforce a polite, professional tone for a Customer Support Assistant.

Example configuration:

Name: Polite Support Tone
Description: Ensures the Assistant maintains a polite and professional tone during customer interactions.
Alias: polite-support
Metadata: { "version": "1.0", "author": "support_team" }

Rules:

Use Formal Salutations Always begin responses with a polite greeting, such as "Hello," or "Good day,". Address the user respectfully if their name is known.
Offer Assistance Clearly Clearly state how you can assist the user. For example, "How may I help you today?" or "I can assist you with..."

After creation:

Assign the Ruleset to your Customer Support Assistant.

Troubleshooting

Ruleset not visible when configuring an Assistant

Ensure the Ruleset has at least one Rule.
Confirm the Ruleset was created successfully.

Conflicting or ambiguous Rules

Review Rule text carefully — avoid overlapping or contradictory instructions.
Test Assistants with the Ruleset applied and refine as needed.

Ruleset updates not reflected

Verify that the Assistant configuration references the latest Ruleset version.
Re-assign or refresh the Assistant if necessary.

Best practices

Use modular Rulesets — separate compliance, tone, and persona guidelines.
Keep Rules clear and unambiguous — avoid conflicting instructions.
Implement versioning via Ruleset metadata.
Review Assistant responses regularly to validate behavior against assigned Rulesets.

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