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What Is an Instruction?

An instruction is a rule you give an agent: in this scenario, do this. Categories cover the common cases out of the box. Instructions let you handle the ones that are specific to your organisation, such as always blocking a project codename, or allowing a scenario your team has already reviewed. Instructions are forward-looking. Once you add one, the agent applies it to every trace from then on.

What an Instruction Is Made Of

PartDescription
NameA clear label, for example “Block credit card numbers (PCI)”.
CategoryThe category it relates to, such as Personal data or Credentials. Choose Other if none fit.
TriggerWhen the instruction should apply.
CriticalityLow or High. High criticality escalates to a person.
ActionWhat the agent does in this scenario: Allow, Block, or Escalate.

Triggers

The trigger decides when an instruction applies. Pick the approach that fits the rule.
Matches a scenario by meaning, even when the wording differs. Describe the situation in plain language.Example: “Customer is discussing their account balance or transaction history.”

Create an Instruction

Open Instructions

Go to Agents → Instructions and start a new instruction.

Describe the scenario

Name it, pick a category, and choose the trigger that matches the rule.

Set criticality and action

Choose Low or High criticality, then the action: Allow, Block, or Escalate.

Assign it to an agent

Assign the instruction to the agent that should use it. Instructions appear grouped by category on the agent.

Save an Instruction From an Assessment

You do not have to write every instruction from scratch. When you review an assessment and decide how a scenario should be treated in future, you can save it as an instruction directly from that decision. The new instruction keeps a link back to the assessment it came from, so you always know where it originated.

Assessments

Review verdicts and save instructions from them.

Data Protector

See how instructions sit alongside categories.