Edit house rules
Set the standing instructions for record sessions.
Writing notes requires ai_skills/manage. Table saves also require
platform.tables.write; viewing table and connection settings requires their
respective read capabilities.
- Open Admin → AI → House rules. Read the session charter and the three rule sections.
- Enter Company house rules. Choose Create company note if no note exists, or Save to update it. Look for the saved confirmation. The two counts beside the body set when a learned line is proposed and when it activates (see What the platform learns); a table may only raise either one on its own Session tab.
- Find a table under Table house rules and choose Edit rules. Edit its text and choose Save house rules. The save keeps the table’s existing specialist selection, approval setting and note settings. This same row opens the table’s process handbook: below the house rules form on that table’s Session tab you also see where each setting came from, what the platform has learned, canonical cases, automation and measures for that process. See Record sessions.
- Find a connection under Connection house rules and choose Edit rules. Choose Add house rules or Save house rules. An MCP connection states that it carries no note of its own.
Verification
Reopen each editor and check the saved text. After the next run on a record, open Session and inspect the governing instructions. Existing runs retain the instructions they received when they began.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| A section cannot be loaded | Its settings could not be read | Check the reported permission or connection error and reload |
| A note body is hidden | Your account cannot manage that note | Ask your administrator for ai_skills/manage |
| A table is absent | Sessions are disabled for that table | Open Table builder, select the table and enable sessions on its AI tab |