Agent rules
The behavioural rules every AI agent connected to CorPole follows, and how each level adds to them.
For: Founder, Project lead, Team developer, Admin
Working modes and lasting instructions
Working modes are ready-made rules you switch on for yourself (Personal tab) or for a solution: *Plan first*, *Small steps*, *Analysis only*, *Tests first*, *Smallest change*, *Challenge me*. Agents follow them from their next session.
You can also just tell your agent. Where a lasting instruction lives depends on whom it is for. A preference about how the agent works for you alone — short answers, a language, your own style — stays in your AI client's own memory or settings; CorPole is not asked and nothing is stored here. What should hold for every agent of the solution — a convention, a term, a constraint, a standard, a team way of working — the agent asks about once ("Shall I propose this as a rule for the whole solution?") and, on your yes, proposes: a solution rule, constraint, standard or glossary term arrives as a Draft for approval. If you want a personal rule kept in CorPole all the same, say so ("keep this in CorPole for me"): it is kept as a Draft of yours that you switch on under your initials › Personal rules. A permission (what agents may do on their own) stays with the agent policy under ⚙ › Solution settings.
How rules flow
Rules flow down: platform → account → tenant → solution → you. The agent acting for you receives all of them, in order, when it connects and whenever it reads the agent policy; each rule shows where it came from.
| You can | Where |
|---|---|
| Add a rule | At any level you manage. |
| Tighten an inherited rule | Adds a sentence at your level; the original text stays. |
| Switch off an inherited rule | Only when it is marked optional and nobody above enforces it. |
| Enforce a rule | Account, tenant or solution: nobody below may switch it off. |
| Activate a proposed rule | Solution (Solution rules): agents propose rules from rule files, lessons or the conversation as Drafts; Activate or Turn down each one. Nothing applies until you do. |
| See what people changed for themselves | Solution: how many members switched off each optional rule and how many have personal rules — counts only, personal rules stay private. When you add a rule, the rules already set above it are listed by category so it does not contradict them. |
Who manages which level
- Platform — CorPole's platform administrators. Locked platform rules keep CorPole working (permissions, Authority first, propose instead of decide, stop at conflicts, hands off its own controls, no secrets); they cannot be switched off, retired or deleted.
- Account — account owners and admins. Tenant owners and admins are notified when a platform or account rule is added, changed or enforced.
- Tenant — tenant owners and admins.
- Solution — people with the Integrations permission on the solution.
- You — your own rules, followed by the agent that acts for you.
Tip Rules tell the agent how to behave. What it is allowed to do is decided by the agent policy (account, tenant settings, Solution settings) and by your permissions, which CorPole checks on every call.