diff --git a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md index 6cfbc6d5a866..29b3fccc8631 100644 --- a/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md +++ b/docs/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules.md @@ -38,6 +38,10 @@ To create an agent rule: 6. Review or edit the natural-language description of the behavior you want. 7. Select **Create rule**. +If Concierge can build your description as a standard rule, such as a card restriction or a field requirement, it opens that rule's form instead. + +You can also start from the **Agents** tab. Select **Add AI rule**, or **Add agent rule** if the workspace already has agent rules. Then choose a pre-written rule from the **Suggested** list and select **Next**, or select **Edit** to write your own rule. + For a list of the available suggested rules, see [Use Suggested Agent Rules](/articles/new-expensify/ai-agents/Use-Suggested-Agent-Rules). --- diff --git a/docs/articles/new-expensify/workspaces/Create-expense-categories.md b/docs/articles/new-expensify/workspaces/Create-expense-categories.md index 955728fad92a..56728c62e498 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-categories.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-categories.md @@ -142,7 +142,7 @@ Everything else is created as a rule. The **Category rules** section at the bott 2. In the **Category rules** section, click **Create new rule**. 3. Choose what the rule should do: - **Flag for review** – Flag expenses in this category when the individual expense amount, or the daily category total on a report, goes above an amount you set. - - **Set field requirements** – Require a description, attendees, a receipt, or an itemized receipt for this category, or waive a receipt or itemized receipt requirement. + - **Require fields** – Require a description, attendees, a receipt, or an itemized receipt for this category, or waive a receipt or itemized receipt requirement. - **Apply expense defaults** – Set a default tax rate for this category ([Taxes](https://help.expensify.com/articles/new-expensify/workspaces/Track-Taxes) must be enabled on the workspace). 4. Configure the rule and click **Save rule**. @@ -173,7 +173,7 @@ To remove the hint, clear the **Hint** field and select **Save**. The hint appears as text below the **Description** field on the expense, both while creating a new expense and while editing an existing one. It shows as soon as the member selects that category, and only members who use that category see it. -The hint is a reminder, not a requirement. To make a description mandatory, create a **Set field requirements** rule for the category and require a description. +The hint is a reminder, not a requirement. To make a description mandatory, create a **Require fields** rule for the category and require a description. --- diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 62bbeca14682..fadfa58b84f3 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -1,8 +1,8 @@ --- title: Workspace Rules description: Configure and manage rules for your workspace to enforce expense policies and automate compliance. -keywords: [New Expensify, workspace rules, rules tabs, general rules, card restrictions, expense defaults, field requirements, flag for review, agent rules, expense rules, receipt requirements, category rules, prohibited expenses, disable Smartscan, automate expenses, non-reimbursable, cash expenses, billable expenses, control expenses, compliance, itemized receipt, merchant rules, spend rules, Expensify Card spend rules, block transactions, public receipt visibility] -internalScope: Audience is workspace admins on the Collect and Control plans. Covers enabling Rules and configuring each tab of the Rules page, including basic rules, Expensify Card restrictions, expense defaults, field requirements, flag for review, and agent rules. Does not cover personal expense rules, Workspace Merchant Rules setup details, report-level rules in Workflows, or troubleshooting specific rule outcomes. +keywords: [New Expensify, workspace rules, rules tabs, general rules, card restrictions, expense defaults, field requirements, flag for review, agent rules, expense rules, receipt requirements, category rules, prohibited expenses, disable Smartscan, automate expenses, non-reimbursable, cash expenses, billable expenses, control expenses, compliance, itemized receipt, merchant rules, spend rules, Expensify Card spend rules, block transactions, public receipt visibility, describe your rule, build a rule with Concierge, AI rules builder] +internalScope: Audience is workspace admins on the Collect and Control plans. Covers enabling Rules and configuring each tab of the Rules page, including basic rules, Expensify Card restrictions, expense defaults, field requirements, flag for review, and agent rules, plus having Concierge build a rule from a plain-English description. Does not cover personal expense rules, Workspace Merchant Rules setup details, report-level rules in Workflows, or troubleshooting specific rule outcomes. --- # Workspace Rules @@ -130,7 +130,7 @@ The **Agents** tab holds agent rules, which are written in plain language and ru 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. 2. Select **Rules**. 3. Select **Agents**. -4. Select **Add AI rule**. +4. Select **Add AI rule**, or **Add agent rule** if the workspace already has agent rules. [Learn how to create agent rules](/articles/new-expensify/ai-agents/Automate-Workflows-with-Agent-Rules). @@ -138,10 +138,29 @@ The **Agents** tab holds agent rules, which are written in plain language and ru ## How to add a rule from any tab -**Add rule** stays in the top-right corner of the **Rules** page on every tab. It opens the **New rule** page, where you choose what the rule should do: +**Add rule** stays in the top-right corner of the **Rules** page on every tab. It opens the **New rule** page. Under **Start with a template**, choose what the rule should do: - **Restrict card spend** – Block or limit spend at the point of sale. - **Flag for review** – Notify when your conditions are met. +- **Require fields** – Receipts, categories, etc. +- **Apply expense defaults** – Update fields automatically. + +You can also describe the rule in plain English under **Or just describe it below**, and Concierge builds it for you. + +--- + +## How to have Concierge build a rule + +1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [workspace name]**. +2. Select **Rules**. +3. Select **Add rule**. +4. Under **Or just describe it below**, describe the rule in plain English. For example, "Block all spend above $2,000." +5. Select **Next**. +6. Review the rule that Concierge fills in and select **Save rule**. + +If Concierge can't build your description as one of the template rules, it drafts an agent rule instead. Review the draft and select **Create rule**. Nothing is saved until you do. + +You can also select **Describe** next to **Save rule** in any rule you're creating from a template. Describe the rule and select **Next**, and Concierge fills in that form. - **Set field requirements** – Receipts, categories, etc. - **Apply expense defaults** – Update fields automatically. - **Describe agent rule** – Create flexible rules that run when you need.