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Guardrails are safety constraints that protect your customers and brand by defining what your agent cannot do and when it should escalate to humans.

What are Guardrails?

Guardrails are the safety net for your AI agents. They define boundaries and trigger actions when those boundaries are approached.

Two Types

Escalation Rules

Define when the agent should stop and hand off to a human: Examples: When an escalation rule triggers:
  1. Agent stops processing
  2. Sends an appropriate message to the customer
  3. Creates an internal note with context
  4. Routes to human queue

Restrictions

Define absolute limits on what the agent cannot do: Examples: Restrictions are the highest priority — they’re checked before anything else.

Priority Order

Guardrails are evaluated in this order:

Detection Methods

Guardrails can detect triggers using:

Testing Guardrails

Each guardrail includes a built-in playground:
  1. Open the guardrail configuration
  2. Enter test messages
  3. See if the guardrail triggers
  4. Refine detection criteria

Guardrails vs Guidelines

Guardrail: “Never discuss competitor pricing” → Blocks the topic Guideline: “Be professional and helpful” → Shapes all responses

Common Guardrail Patterns

Safety Net

Catch situations that need human judgment:
  • Angry or threatening language
  • Legal or compliance topics
  • Account security concerns
  • Complex edge cases

Brand Protection

Prevent brand damage:
  • Competitor discussions
  • Unauthorized promises
  • Confidential information
  • Off-brand responses

Compliance

Meet regulatory requirements:
  • Privacy requests (GDPR, CCPA)
  • Financial advice disclaimers
  • Medical/legal limitations
  • Age-restricted content

Next Steps

Escalation Rules

Define when to hand off

Restrictions

Set hard limits