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Add your business info and rules

Business info & rules is what your agent knows about your company and the boundaries it keeps in every conversation. If the agent states a wrong fact about you, or does something it never should, the fix is usually here.

About 5 minutesLast checked Oct 19, 2026Open in your dashboard

What you need

  • An agent in your Cysora dashboard.

Fill it in

  1. 1

    Open the page

    In the sidebar, choose Business info & rules.

    The Business info & rules page with company fields, Company Background, Voice & Tone and Guardrails.
  2. 2

    Company details

    Check Company Name, Phone, Email, Website, Country and Address. The agent uses these when customers ask how to reach you. If you have no website, turn off My business has a website.

  3. 3

    Company Background

    Describe what you do, who you serve and what makes you different, in a few short paragraphs.

  4. 4

    Voice & Tone

    Say how the agent should sound, for example "friendly and direct, no jargon".

  5. 5

    Guardrails

    List what the agent must always or never do, such as topics to avoid or promises it must not make.

  6. 6

    Save

    Choose Save. The button shows Saved when your changes are stored.

    The company fields, country and Company Background on Business info & rules.

Writing good guardrails

  • One rule per line, starting with what to do: "Never quote delivery dates; offer to check with the team."
  • Give the reason when it helps the agent judge edge cases.
  • Keep step-specific instructions in that step's rules on How your agent sells, so guardrails stay short.

Check it worked

  • In Test your agent, ask something your guardrails cover and check the agent follows them.

If it doesn't work

The Save button is disabled.
This agent may not have the discovery step these fields are stored on. Contact Cysora support.

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