Managing Existing Rules in Document Requirements Agent

Viewing Current Rules

Active rules are displayed in the sidebar with the following information:

• Rule Name: Descriptive name of the rule

• Document Types: Required documents

• Conditions: Applied conditions (load type, location, etc.)

• Customers: Applicable customers

• Status: Active/Inactive status

Modifying Rules

To modify an existing rule:

1. Select the Rule: Click on the rule in the sidebar

2. Request Changes: Use natural language to describe modifications

   • "Change the POD requirement to include scale ticket"

   • "Add customer DEF Logistics to the existing rule"

   • "Remove the Los Angeles pickup condition"

Deactivating Rules

Temporarily disable rules without deleting them:

Commands:

• "Pause the POD requirement rule for ABC Logistics"

• "Temporarily disable the scale ticket rule"

• "Deactivate all rules for customer XYZ"

Deleting Rules

Permanently remove rules:

Commands:

• "Delete the detention documentation rule"

• "Remove all rules for inactive customer ABC"

• "Permanently delete the Los Angeles pickup rule"

Confirmation: The agent will ask for confirmation before permanently deleting any rule.