How rules work
Rules are evaluated in the order they appear in your settings. The agent checks each enabled rule against the incoming message, and the first rule that matches determines what happens next. Once a matching rule’s action is applied, no further rules are checked.Rule order matters. Put your most specific rules at the top — for example, a rule that matches a particular contact label — and leave broader catch-all rules toward the bottom. A broad rule placed first will shadow everything below it.
Conditions
Each rule has exactly one condition, defined by a condition type and a condition value.Actions
When a rule’s condition matches, its action tells the agent what to do with the message.Example rules
1. Skip spam and newsletter messages
Automatically ignore messages that contain unsubscribe footers or marketing language, so the LLM never wastes time generating a reply for them.- Condition:
keyword - Condition value:
unsubscribe - Action:
skip
newsletter and action skip to cover both patterns.
2. Reply to business contacts with a professional persona
If you label certain contacts in Whatsy asbusiness, you can route their messages to a polished, professional persona instead of your casual everyday one.
- Condition:
contact_label - Condition value:
business - Action:
reply_with_persona - Action value:
<your-professional-persona-id>
3. Silence all messages outside active hours
Stop Whatsy from replying late at night or early in the morning by creating a time-of-day rule that covers your off-hours window.- Condition:
time_of_day - Condition value:
22-8(10 PM to 8 AM) - Action:
skip
4. Monitor all messages without replying
If you want a period of visibility before going fully live — for example, while you are fine-tuning your persona — you can set a catch-all rule that logs every incoming message without sending any reply.- Condition:
message_type - Condition value:
any - Action:
notify_only

