Standing Orders

Standing orders are persistent instructions that the agent follows automatically. They’re like always-on rules that the agent applies to every interaction.

Examples

• “Always flag orders over $1000 for review”
• “Notify me when more than 50 orders are pending”
• “Prefer FedEx Ground for orders under 5 lbs”
• “Never auto-approve actions that affect more than 100 items”

Creating Standing Orders

Portal

Go to Agent > Standing Orders and click Add Standing Order. Write the instruction in natural language.

API

POST /api/agent/standing-orders
Content-Type: application/json
 
{
  "instruction": "Always flag orders over $1000 for review",
  "enabled": true
}

How They Work

When the agent processes any request, it considers all active standing orders. Standing orders influence:

• How the agent queries data
• What actions it proposes
• What warnings or recommendations it provides

Managing Standing Orders

GET /api/agent/standing-orders           # List all
PATCH /api/agent/standing-orders/:id     # Update
DELETE /api/agent/standing-orders/:id    # Delete