---
title: How to create/edit a rule?
description: "In this article, you will get acquainted with the following information: To create a rule, click Add Rule. To modify the rule, click the edit icon.      The Rule creation/editing page opens. Fields ma"
---

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# How to create/edit a rule?

In this article, you will get acquainted with the following information:

- **[How to add basic information?](https://help.brandwizard.io/knowledge/how-to-create-a-rule#How_to_add_basic_information)**
- [**How to set up filters for a rule?**](https://help.brandwizard.io/knowledge/how-to-create-a-rule#How_to_set_up_filters_for_a_rule)
- [**How to set up response templates?**](https://help.brandwizard.io/knowledge/how-to-create-a-rule#How_to_set_up_response_templates)
- [**How to set up a schedule?**](https://help.brandwizard.io/knowledge/how-to-create-a-rule#How_to_set_up_a_schedule)
- [**How to enable/disable a rule?**](https://help.brandwizard.io/knowledge/how-to-create-a-rule#How_to_enable_disable_a_rule)

---

To create a rule, click **Add Rule.** To modify the rule, click the edit icon.

 

![](https://help.brandwizard.io/hs-fs/hubfs/%D0%B8%D0%B7%D0%BE%D0%B1%D1%80%D0%B0%D0%B6%D0%B5%D0%BD%D0%B8%D0%B5-png-Jun-29-2026-11-04-31-1805-AM.png?width=670&height=235&name=%D0%B8%D0%B7%D0%BE%D0%B1%D1%80%D0%B0%D0%B6%D0%B5%D0%BD%D0%B8%D0%B5-png-Jun-29-2026-11-04-31-1805-AM.png)

 

The **Rule creation/editing** page opens. Fields marked with asterisk (\*) are mandatory. 

 

![](https://help.brandwizard.io/hs-fs/hubfs/%D0%B8%D0%B7%D0%BE%D0%B1%D1%80%D0%B0%D0%B6%D0%B5%D0%BD%D0%B8%D0%B5-png-Jul-09-2026-06-52-47-3721-AM.png?width=660&height=2598&name=%D0%B8%D0%B7%D0%BE%D0%B1%D1%80%D0%B0%D0%B6%D0%B5%D0%BD%D0%B8%D0%B5-png-Jul-09-2026-06-52-47-3721-AM.png)

 

### **How to add basic information?**

 

In the **Basic information** section you can enter the name and description of the rule. **Attention!** The description text shall not exceed 500 characters.

Then choose the type of response that will be sent to reviews: from the response templates you created or generated by the neural network.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/e2aaeb685b016d00f2d613999dfa558f29aeab41)

 

 

### **How to set up filters for a rule?**

 

First, select the companies for which the rule will be available.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/9a0bcc8b3a847331f47af8fb3440a9dc9716d7ba)

 

In the opened window, select the desired companies from the list and click **Finish**. 

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/38e18093d94a0f06cb969d44bbfb73dc1f59e571)

 

To find the desired company, you can use the search field by name or address, as well as filters by **brands** and **groups**.

You can view the already selected companies to understand which locations are still missing. To do this, check the box for **Show only selected companies**.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/64d0b074d96c3f2ca27608928ee50d75de7fed12)

 

If the necessary companies were sorted in the top filter, they can be selected by clicking on **Select from common filter**. More information about this filter can be found [here](https://help.brandwizard.io/knowledge/how-to-filter-companies?hsLang=en). 

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/6d6a18c2d4d0d74a1faace7299926143f1a0f9df)

To select the catalogs for which auto-replies will be sent to reviews, click on **Feedback source**. In the dropdown list, choose the desired options.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/60c82a448276bb472d9d77fac6dc6acee61c8d28)

 

Then, select the rating. The auto-reply rule will be applied to reviews with this rating.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/5f0b27050b06059095ed821a8565ae6d770a0aaf)

 

Next, choose the review content:

- All reviews.
- Reviews with text.
- Reviews without text.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/eab12d8b9162e2ea31b55c9fd59e4e424606809b)

 

In the **Attachments** field, choose the condition for triggering an automatic reply based on whether the review includes attachments (photos and videos).

Two options are available:

- **With attachments** — the auto-reply will be sent only to reviews that have at least one photo or video attached.
- **Without attachments** — the auto-reply will be sent only to reviews without any photos or videos.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/f0fa8f7e5a828b5f127f2051e3a360b66b0d1b92)

 

You can configure the auto-reply to trigger only on reviews that contain or do not contain certain words. To do this:

1. Click the **Add a keyword condition** button.
   
   ![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/054a43c45da27ce2678a98bdae20f6a7447d00f9)
2. In the row that appears: 
     - Enter the desired word in the text field.
     - From the dropdown list, select **Contains** or **Does not contain**.
3. To add another word, click **Add a keyword condition** again — a new row with the same fields will appear.

You can create multiple conditions this way. If several conditions are set, they all apply together — the auto-reply will only be sent when all the specified word rules are met.

**How do auto‑reply conditions work?**

1. **“Contains” condition:**  
   An auto‑reply is sent if the review text contains **at least one word** from your list.
2. **“Does not contain” condition:**  
   An auto‑reply **will not be sent** if the review contains **any** word from the “Does not contain” list. For the condition to be met (and the auto‑reply to trigger), the review must contain **none** of those words.
3. **Combining “Contains” + “Does not contain”:**  
   If you add both conditions, they work **together (AND)**. The auto‑reply will be sent **only if**: 
     - The review contains **at least one** word from the “Contains” list.
     - **And** at the same time it contains **none** of the words from the “Does not contain” list.

**Important notes:**

- **Substring search** – the system looks for the exact substring and does not understand inflected forms. For example, “delivery” will not match “deliveries” or “delivered” – you need to list each form you care about separately.
- **Case insensitive** – “Delivery” and “delivery” are treated the same.
- **Short words can match inside longer words** – e.g., “cat” will be found in “catapult” and “scatter”. For short words, it’s better to use longer, more specific forms to avoid false positives.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/95e6af86c12bdfddf041b4b5c2bab09d8f9c3400)

 

In the **Auto-tags** field, you can specify which tags a review must have for the auto-reply to be sent.

- Select one or more tags from the list.
- The auto-reply will only be sent to reviews that include **at least one** of the selected tags.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/a09d5fff623f88d995361e7805648e77e52cdb6b)

 

Next, select the review reception time. Auto-replies will be sent to reviews received within the specified time period. If no time period is set, auto-replies will be generated around the clock.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/dd8304b1dc29dadfdd42d7b6a58ee6e7b711bacf)

 

Then, choose the time zone.

**Attention!** For the correct and timely sending of auto-replies, it is important that the user whose auto-reply limit is being deducted has the time zone set in their profile settings. You can find out how to do this [here](https://help.brandwizard.io/knowledge/profile?hsLang=en).

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/8182417080c48bd2a31ecf7a87b49adf1b4809c9)

 

 

### **How to set up response templates?**

 

If you selected auto-responses generated by the neural network, this block will not be displayed on the page.

Select response templates for reviews. You can learn how to create response templates [here.](https://help.brandwizard.io/knowledge/how-to-create-a-template?hsLang=en)

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/32afcccfff8a01632960a0a7c790d56fe9d5b50e)

 

In the window that opens, choose templates from the list and click on **Apply**. Templates can be found by **name** and filtered by **groups**.

The list will display only those templates that meet the requirements of the catalog to which the response is given. More details about the requirements can be found [here](https://help.brandwizard.io/knowledge/what-are-the-limitations-for-responses-to-reviews?hsLang=en).

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/629ae64fef45d6169fa8b9f1fc86318dead074e3)

**Attention!** If the template is private, it cannot be used. In such a case, you have to create a new one or change access to command in template settings. You can learn more about creation and access editing [here](https://help.brandwizard.io/knowledge/how-to-create-a-template?hsLang=en) and [here](https://help.brandwizard.io/knowledge/how-to-assign-a-template-type?hsLang=en).

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/07532107ddb3d81d4fb5e1b90d34801f0b4c0bc1)

 

If you need to modify or create a new template, click on **Template settings**. More information about this can be read [here](https://help.brandwizard.io/knowledge/response-templates?hsLang=en)<https://roketdata.helpdeskeddy.com/en/knowledge_base/article/126/category/10/>. When you return to the selection window after modifying/creating a template, click on **Update template list** for it to appear in the list.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/7bfbfd5e88e4fc4536c15ec7b4e17c5727e2e9a4)

 

Next, select the order in which the selected reply templates will be sent:

- Randomly.
- Sequentially.

**Attention!** This field will be available only after choosing more than one template.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/19a6cf764379b73551d4faff73aac85ea3216dfe)

 

 

### **How to set up a schedule?**

 

In the **Days of the week** field, select the days on which this auto-reply rule will be active.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/a8f81058b9e8a16cf0c3ac656546991c962b33b4)

 

**Infinite validity** of the autoreply rule will be set by default. It means that its application is not limited to any period, but will be used all the time depending on the selected days of the week.

If you need to set up a certain duration of the autoreply, clear this tick box.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/483111d85da130eb209bbb4838f66f4702cbc218)

 

In the field **Date period,** you can:

- Choose the starting day of sending autoreplies. This setting is available if you tick the box of **Infinite validity**of the rule. 
    - **Date from** is the date from which the established auto-reply rule will start working. It could be an earlier date if you want to reply to earlier reviews.  
      **Attention!** 
      
          - If a past date is set when creating a rule, an autoresponse for old reviews might appear with a delay within a day.
          - You cannot specify a date more than a year ago!

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/c46542a47d0c0780623923025b62cf05472a74f9)

 

- Choose the date period for sending autoreplies. This setting is available if you clear the tick box **Infinite validity** of the rule.
  
    - **Date from** is the date from which the established auto-reply rule will start working. It could be an earlier date if you want to reply to earlier reviews.
    - **Date to** is the date until which the established auto-reply rule will work.  
      **Attention!**  
          - If a past date is set when creating a rule, an autoresponse for old reviews might appear with a delay within a day.
          - You cannot specify a date more than a year ago!

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/5768c4aca80bb95e712ab11c177bcc06afb8da4e)

 

To set up a temporary schedule, check the box next to **Temporary**. 

The **Temporary Mode of Operation** is the choice of a specific date or several dates for which the selected auto-reply conditions will work. For instance, you need to include special rules for answering machines on May holidays. The established auto-reply rule will work only on selected days.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/21b85a4bf078e239b591dc5b83e55cc2d93a4e23)

 

After you tick the box, the field **For dates** will appear where you have to choose the days when the rule will be valid. In this case, it will be impossible to choose days of the week and period of the rule application.

**Attention!** 

- If a past date is set when creating a rule, an autoresponse for old reviews might appear with a delay within a day.
- You cannot specify a date more than a year ago!

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/62f79d98465258b956bab14ca24efcff5a17424a)

 

 

### **How to enable/disable a rule?**

 

To **enable the rule**, toggle the corresponding switch. 

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/d9781159c9e7ff201cb411c05aa9977e58019952)

 

Select how the auto-replies should be sent:

- **Automatically** — replies will be sent immediately without manual review.
- **With manual approval** — suggested auto-replies will appear on the review page and can be checked before sending.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/c4c0aea1b72d2d5171cf97470e9213084b273ae6)

 

In manual mode, auto-response suggestions will be displayed on the reviews page. This allows you to verify the correctness of the settings.

**Attention!** If **manual mode is not enabled** but **auto-response suggestions** are still displayed, it indicates an error in their delivery. After some time, the system will automatically resend responses to the directories.

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/d33c0ec255b29453a058d564fef03a752d0f2e46)

 

To save the rule, click on the **Save** button. 

**Attention!**

- The rule cannot be saved if its settings overlap with the settings of an existing rule.
- If you are editing a rule that previously had a date range specified, upon saving, the date may automatically change according to the condition: only dates no older than one year from the current date are allowed.

 

![](https://roketdata.helpdeskeddy.com/ru/file/kb_inline_image/bfb717f39106ee77a5b1ac49c102106fae530a63)

 

You can find out about the **Response Templates** page [further](https://help.brandwizard.io/knowledge/response-templates?hsLang=en).

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