> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parlel.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Commercial Rules

> How Parlel surfaces campaigns and negotiates mandates — at exactly the right moment in a customer conversation.

## Overview

Commercial rules let you define what offers the AI can make and what latitude it has to negotiate — within boundaries you set. A campaign surfaces a fixed offer. A mandate gives the AI negotiating authority up to a defined limit.

Both fire at contextually appropriate moments — triggered by what the customer is discussing or by data from their account. Neither fires indiscriminately.

## How it works

Commercial rules are evaluated on every message. When a rule's trigger condition is met, it becomes active and the AI is given permission and guidance to use it in the response. Every use is logged in the audit trail.

## Rule types

### Campaigns

A campaign is a fixed, time-bound offer. The AI presents it as configured — no variation, no negotiation. Use campaigns for:

* Promotional discounts with a hard end date
* Seasonal offers
* Upsell offers tied to specific product contexts

### Mandates

A mandate gives the AI negotiating authority within defined boundaries. You set the maximum concession — for example, up to 20% discount or one free month — and the AI negotiates within that range based on the conversation context. Use mandates for:

* Retention conversations where flexibility improves save rates
* Upgrade incentives where the right offer depends on customer context

## Trigger types

| Trigger type    | Description                                                                                                   |
| --------------- | ------------------------------------------------------------------------------------------------------------- |
| Topic-triggered | Fires when the conversation topic matches a defined intent — e.g. "customer is asking about cancellation"     |
| Data-triggered  | Fires when customer CRM data meets defined conditions — e.g. customer has been active for more than 12 months |

Rules can combine both trigger types — a retention mandate that fires only when a long-tenure customer raises cancellation, for example.

## Relationships

<CardGroup cols={2}>
  <Card title="Journeys" icon="map" href="/journeys/journeys">
    Journey stages define which commercial rules can fire within that stage — ensuring offers only appear in the right context.
  </Card>

  <Card title="Transactions" icon="receipt" href="/transactions/transactions">
    Every commercial rule use is logged — what was offered, what was accepted, what concession was made.
  </Card>

  <Card title="Knowledge Base" icon="brain" href="/knowledge/knowledge-base">
    Topic triggers use semantic matching to identify when a rule should fire — the same mechanism as knowledge retrieval.
  </Card>
</CardGroup>

## Configuration

### Creating a campaign

Go to **Campaigns** in the portal → **New campaign**. Define:

* **Offer** — what is being offered, in plain language the AI can use
* **Trigger** — topic or data condition that activates the campaign
* **Active dates** — when the campaign is live
* **Journey scope** — which journey stages permit this campaign (optional)

### Creating a mandate

Go to **Mandates** in the portal → **New mandate**. Define:

* **Negotiating authority** — the maximum concession the AI can offer
* **Guidance** — how the AI should approach the negotiation
* **Trigger** — topic or data condition that activates the mandate
* **Budget tracking** — optional total budget limit across all uses

## Reference

| Concept       | Description                                                |
| ------------- | ---------------------------------------------------------- |
| Campaign      | A fixed, time-bound offer presented as configured          |
| Mandate       | Negotiating authority within defined boundaries            |
| Topic trigger | Activates when conversation topic matches a defined intent |
| Data trigger  | Activates when customer CRM data meets defined conditions  |
| Concession    | The discount, credit, or benefit offered within a mandate  |
