The Charter tab is a Relay's job description on one page.
Charter
| Row | Shows |
|---|---|
| Role | Its starting point and description |
| Watches | The data and sources it keeps an eye on |
| Cadence | Its routines' schedules, the hours it acts, and its limits, such as "Up to 25 jobs a day, 2 at once" |
| Autonomy | Its permission preset — Observe, Assist, or Operate — and who approves its actions |
Click Edit setup to change any of it. If there are unpublished changes, the charter says so.
Rules
Rules shows what the Relay may do in three columns:
- Allowed — it does these on its own (after auto-review for anything that changes something).
- Needs approval — it stops and asks a person first.
- Never — it cannot do these at all.
Rules come from the permission preset you chose in setup, plus any rules you added for a specific tool, which are marked Tool rule.
Suggested from your approvals
A Relay watches how people respond to its requests and suggests rule changes in a box headed Suggested from your approvals:
- Let [tool] run without approval — when people approved an action at least 5 times in the last 30 days and never declined it. Evidence: "Approved N of N times in the last 30 days". Accepting moves it to Allowed.
- Ask before [tool] runs again — when an allowed action failed at least 3 times in the last 7 days. Accepting moves it to Needs approval.
Click Accept to apply a suggestion. It publishes a new version of the Relay with only that one rule changed — any other edits you have in progress stay as a draft. A suggestion never touches anything in Never, and it goes away by itself once the history no longer supports it.
Suggestions to allow an action only appear on Assist and Operate. A Relay on Observe stays read-only until you change its preset.
Objectives
Objectives are goals for the Relay, such as "Close every unmatched COD order within 2 days". Click New goal to add one. The Relay suggests next steps toward each goal, backed by evidence you can open, and you can dismiss any suggestion. Goals are Active, Achieved, or Archived.