Deploy rules: when the agent runs
Decide which conversations this agent picks up. AND, OR, and NOT across tags, stages, keywords.
Updated June 26, 2026
The Deploy tab defines when this agent runs on an inbound message.
Think of it as the door policy — who gets let in.
The mental model
- Every workspace can have multiple agents
- When an inbound message arrives, we evaluate each agent's deploy rules
- The first agent whose rules match catches the message
- If no agent matches, the message goes unanswered (intentional — better than
Rule shape
Each rule is one or more groups. The boolean logic is:
- Within a group → AND. Every condition in the group must match.
- Between groups → OR. Any one group matching is enough.
- Each condition → NOT (optional). Click the NOT toggle on a condition
- Within a condition → OR. List multiple values and any one matches.
Example — one group, two conditions:
Contact has tag in [hot-lead, vip]
AND
Contact does NOT have tag [bot, do-not-contact]
Reads as: "Run this agent for any contact tagged hot-lead or vip, as
long as they don't also have bot or do-not-contact."
Example — two groups (OR):
Group 1:
Contact has tag [enterprise]
AND Contact in pipeline stage [closing]
OR
Group 2:
Contact has tag [high-intent]
AND NOT Contact has tag [cold]
Reads as: "Run this agent for enterprise deals in closing stage — OR —
high-intent contacts who aren't tagged cold."
Condition types
- All inbound messages — catch-all, matches everything (doesn't
- Contact has tag — picks from your GHL tags (multi-select, supports NOT)
- Contact in pipeline stage — pipeline stage ID (multi-value, supports NOT)
- Message contains keyword — keyword match against the inbound
Priority order
Rules are evaluated lowest-priority number first. By convention:
- Very specific rules → priority 10–50
- Catch-all fallback → priority 999
This way your "hot-lead" agent catches its contacts before the generic
agent scoops them up. A rule that's purely ALL inbound messages lands
at priority 999 automatically; anything more specific (including ALL
combined with a tag filter) lands at priority 10 so it can outrank a
plain catch-all.
Design tips
- Keep rules layered. One specific rule per segment, one catch-all.
- Avoid overlap. If two agents could both match, the first wins by
- Use NOT to carve out exceptions. Instead of writing three separate
- Use OR groups for "either of these makes sense". A nurture agent
- Between whole rules is still OR. Rule 1 fires OR rule 2 fires — not