Content Filtering Policies

This guide walks you through creating content policies that control what your workspace's AI agents can generate or process.

Prerequisites: Workspace Owner or Admin permissions. Content policies are a workspace-level setting — project-level members can't create or modify them.

Find Content Policies

1. Click your workspace name in the top-left corner, then select Settings.

2. Click the Content Policies tab.

   You'll see any existing policies, each with a toggle to activate or deactivate it.

Create a Policy

1. Click New Policy.

2. Choose a starting point: an industry template that comes with pre-configured rules, or Custom Policy to start from scratch. Templates preview their included rules before you commit.

3. Give your policy a name and an optional description.

4. Click Create Policy.

Your new policy starts inactive. Toggle the switch next to its name to activate it.

Add Rules

Rules define what a policy enforces. Click the policy name to open its detail view, then click Add Rule.

Each rule has these fields:

• Action — The rule type:

  • Topic Restriction prevents content generation on a specific subject.
  • Keyword Block flags or blocks output containing specific terms.
  • Content Pattern uses a regex pattern to catch structured data like SSNs.
  • Required Disclaimer ensures specific language is included when a topic comes up.

• Severity — Warn flags the content but still generates it. Block refuses to produce it.

• Description — A short label for what this rule detects.

• Pattern (optional) — A regex for Content Pattern rules.

• Keywords (optional) — Comma-separated terms to match.

• User message — Text shown when this rule triggers.

Click Add Rule to save. You can click any existing rule to edit it, or delete it from the rule list.

Examples

PII protection — Add Content Pattern rules with regex for SSNs and credit card numbers, set to Block. Layer in Keyword Block rules for terms like "social security" set to Warn.

Industry compliance — Start from a template. Templates come pre-loaded with rules for common regulatory requirements. Review the included rules, adjust severity levels, and add organization-specific terms.

Who Can Manage Policies

Only workspace Owners and Admins see the Content Policies tab. Active policies apply workspace-wide — every project and every agent follows them.

Next Steps

• Workspace Settings & Permissions — Manage who has admin access.
• Tasks & Schedules — Automated workflows that run within your policy guardrails.