Agent rules reference

The Agent Hub is where your workspace’s automations are configured. Five rule kinds exist today. Each is listed here with its exact trigger, audience, and options - the same catalog the hub itself renders from.

Common to all kinds:

• Scope. Most rules are configured per property, with an optional workspace default. A property’s own rule replaces the workspace default entirely (no field-by-field merging) - and a property rule that is switched off wins: it never falls through to an enabled workspace default.
• Channels. Each kind declares which channels it can use, from: email, WhatsApp, SMS, in-app. SMS is not yet available - it appears in the vocabulary but has no transport, so the picker disables it and the engine refuses it.
• Attribution. Every automated action is recorded with actor system plus the rule that acted, and shows in the hub’s Run history tab.
• No rule touches money. The vocabulary contains no money verb; see The approval system.

Booking confirmation to the guest

guest.booking-confirmed

Trigger	The moment a booking is confirmed (the booking.confirmed event)
Sends	The booking confirmation, to the guest
Channels	Email, WhatsApp (SMS listed, unavailable)
Scope	Per property
Options	Enable/disable and channel choice only - no timing, no recipient list

Door code to the guest before check-in

guest.lock-code-pre-checkin

Trigger	A sweep comparing the clock against check-in time minus your lead minutes
Sends	The stay’s access code, to the guest
Channels	Email, WhatsApp, in-app (SMS listed, unavailable)
Scope	Per property
Options	Enable/disable, lead minutes, channel choice

The dual gate rides along

This is the one kind marked dual-gated: at send time - never at configuration time - the engine re-checks that the booking is fully paid and the guest’s ID is verified. A denied send is recorded held with its reason, surfaces on Today, and re-evaluates every tick until the blocker clears. No rule setting can configure the gate away. Details: The lock-code dual gate.

Today’s arrivals to reception

reception.daily-arrivals

Trigger	A daily schedule - the send-at time you choose, in your workspace’s local time
Sends	One digest listing every arrival per apartment, to a recipient list you enter (fixed addresses - reception desks aren’t seats)
Channels	Email, WhatsApp
Scope	Per property
Options	Enable/disable, send-at time, recipients, channel choice

Same-day arrival alert to reception

reception.instant-arrival

Trigger	A booking confirms for an arrival today (the booking.confirmed event, filtered to same-day)
Sends	An immediate alert, to the same kind of recipient list as the daily digest
Channels	Email, WhatsApp
Scope	Per property
Options	Enable/disable, recipients, channel choice

Daily ops report to the operations team

ops.daily-report

Trigger	A daily schedule - send-at time, workspace-local. Default: midnight, which is what every workspace gets until someone opens the card
Sends	The full midnight brief: board, arrivals, departures, cleaning queue, pending payments, and tonight’s vacancies
Channels	Email, WhatsApp (WhatsApp always gets the minimal summary)
Scope	Workspace only - it is one brief spanning every property, so there is no per-property version
Options	Enable/disable, send-at time, channel choice, and which renderings to email: minimal, detailed, or both (unset means both)

Two deliberate differences from the reception kinds:

• The audience is seats, not addresses. Every delivery is recorded per recipient seat for the audit trail, so the recipient list on this card picks workspace members (it can never drop to zero - an owner/admin floor remains). Who may read the report is a permission every member-floor seat already holds.
• Enabled by default. With no rule configured, the report still goes out at midnight by email with both renderings - configuring the rule adjusts it rather than turns it on.

Coming soon

The hub also lists planned automations that are declared in the catalog but not yet available - they render under Coming soon and cannot be enabled. This page documents only the five live kinds above.