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Overview

KaireonAI lets you create qualification rules by describing them in plain English using the built-in AI chat panel. Instead of manually configuring field names, operators, and values, open the AI assistant and type a sentence like “create a qualification rule for customers over 25 who spent more than $500 in the last 90 days” — the AI builds a structured rule definition and shows you a preview before creating it. Open the AI chat panel with Cmd+I (macOS) or Ctrl+I (Windows/Linux), or click the AI icon in the top navigation bar.

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How It Works

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Describe your rule in the AI chat panel
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Open the AI assistant and describe what you want. For example:
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  • “Create a qualification rule for customers aged 18 or older”
  • “Build a rule targeting users who spent more than $200 in the last 30 days”
  • “Set up a rule excluding the churned segment”
  • “Create a rule for credit score above 650 and income at least 50000”
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    Preview the proposed rule
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    The AI assistant shows a preview card with the structured rule definition — field mappings, operators, and values. Review the details to make sure the AI interpreted your description correctly.
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    Approve or cancel
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    Click Approve to create the qualification rule, or Cancel to refine your description. The rule is created in draft status and appears in your qualification rules list.

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    Supported Patterns

    The AI understands a wide range of natural language patterns:
    PatternExampleParsed As
    Age comparisons”over 25 years old”age >= 25
    Spend thresholds”spent more than $500”total_spend > 500
    Time windows”in the last 90 days”Window: 90 days
    Negation”not in churned segment”segment != churned
    Compound rules”age >= 18 AND income > 50000”Two conditions, AND logic
    Range expressions”between 25 and 65”age >= 25 AND age <= 65
    Membership”in the Gold or Platinum tier”tier IN [Gold, Platinum]

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    Batch Creation

    You can describe multiple rules in a single message by listing them. The AI creates each one individually with preview/approve steps: 
    Create qualification rules for:
- Customers aged 18 or older
- Credit score above 650
- Annual income at least 30000
- Not in the do-not-contact list

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    Tips

    • Be specific — Include the field name, comparison, and value. Vague descriptions like “good customers” cannot be parsed into specific conditions.
    • Break complex logic apart — Deeply nested conditions (e.g., “(A AND B) OR (C AND D)”) work better as separate rules combined at the decision flow level.
    • Numeric precision — Currency symbols and comma separators are handled automatically. “$1,000” becomes 1000.
    The AI chat panel can also be accessed via MCP from external tools like Claude Code and Cursor. See the MCP Server Reference for details.

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    Next Steps

    Qualification Rules

    Learn how qualification rules work in decision flows.

    AI Assistant

    Learn more about the built-in AI assistant.

    Decision Flows

    See how rules feed into the filter stage.