Guidance type

What it controls

When to change this

What depends on it

Category Guidance

Rules that override category selection during intake when a job matches a condition (e.g., "If the longest side is greater than 70 cm, select Banner; otherwise select Leaflets").

When the default category Estimator picks for ambiguous intake conflicts with your shop's actual product mix.

The category assigned to a quote during intake — and through it, the substrate options, production steps, and price model the quote inherits.

Product Guidance

Rules that fill missing product attributes from defaults (e.g., "If orientation isn't specified, set it to Portrait").

When operators or customers routinely leave a field blank and you want a consistent default.

The starting field values on a new quote. Does not override values the customer or operator has typed.

Suggestions Guidance

Rules that surface a recommendation when a field is empty without applying it automatically (e.g., "For PUR softback books, if the agent suggests Silk coating, also suggest 150gsm paper").

When you want the agent to nudge the operator toward a paired choice but not pre-fill it.

The suggestion text shown to the operator. Suggested values must already exist in your configuration; the agent does not invent values.

Knowledge Guidance

Internal FAQs and reference information for the AI to use when answering customer or operator questions (e.g., "Internal admin for GelatoConnect Estimator is John Doe — direct tool questions to him").

When you want the AI to answer informational questions consistently using shop-specific context.

The text and routing of informational replies. Does not affect routing, machine selection, or cost calculation.

Communication Style Guidance

Tone and style rules for the AI's replies (e.g., "Keep it friendly, concise, and easy to understand").

When the agent's default voice does not match your shop's brand or customer expectations.

The wording and tone of replies. Does not affect the numeric outputs of the quote.

Production Notes / Job Ticket Summary Guidance

Rules for how the AI generates production notes on a quote (e.g., "Always include paper type, finishing options, and any special handling").

When production notes consistently miss a field your operators expect.

The production-notes block on every quote that uses the AI summary.

Tab

Audience

Save action

Internal Team

Estimators using GelatoConnect Estimator inside GelatoConnect.

Save Internal Team Guidance publishes the tab's rules to the internal agent.

Storefront

Customer-facing AI on the public storefront.

Save Storefront Guidance publishes the tab's rules to the storefront agent. Available only on Professional and higher tiers.

Behaviour

Detail

You have unsaved changes banner

Appears when you switch tabs with unsaved edits. Select Cancel to remain on the tab and save, or Proceed to discard the edits and switch.

Per-tab save

Saving the Internal Team tab does not affect Storefront rules and vice versa.

Apply timing

Saved rules take effect immediately on the next quote intake or chat reply. They do not require Apply Changes because Guidance Settings are not part of the Pending-Changes pipeline.

Boundary

Detail

Routing and cost are not affected

No Guidance type changes machine selection, plate count, paper bucket, or any numeric line on the price breakdown. Routing math comes from press, substrate, and finishing setup.

Suggestions must reference existing values

If a Suggestions Guidance rule suggests "150gsm Silk" and that substrate is not in the library, the suggestion silently falls back to whatever the agent ranks next. Add the substrate first if you want the suggestion to land.

Token budget

Large guidance corpora increase the agent's token use. Concise rules beat pasted handbooks for both quality and speed.

Storefront tier gate

The Storefront tab and Save Storefront Guidance action are visible only on Professional and higher subscription tiers; lower tiers see an upgrade prompt instead of the tab.