> ## Documentation Index
> Fetch the complete documentation index at: https://docs.juryo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Protocols

> The rules that tell your agents how far they can go

A **protocol** is a rule that tells your agents how to act on a type of request: when it applies, what instructions to follow, how far they can go, and what needs approval.

Juryo picks **one protocol per conversation automatically**: when two match, the more specific one wins, and there is always one marked **Default** acting as fallback.

## The four sections

1. **When** — the condition the router evaluates, in free text (e.g. "the client asks about their matter's status").
2. **How** — the instructions to the agent, written in second person.
3. **Limits** — autonomy, on three rungs:
   * **Informs only** — answers with the firm's knowledge; never closes the request.
   * **Resolves with approval** — proposes closing; a lawyer approves before it takes effect.
   * **Resolves on its own** — handles and closes without a human step.
     Plus the **Can hand off to a person** toggle with its target: **Assigned lawyer**, **Firm owner**, or a specific team member.
4. **Approvals** — which actions need a colleague's sign-off:
   * **Off** — no extra control.
   * **Observe first** — actions still run, but each one that would have required approval is logged: measure the impact before enforcing.
   * **Require approval** — protected actions are blocked until someone at the firm authorizes them.
     **Protected actions** are ticked on a list — for example, **Start an outbound phone call**.

## Attach and fine-tune

* **Attached to these agents** — choose which agents the protocol applies to.
* **Advanced → Tone** — the communication style (e.g. "Warm, concise, professional").
* **Set as default** — makes it the general fallback.
* **Delete protocol** — conversations using it fall back to the default.

<Note>
  Only users with manage rights can create or edit protocols; everyone else sees them read-only.
</Note>
