> **Documentation Index:** Fetch the complete configuration index at https://help.smelter.ai/en/llms.txt

# Rules

Rules help you to simplify and automate tagging and sending reports.

## Create a rule

To create a rule:

1. Go to the **Rules** page.

2. Click **New rule**.

3. Select a type of rule: **Tags** or **Reports**.

   {% list tabs %}

   - Tags

       1. Specify the rule name.

       2. Add filters if needed. 

          {% cut "You can add:" %}
       
           — Search requets.
    
           — Add or delete languages, countries, authors and their age and gender, types of sources, include and exclude sources names and tags.

           — Select or deselect sentiments.
 
           — Change the mentions relevance.

          {% endcut %}

       3. Add tags.

          {% cut "How it looks like" %}
  
          ![](_images/rules-tags.png)
  
          {% endcut %}

   - Reports

       1. Specify the rule name.

       2. Add filters if needed. 
       
          {% cut "You can add:" %}

          — Search requets.
  
          — Add or delete languages, countries, authors and their age and gender, types of sources, include and exclude sources names and tags.

          — Select or deselect sentiments.

          — Change the mentions relevance.
  
          {% endcut %}
 
       3. Select the recipients.

       4. Select the frequency: **Once a week** or **Once a month**.

           {% cut "How it looks like" %}
  
           ![](_images/rules-reports.png)
  
           {% endcut %}

   {% endlist %}

4. Click **Create**.

## Enable/disable a rule

You can enable and disable every rule at any time. To do this:

1. Go to the **Rules** page.

2. Near the selected rule enable or disable the option ![](_images/toggle-switch-enabled.png).

   — ![](_images/toggle-switch-enabled.png) — the rule is enabled.

   — ![](_images/toggle-switch-disabled.png) — the rule is disabled.

## Edit a rule

To edit a rule:

1. Go to the **Rules** page.

2. Near the selected rule click ![](_images/edit.png) **Edit**.

3. Edit the desired fields.

4. Click **Save**.

## Duplicate a rule

You can create a full copy of the desired rule. To do this:

1. Go to the **Rules** page.

2. Near the selected rule click ![](_images/clone.png) **Duplicate**.

The duplicated rule is disabled by default. To enable it, switch on the option ![](_images/toggle-switch-disabled.png) to make it look like this ![](_images/toggle-switch-enabled.png).

## Delete a rule

To delete a rule:

1. Go to the **Rules** page.

2. Near the selected rule click ![](_images/delete.png) **Delete**.

3. Click **Yes, delete**.

To set tags, sentiment and relevance to existing mentions use [**Bulk actions**](https://help.smelter.ai/en/bulk-actions.md).

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