Desk Rules

Desk rules automate actions based on submission data. When conditions are met, rules can change status, set priority, or draft response emails.

How Rules Work

Desk rules are evaluated when:

A submission is created
Extracted data changes
Status or priority is updated
A rule is manually triggered

When conditions match, the rule’s actions execute automatically.

Creating a Rule

Navigate to your desk’s Rules tab
Click + New Rule
Define conditions and actions
Enable the rule

Rule Settings

Setting	Description
Name	Descriptive name for the rule
Enabled	Toggle rule on/off
Order	Execution order within a group
Group	Optional grouping for organization

Conditions

Rules trigger when all conditions are true.

Field Conditions

Compare extracted field values:

Operator	Description	Example
Equals	Exact match	State = “CA”
Not Equals	Does not match	Status != “Declined”
Greater Than	Numeric comparison	TIV > 10000000
Less Than	Numeric comparison	Years in Business < 3
Contains	Text contains	Insured Name contains “LLC”
Exists	Field has a value	Effective Date exists
Not Exists	Field is empty	Loss History not exists

Required Fields Missing

Trigger when required fields haven’t been extracted:

Condition: Required fields missing = true
Action: Set status to "Needs Info"

Actions

Set Status

Automatically update submission status:

IF TIV > 50,000,000
THEN Set Status = "Review"

Set Priority

Assign priority based on criteria:

IF Effective Date < 7 days from now
THEN Set Priority = "Urgent"

Draft Email

Generate a response email using AI:

IF Status = "Needs Info" AND Required fields missing
THEN Draft Email with instructions:
  "Request the missing information: [list missing fields]"

Draft emails go to your action items for review before sending.

Rule Groups

Organize related rules into groups:

Initial Processing - Rules that run on new submissions
Escalation - Priority and assignment rules
Response Automation - Email drafting rules

Groups execute in order, and rules within a group execute by their order setting.

Examples

Auto-Escalate Large Risks

Name: Escalate High TIV
Conditions:
  - TIV > 25,000,000
Actions:
  - Set Priority = "High"

Request Missing Information

Name: Request Missing Docs
Conditions:
  - Status = "Review"
  - Required fields missing = true
Actions:
  - Set Status = "Needs Info"
  - Draft Email: "Please provide the following..."

Fast-Track Renewals

Name: Renewal Processing
Conditions:
  - Subject contains "renewal"
  - Prior Policy Number exists
Actions:
  - Set Priority = "Normal"
  - Set Status = "Review"

AI-Generated Rules

Click Generate Rule to describe what you want in plain language:

“When a submission is missing the ACORD 125 form, set status to Needs Info and draft an email requesting it”

Kantilever will create the rule conditions and actions for you.

Testing Rules

Before enabling a rule:

Click Test Rule
Select a sample submission
Preview what actions would execute
Adjust conditions as needed

Getting Started

Submissions

Desks

Integrations

Desk Rules

Desk Rules

How Rules Work

Creating a Rule

Rule Settings

Conditions

Field Conditions

Required Fields Missing

Actions

Set Status

Set Priority

Draft Email

Rule Groups

Examples

Auto-Escalate Large Risks

Request Missing Information

Fast-Track Renewals

AI-Generated Rules

Testing Rules

​Desk Rules

​How Rules Work

​Creating a Rule

​Rule Settings

​Conditions

​Field Conditions

​Required Fields Missing

​Actions

​Set Status

​Set Priority

​Draft Email

​Rule Groups

​Examples

​Auto-Escalate Large Risks

​Request Missing Information

​Fast-Track Renewals

​AI-Generated Rules

​Testing Rules

Desk Rules

How Rules Work

Creating a Rule

Rule Settings

Conditions

Field Conditions

Required Fields Missing

Actions

Set Status

Set Priority

Draft Email

Rule Groups

Examples

Auto-Escalate Large Risks

Request Missing Information

Fast-Track Renewals

AI-Generated Rules

Testing Rules