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[No QA] Docs updates for E/A#93466 RuleBot confirmation modal for first Agent Rule #93623

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[No QA] Docs updates for E/A#93466 RuleBot confirmation modal for first Agent Rule #93623

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10 changes: 8 additions & 2 deletions docs/articles/new-expensify/ai-agents/Create-Agent-Rules.md
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Expand Up @@ -45,10 +45,16 @@ For guidance, examples, and prompt-writing best practices, [learn how to write A

## What happens after an Agent Rule is created

When you create your first Agent Rule, Expensify automatically creates RuleBot and adds it to the workspace as a Workspace Admin.
When you create your first Agent Rule, Expensify automatically creates RuleBot and adds it to the workspace as a Workspace Admin. A one-time confirmation appears letting you know RuleBot has been added to your workspace, with a link to view and edit the agent's details under **Account > Agents**.

@github-actions github-actions Bot Jun 15, 2026

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Readability: This sentence is quite long and packs two separate ideas together (the confirmation message and the navigation path to edit the agent). Consider splitting it for scannability:

Suggested change
When you create your first Agent Rule, Expensify automatically creates RuleBot and adds it to the workspace as a Workspace Admin. A one-time confirmation appears letting you know RuleBot has been added to your workspace, with a link to view and edit the agent's details under **Account > Agents**.
When you create your first Agent Rule, Expensify automatically creates RuleBot and adds it to the workspace as a Workspace Admin. A one-time confirmation appears letting you know RuleBot has been added to your workspace.
You can view and edit the agent's details under **Account > Agents**.

This also avoids burying the navigation path at the end of a long sentence, making it easier for users (and AI retrieval) to find.


RuleBot immediately begins monitoring report activity and evaluating reports against all configured Agent Rules.

<!-- SCREENSHOT:
Suggestion: The "RuleBot has been added to your workspace!" confirmation shown after saving the first Agent Rule, including the link to Account > Agents.
Location: Under "What happens after an Agent Rule is created"
Purpose: Show users the one-time confirmation state and where to edit the agent.
-->

Agent Rules apply to future report activity, but not existing Paid or Done reports.

## How RuleBot enforces Agent Rules
Expand Down Expand Up @@ -119,4 +125,4 @@ When evaluating a report, RuleBot can review the 50 most recent report actions,

## Do I need to create or manage RuleBot?

No. RuleBot is created automatically when you add your first AI Rule and is managed by Expensify.
No. RuleBot is created automatically when you add your first AI Rule. You can view and edit the agent's details under **Account > Agents**.

@github-actions github-actions Bot Jun 15, 2026

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Consistency / Navigation clarity: The first sentence says RuleBot "is managed by Expensify" was removed, but now the answer says users can "view and edit the agent's details" -- which contradicts the question "Do I need to create or manage RuleBot?" (the answer is "No" but then immediately tells users how to manage it). Consider rewording to clarify what "manage" means vs. what users can customize:

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No. RuleBot is created automatically when you add your first AI Rule. You can view and edit the agent's details under **Account > Agents**.
No. RuleBot is created automatically when you add your first AI Rule. While Expensify manages RuleBot, you can view and edit the agent's details under **Account > Agents**.

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