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Rules let you fine-tune how Chat responds to your questions. Think of them as persistent instructions that shape every conversation—without having to repeat yourself.

What Are Rules?

Rules are custom directives that control:
  • Personality: Formal analyst, casual expert, technical deep-dive
  • Style: Visual preferences, chart types, color schemes
  • Expertise: Domain-specific knowledge or frameworks to apply
  • Response patterns: Output format, level of detail, explanation depth
Once you set a Rule, it stays active across all your chats until you change it.

Managing Rules

1

Access Rules

Navigate to My Rules in your Flipspace settings
2

Create or edit

  • Create new Rules from scratch - Browse Copyable Rules for community templates - Edit existing Rules to refine behavior
3

Apply Rules

  • Set default Rules that apply to all new chats - Switch Rules mid-conversation when you need different behavior

Rule Categories

Personality Rules

Define the tone and expertise level of responses.
Act as a quantitative analyst with deep DeFi expertise.
Prioritize data accuracy and statistical rigor.
Include confidence levels and caveats where appropriate.
Provide high-level insights suitable for non-technical stakeholders. Lead with key
findings and actionable takeaways. Use plain language and avoid jargon. Keep analyses concise—no
more than 3-4 key points per topic. ```
</Accordion>

<Accordion title="Research Mode" icon="flask">
  ```text
  Approach analyses with scientific rigor.
  Always validate findings with multiple data sources.
  Explicitly state assumptions and limitations.

Style Rules

Control visual output and formatting.
Format all outputs for slide deck inclusion:
- Clean, minimalist design
- Use corporate colors: primary #7356ff, secondary #f5f5f5
- Include clear titles and axis labels
- Add source attribution to all charts
When presenting results, prioritize tables over charts.
Use clear column headers and sort by the most relevant metric.
Include summary statistics at the bottom of tables.

Expertise Rules

Apply domain-specific frameworks or methodologies.
When analyzing addresses or transactions:
- Look for patterns indicating wash trading, sybil attacks, or coordinated behavior
- Flag suspicious activity
- Cross-reference with known labels and tags
When evaluating protocols, assess:
- User growth and retention (DAU, MAU, cohort behavior)
- Revenue and fee generation
- TVL trends and composition
- Competitive positioning
- Key risks and sustainability concerns

Response Pattern Rules

Shape how Chat structures its answers.
Keep all responses brief and to the point.
Lead with the answer, then provide supporting data only if needed.
Use bullet points instead of paragraphs.
Always structure analyses as comparisons when possible.
Use relative metrics (percentages, ratios) alongside absolute numbers.
Highlight outliers and explain why they differ.

Combining Rules

Stack multiple Rules to create sophisticated behavior:
Personality: Technical analyst with DeFi expertise
Style: Presentation-ready charts with corporate colors
Expertise: Protocol health metrics
Response pattern: Concise, bullet-point summaries

When analyzing protocols:
1. Lead with 3 key health metrics (user growth, TVL, revenue)
2. Use clean bar charts suitable for slides
3. Keep text explanations under 50 words per point
4. Flag any sustainability concerns or risks

Pro Tips

Vague Rules like “make it look nice” don’t work well. Instead:
  • Specify exact colors, fonts, or design elements
  • Define thresholds for what counts as “significant”
  • Give examples of what you want
Start with a simple Rule, run a few analyses, then refine based on results.
Maintain multiple Rule configurations:
  • “Quick research” for exploratory work
  • “Client presentation” for polished outputs
  • “Internal team” for technical deep-dives

Override Rules

Rules are persistent, but you can override them in any conversation:
  • “Ignore my usual Rules for this question—I just want a quick number”
  • “Follow my presentation Rules, but use a line chart instead of a bar chart”

Next Steps