This topic will explore how to create AI Guardrails in Automation 360. AI Guardrails act as a crucial safeguard, ensuring the responsible use of AI and protecting sensitive information during bot execution.

To create a guardrail in the Control Room:

Note: A preconfigured default guardrail is automatically created for new customers with the required license. This default guardrail can be assigned to folders, or you can create custom guardrails by following the instructions in this topic.

Procedure

  1. In your Control Room environment, navigate to AI > AI Guardrails and click + to create a new AI Guardrails.
  2. In the Create guardrail screen, configure these General settings:
    1. Name: Provide a name to easily identify the AI Guardrails.
    2. Description (optional): Add a short description defining the AI Guardrails.
    3. Click Next to go to the Toxicity section.
  3. In the Toxicity rule section, configure rules for scanning prompts and model responses for toxic content. You will see options to configure toxicity levels for both Prompts and Model responses. For more information on selecting an appropriate toxicity rule, see Toxicity in AI .
  4. In the Data masking rule section, set up the data masking rules for all Task Bots and AI Skills . You can configure these rules and assign them to folders, ensuring any bot in that folder automatically follows the masking behavior.
    1. Mask all categories: Select this option to enable data masking for all out of the box known sensitive data categories and types. Selecting this option provides a comprehensive approach to data protection by automatically masking any sensitive information detected in prompts and model responses.
    2. Choose the categories and types for which you wish to change data treatment. Categories and types not listed will be masked by default.: Selecting this option provides ability to customize how the AI Guardrails system handles sensitive data. You can start creating a rule for data masking. For more information on creating a rule, see Data masking in AI.
    3. Click Add.
    4. Click Next to proceed to the Test .
  5. Optional: Testing the Guardrail: You can input a sample prompt to test how the guardrail behaves with the configured settings. Once you enter a prompt and click Test guardrail, depending on the toxicity settings configured, the guardrail will indicate whether the prompt is allowed or blocked. In the response, you will see the masked content.
  6. Click Next to proceed to the Assign to folders section.
  7. In the Assign to folders section, select the folders in the public workspace. The AI Guardrails will apply to all the Task Bots and AI Skills within the selected folders.
    Note:
    1. Single guardrail per folder: Only one guardrail can be applied to each folder.
    2. Inheritance for child folders: If a parent folder within the Bots folder has a guardrail assigned to it, all its child folders will automatically inherit the same guardrail.
    3. Parent folder selection: When assigning AI Guardrails, you can only select parent folders within the Bots folder. Child folders cannot be individually assigned AI Guardrails.
  8. Click Create to complete creating the guardrail.

    You will get a system-generated success message stating that your guardrail was created. You will get directed to the AI Guardrails screen displaying a list of AI Guardrails

    You can View guardrail, Edit guardrail, or Delete each guardrail by clicking on the ellipsis next to them. Additionally, the table displays the Folder assigned to, Last modified date/time, and Modified by for each guardrail.

    View, Edit, Delete AI Guardrails

    Actions Function
    View guardrail

    Guardrail details give you a summary view of the guardrail.

    General settings displays the name, description, Data masking, and assign to folders settings.
    Edit guardrail Lets you edit the guardrail details.
    The Edit button is enabled for the Automation Admin only.
    Note: Users, such as the Pro Developer, and Citizen Developer, with the AI STUDIO > View AI Guardrails permission, would be able to see details of the AI Guardrails but not edit it.
    Delete

    Clicking on Delete displays a message asking for your confirmation and then deletes the guardrail. You will get a message confirming the deletion.

    If you delete a guardrail, all AI Skills and automations in the folder referencing the deleted guardrail will not have any AI Guardrails assigned to it.

    The Delete button is enabled for the Automation Admin only.
    Note: Users, such as the Pro Developer, and Citizen Developer, with the AI STUDIO > View AI Guardrails permission, would be able to see details of the AI Guardrails but not delete it.

Next steps

Upon creation, AI Guardrails automatically enforce on all automations within a specified folder. As these automations execute, the AI Governance dashboard will provide insights into the applied data masking techniques and the identified toxicity levels. The dashboard logs also include a column for AI Guardrails.