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Drafting compatibility rules with AI

Describe a product pairing policy in plain English and let Quotivity translate it into IF and THEN filters.

Overview

If you know the policy but not the exact product properties, use Draft with AI to turn a plain-language description into IF and THEN condition filters. The AI draft fills the rule editor — you review, adjust, and save when it looks right.

AI drafting never saves automatically. You always confirm the result before the rule goes live.

Steps

  1. Open the rule editor. Start a new rule from **Rules Engine →Compatibility Rules → Create New Rule**, or open an existing rule to redraft it.
  2. Click Draft with AI. A side panel opens on the right.
  3. Describe the rule. Write the policy the way you'd explain it to acolleague — for example, "X100 processors only work with MX-series chassis" or "When the engine is Standard, Professional accessories can't be selected."
  4. Click Generate (or press ⌘/Ctrl + Enter). Quotivity drafts the rulename, IF conditions, and THEN conditions and projects them into the form.
  5. Review the AI notes. The panel shows an interpretation of what the AIunderstood. Read it alongside the condition blocks in the form.
  6. Click Apply to keep the draft, or Discard to revert the form to itsprevious state.
  7. Adjust if needed. Tweak conditions, priority, or the descriptionmanually. Check the live impact preview for affected bundle options.
  8. Click Create Compatibility Rule (or Update Compatibility Rule). Therule is saved and active.

Example prompts

What you type

What the rule enforces

Standard engines can't use Pro accessories

IF engine tier is Standard, THEN exclude Pro-tier accessories

X100 and X200 CPUs require MX chassis

IF processor is X100 or X200, THEN exclude non-MX chassis products

SKU ENG-100 is incompatible with add-ons ACC-200 and ACC-201

IF SKU is ENG-100, THEN exclude SKUs ACC-200 and ACC-201

Tips

  • Mention product tiers, series, SKUs, or property values you care about. The more specific your description, the better the draft.
  • Always review the generated IF and THEN blocks. AI drafts are a starting point, not a final answer — confirm property names match your HubSpot catalog.
  • After applying a draft, run Test Compatibility Rules on a representative bundle before rolling the rule out broadly.
  • On an existing rule, Redraft with AI replaces the current conditions. Use Discard if the new draft isn't what you wanted.