Use policy presets

Use a preset to start an Agent Intent Policy (AIP) from sentences someone has already written, instead of a blank brief. You need the editor role or higher to apply, save or manage a preset.

Two kinds of preset

Kind	Who writes it	What you can do with it
Built-in	OpenLatch. Among them, Examples holds short example briefs, one rule each, that OpenLatch turns into intent policies you review and ratify	Apply it. A built-in preset is read-only for every role, and it applies even when AI authoring is not enabled
Organization	Someone in your organization, from sentences your organization ratified or typed	Apply it, and manage it: rename it, describe it, add or remove rules, or delete it

Framework presets are built-in presets too: they map Intent Policies to a standard framework, and nothing is selected when you open one. See Start from a framework preset.

A preset’s rule is a sentence with its dimension and language. It never carries the grounding, the test cases or the interview answers of the policy it came from.

Start an AIP from a preset

1. Open Autonomy Zone, select the unit whose zone will hold the policy, open Policies and choose New intent policy.
2. On the Brief step, choose Choose from a preset. Each preset shows its title, its description, its number of rules and the dimensions it covers, marked as built-in or organization, with the creator of an organization preset.
3. Open a preset. Its rules are listed in a table you can search and filter. Select the rules you want, or all of them with the header checkbox.
4. Choose Create AIP. The draft opens at the Policy step, like a draft from any other brief.

OpenLatch reads each chosen sentence again in the zone you author from, with that zone’s dictionary, so the same sentence can be grounded differently in another zone. A sentence that cannot be enforced there arrives refused, with its reason. Applying an organization preset needs AI authoring; the built-in presets do not. A draft keeps the sentences it was created from, so a later change to the preset leaves it untouched.

Save an organization preset

You can save sentences as a new preset or into an existing one from three places:

From	What is saved
Save as preset, on the How it runs step of the wizard	The intent policies you kept on the Policy step
The AIP’s drawer, from its menu	The AIP’s ratified sentences
A preset’s rules table, with rules selected	The selected rules

A sentence already in the preset with the same dimension is skipped, and the console says which. A preset name is unique in your organization, whatever its case, and never the title of a built-in preset.

Manage an organization preset

Open the preset from the Brief step and switch to its manage mode. There you can rename it, change its description, add a sentence with its dimension, remove rules, or delete the preset. A sentence is never edited in place: remove it and add the new one. A preset keeps at least one rule, so to empty it, delete it.

When two people change the same preset at once, the second change is refused and the console reloads the preset first. Every creation, change and deletion is recorded in the audit trail.