Magic 2.5

🧱 🔧 New Triage Agent Custom Rules  🤖
Custom Rules just leveled up. Instead of one freeform block of text, you can now build structured, testable rules.
What's new?
Structured rule cards: draft up to 10 rules, 5,000 characters each
Targeted scope: scope each rule to specific clients or contact types
Test before you ship: validate in the Emulator before publishing
Safe migration: your existing freeform rules stay live until you choose to move over
Where to find it:
 Admin -> Triage Agent -> Custom Rules
Default: nothing changes until you opt in. Current freeform rules keep working as-is.
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🎛️ Triage Agent Client Access: Contact Filtering + Request Blocking 🤖
You now have finer control over which requests the Triage Agent engages with, beyond companies, boards, and sources.
What's new?
Contact filtering: exclude specific contacts, or include/exclude by ConnectWise contact type. Contact-level rules take precedence over company access.
Request blocking: block by sender domain (wildcards supported, e.g. *.example.com
), specific email address, or keywords in the thread title.
Good to know
Blocked requests still create a thread. The Triage Agent just won't respond or act on it, so a human can pick it up as usual.
Where to find it
: Admin -> Triage Agent -> Client access