Guided defines offered groups of preset choices. Assisted defines a recommendation or hold. Neither is a general permission to use a carrier service that fails mandatory eligibility checks.
Select the intended configuration
Open Guided or Assisted rules. Check the current draft, active preset release and source catalogue. Use the supported native JSON structure or the source-owned connected Automation editor when offered.
Where Open in SmartFACT Automation appears, use the fresh link from this draft's native page. It selects the source configuration for your organisation/site; it does not grant another native role.
Write independent cases
For Guided, define the expected profile identifiers, or no offer, for each fictional order. For Assisted, define the expected selected preset, no-selection/ineligible result or holds using the supported fields.
Include missing facts, ineligible choices, overlapping conditions and conditions that should not match. Set the expectation before comparing the proposed result.
Save and verify
Save the draft and examples, then choose Verify and create a candidate. Inspect all comparisons and dependency information. Fix the actual requirement or configuration error; do not simply copy a wrong actual answer into the expectation.
If a proposal was generated from plain English, review its condition and intended action before accepting it into the draft. Generation does not publish or enable the mode.
Review and activate
Reviewer checks the exact frozen candidate, cases, proof and current dependencies. Complete the activation controls and recent authentication. Read the result and confirm the intended release is active.
A change to source or presets can invalidate earlier proof or make a release no longer fit. Verify the current version rather than relying on a historical passing result.
Enable with a handover to the floor
Use the mode's site-setting control separately from activation. Confirm Operators know whether they are choosing from an offer or confirming a recommendation. Keep Automatic qualification separate.
If the activation response is lost, check the existing command/release state before repeating it. New instructions should be based on recorded current state, not a browser timeout.