--- title: "Manage your rulesets" slug: "manage-your-rulesets" updated: 2026-09-22T14:37:18Z published: 2026-09-22T14:37:18Z canonical: "help.gong.io/manage-your-rulesets" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Manage your rulesets > **Who can use this**: Business admin > > **Available on**: Gong Engage > > **Required permissions:** Create and manage flow rulesets Manage existing rulesets to update their configuration, control which flows use them, or remove ones you no longer need. ## Find a ruleset The **Flow rulesets** page lists every ruleset in your company. Before you edit or delete a ruleset, the list shows how many flows use it. From the left sidebar, click **Assets**, and select **Flow rulesets**. Each ruleset in the list shows: - **Ruleset Name** and **Description** - **Applied to flows**, showing how many flows use the ruleset, split by whether those flows are enabled or disabled - **Created by** and **Last updated by** You can search the list by ruleset name, by description, or by the name of the team member who created or last updated it, and sort it by clicking the arrow in the column header you want to sort by. ## Edit a ruleset > [!WARNING] > Important: > > Editing a ruleset applies the change immediately to all flows using it, including flows with people currently active in them. Before editing a shared ruleset, check how many flows use it and consider the impact on active outreach. Edit a ruleset to update its name, description, or rule configuration. To update the rules themselves, see [Configure ruleset rules](/v1/docs/configure-ruleset-rules). **To edit a ruleset:** 1. From the left sidebar, click **Assets**, and select **Flow rulesets**. 2. Next to the ruleset you want to edit, click the **More actions** icon![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A57%3A44Z&se=2026-10-12T19%3A57%3A44Z&sr=c&sp=r&sig=iGcWdje5lw%2F%2Bl%2FWrF1m9cZFqyHADmKkLYwPwZo158P8%3D)and select **Edit**. 3. Make your changes. 4. Click **Save**. ## Set a ruleset as the default The default ruleset is automatically applied to any new flow. Only one ruleset can be the default at a time. When you set a new default, the previous default ruleset remains available but is no longer applied to flows automatically. **To set a ruleset as the default:** 1. From the left sidebar, click **Assets**, and select **Flow rulesets**. 2. Next to the ruleset you want to set as default, click the **More actions** icon![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A57%3A44Z&se=2026-10-12T19%3A57%3A44Z&sr=c&sp=r&sig=iGcWdje5lw%2F%2Bl%2FWrF1m9cZFqyHADmKkLYwPwZo158P8%3D)and select **Set as default**. ## Apply a ruleset to multiple flows Apply a single ruleset to several flows at once to update outreach behavior across a group without editing each flow individually. **To apply a ruleset to multiple flows:** 1. From the left sidebar, click **Assets**, and select **Flow rulesets**. 2. Next to the relevant ruleset, click the **More actions** icon![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A57%3A44Z&se=2026-10-12T19%3A57%3A44Z&sr=c&sp=r&sig=iGcWdje5lw%2F%2Bl%2FWrF1m9cZFqyHADmKkLYwPwZo158P8%3D)and select **Apply ruleset to flows**. 3. Select the flows you want to update. 4. Click **Next**, then click **Apply**. > [!NOTE] > Note: > > This change affects behavior for all selected flows, including active flow instances. Learn more about [how rulesets work](/v1/docs/about-flow-rulesets). ## Delete a ruleset You can delete a ruleset only when it is not the default and no flows are currently using it. To delete a ruleset that is in use, first move its flows to a different ruleset. To delete the default ruleset, set another ruleset as the default first. **To delete a ruleset:** 1. From the left sidebar, click **Assets**, and select **Flow rulesets**. 2. Click the **More actions** icon![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-10-12T18%3A57%3A44Z&se=2026-10-12T19%3A57%3A44Z&sr=c&sp=r&sig=iGcWdje5lw%2F%2Bl%2FWrF1m9cZFqyHADmKkLYwPwZo158P8%3D)and then select **Delete**. 3. Confirm the deletion. ## Frequently asked questions ****Why can't I delete a ruleset?**** You cannot delete a ruleset that is currently assigned to flows or is the default. Assign those flows to a different ruleset, or set a different default, then try again. ****What happens to flows that use a ruleset when I edit the ruleset?**** Changes apply immediately to all flows using the ruleset, including flows with people currently active in them. Before editing a shared ruleset, review how many flows use it and consider the impact on active outreach. ****Can I create a ruleset that overrides the global company flow settings?**** No. Company flow settings take priority. If the ability for contacts to be in multiple active flows at one time is disabled globally, the exclusivity option in rulesets is locked. If a global opt-out setting is on, the opt-out footer option in rulesets cannot be turned off. Rulesets let you configure behavior within the boundaries set by company flow settings, not override them. A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin). Gong’s AI-driven sales engagement solution that helps sales teams prioritize, personalize, and automate outreach activities to accelerate their pipelines. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).