Configure Policies

Policies let you codify how Helios should respond to email, combining deterministic rules with AI risk scoring. Manage them under Policies in the sidebar. (Admin role required.)

Actions

Action	Effect
ALERT	Raise an alert to admins — no change to the email
TAG	Apply a Gmail label to the message
QUARANTINE	Move the email out of the inbox to quarantine
NOTIFY_ADMIN	Send an admin notification

Create a policy

1. Go to Policies → New Policy.
2. Define the match conditions (sender, keywords, attachment type, risk score threshold, etc.).
3. Choose the action to take when the rule matches.
4. Save. New mail is evaluated against active policies as it arrives.

Apply Now — retroactive sweep

The Apply Now action runs your active policies against all existing inbox email, not just new messages — useful right after onboarding or after adding a new rule.

Caution

Apply Now can act on a large volume of mail at once. A confirmation prompt guards against accidental large-scale runs. Start with ALERT/TAG before switching a rule to QUARANTINE.

Recommended rollout

1. Observe — add rules with ALERT / TAG to see what they would catch.
2. Enforce — once confident, switch high-signal rules to QUARANTINE.
3. Sweep — use Apply Now to retroactively clean the existing backlog.