Marblism Eva Guidelines: Build Safe Draft Rules in 15 Minutes

Give Eva one clear allow rule, one skip rule and one reply template—then prove them with harmless test emails.

An inbox assistant is useful when it removes blank-page work without making promises you did not approve. Vague instructions such as “help with my email” leave too many decisions undefined. A short set of Marblism Eva guidelines gives the assistant a repeatable boundary.

For a pool company, HVAC shop, landscaper or other service business, the first win is not automating the whole inbox. It is getting one routine inquiry drafted correctly while keeping estimates, disputes and account changes under owner review.

What Marblism officially supports

Marblism's current Eva guide says, Eva never sends emails by herself. She only drafts replies. The same guide says the Guidelines tab can control tone and which messages receive or skip a draft.

Marblism's dedicated Guidelines guide documents a simple setup path: open Eva, go to Guidelines, paste customized rules or templates, and save. It also recommends specific instructions and says the rules can be updated as the business changes.

Use three parts in your first Eva rule set

Why this works: the allow rule narrows the job, the skip rule protects the risky edge cases, and the template removes guesswork from the messages that remain.

Set up Marblism Eva guidelines step by step

1. Choose one routine email type. Start with something frequent and low risk, such as a new service inquiry. Do not try to cover every sender and situation.
2. Write the allow rule. Name the message types that should receive a draft.
3. Write the skip rule. Name the decisions that must stay with the owner, especially prices, refunds, disputes, security and legal questions.
4. Add one short template. Tell Eva what the draft should accomplish and what it must not promise.
5. Open Eva → Guidelines. Paste the three rules into the Guidelines section and save them.
6. Send two harmless test messages. From another address, send one allowed service inquiry and one skip-case message. Put “TEST—NO CUSTOMER DATA” in both subject lines.
7. Inspect the result. Confirm the allowed email receives an accurate draft and the skip-case email does not. Review the draft; do not send it.

Replace the bracketed service type and adjust the risk list to match your business. Keep each instruction short enough that you can tell whether Eva followed it.

Use two test emails with obvious answers

The allowed draft should acknowledge the request and collect facts without inventing a quote or appointment. The skip case should not receive a draft under the rule you just saved.

Improve the rules with evidence, not guesses

1. Review five new drafts before expanding the allow list.
2. When a draft is wrong, identify the exact missing rule rather than rewriting the whole system.
3. Add one exception at a time, save it and test again with harmless content.
4. Recheck the Guidelines whenever services, pricing boundaries or office policies change.

For broader inbox setup, use the Eva executive-assistant guide. If you already rely on folders or labels, run the Eva label challenge before reorganizing real messages.