Set buying guardrails

Tell the agent what counts as a savings opportunity worth surfacing, once, and every opportunity in the Savings Center already respects it.

What you get

• Control over which suppliers the agent is allowed to suggest switching to
• A savings floor — percentage and dollar amount — so small, noisy opportunities don't clutter your queue
• Renewal reminders timed to when you actually need them

Buying guardrails

Under Settings → Buying guardrails you set:

• Approved suppliers — restrict switch-supplier suggestions to this list; leave it empty to allow any supplier the agent finds.
• Minimum savings % and minimum savings amount — only surface an opportunity when the expected savings meets or exceeds both.
• Excluded categories — purchase-catalog categories the agent should never flag.
• Minimum evidence grade — only surface an opportunity backed by at least this grade of evidence (low, medium, or high).
• Renewal lead times — how many days before a contract's renewal date to raise a renewal-due alert; add more than one to get an early warning followed by a closer reminder.

How they work together

Guardrails shape which opportunities reach the Savings Center at all, and when a renewal alert fires. Set them before you run your first check — a realistic savings floor and evidence-grade minimum mean every opportunity you see is one worth your time, not a queue you have to filter by hand.

Go further

• Find savings worth acting on — where guardrail-respecting opportunities land.
• Get alerts when prices move — renewal alerts use your lead times.
• Run a check & read a recommendation — where a guardrail first gets applied.
• Track upcoming renewals — see every renewal by lead-time bucket.