Overview
Delivery policies define who the rules apply to and when they apply.
You can create multiple policies to handle different scenarios, such as:
Customer segments (e.g., VIP vs standard)
Geographic regions
Order types or tags
Creating or Editing a Policy
Go to Delivery Assistance → Policies
Click Add Delivery Policy or Edit
Configure the following sections:
Policy Settings
Enable Policy
Toggle Enable This Delivery Policy
Disabled policies are ignored during evaluation
Policy Ordering & Prioritization
When multiple delivery policies exist, the platform evaluates them from top to bottom and applies the first matching enabled policy.
How It Works
Policies are checked in priority order
The first matching policy is applied
Remaining policies are not evaluated
Best Practice: Order from Narrow to Broad
Arrange your policies from:
Most specific → Most general
This ensures that the correct policy is applied before falling back to a default.
Example
VIP Customer Policy
Applies to customers with
viptag
International Orders Policy
Applies to non-domestic shipments
Default Delivery Policy
No filters (catch-all)
Important Notes
Always maintain a default (catch-all) policy
If no policy matches, the AI will not be able to process claims
Review ordering whenever adding or updating policies
Geographic Applicability
Control where the policy applies:
Add specific countries, regions, or zones
Leave blank to apply globally
Timeframe Applicability
Limit policies to specific order periods:
Example: holiday or promotional windows
Leave blank to apply to all orders
Special Applicability
Segment policies using tags:
Order Tags
Applies to orders with ANY of the specified tags
Supports pattern matching (e.g.,
TikTok.*)
Customer Tags
Applies to customers with ANY of the specified tags
Best Practice
Use multiple policies to segment scenarios such as:
Domestic vs international
High-risk orders
VIP customers
Promotional campaigns
If you need any assistance, please contact support@cavalry.ai.