policy-change-sweep

name	policy-change-sweep
description	Find and update every place a business policy lives across your Gorgias account — Guidance, Macros, and helpdesk rules — when that policy changes. Use when a return window, shipping cutoff, warranty term, or any stated policy is updated and you need it reflected everywhere consistently.

Policy Change Sweep

When you change a policy, the old version is usually hiding in a dozen places: an AI Agent Guidance, three Macros, a helpdesk rule. Miss one and your AI Agent contradicts your team — which means wrong answers, CSAT hits, and repeat contacts landing right back in your queue. This recipe finds every reference and updates them in one pass — with you approving each change.

This is the kind of sweep that's painful by hand and impossible through the REST API alone (Guidance has no bulk REST surface). The MCP is the only supported route.

When to use it

• You changed a return/exchange window (e.g. 30 → 60 days)
• A shipping cutoff, delivery estimate, or carrier changed
• A warranty term, price, discount code, or eligibility rule changed
• Any stated policy that customers ask about and your AI Agent answers

Customize before you run

Replace these with your real values:

Variable	Example
{{OLD_POLICY}}	"30-day return window"
{{NEW_POLICY}}	"60-day return window"
{{EFFECTIVE_DATE}}	"starting June 15, 2026" (optional)

The workflow

Paste this into your connected AI client, with your values filled in:

Using the Gorgias MCP, sweep my Gorgias account for a policy change. We changed our policy: {{OLD_POLICY}} → {{NEW_POLICY}} ({{EFFECTIVE_DATE}}). Sweep my whole account for the old policy and prepare updates. Specifically:

1. Search my Guidance for any mention of the old policy or its specifics (the old number, dates, terms). List each match with its title.
2. Search my Macros for the same — canned replies often hard-code the old wording.
3. Check my helpdesk rules for conditions or actions tied to the old policy.
4. For each match, show me the current text and a proposed edit side-by-side. Don't change anything yet.
5. Once I approve, apply the updates — Guidance as drafts for me to publish, Macros and rules updated directly.

What it writes

• Guidance → created/updated as drafts. You publish.
• Macros → updated in place after your approval.
• Rules → updated in place after your approval.

Nothing changes until you've seen the before/after and said go.

Tips

• Run it before the policy goes live, so everything flips on the effective date.
• Ask it to also check for implicit references ("a few weeks", "within a month") — not just the exact number.
• Re-run a read-only pass afterward: "Confirm nothing still references {{OLD_POLICY}}."