Rules Overview

PeakCommerce applies business logic automatically through its Rules & Automation engines — Business Rules, Plan Dependencies, Pricing Rules, Territory Rules, and the Policy Engine. Together they decide what's offered, enforce pricing and dependency limits, route ownership, and set the guardrails every channel operates within — so journeys, storefronts, CSR flows, and AI agents all behave consistently without custom code.

The engines work as a stack: pricing and plan dependencies shape what a customer can buy, business rules adjust how a change behaves (such as when an upgrade takes effect), territory rules route ownership, and the Policy Engine sets the hard ceilings — for example a maximum discount — that no channel can exceed.

Watch a pricing rule being built — a regional markup applied by a customer-attribute condition:

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• Creating and Managing Rule Sets — build and scope Business Rules, set change-plan timing, and apply policy locks.

• Protecting Margin with Policies — set discount caps and downgrade protection in the Policy Engine, with block/warn/approval enforcement.

• Keeping Add-ons in Sync with Plan Dependencies — link an add-on's quantity to your seats so it scales automatically and never under-bills.

• Targeting with Audiences — define a reusable segment with the condition builder, then target offers, rules, and journeys with it.

• Reason-Based Retention Routing — send each cancellation reason to the step most likely to save that customer.

• Pricing by Segment and Partner — charge by who's buying, resolved at checkout by priority.

• Governing the Change Lifecycle — control when and how each plan change takes effect, with per-direction timing and proration.

• Running a Promo That Converts — build an offer that's targeted, capped, and resolved by priority, with a live preview of its billing impact.

• Rules & Automation — the full set of engines and how they fit together.

Tip: Rule order matters — within Business Rules the first matching rule wins, so set Priority deliberately when rules could overlap.