Does the recommender generate custom rules?

No. It maps your answers to existing SoCrates Rules Library templates and recommends a starter pack you can import and edit later.

Why does priority order matter?

SoCrates evaluates AND-only rules in priority order and only the first matching rule fires in each automation cycle, so sensible ordering is part of the recommendation.

Do I need Amber or forecast inputs for every recommendation?

No. Some bundles work on fixed tariffs or time windows alone, while others are stronger with Amber or forecast-aware inputs. The recommender calls out those dependencies clearly.

Can I still edit the rules after import?

Yes. The import handoff takes you into the authenticated Rules Library with the suggested templates preselected so you can review, import, and tweak them.

Free tool

Rule Template Recommender

Answer a few questions and get a starter rule bundle built from real SoCrates Rules Library templates.

Start the guided setup Browse the full library

5-7 quick questions Starter pack preview Import handoff into library

Guided helper

Pick the closest fit for how you want your battery to behave

Recommendations update instantly.

Questions

Tell us the outcome you want

Keep it practical.

What matters most right now?

Do you have live price data connected?

What kind of price behavior matters in your market?

What battery behavior are you comfortable with?

Do you want backup reserve protected?

Any special setup?

How confident are you making edits later?

Recommendation

Balanced Price Shifter

A starter pack that keeps imports down, catches useful charge windows, and avoids jumping into low-value export too early.

best fit Difficulty: Beginner

92% fit

Balanced Price Shifter Works without Amber. Stronger with forecast-aware inputs.

Why this was chosen

You want a sensible first setup that saves on imports, keeps a modest reserve, and does not assume you want to micromanage dynamic spikes every day.

Starter pack

This pack looks for cheap charging windows, protects useful evening battery value, and falls back to self-use once export conditions cool off.

Preview in Rules Library Sign up to import

Guardrails

Reality check

Recommendations are based on selected goals and existing Rules Library templates.
Rules remain rule-based, not ML-driven or self-optimizing.
Only the first matching rule fires in a cycle, so priority order matters.
Manual scheduler edits can still be overwritten by automation.
Some bundles are weaker without Amber or forecast-aware inputs.
Provider maturity varies, with FoxESS still the richest automation path today.