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The AI learns from two main inputs:
  • The sources you connect
  • The teaching moments you give it when it needs help or is missing information

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How to Teach

There are two teaching approaches:
  1. Synchronously from the inbox - Direct conversation/escalation actions:
    • Add new knowledge
    • Edit existing knowledge
    • Create guardrails for tone, content, or process
  2. Asynchronously from the dashboard - Review escalations in bulk, spot patterns, and fill knowledge gaps

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Key Activities

  1. Fill required info - Ensure complete structured data and basic procedures
  2. Approve suggested knowledge - AI proposes updates; user approval required before deployment
  3. Resolve knowledge conflicts - Address inconsistencies between data sources