Fix the same thing in two drafts and the team proposes it as a rule. Answer a caller's question once and every minion can use it. No retraining: your own rules and knowledge get better, and you approve every change.
Every edit to a draft is a signal. One edit isn't enough: the review waits until the same change shows up in at least two drafts.
Thanks for calling. We'd love to reach out with send you the options for your new furnace.
I wanted to reach out and follow up on your AC estimate.
The same phrase, cut by 2 people in 2 different drafts.
It proposes only when two independent signals agree, attaches them as evidence, and proposes nothing when they conflict. A caller or a web page can never start a rule.
Leave it out: “reach out”.
It's in her 7 AM summary and on What needs you. She can test it on saved drafts first. Nobody deciding in 14 days sets it aside: it's never approved by itself.
Leave it out: “reach out”.
Approved by Dana · just now
Under “Learned from your team”, with who approved it and the evidence. Pause it, or roll it back in one click.
Leave it out: “reach out”.
From the yes, the same thing is counted: how often people still cut the phrase. “Better” shows only when the numbers say so.
Thanks for booking with Sample Heating Co.
Here are your options for Thursday, and the price for each.
Sends after your OKLeave it out: “reach out”.
Measured in Miles's own drafts since Dana's yes.
When Nell can't answer a caller, she doesn't guess. The question is listed for your team, ranked by how often it comes up. Answer it once and the whole team has it.
Nell · next call“Yes, we offer financing on new systems. Someone can email you the options.”
Do you offer financing?Asked 6 times · from Nell's calls
Yes, on new systems. We email the options.
Saved to company knowledge. Asked 6 times before the answer, 0 since.
Do you service boilers?Asked 3 times · from texts and calls
Is there a weekend call-out fee?Asked twice · from the website chat
Miles · follow-up email“P.S. Financing is available on new systems. Just reply and we'll send the options.”
Every minion learns the same way. When you deny an action or correct a document for the same reason twice, the 2 AM review proposes a rule for that minion, quoting your words. It still waits for your yes.
No discounts in reminder emails.
Measured: how often Otto's emails get denied, before and after.
Deny something for the same reason twice and the minion is proposed a rule that quotes you.
Say “quote”, not “estimate”.
Then: one tap, and Cora's next proposals use it. Roll it back any time.
Correct a proposal in a line or two. The same correction on two proposals becomes a rule for the writer.
Every change is kept, each item says who can see it, and each one shows where it came from.
Leave it out: “reach out”.
Private stays private. Knowledge is filtered by who's asking and where, before the AI sees anything. A private meeting never reaches a caller.
Each business gets its own private database. Everything the team learns is stored there as plain, readable records. You can export it any time.
The AI model only reads those records while it works, so you can swap one AI model for another under any minion and lose nothing.
Training a model on your data ties your business to that model and that vendor. When a better one ships, you'd start over. Keeping your knowledge as records you own means your business never has to move.
Nothing to install or tune: your knowledge is ready the day you add it.
Tell us about your business, your goals and what you'd hand off first. We'll show you the team that would take the most off your plate.
Or request access to the live demo (sample data).