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AI Learnings

Learn how AI SDR turns your message edits into rules for future AI-generated messages

Written by Tania

AI Learnings is an AI SDR agent that learns from how you edit AI-generated messages and turns those changes into rules for future message generation.

When you adjust a generated message in Approval mode, sequence Preview, or Inbox, AI Learnings automatically detects patterns in your edits and creates a rule based on them. This rule is then applied to future messages to better match your writing style and preferences.

For example, if you regularly remove a prospect's name from subject lines, AI Learnings may suggest a rule such as "Avoid using a prospect's name in subject lines" and apply it to future messages.

Create an AI Learning

AI Learnings can learn from your edits automatically, or you can create rules manually.

To create a learning:

  1. Go to AI SDR → AI Learnings in the left menu.

  2. Click Add learning.

  3. Describe the rule you want AI to follow.

  4. Choose where it applies:

    • Outbound communication – for outgoing emails

    • Reply handling – for incoming replies

  5. Save.

AI Learnings is currently user-based, meaning that if you're part of a team, rules are stored and applied within your account only.

Enable or disable AI Learnings

To turn an AI Learning on or off, use the toggle next to it.

Edit a learning

To edit a learning:

  1. Click the three dots next to the learning.

  2. Select Edit.

  3. Make your changes and save.

Delete a learning

  1. Click the three dots next to the learning.

  2. Select Delete.

  3. Confirm the action.

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