Overview

Learnings are rules that guide your automation’s decision-making. These rules help your automation interpret and respond to different scenarios based on past interactions and defined logic. Learnings can range from simple data references, such as:

the username for my salesforce account is XXXXX

To more complex rules, like:

in the case of an invoice, where to explicitly look on a document to find a specific field

Where are Learnings?

You can access and manage your Learnings by navigating to the Learnings tab in the left sidebar menu.

Understanding Learnings

The list on the Learnings page provides an overview of all the defined rules. Each entry in the list includes the following columns:

• Guidance for – Describes the question to which the learning applies.
• While doing – Specifies the action, context, or data where the learning is used.
• Resolve By – Indicates the resolution technique for the question.
• Specific Context – Provides additional details.
• Applied in – Shows whether the learning is in Draft status or actively in use.
• Actions – Allows you to edit or delete a learning as needed.

Filtering Learnings

Filtering options make it easy to find specific learnings. You can refine the list using the following filters at the top of the page:

• Process – Show learnings associated with a particular process.
• Question Type – Narrow results based on the type of question.
• Learning Type – Filter by the type of learning: Value, Technique, Skip, Retry.
• Created By – Filter by learnings added by a specific user.

Additionally, you can use the search bar to search for specific rules or keywords.