Learnings

How to teach your automations so they can learn.

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

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Where are Learnings?

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

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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.

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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.