Training Your AI in Conduit: Style, Knowledge, Procedures & Guardrails

Summary

• Four types of information
  
  • Style: tone, formality, and message structure to keep replies on-brand
  • Knowledge: core facts stored in knowledge blocks, organized by listing or globally
  • Procedures: triggers + step-by-step instructions (like SOPs) for consistent actions
  • Guardrails: always-on rules (e.g., never promise in-person visits or discounts)
• Autopilot framework
  
  • Connect: import data from PMS, Notion, Google Drive, PDFs, or CSVs; reach 100% info score
  • Teach: fill gaps and correct responses—either directly in the inbox or through suggestions
  • Test: run simulations in Sandbox to refine knowledge until you get the responses you want
  • Deploy: activate autopilot with optional training wheels (conversation tags, urgent flags) and scale over time
• Continuous learning: AI adapts from every approved reply; you can accept, edit, or decline suggested updates