Training Your AI in Conduit: Style, Knowledge, Procedures & Guardrails
Your AI agent is only as strong as the information you provide it. In this video, you’ll learn the four core types of information (style, knowledge, procedures, and guardrails) that shape how your AI responds, plus the step-by-step path to move from copilot to autopilot.
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
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