Training Your Agent Effectively

How Agent Training Works

Your agent learns from two sources:

1. Campaign results — What gets replies vs. what gets ignored
2. Your direct feedback — Instructions you give via chat, email, or SMS

Giving Effective Feedback

Be Specific

Vague (unhelpful)	Specific (helpful)
"Write better emails"	"Lead with the pain point, not our services"
"Find better leads"	"Focus on businesses with fewer than 10 employees"
"Be more professional"	"Use 'Dear [Name]' instead of 'Hey [Name]'"
"This isn't working"	"Reply rate is 1% — try a different opening angle"

Use the Right Channel

• Chat for quick adjustments: "Tone down the exclamation marks"
• Email for detailed instructions: "Here's a case study to reference in healthcare campaigns"
• Settings for permanent changes: Update business profile, offerings, tone preferences

Timing Matters

• Give feedback after reviewing a full day's activity, not after one email
• Look for patterns before correcting — one bad email isn't a trend
• Allow 3-5 days after giving feedback to see results

What You Can Train

Aspect	How to Adjust
Tone	Chat: "Be more casual / formal / friendly"
Opening angle	Chat: "Lead with our free consultation offer"
Target focus	Campaign settings: Adjust audience criteria
Follow-up style	Chat: "Make follow-ups shorter"
Subject lines	Chat: "Use questions as subject lines"
Call to action	Campaign goal: Be more specific about desired outcome

What Your Agent Tracks

In each daily report, your agent shares:

• Learnings — What it's discovering about your audience
• Performance trends — What's improving or declining
• Recommendations — Suggested adjustments based on data

Review these sections to understand how your agent is adapting.