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Wisdom

Guide AI with additional tribal knowledge or anything you want it to remember. We'll use this information in all our prompts to AI.

Create Wisdoms that can be used across the entire account or just for the sales rep assigned to the contact. It’s the last bit of context that is passed into content generating steps (create sequence, create page).

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See it in action in the video here:

Title: A brief, descriptive name for this wisdom.

Content: A description of the desired guardrails.

  • Example: We do not help solve any compliance issues outside of the UK. Do not hint or infer that we can. Stick to UK issues only.

Usage: Choose whether this applies to all users or just you.

  • Example: You are a sales lead and prefer the use of specific words in your outreach. This would be considered a Personal wisdom.

  • An Account wisdom includes specific parameters, such as geo locations in the compliance example above.

Importance: Helps AI weight any potentially competing instructions.

  • Critical - Must be followed, no exceptions

  • High - Strongly preferred unless it conflicts with Critical.

  • Medium - Useful guideline; apply when relevant

  • Low - Nice-to-have; use it when it adds value

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Delete or Archive

On the right side of the page, select "Archive" or "Delete" to remove the selected Wisdom from the set-up.

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Important:

Wisdom importance statuses: provides clear descriptions for each status to improve understanding and usability.

Do not add many Wisdoms with conflicting Status - for example: four Wisdoms labeled as "Critical", as the AI will not have a clear path as to which one is of higher importance.

It is important to add Wisdoms as a last check. Initial parameters and sequence instructions should be done at a Sequence level. Wisdoms are added as additional guidance and information that can be used as guardrails for AI-generated content.

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