Learning/Training-Actions

Objective:

To introduce a dedicated Description & Procedure field within individual AI Action blocks to allow for granular guidance on how a task should be executed.

The Current Gap:

Currently, training the AI on specific procedures is often buried in general "AI Instructions." This can lead to the AI missing nuances when it triggers a specific action or task.

The Proposed Solution:

Add a rich-text field within the Action configuration (e.g., Lead Forms, HTTP Requests, or Custom Buttons) called "Task Guidance." This field would allow users to:

Define step-by-step logic specific only to that action.

Provide contextual details (e.g., "Ask for X before performing Y").

List constraints for the procedure (e.g., "Only proceed if the user has provided a valid order number").

Why this is effective:

Precision: It ensures the chatbot follows specific company protocols without cluttering the global instructions.

Scalability: It makes managing complex workflows easier as the logic is attached directly to the task it governs.

Reliability: It reduces "hallucinations" by giving the AI a clear manual for every triggered action.

Example Use Case:

Action: Refund Request.

Procedure Detail: 1. Check the knowledge base for the 30-day policy. 2. Verify the user has their receipt. 3. If both are met, provide the link to the form. Otherwise, offer a 10% discount code found in doc_v2.