What it's forDrafts get closer to what you'd write yourself, week by week, without anyone training anything by hand.
Who it's forEveryone who sends replies; administrators manage the lessons.
Step by step
- Step 1: What counts as a correctionSending a reply that differs from the draft (rated Sent as drafted, Lightly edited, Reworked or Rewritten), changing the category, urgency or lot, marking No reply needed when a draft existed, and approving, editing or rejecting an agent's proposal.
- Step 2: Lessons are learned overnightEach night, when there are at least 3 new corrections, they're turned into short lessons (for example “Always give the after-hours number for leaks”). Administrators can press Learn now.
- Step 3: Lessons shape future draftsLessons, plus up to two of your corrected replies as examples, are added to the AI's instructions for your firm only. They're never shared with other firms.
- Step 4: See how it's goingInbox & work › StrataWorx AI shows Replies sent as drafted (30 days) against before, sorting fixes, agent proposals approved and Lessons in use.
- Step 5: Manage lessons (administrators)Edit a lesson, Retire one that's wrong (Use again brings it back), or add your own: pick an Area (Sorting emails, Drafted replies, Work orders, AI agents, General), write the New lesson (5–400 characters) and press Add lesson.
Tips
- Lessons you add by hand are never retired automatically.
- Set your firm's tone and signature in Settings › Firm; lessons build on that.
Common problems
Does editing a draft slow me down?
No. Edit as you normally would; learning happens in the background.
Previous and next follow the Inbox & work section.