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Teaching an agent with corrections

The same Inbound Leads Agent that qualifies real email and WhatsApp messages can also be corrected and drilled on messages that never happened, and both paths teach it the same way: by writing a rule the agent checks against every future message, on either channel.

One agent, assigned to more than one connector

Why the same agent handles both channels in the first place: on the Connectors page, each connected inbox or channel has its own Agents list. The Inbound Leads Agent is switched on separately for IMAP Email and for WhatsApp, the same agent record in both places rather than two copies of it, so it's one set of qualification rules and one growing set of playbooks behind whichever channel a message happens to arrive on.

WhatsApp connector IMAP Email connector Agents: assigned Agents: assigned Inbound Leads Agent one record, shared playbooks, two connectors
Connectors page showing the Inbound Leads Agent assigned to both WhatsApp and IMAP Email
Click to enlarge · the Connectors page
A real message was misclassified → Correct Mock a message in Training → Analyze Training chat person confirms the right outcome, in plain language Versioned playbook rule created or updated scoped to the agent, not to one connector Retrieved and applied to every future message IMAP email WhatsApp

Correct a real decision, or invent one that never arrived

On the Messages tab, every parsed IMAP and WhatsApp message shows its confidence score and reasoning next to a Correct button. On the Training tab, there's no need to wait for a real message at all: a Mock inbound message form lets someone pick a connector, fill in a from-address, sender name, subject, and body, and hit Analyze to see exactly what the agent would have decided, without anything actually having arrived.

Training tab showing the mock inbound message form and training chat panel
Click to enlarge · the Training tab's mock-message form

A training chat turns a correction into a rule

Either path lands in the same training chat. A person describes the right outcome in plain language, for example that "need a ride to the airport" should count as a lead for a rideshare business even though it's short and informal, and the agent proposes a concrete rule back for confirmation before anything is saved.

The rule is remembered and reused, on either channel

Once confirmed, the correction is written as a versioned playbook entry tied to the agent, not to the message's connector. The next inbound message, whether it arrives over IMAP or WhatsApp, is checked against that playbook before the agent decides, which is why a rule taught from a WhatsApp correction ("Need car to airport") was later seen applying to a different WhatsApp message about a ride to the CBD, and why the same mechanism works for a mocked IMAP message just as well as a real WhatsApp one. What persists is the instruction text injected into future prompts, not model weights, and only confirmed corrections create a rule: an agent that runs unattended without anyone correcting it learns nothing new.