Training Types
- Behavioral — Always-active instructions that control tone, style, guardrails, and escalation rules. Included in every conversation.
- Scenario-specific — Triggered by semantic matching when a customer’s question is similar. Indexed as vector embeddings for retrieval.
Key Concepts
- Scenarios — Question-answer pairs with a title (trigger) and body (instruction). Can be restricted to specific channels or contact segments.
- Directories — Folders for organizing scenarios by topic.
- Draft/Published — Draft scenarios are saved but not used by the AI. Publishing makes them active.
Available Endpoints
List Trainings
Retrieve all training scenarios
Get Training
Get a single training by ID
Create Training
Create a new training scenario
Update Training
Update an existing training
Delete Training
Delete a training scenario
Toggle Draft
Publish or unpublish a training
Move to Directory
Move a training into a directory
Search
Semantic search across training and knowledge base
Generate Scenario
Generate a scenario title from a chat session
Best Practices
- Use
searchbefore creating to avoid duplicates - Start with draft scenarios, review, then publish
- Use behavioral type for tone and guardrails, scenario-specific for Q&A
- Organize related scenarios into directories
- Restrict to channels/segments when a scenario only applies to specific contexts
- Use
generate_training_from_sessionto learn from real conversations