Scoped AI Learnings: teach Jason where each rule belongs
Jason AI SDR learns from how you edit its messages. Make a similar change a few times, like shortening the opener or dropping an exclamation point, and Jason spots the pattern and saves it as an AI Learning: a reusable writing rule it follows from then on.
The catch is that good rules depend on context. A formal tone that works for enterprise banking would feel stiff to seed-stage founders. One rep’s favorite sign-off shouldn’t show up in a colleague’s emails.
Now you decide where each AI Learning applies: a specific sequence, a user, a team, or your whole organization. Think of it as a style guide with layers. Your company sets the non-negotiables at the top. Teams and reps add their own flavor underneath, and a single campaign can still run its own experiment.
Where AI Learnings fit in your sales process
Tailoring messaging by segment (sequence level). Running one campaign for enterprise CFOs and another for startup founders? Save “use formal greetings and avoid slang” as a Learning for the enterprise sequence only. Jason stays relaxed everywhere else.
Testing a new approach safely (sequence level). Want to see whether question-led openers beat value-led ones, or whether a “worth a quick chat?” CTA outperforms a calendar link? Keep the new style scoped to one test sequence. If it wins, promote the rule more widely. If it flops, your other campaigns never felt it.
Keeping each rep’s voice (user level). Top performers usually have a style prospects respond to: short paragraphs, a certain sign-off, a particular way of saying hello. User-level Learnings let Jason write drafts that sound like the rep whose name is on them, which keeps replies and handoffs natural.
Regional and departmental playbooks (team level). Your EMEA team may write more formally than your North American team. Customer success might write expansion emails differently than new-business SDRs. Team-level Learnings let each group follow its own playbook without maintaining separate prompts.
Onboarding new reps faster (team and organization level). A new hire inherits your team and company Learnings from day one. Their drafts follow your standards before they’ve memorized the playbook, and managers spend less time correcting basics.
Compliance and brand protection (organization level). Regulated industries can’t afford a stray promise. Save rules like “never state guaranteed ROI,” your approved product names, or banned phrases as organization-wide Learnings, and they apply to every draft Jason writes for anyone.
How it works in practice
- Edit Jason’s drafts as usual.
- When Jason turns a pattern into an AI Learning, choose its scope.
- Jason applies the rule only where it belongs.
Or
- Create a Learning manually.
- Set its scope.
You get an AI SDR that adapts to every audience while your brand voice stays consistent and protected.