Choose what the co-agent learns and shares
Switch learning from calls on, and decide whether notes need your approval and who they are used for.
Where to find it
AI agents › Co-agent › Learn from calls
Open this screen
Steps
- Open AI agents › Co-agent and choose the AI agent.
- Tick Learn from calls.
- Leave Use new notes without asking me off if every note should wait for your approval.
- Leave Share what it learns across all callers off to keep each note for the caller it came from; tick Share contact details too only if shared notes may hold email addresses and phone numbers.
- Read the box under the switches, which says what your choices add up to, then press Save.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Learn from calls | Off by default. Turning it on changes what this agent does with a call, not just how it sounds. | Off |
| Use new notes without asking me | Off: every new note waits under Awaiting you. Nothing unapproved is used in a reply. | Off |
| Share what it learns across all callers | Off (recommended): a note is used only for its own caller. On: every caller benefits. Notes with an email address, phone number or postal address are held back automatically. | Off |
| Share contact details too | Only about email addresses and phone numbers, which are held back by default. | Off |
Tips
- When you switch sharing on, you are told how many notes were shared and how many were held back as too personal. Switching it back off returns them to their callers.
- With sharing and automatic use both on, a wrong fact from one caller can be repeated to the next until you remove it.
Good to know
- Only managers can change the switches.
- Passwords, card numbers and API keys are never shared.
Related how-tos
- Co-agent Let an AI agent write down what it learns about each caller, and approve, correct or forget every note it keeps.
- Approve the co-agent’s new notes Check the notes waiting for your approval and use or forget each one.
- Co-agent: messages and fixes Understand the messages the Co-agent page can show, and what to do about each.