What are lessons? - Sovara

A lesson is knowledge an agent should use again: a company policy, a domain convention, or a workflow rule. Lessons belong to a project and can be organized into folders.

Anatomy of a lesson

Field	Purpose
Title	A short, recognizable name.
When to use	The situations where the lesson should be retrieved.
Content	The guidance the agent needs, written in Markdown.

For example:

Title: Check the purchase channel before offering a refund

When to use: A customer requests a refund.

Content: Check whether the purchase was direct or through a reseller.
For reseller purchases, direct the customer to the reseller's refund process.
If the channel is unknown, ask before promising a refund.

Production and proposals

Production is the library used during normal retrieval. A proposal holds additions, edits, moves, or deletions for review. Saving a proposal does not change production; applying it does.

Write useful lessons

State when the rule applies, what to do, and any exceptions.
Include enough context to understand it without the original conversation.
Update existing guidance instead of adding duplicate or conflicting rules.
Remove guidance when it becomes obsolete.

Next, create a proposal or configure retrieval.