Self-improvement
Turn on a quiet “learning” habit for your company — when it’s on, your teammates look back at recent work and your feedback to find small ways to do better next time. This page explains what that switch does and how your thumbs up / thumbs down feeds it.
What “self-improvement” means
Section titled “What “self-improvement” means”Think of it like a team that runs a short retrospective. Your teammates already remember what they learn from one piece of work to the next. Self-improvement adds one more habit: every so often, the company looks back across recent work, notices what keeps coming up, and saves the useful patterns so everyone benefits — not just the teammate who first learned it.
You don’t manage any of this by hand. It’s one switch, off until you choose to turn it on.
Where to find it
Section titled “Where to find it”In the Portal, open Settings, then choose Self-improvement. You’ll see a short page with a single toggle and a back arrow to return to Settings.
The page, top to bottom:
- Back arrow — returns you to Settings.
- Toggle label — Let your AI Coach learn from past work.
- The switch — off by default; flip it on to opt in.
The control on this page
Section titled “The control on this page”Who the Coach is
Section titled “Who the Coach is”The Coach is one of your teammates with a special job: turning scattered lessons into shared know-how. When several teammates keep running into the same thing — a phrasing that works well for your customers, a step that always trips people up — the Coach gathers it up and saves it as a reusable skill (a saved how-to your teammates can follow) so the whole company picks it up next time.
The Coach only ever suggests and saves know-how internally. It never sends emails, posts, or messages — those always wait for your OK. For more on the saved how-tos themselves, see Memory, skills, and knowledge.
How your feedback helps
Section titled “How your feedback helps”Under a teammate’s reply you’ll see a small thumbs up and thumbs down.
Tap thumbs up if the reply was good
One tap. It’s recorded right away and quietly thanks you — no extra step.
Tap thumbs down if it missed the mark
A small box opens so you can add an optional note — “too formal”, “wrong supplier” — then press Send feedback. The note is optional; you can skip it.
Your feedback always counts, whether the self-improvement switch is on or off — a clear thumbs down gets your teammates’ attention sooner, and the rest is folded into the bigger picture the Coach reviews over time.
Good to know
Section titled “Good to know”Your trust promise
Section titled “Your trust promise”Self-improvement is about how your teammates learn — it never changes who can see your data and it never sends anything on its own. Ask before sending is ON; nothing goes out without your OK. The Coach’s suggestions stay inside your company until you act on them. For the full picture, see Trust and safety.
What if it isn’t working?
Section titled “What if it isn’t working?”- The switch won’t save? Check your connection and flip it again — you’ll see a short message if it didn’t save, and you can retry.
- Couldn’t load the setting? Refresh the page. If it still won’t load, try again in a minute.
- My feedback button shows an error? It means the note didn’t send — press Send feedback again. Your typed note stays in the box, so you won’t lose it.
- Turned it on but don’t see changes yet? That’s expected — learning is gradual and happens between sessions, not instantly. Give it a little time across several pieces of work.
Still stuck? See Getting help.
Is self-improvement on by default?
No. The switch is off until you turn it on. Your thumbs up / down feedback, though, works either way.
Does turning this on share my data anywhere?
No. It only changes how your teammates review their own past work and your feedback. It doesn’t change who can see your data, and it never sends anything out — that always waits for your OK.
What does the Coach actually do?
It’s the teammate that turns repeated lessons into shared know-how — a saved how-to the whole team can reuse. It suggests and saves internally; it never sends messages on its own.
Do I have to add a note when I give a thumbs down?
No, the note is optional. But a short note (“too formal”, “wrong price”) helps your team fix the exact thing, so it’s worth a few seconds when you have them.
Will I see my teammates change right away after I turn it on?
Not instantly. Learning is gradual — it happens quietly between work sessions, so you’ll notice your teammates fitting your business a little better over time rather than all at once.