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LEARN Mode

"What does it do?"

Once users find a feature, they need to understand it. LEARN explains how features work — at whatever depth the user needs, grounded in knowledge from your actual application.


Three Levels of LEARN

Not every question needs a chat window. ConCRG matches the response format to the complexity of the question:

LevelExample QuestionResponse Format
Quick explain"What is a pipeline stage?"Single paragraph inline card
Conceptual"How does the renewals workflow work?"Expanded card, possibly with structured steps
Deep understanding"What's the relationship between deals, contacts, and invoices?"Multi-turn conversation

Progressive Disclosure

LEARN starts with a self-contained card response. A "Ask a follow-up" input appears at the bottom. If the user engages, the card transitions smoothly into a conversation view. Depth is available — it's never forced.


Example Interactions

User InputConCRG Response
"What is a contact?"Quick explanation of the Contact data model, its key fields
"How does deal scoring work?"Explains the scoring algorithm and what factors affect it
"Walk me through how approvals work end-to-end"Full flow: who initiates, what triggers approval, who approves, outcomes
"What's the difference between a lead and a contact?"Comparison of both, when to use each

What LEARN Knows

LEARN responses are grounded in the knowledge graph — not in the LLM's training data. This means:

  • Explanations use your actual field names, not generic CRM terminology
  • Role-based visibility is respected (users only see what they can access)
  • Workflows described are the actual workflows in your app, not generic examples
  • Terminology matches your product's naming conventions

LEARN in the Journey

LEARN naturally follows FIND. The escalation is built into every FIND response:

"Invoices is in Billing › Invoices."

[Go there] [How does it work? →] [Show me how to create one →]
↑ LEARN

After LEARN, the natural next step is PRACTICE. ConCRG offers it:

"The invoice workflow has 4 steps: select contact, add line items,
set payment terms, and send. Would you like to practice it?"

[Yes, walk me through it →]
↑ PRACTICE

Renamed from TEACH

LEARN was originally called TEACH. It was renamed after user testing found that "TEACH" created confusion about direction — users weren't sure whether they were teaching the system or being taught. "LEARN" is unambiguous.