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Chat Training

The Chat source lets you teach ConCRG directly through conversation. It's the escape hatch for knowledge that no automated source can capture — tacit business rules, edge cases, domain terminology, and the "why" behind product decisions.

When to Use Chat Training​

Use Chat when you know something that isn't in the UI, the code, or the docs:

  • Business rules: "Settlement only applies to bond trades, not equity"
  • Edge cases: "If a deal has more than 5 line items, the approval threshold doubles"
  • Historical context: "The 'Legacy' category only exists for pre-2022 customers"
  • Terminology: "We call them 'clients', not 'customers' — that distinction matters to our users"
  • Permissions subtleties: "Admins can delete contacts, but only within 30 days of creation"

How It Works​

You have a natural conversation with ConCRG. It listens, asks clarifying questions, and confirms its understanding before saving the knowledge.

You: The "archived" status means the deal is closed but the
     contact relationship is still active. It's different from
     "lost" which closes both.

ConCRG: Got it. Let me make sure I have this right:
         - "Archived" = deal closed, contact relationship preserved
         - "Lost" = deal closed, contact relationship also closed
         Is that correct?

You: Yes. And archived deals still count in the contact's
     lifetime value calculation.

ConCRG: Noted. Added to the knowledge graph.

Starting a Chat Training Session​

From the training panel:

  1. Select Chat as a training source
  2. Click Start Training
  3. Type in the chat input about your product

Tips for Effective Chat Training​

  • Be specific — "The export button is in the top-right of the Contacts table" is more useful than "you can export contacts"
  • Describe exceptions — Chat is most valuable for edge cases that automated sources miss
  • Correct misunderstandings — If ConCRG misinterprets something, correct it in the next message
  • Use your real terminology — Teach ConCRG the words your users use, not generic software terms
  • Train role by role — Describe what each user role can and can't do separately