When the assistant gets something wrong

When your assistant gets something wrong, tap 'why?' on any call to see the price-book or policy line behind it, then fix the source for the next call.

Your assistant will occasionally get something wrong — a price it phrased oddly, a policy it applied too literally. Every mistake is visible, traceable, and fixable in a minute, and nothing involving money goes out behind your back.

Start on the Calls page: every answered call has its recording and full transcript. Tap "why?" next to any answer the assistant gave to see exactly which price-book or policy line it came from. That's usually the whole diagnosis — the assistant repeated what it was taught, and one line needs updating.

Fix the source in Settings → Business brain: price book, policies, hours, and FAQs are all editable there, and saves reach the assistant immediately — the very next call uses the corrected answer.

While you sort something out, you stay in control of the conversation itself. Any text thread can be taken over with one switch — the assistant goes quiet and you type as yourself. Payment reminders can be paused per invoice, so one sensitive customer never gets chased while you talk to them. And an abusive caller can be blocked right from the call log.

Money is the backstop: quotes, firm reminders, and anything touching refunds or discounts wait for your approval unless you've deliberately granted autonomy in Settings → Approval rules — and the riskiest rows there are locked to "ask first" permanently.

What it costs: nothing — corrections, takeovers, and approvals are part of every plan.

Last verified 2026-07-18

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