Learning

Opally can learn from your sent emails to continuously improve how it drafts responses. The Learning feature automatically extracts writing patterns and preferences from emails you send.

How Learning Works

When enabled, Opally:

1. Monitors sent emails – Watches your sent folder for new emails

2. Analyzes patterns – Extracts rules about your writing style

3. Creates rules – Stores patterns as learning rules

4. Improves drafts – Uses rules when generating future drafts

All learning is automatic and happens in the background.

Enabling Learning

1. Go to Learning in the sidebar

2. Toggle Learning from sent emails to on

3. Opally will create the necessary email subscriptions

Note: You must have an email integration connected (Gmail or Outlook) to enable learning.

The Rules Tab

The Rules tab shows all learned patterns:

Column	Description
Rule	The pattern or preference learned
Source	How it was created (Manual, Automatic, Feedback)
Scope	Who it applies to (Company or Personal)
Usage	How many times this rule has been applied
Created	When the rule was learned

Rule Sources

• Manual – Rules you add yourself

• Automatic – Rules learned from sent emails

• Feedback – Rules created from draft ratings

Rule Scope

• Company – Applies to all team members

• Personal – Only applies to you

Adding Manual Rules

You can add your own rules:

1. Type a rule description in the text field

2. Toggle For all users if it should apply company-wide

3. Click Add

Example rules:

• "Always include the hotel phone number in responses"

• "Never use exclamation marks in formal correspondence"

• "Always mention free parking when discussing amenities"

Managing Rules

Change Rule Scope

Admins can change whether a rule is personal or company-wide:

• Click the Users icon to make it company-wide

• Click the User icon to make it personal

Delete Rules

Click the trash icon to delete a rule. Deleted rules will no longer influence drafts.

Merge Similar Rules

If you have multiple similar rules:

1. Select the rules using checkboxes

2. Click Merge selected

3. Rules are combined into one

Clean Up Unused Rules

Click Clean up to remove rules that haven't been used recently.

Analytics Tab (Admin Only)

Admins can view the Analytics tab to see learning effectiveness:

Draft Utilization Score

Measures how much of the AI draft is used when you send:

• 95%+ – Excellent, drafts are used almost as-is

• 80-95% – Good, minor edits needed

• 50-80% – Moderate, significant changes made

• Below 50% – Low, drafts need substantial rework

Metrics Tracked

Metric	Description
Total Sent	Number of emails sent in period
Average Score	Mean utilization across all emails
Acceptance Rate	Percentage of drafts used
Time to High Utilization	Days until score reached 95%+

Per-User Breakdown

See utilization scores for each team member, including:

• Number of emails sent

• Accepted draft count

• Average score

• Trend (improving, stable, or declining)

Best Practices

Do:

• Enable learning – Let Opally learn from your actual sending patterns

• Add specific rules – Manual rules for important policies work well

• Review regularly – Check rules to ensure they're still relevant

• Provide feedback – Rate drafts to help Opally learn faster

Don't:

• Add contradicting rules – This confuses the AI

• Keep outdated rules – Remove rules that no longer apply

• Over-specify – Let the AI learn patterns naturally

Privacy

• Learning only accesses emails you send, not received emails

• Learned rules are stored securely

• You can disable learning at any time

• Deleting rules removes them permanently