Review the conversation
Read the customer’s request and the answer in context. Identify whether the error came from missing knowledge, an outdated source, an incorrect assumption or a private-data verification issue.
Correct the customer-facing answer
Use the conversation controls to take over where appropriate, then give the customer the corrected information. Do not assume that a sent message can be recalled or that an external financial action can be undone from Inbox.
Fix the underlying guidance
Review the relevant knowledge article or workspace AI guideline. Add the correct policy with a source and owner. Review proposed learning changes before approving them for future answers.
Repeat the test
Try the original question and a follow-up. Confirm the correction improves the answer without exposing another customer’s information or promising an action the integration cannot perform.
Keep going
Put the next step into practice, or ask us about your setup.