See where Rookery got its facts

A reply is only as good as its facts. So under every draft, Rookery lists What Rookery used: each fact the reply relies on, and where that fact came from. You can check them before you say yes.

Check a draft's sources

1. Open a draft in the conversation, or find it in Needs your yes.
2. Look under What Rookery used. Each line names a fact and where it came from, like a line in a playbook, a note from a teammate, or the customer's own message.
3. Compare them with the reply. If something's wrong, edit it, or click Send back with a note and tell Rookery what to fix.

Where Rookery looks

Rookery only uses:

• the conversation itself (its last 12 messages)
• internal notes on the conversation
• your team's Playbooks
• the Instructions for writing you gave it

It doesn't look at other people's mail or at the web.

Give Rookery better facts

1. Open Playbooks in the sidebar, under Teach and set up.
2. Add a playbook with the facts and policies Rookery should use, like prices, hours or your refund rule, and publish it.
3. For style, like your tone, your sign-off or words to never use, go to Settings → Helpers and fill in Instructions for writing, under Writing.

Good to know

• Each draft also shows a confidence chip: High confidence, Medium confidence or Low confidence.
• If Rookery doesn't have what it needs, it won't guess. It leaves a note saying a person needs to take it, and what's missing.
• Sources are plain text for now. You can't click through to the original yet.
• For a one-off fact, add an internal note to the conversation and @Quill. Rookery will use it.