Phase 2: Growing Confidence

You see the AI using your knowledge base. Sessions get faster. Trust builds.

The Transition

Phase 2 isn't a setting you flip. It's what happens when your knowledge base starts paying off and you see the AI getting things right.

What You'll Notice

The AI is getting better:

References contacts by name and gets the tone right
Suggests templates you've saved
Follows patterns you've established
Needs fewer corrections
Sessions feel faster and more efficient

This is your knowledge base paying off. The AI draws on everything you've taught it.

Seeing It Work

Contacts in Action

Claude: New email from [email protected].
Looking at the knowledge base, this is Alex Chen — a customer since January,
prefers casual tone. Last issue was a redemption problem we resolved.
Draft (casual per their preferences):
"Hey Alex, happy to help. What's going on?"
This tone match their profile?

Templates in Action

Claude: This looks like another pricing inquiry.
I have a template for this — "Pricing Info":
"Thanks for reaching out! Full details at [link]. Happy to hop on
a call if you'd like to discuss your specific needs."
Use this template, or customize?

Patterns in Action

Claude: Processing inbox...
- 3 emails from stripe.com → matches "Billing" pattern → moving to billing
- 1 newsletter → matches "Archive" pattern → archiving
- 2 customer emails → drafting responses
[Handled 4 emails automatically based on your patterns]

The Natural Shift

You'll find yourself saying "just send it" more often. That's the signal. You're trusting the AI's judgment because it consistently gets things right.

Do you skim drafts instead of reading every word?
Do you approve batches of emails at once?
Does the AI surprise you by knowing things you forgot you taught it?

When to Move to Phase 3

You'll know when you're ready because you'll start thinking: "Why am I even reviewing these? Just send them."