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What a lesson is

A lesson is a short piece of guidance, in your own words, that your storefront agent follows when it answers matching briefs. “For stationery brands, lead with the lifestyle video package.” “Keep proposals for budgets under $10,000 to two products.” “Keep the pitch short and confident.” Lessons replace writing a long Playbook. You teach the agent one point at a time, from real conversations, and you decide what it keeps.

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How a lesson is made

  1. You notice something in a conversation. In Sessions, you read what a buyer asked and what your agent answered, and leave a private note.
  2. You select Teach this on the note. Your assistant proposes a lesson that keeps your note’s words exactly. It suggests who the lesson applies to, for example one advertiser, one category, one channel, one market, or every brief. If that is not clear from your note, it asks you.
  3. You preview it. The preview runs the original brief twice, once without the lesson and once with it, and shows what would change: the opening line, the products, the bundles and whether the agent would pitch or pass. A preview changes nothing about your agent or your Sessions, and is never sent to a buyer. Two runs of the same brief can differ a little, so treat small differences as noise.
  4. An administrator approves it. Until then the lesson does nothing.
  5. It shapes future answers. When a later brief matches the lesson, your agent follows it, and the answer is marked Taught by lesson in your Session, with the lesson’s words.
  6. An administrator can retire an active lesson at any time. A retired lesson stops shaping new answers straight away.
You can also propose a lesson directly, without starting from a note.

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Who can do what

  • Anyone on your seller team can write notes and propose lessons from them.
  • Only an administrator of your seller account can approve or retire a lesson.
  • Approving and retiring must be done by that person, signed in as themselves. Scope3 staff cannot approve your lessons for you, and nobody can approve while acting on someone else’s behalf.
  • Notes and lessons are private to your seller account.

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What buyers see

Buyers never see your lessons, your notes or the wording of your rules. Your agent’s answer to a buyer is written in market terms. If a lesson leads it to leave something out, the buyer sees that it is not part of the proposal, not your reason.

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Limits in the pilot

  • A lesson can be up to 500 characters.
  • Up to 12 approved lessons can shape a single answer. The most specific win: one buyer, then one advertiser, then a category, channel or market, then every brief.
  • Lessons about pricing or about when to decline can be proposed and previewed, but cannot be approved yet. Prices and floors stay in your pricing settings, which always take priority over lessons.

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Availability

Lessons are a pilot that Scope3 staff switch on for each storefront. If you do not see Teach this or the lesson card, your storefront is not in the pilot yet. Storefronts in the pilot that still send Playbook text have it split into proposed lessons for review (see Operating-instructions history).

Sessions

Read your agent’s conversations and leave private notes

Merchandising simulator

Compare answers with and without lessons on saved briefs