Raison

Romain Morvant

Create an assistant, then configure its behavior, permissions, sharing and schedule.

Building and configuring assistants

Build an assistant from files, web pages or pasted text with Start from scratch, then generate it.

Create an assistant from scratch or from your documents

Create an assistant from a connected Moodle, Canvas or Blackboard course: pick the course, choose resources, then generate.

Create an assistant from a Moodle, Canvas or Blackboard course

Reuse one or more Ready collections as the knowledge base of a new assistant, from Quick create or from the collection itself.

Create an assistant from an existing collection

What Raison creates after you select Generate assistant, the progress steps, and what to do if a source needs you or generation fails.

What happens during generation

Compare the three ways to start a new assistant: from scratch with your documents, from an existing collection, or from a connected LMS course.

The three ways to create an assistant

The four ways to create an assistant, and what happens during generation.

Creating an assistant

See what the Overview tab of an assistant shows: the prompt, modes, resources, usage chart, and the tabs and header actions.

The Overview page: what you'll find there

Understand Draft and Public status, and publish or unpublish an assistant from Share so learners can or can't use it.

Publish, unpublish, and draft status

Chat with your assistant as a learner would using Preview, and clear the preview chat when you want a clean start.

Test your assistant before publishing

Rename an assistant, duplicate it, transfer its ownership to another member, or delete it permanently.

Rename, duplicate or delete an assistant

Rebuild an assistant after its knowledge base changes by linking or unlinking collections, or with Refresh from the Teaching assistants list.

Refresh an assistant after updating its content

Hand an organization assistant to another member and choose what access the previous owner keeps.

Transfer ownership of an assistant

Overview, test, publish, rename, duplicate, delete and refresh.

Managing an assistant

Change the name learners see, switch between course help and admin help, and understand why Settings has no description field.

Assistant name, type and description

Edit the greeting learners see when a new chat opens and the suggestion chips under it, from the General tab of Settings.

Intro message and conversation starters

How learners see the suggested question chips when a chat opens, where you edit them, and why there are no follow-ups after each answer.

Question suggestions and follow-ups

Attach or remove the one-tap prompts learners see in the chat field, including the built-in Quiz, Summary, Study plan and Diagram shortcuts.

Attach default prompts

Turn on Web search and General knowledge for an assistant in Learner experience, and what to do if the toggles are missing.

General knowledge and web search

Name, intro, starters, prompts, general knowledge and web search.

Settings — General & Chat

Learn the difference between Support and Effort modes and choose how your assistant helps learners: right away, or after they try first.

Support mode and Effort mode: when to use each

Add a custom mode with its own title, description and instructions to shape how your assistant behaves, and edit it later.

Create a custom mode

Turn modes on or off, understand what happens when Admin assistant is enabled, and permanently delete a custom mode.

Enable, disable and delete a mode

Support mode, Effort mode, and custom modes.

Settings — Modes

Let learners delete their own conversations or export a conversation with two separate switches in an assistant's Learner experience settings.

Allow conversation export and history clearing

Stop learners from copying and pasting in the assistant chat by turning on Prevent copy paste in the Learner experience settings.

Block copy and paste

Show or hide the materials behind an assistant's answers with the Share resources with users switch in Learner experience settings.

Share source previews with learners

Turn the Quiz, Summary, Study plan and Diagram shortcuts on or off for learners from Default prompts in an assistant's General settings.

Turn on on-demand quizzes, summaries, study plans and diagrams

Let learners send you a question from the chat by turning on Enable ask Instructor in an assistant's Learner experience settings.

Let learners ask their teacher ("Ask my teacher")

Export, copy-paste, sources, on-demand tools and Ask the teacher.

Settings — Learner experience

Understand what the Owner, Editor and Viewer roles can do on an assistant, and which role controls stay locked.

Assistant roles: owner, editor, viewer

Add a colleague from your organization to an assistant as Editor or Viewer, change their role, and review pending access requests.

Share an assistant with a colleague

Set how the assistant widget appears in Moodle: default display mode, auto open, and hiding widget alerts and buttons.

Widget settings and default display mode

Turn assistant email notifications on or off for each collaborator, and see how they differ from the sidebar list and widget alerts.

Assistant notifications

Roles, sharing with colleagues, widget settings and notifications.

Settings — Collaboration & advanced

Turn Make assistant public on or off, and what happens to LMS course attachments when an assistant goes private.

Make an assistant public or private

Distribute an assistant by email invitation or by copying the learner chat URL from the Custom embed snippet.

Get and distribute the share link

Make an assistant public, then attach it to a Moodle, Canvas, or Blackboard course from the Share tab.

Embed an assistant in your LMS

Public or private, share link, and LMS embed.

Sharing with learners

Use the Timeline tab to control which resources, modes and prompts an assistant uses during each period of your course.

Schedule content releases over time

Choose the modes each Timeline period uses, so learners get Support, Effort or a custom mode automatically when the period starts.

Switch modes automatically on a given date

Add a period to an assistant's Timeline, change it before it starts, or delete it permanently.

Create, edit and delete a period

Pause an assistant between two Timeline periods by leaving uncovered days, and see how this differs from making it private.

Take an assistant offline temporarily

Schedule content, switch modes on a date, and take an assistant offline.

Scheduling (Timeline)

Work through publish status, the share path, LMS attachment, a banned learner, and Timeline gaps when learners can't open an assistant.

My learners can't see the assistant

The learner lock screen is titled Access denied, not Assistant offline. The two reasons it appears, and how Timeline gaps differ.

"Access denied": why a learner is locked out

Check assistant type, linked collections, general knowledge, web search, and the current Timeline period when answers drift off-topic.

The assistant's answers are off-topic

Why new files are ignored: the collection must be linked to regenerate the assistant, and Timeline periods have their own resource list.

The assistant ignores content I just added

Chat follows the learner's language, there is no Answer language setting, and your own interface language is separate.

The assistant answers in the wrong language

Learners can't see it, offline or locked, off-topic answers, stale content, wrong language.

Troubleshooting assistants

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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