# Nectir AI Product Updates
Source: https://support.nectir.io/changelog/product-updates
Release notes for Nectir AI: new features, bug fixes, and LMS integration updates, with a short summary of what changed in each release.
* Fixed removing a Workspace member reporting success but not refreshing the members list or revoking access until the cache expired minutes later
* Fixed AI-generated chat titles occasionally appearing in the wrong language
* Fixed Canvas deep links opening a different Assistant than the one the instructor selected during embed setup
## AI Builder
The AI Builder is a new guided experience for creating and editing Assistants. Describe what you want your Assistant to do, answer a few questions, and the builder generates a complete configuration (prompt, conversation starters, model, and tools) ready to save. A Configure tab lets you fine-tune every setting, including knowledge scope, before publishing. The builder is available from both the create and edit Assistant pages.
* Fixed the artifact panel not refreshing when the Assistant edits a file that's already open, causing stale content until a new file was created
## Voice Dictation and Read Aloud
A microphone button in the chat composer lets you speak your message instead of typing it. Speech streams into the input as it's recognized, and you can read, edit, and append more before sending. A few seconds of silence ends dictation automatically. On Assistant replies, a read-aloud button speaks the answer out loud and can be stopped at any time. Both work in English, Portuguese, and Spanish with automatic language detection (no configuration needed). Voice dictation and read aloud are available everywhere, including embedded chats launched from your LMS.
* The expired trial modal now shows a **Switch Workspace** button when the user belongs to another active Workspace, instead of only showing "Contact sales"
* Corrected the Workspace analytics export dialog to accurately describe what the export contains, removing the incorrect "counts and aggregates only" language
* Fixed "Something went wrong" errors in chat caused by malformed tool calls stored in conversation history
* Fixed tall or wide images (for example, 25×5000) failing Knowledge Base ingestion
* Fixed BMP images failing Knowledge Base ingestion and converted HEIC/HEIF files keeping their original filename instead of the processed JPEG name
* Fixed artifact creation stacking multiple error cards and rendering placeholder artifacts when generation fails, instead of showing a single failure state
* Fixed transient Canvas API errors (rate limits, 5xx) killing the entire course content sync and incorrectly telling instructors to reconnect their Canvas account
* Fixed concurrent Canvas content imports racing on token refresh, causing valid tokens to be invalidated and imports to fail as "token revoked"
* Fixed Assistant prompt and settings saves being slow and intermittently failing with "An unexpected response was received from the server"
## Language Selection
The Nectir AI interface is now available in Portuguese and Spanish. A language selector in **Account Settings** → **Preferences** lets users switch between English, Portuguese and Spanish, and the app remembers the choice across sessions and devices.
***
* Fixed agent chat crashing with "Something went wrong" when running knowledge search alongside multiple parallel sub-agents
* Fixed agents rejecting messages after 200-message conversations by replacing the hard message cap with automatic context compaction
## Sharper Answers on Dense Material
Assistants now reach further into your Knowledge Base, following references across files and pinpointing the right section of a long document. Questions like "explain chapter 5" hold up better on heavy or dense material.
## Artifacts You Can See and Download
Assistants can now render what they make right next to the conversation, so you can ask for a diagram or a table and actually look at it while you keep chatting. When you want a copy to keep or share, a persistent download button in the artifact panel header gives you a Word document, PDF, or CSV spreadsheet.
## A clearer Chain of Thought
The reasoning view now shows each step the Assistant took, including the tools it used and the sources it checked, in one collapsible panel. When an answer takes a few steps to put together, you can expand it and follow the whole path.
***
* Assistants now use the latest model versions, with Claude Sonnet 5 set as the default for new Assistants
* Responses now address users directly instead of occasionally referring to them in the third person
* Canvas import now prompts users to reconnect when required API scopes change, instead of silently operating with outdated permissions
* The invite link confirmation text now matches the role assigned to the link
* Fixed the mobile header back button being unreachable behind the hamburger menu on Assistant settings, Group settings, and Assistant analytics
* Fixed long URLs in chat messages breaking text flow instead of wrapping at URL separators
* Fixed the Android keyboard hiding the chat composer on empty conversations
* Fixed loading spinners appearing at the top of the page instead of vertically centered
* Fixed the sidebar actions button showing a double focus outline on keyboard navigation
* Fixed the "Auto" model label being clipped to "Au…" in Safari
## Workspace Analytics Redesign
The Workspace Analytics dashboard has been redesigned with a new two-tab layout splitting usage details into separate **Groups** and **Assistants** views. Each row now displays its place in the hierarchy via breadcrumbs (for example, "Department of Sciences > Biology"), and standalone Assistants are labeled. The redesign includes consolidated filters, improved accessibility with full keyboard navigation and ARIA support, better dark mode contrast, and responsive horizontal scrolling on smaller screens.
## Canvas Sync Error Recovery
When a Canvas automatic sync fails because the connection has expired, the sync settings banner now explains the issue and offers a **Refresh connection** button that opens the Canvas reconnect flow directly. Once reconnected, automatic sync resumes on its previous schedule without extra steps. Temporary failures (network issues, rate limits) continue to retry automatically with a softer message.
***
* Fixed stale Assistants appearing when entering a Workspace, caused by cached Assistant state redirecting users to Assistants no longer visible in the sidebar
* Fixed Canvas content imports failing with transient fetch errors by classifying failure types and retrying HTTP/2 connection resets automatically
## Individual Canvas Item Selection
When importing content from Canvas, instructors can now select individual items within each category instead of importing entire categories at once. Expand any category (assignments, pages, quizzes, discussions) to check or uncheck specific items. Fully selected categories continue to sync new content from Canvas automatically, while narrowed selections sync only the chosen items. The category row displays the current sync status so instructors can see at a glance which categories are fully synced and which are narrowed.
## Canvas Syllabus, Calendar Events, and Due Dates
Canvas content sync now includes syllabus pages, calendar events, and assignment due dates, giving Assistants richer course context for answering student questions
***
* Fixed Assistants occasionally referring to users in the third person (for example, "I'll build Anna a study plan") instead of addressing them directly
## Knowledge Table Improvements
The Knowledge table in Assistant Settings has been redesigned with new file management tools: a search bar and filters to find files faster, in-browser preview for PDFs, images, and text files, per-file source visibility controls replacing the global toggle, in-place file replacement, and bulk actions for managing multiple files at once.
***
* Fixed beta feature toggles not appearing for users who declined optional cookies, by resolving feature flags server-side independently of cookie consent
* Fixed uploaded knowledge files displaying URL-encoded characters in filenames (for example, `%20` instead of spaces)
* Facilitators can now view knowledge without hitting a permission error, and action buttons or menus that Editors and Facilitators can't use are now correctly hidden or disabled
* Assistant and Workspace names now enforce character limits
* Fixed Google account profile photos not displaying correctly
* Fixed older conversations showing a "Something went wrong" error when the chat history contained image attachments
* Fixed the delete confirmation modal breaking layout when the Group or Assistant name is long
* Fixed knowledge item text overflowing its container in the source document list
* Fixed LTI integration table displaying an incorrect Client ID after registration
* Now we can see what the Assistant is doing in real time: tool invocation notifications are now displayed in the chat interface during streaming
* Fixed emoji avatars not being copied when duplicating an Assistant or Group
## Member Suggestions When Inviting to a Group
When inviting members to a Group, the email field now suggests existing Workspace members as you type, making it faster to add people without remembering exact email addresses.
## Original URLs in Website Knowledge Citations
Chat citations for website knowledge sources now display the original page URL, and title instead of the internal markdown filename, making it easier to identify and verify source material.
## LTI Waiting Screen for Students
When a student launches an LTI link before the instructor has finished setting up the course integration, they now see a dedicated waiting page explaining the course isn't connected yet, instead of being redirected to an empty dashboard.
***
* Added a "Back" button and the clickable Assistant name to the header of the "Analytics" page in embedded chats, following the navigation pattern already used on the "Settings" page
* Improved disabled-state contrast on dropdown menu items by replacing opacity-based styling with design system color tokens for better accessibility in both light and dark themes
* Fixed the Queue Manager showing "0/0" and loading indefinitely when updating a website knowledge source to fewer pages than it previously had
* Fixed a redirect loop causing 500 errors for users whose sessions lacked an email address
* Fixed scroll overscroll revealing a transparent background behind the File Drawer
* Fixed LTI-accepted members being stuck on the "No invites found" screen due to a stale Workspace
* The "Documents searched" and "No results found" indicators no longer appear when an Assistant's knowledge base is empty, preventing confusing search feedback on Assistants that have no documents to search
* Fixed PDF export failing in Safari
* Fixed small images imported from Canvas failing during knowledge base processing
* Fixed older conversations intermittently showing a "Something went wrong" error when the chat history contained image attachments
* Fixed missing spacing between the icon and label on the "Refresh connection" button in the Canvas import dialog
## Math Equation Editor
A new "Math equation" editor is now available in the chat input via the `+` button menu. Students and instructors can compose mathematical expressions visually using a point-and-click editor or toggle to direct LaTeX input for advanced use. The composed expression is previewed in real time and inserted into the chat as rendered LaTeX, making it easier to communicate math notation without knowing LaTeX syntax.
***
* Standardized the Queue Manager component to behave consistently across all knowledge sources (manual uploads, Canvas imports, and IMSCC files), with unified progress tracking, collapsible course sections, and automatic error surfacing
* IMSCC file imports now organize extracted files by course name in the Queue Manager, matching the collapsible course section pattern used for Canvas imports
* Restored the copyable LTI configuration JSON in the Canvas guided setup flow, pre-populated with the customer's Workspace ID and updated to include deep-linking placements
* Fixed tables appearing broken and unformatted in PDF chat exports
* Fixed Mermaid diagrams briefly flashing a "Mermaid Error" during streaming before rendering correctly
* Fixed non-math quiz content being unnecessarily wrapped in LaTeX formatting
## Accessibility Improvements
Shipped a round of accessibility improvements across the UI, focused on three areas:
* **Keyboard and assistive navigation:** Added descriptive text and new-tab indicators to external links, made truncated content available through keyboard-accessible tooltips, and added programmatic names to Help submenu links.
* **Screen reader support:** Added accessible names to avatar zoom sliders and conversation history links, associated labels with the rows-per-page dropdown, and replaced static aria-labels on the Analytics date range picker with context-aware labels.
* **Visual contrast:** Improved border and icon contrast on buttons and input components for better readability.
See the full list below.
***
* Updated prompt library audience categories, replacing "Content creator" with "Staff" to better align with how institutions describe their roles
* Fixed user theme preference reverting to the previous value on navigation or when multiple browser tabs are open
* Added programmatic names to Help submenu links
* Added descriptive external link text and new-tab indicators on external links
* Replaced static aria-labels on the Analytics date range picker with context-aware labels
* Associated labels with the rows-per-page dropdown
* Added accessible names to avatar zoom sliders
* Added accessible text to conversation history links
* Made truncated text available through keyboard-accessible tooltips
* Improved border and icon contrast on buttons and input components
* Fixed sporadic "We Couldn't Connect to Nectir AI" errors during LTI launches caused by transient HTTP/2 connection resets when fetching platform keys
## Reorder Conversation Starters
Conversation starters can now be reordered using drag-and-drop in Assistant Settings, giving owners full control over the order prompts appear to students.
***
* Fixed root-level static assets, causing broken images in Canvas and browser console errors
* Fixed PWA manifest not loading correctly, and resolved a Chrome deprecation warning for the mobile-web-app-capable meta tag
* Fixed LaTeX expressions not rendering in interactive quiz questions and answer choices, displaying raw syntax instead of formatted math
* Accessibility fixes: resolved multiple accessibility issues across the UI, including insufficient contrast on dropdown trigger chevrons that failed WCAG 2.2 non-text contrast requirements in both light and dark themes
* Fixed website URL imports showing a successful page count in the UI even when the back-end crawl workflow failed, leaving the knowledge base empty with no error surfaced to the user
* Fixed PDF export failing for conversations containing inline code wrapped in backticks
* Fixed support text not being centered in the Add Website dialog, matching the alignment used in other import modals
* Accessibility fixes: resolved multiple accessibility issues across the UI, including insufficient focus indicator visibility on checkboxes and sidebar links, incorrect focus order after bulk selection actions, content truncation in role dropdowns at 200% zoom, incorrect heading hierarchy on LMS integration and import pages, missing focus management after adding LMS roles, incorrect focus landing position when navigating to Account Settings, missing ARIA value text and insufficient disabled-state contrast on the temperature slider, text spacing truncation in the History dialog and Analytics filters, and missing heading tags on Analytics stat cards
* LTI integrations can now be renamed directly from the integrations table using a new actions menu, making it easier to differentiate between multiple integrations
* Standardized back button labels, icons, and tooltips across the app for a more consistent navigation experience
* Canvas "Student View" now displays a dedicated informational page explaining why it isn't supported, instead of showing a generic error
* Toggle badge labels across the platform now display "On" and "Off" instead of "Enabled" and "Disabled" for a cleaner, more compact UI
* Website URL imports are now limited to 1,000 pages
* Fixed drag-and-drop file icon appearing stacked and illegible when the "Disable Animations" preference is enabled
* Fixed long URLs overflowing and getting cut off in the delete website source confirmation modal
* Fixed "something went wrong" error when sending messages in certain older Assistant conversation histories
* Accessibility fixes: resolved multiple accessibility issues across the UI, including incorrect tab focus on non-interactive elements, focus not returning to the triggering control when closing dialogs, and the Copy LaTeX button not being reachable via keyboard navigation
## Reorder Assistants
You can now reorder Assistants using Move Up and Move Down options in the actions menu. The custom order persists across sessions, giving owners full control over how Assistants are arranged within a Group or Workspace.
## Refresh Canvas Connection
A new "Refresh connection" button in the Canvas import dialog allows instructors to re-authorize their Canvas connection and pick up newly supported content types without manual reconnection.
***
* The Quiz tool is now a default Assistant tool, ensuring reliable activation and consistent interactive rendering across all sessions
* Canvas file imports now automatically retry after transient API failures, reducing the need to manually re-import
* Optimized the Workspace analytics page to batch-load data in a single request, eliminating rate limiting for Workspaces with many private Assistants
* Improved platform reliability by separating infrastructure health checks from AI model availability, preventing transient LLM provider outages from affecting non-AI features
* Fixed Assistant tools being silently removed when saving Assistant or Workspace AI settings
* Fixed "something went wrong" error when sending messages in older Assistant conversations
* Fixed rate limit error appearing when navigating to conversation histories older than 30 days
* Accessibility fixes: resolved multiple accessibility issues across the UI, including incorrect ARIA roles on tabs, comboboxes, and filter dropdowns, missing screen reader announcements for search results and status changes, broken keyboard navigation in listboxes and chart components, and layout reflow issues at 400% zoom
* Fixed large image uploads in chat failing when the file exceeded the AI provider's size limit by adding progressive compression that automatically reduces quality and dimensions
* Accessibility fixes Resolved multiple accessibility issues across the UI, including incorrect ARIA patterns, missing labels, keyboard navigation gaps, and a button in the emoji picker search
* Changed the default automatic sync frequency for Canvas course imports from daily to weekly
## Add From Website URL
You can now add website content directly to your Assistant's knowledge base by entering a URL. Nectir scans the site for a sitemap, displays the discovered pages, and lets you select which ones to import. Imported websites appear as a single entry in the Knowledge table, grouped by root domain. Once added, website sources can be fully managed from the Knowledge table. To keep content up to date, enable **Sync weekly** when adding a website or from the configuration panel. Nectir checks for changes on a weekly cadence and refreshes affected pages in the background. Manual sync remains available at any time.
## Automatic Sync for Canvas Course Content
Canvas course content imported into your Assistant's knowledge base can now stay up to date automatically. Toggle automatic sync per course and choose a daily or weekly sync frequency. Nectir checks for changes on schedule, adding new content, updating modified items, and removing deleted ones to keep your knowledge base in sync with Canvas.
## Add From Canvas
You can now import course content from Canvas directly into your Assistant's knowledge base, with no file exports or downloads needed. When you connect for the first time, a security modal confirms that Nectir uses read-only access, stores your data securely, and gives you full control over what gets imported. Once authorized, browse your courses, select which content to import (files, pages, assignments, discussions, announcements, and quizzes), and it all appears in the Knowledge table grouped by course, ready to manage.
## Canvas API Integration
Workspace owners can now connect their Canvas instance to Nectir AI via the API. Create a Developer Key in Canvas, enter your credentials in Workspace Settings, and instructors in your Workspace can start importing course content directly into their Assistants.
## Copy as LaTeX
A new "Copy LaTeX" button now appears when hovering over rendered math expressions in AI responses. Clicking it copies the original LaTeX source to the clipboard, preserving structural formatting like fractions, exponents, and roots. This lets you paste equations into Canvas Equation Editor, LaTeX documents, or other tools that support LaTeX input.
## Multi-URL LTI Integration Support
The Canvas LTI setup now supports multiple instance URLs per integration, allowing institutions with multiple Canvas instances (for example, main campus and satellite campuses) to register all URLs in a single integration. The integrations table displays all connected URLs with a badge, and admins can edit existing LTI integrations directly from the table, adding or removing instance URLs without re-creating the integration.
***
* Assistants now have access to a built-in code interpreter that verifies calculations before presenting answers. This addresses a known limitation of LLMs making arithmetic errors, particularly in generated practice questions where incorrect answers, duplicate options, or unsolvable equations could undermine trust. The tool validates math for algebra through pre-calculus level, ensuring generated problems produce correct, verifiable answers
* User theme preference (light/dark mode) is now persisted across sessions and devices, so the app loads with your last selected theme on subsequent visits
* Fixed Assistant responses showing "something went wrong" error after completing a valid response, caused by a streaming timeout in the AI pipeline
* Simplified the "Unlink LMS integration" confirmation modal with clearer copy and consistent checkbox font styling
* Polished Canvas LTI setup dialog with simplified configuration steps, automatic URL normalization, and embedded Workspace ID
* Updated the JSON configuration for Canvas LTI manual setup to use the correct format and automatically embed the Workspace ID
* Fixed LTI launch failing for students when Group ownership was determined by role mapping, causing certain users to be incorrectly blocked
* Strengthened Content Security Policy
* Improved protection against common browser-based attacks
* Enhanced access controls across protected endpoints
* Improved session timeout and session invalidation policies
* Implementation of additional HTTP security headers
* Implementation of rate limiting on authentication and resource creation endpoints
* When unlinking an LTI integration, you can now opt to also remove course members: members only in that Group are removed from the Workspace, while members in other Groups are removed from the Group only
* Improved dark mode text contrast across multiple UI components to meet WCAG AA accessibility standards
* Invite email placeholder message now dynamically shows the Group or Workspace name based on invite context
* PDF chat exports now display "user" instead of "student" as the role label and include the user ID
* Improved success notification for better contrast with green background in dark mode
* Fixed analytics dashboard chart y-axis not displaying values above 999 correctly
* Fixed LTI integration setup screen not appearing for non-Instructor LMS roles (for example, Designer) that are mapped to Group Owner in Workspace role settings
* Fixed visual delay when closing source attribution results in chat
* Canvas LTI setup with fewer manual steps: the Workspace ID is now embedded in the JSON configuration, and the flow is reduced to two clear steps
* Added HEIC image format support, fixing image uploads from iPad Safari when using the Photos app
* The unsaved changes confirmation modal now triggers when navigating away via sidebar items such as Assistant, Workspace, and Group Settings
* PDF chat exports now display the model name when "Auto" is selected (for example, Auto (GPT-5.2))
* Updated "Free trial expired" messaging for improved clarity
* Fixed file type icons not being vertically centered with multi-line filenames in the Assistant Knowledge table
* Fixed selected model text color being difficult to read in the model selector, especially in light mode
## Workspace-Level Assistant Tool Settings
Workspace owners can now manage Assistant tool settings at the Workspace level. Tools like the Web Search, Quiz Generator, and Nectir Support can be enabled or disabled for all Assistants across the entire Workspace, so you can roll out tools without configuring each Assistant individually. All new Assistants are created with the previously defined tools enabled. Manage the tools in Workspace Settings → AI controls.
## Emoji Picker for Assistant Avatars
You can now choose an emoji as your Assistant's avatar. A new emoji picker is available in Assistant Settings, giving you a fun and expressive way to personalize your Assistants.
***
* "Show sources" is now enabled by default for new Assistants
* The unsaved changes confirmation modal now appears consistently across all navigation scenarios in Assistant, Workspace, and Group Settings, including browser back, sidebar clicks, tab switches, and page refresh
* PDF chat exports now include additional metadata such as chat title, Assistant name, Group name, Workspace name, AI model, and student email
* Increased minimum icon size across the platform from 12×12 pixels to 16×16 pixels for improved visual clarity
* Updated Quiz Generator description to "Let students practice with interactive quizzes"
* Renamed "Workspace" to "Workspace invitations" in personal settings for clearer navigation
* Fixed "Cancel" and "Save changes" buttons being active without any changes on the Workspace Settings General page
* Fixed "Theme" label using incorrect font size in user preferences
* Fixed LTI connection failing with "Learning Platform not Recognized" error when the LMS enforces HTTP/2 only mode
* Fixed LTI 1.3 integration failing when the same deployment key is installed across multiple Canvas sub-accounts
## Auto Model Selection
A new "Auto" model option has been added that always points to the latest recommended model. New Assistants use "Auto" by default, so they automatically get model upgrades. Existing Assistants keep their currently assigned model, and users who manually select a specific model stay on it until that model is deprecated.
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* Updated the Nectir platform description displayed to LMS administrators during LTI integration setup to accurately reflect Nectir AI's capabilities
* Improved Canvas manual integration setup with automatic scrolling between configuration steps and consistent UI components
* Standardized "Cancel" button label across all settings pages for a more consistent experience
* Fixed table scrolling not working at certain screen resolutions, causing an infinite loading spinner
* Fixed issue where removing an LMS integration and re-adding it with the same client ID would not display in the integrations table
* Fixed subgroups breaking out of their Group hierarchy when duplicating a Group
* Fixed middle dot character breaking LaTeX rendering in chat messages
## Account Settings Redesign
We've redesigned the account settings experience with a new full-page layout. Settings are now organized into three tabs: Profile, Preferences, and Beta features. The profile dropdown has been simplified to show only Settings and Sign out, with all configuration options moved to the dedicated settings page.
***
* Improved word wrapping behavior in the chat text input area
* Fixed sidebar automatic scrolling issue
* Fixed subgroups being visible to parent Group members even when "Sync parent Group members" was turned off
* Fixed text alignment in the cookie preferences modal
## Interactive Quiz Feature
Assistants can now generate and grade interactive quizzes directly in chat. Students can request quizzes on topics they're learning, answer questions step-by-step, and receive AI-powered grading with feedback. Supported question types include multiple choice, true/false, multiple select, fill-in-the-blank, and short answer. Enable this feature in Assistant Settings → Advanced → Tools.
## Nectir Support Center Tool
A new "Nectir Support" tool is now available for Assistants. When enabled, the Assistant can search Nectir's official support documentation to answer platform questions without users leaving their conversation. Enable this feature in Assistant Settings → Advanced → Tools.
## Redesigned LMS Integration Setup
We've redesigned the LMS integration experience in Workspace Settings. The new LMS Integrations table displays all connected integrations with details including instance name, type, platform, client ID, and URL. Workspace owners can now add new integrations through a guided setup flow and remove existing integrations directly from the table. The Canvas manual integration setup now includes a step-by-step wizard with progress indicators. Quick access links to the Support Center and Trust Center are also available for security and compliance information.
***
* Chat now displays personalized greetings with the user's name, and the AI can address users by name in responses
* Improved LTI error page with friendlier messaging, clearer error descriptions, and actionable guidance
* Added confirmation dialog when clicking external links in AI responses for improved security
* Fixed date range picker in analytics dashboard
* We added a 'Show More' option for Assistant descriptions. This option opens in a modal window, making it easier to read and improving the experience with long descriptions
* We improved document ingestion in the Assistant Knowledge
* AI prompts now enforce proper LaTeX wrapping for consistent mathematical rendering across all models, as well as improved rendering for complex expressions (matrices, equations, etc.)
* Fixed math equations in PDFs being misread (for example, fractions displaying incorrectly)
* Fixed sidebar automatic scrolling not working when accessing Assistants via LTI integration
## Assistant Identity Badge
The chat interface now displays the Assistant's name and avatar prominently above the greeting message, making it easier for students to confirm they're using the correct Assistant.
## LTI Error Page
When LTI launches fail, users now see a dedicated error page with user-friendly messages and error codes, making it easier to troubleshoot issues.
***
* Line breaks in Assistant descriptions are now preserved when displayed in the Assistant information modal
* Fixed infinite loop that could occur when uploading documents to Assistant knowledge for the first time
* Fixed file size displaying as "NaN undefined" for certain uploaded files
* Fixed image uploads failing in chat conversations - Gemini and Claude
* Fixed reasoning UI not displaying when using GPT-5.2 model
* Fixed issue where certain AI models could generate garbled or unexpected text responses
## GPT-5.2 Model Support
We've added support for OpenAI's GPT-5.2-chat model, giving you another powerful AI option for your Assistants. New Assistants are now created with GPT-5.2 by default, and the new model is available in Assistant Settings → Advanced alongside GPT-4.1, Claude Sonnet 4.5, and Gemini 2.5 Pro.
## Reasoning UI
We've also introduced a new reasoning UI that displays the AI's thinking process when using models that support it.
***
* Updated cookie consent modal to use "Product usage data" instead of "analytics" to avoid confusion with the Analytics feature
* Added proper spacing between buttons in the cookie consent modal on mobile
* AI SDK update to version 6 to improve performance and reliability
* Fixed training failures when uploading large images to Assistant knowledge
* Fixed chat input border misalignment when uploading documents
## Redesigned Chat Experience
We've made significant improvements to the chat interface with new animations and micro-interactions throughout the experience. The update includes redesigned file attachments, a typewriter effect for AI-generated conversation titles, improved drag-and-drop styling, and a new visual design for tool calls. Files are now automatically uploaded before message submission for a smoother workflow.
## File Upload Queue Manager
We've introduced a new Queue Manager component for file uploads in Assistant Knowledge. Instead of individual toast notifications for each file, uploads are now consolidated into a single view showing real-time status for all files—in progress, completed, or failed. The queue runs in the background even when minimized, and if you attempt to close it while uploads are still processing, a confirmation modal appears. Failed uploads display clear error reasons, and clicking on completed files navigates directly to their entry in the Knowledge table.
***
* Knowledge table now displays only successfully processed files, with status tracking moved to the Queue Manager
* Added browser confirmation dialog when navigating away while file uploads are in progress
* Workspace Analytics and Web Search features are now available to all users
## Cookie Consent Management
We've added cookie consent controls to provide transparency and control over which cookies are used on Nectir AI. On your first visit, a banner will ask for your consent to use cookies. You can change your preference anytime through the new **Cookie Preferences** page, accessible via the link in the footer: Account settings > Cookie preferences
* Renamed "Invite Members" to "Members" in Group dropdown menu for clearer navigation
## Parent Group Member Inheritance
Subgroups can now automatically inherit members from their parent Group. When enabled, members added to a parent Group are automatically synced to all subgroups. You can view inherited members in a dedicated "Parent Group members" tab, toggle inheritance on or off, and manage membership at the parent level. Inherited members' roles can only be changed from the parent Group, ensuring consistent permissions across your Group hierarchy.
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* Fixed "Show Sources" and "Web Search" settings not being preserved when duplicating a Group
* Fixed error when sending large messages to Assistants
* Fixed AI responses being cut off prematurely when generating long answers
* Fixed issue preventing Group creation in certain cases
* Fixed Workspace avatar not displaying correctly after removing an uploaded image
* Fixed issue preventing bulk duplication of Groups and Assistants
* Simplified Help menu by consolidating support options into a single "Support Center" link
* Added "Submit feedback" option to the Help menu for bug reports and feature requests
* "Unlink from LMS" option is now hidden in member role dropdown when no LMS integrations are configured
* Fixed source preview not loading for certain file formats (audio, video, `.tiff` images, `.eml`, `.md` files)
## LMS Role Management Improvements
We've made significant improvements to how user roles are managed with LMS integrations:
* **Unlink roles from LMS**: Instructors can now unlink a user's role from LMS sync, preventing automatic role changes during future syncs. Unlinked roles display an "Unlinked" badge and can be re-linked at any time.
* **Automatic member removal**: Users removed from the LMS course roster are now automatically removed from the corresponding Nectir AI Group during roster sync.
* **Role sync during roster sync**: LMS roster sync now updates user roles in addition to membership, ensuring roles stay consistent between Canvas and Nectir AI.
***
* Conversation starter prompts now place the cursor at the end of the text
* Updated invite email copy with improved subject line and support for line breaks in custom messages
* Improved mobile layout on the "No invites found" screen
* LTI ID copy fields now include the parameter prefix (for example, `workspaceId=`) for easier setup
* Invite links no longer override existing member roles
* Fixed deleted chat history still appearing until page refresh
* Fixed LTI role changes in Canvas not updating user roles in Nectir AI
* Users already in a Workspace can no longer accidentally create free trial Workspaces; the option is now only shown during initial onboarding
## Improved Empty State for New Members
Workspace members who haven't been added to any Groups yet now see a helpful empty state screen instead of a blank page. The new screen explains what to expect, provides visual examples of what a populated Workspace looks like, and guides users on next steps.
***
* Large markdown tables in chat messages can now be scrolled horizontally
* Simplified Assistant settings by removing the Semantic search toggle
* We've optimized database operations for chat conversations, resulting in faster response times when interacting with Assistants
* Improved LTI role mapping to correctly assign Teaching Assistant permissions instead of Instructor permissions
* Fixed roster sync failing when users with non-allowed email domains are present (invalid emails are now skipped)
* Fixed source attribution not displaying when web search is enabled
* Fixed LMS roster sync member count incorrectly including deleted members
* Fixed session timeout causing users to be signed out prematurely in Canvas
## AI Web Search
Assistants can now search the web to find up-to-date information when answering questions. Enable this feature through the **Web search** toggle in Assistant Settings → Advanced → Tools. When web search is used, the sources (URLs) are displayed alongside training data sources, allowing users to verify the information.
## Unlink LMS Integration
You can now unlink LMS integrations from Groups when they're no longer needed. In Group Settings → LMS Integration, click **Unlink** on any connected course to permanently disconnect it from Nectir. Group members remain unchanged after unlinking.
***
* Improved AI response performance and reduced costs through prompt caching optimizations
* Improved email delivery reliability during large roster syncs
* Fixed Workspace analytics showing 0 uploaded documents
## Source Attribution Now Available for All Users
The "Show Sources" feature is now available to all users. When enabled, Assistants display the training data sources used when generating responses, providing transparency and allowing students to verify the materials supporting AI-generated content. Enable this feature through the **Show sources** toggle in Assistant settings.
## Roster Sync Email Controls
You can now control invite email notifications during LMS roster sync. When syncing a roster, a modal allows you to include a custom message in invite emails or skip sending emails entirely. The user performing the sync no longer receives redundant invite notifications.
***
* Improved LTI role mapping to correctly distinguish between institution-level and course-level roles from Canvas
* Fixed issue where member join date wasn't being recorded for users joining through invite links
* Fixed issue where IMSCC files exported from Brightspace (D2L) weren't being recognized during LMS import
* Fixed LTI integration issue for Workspaces configured with legacy slug format
* We've made significant performance improvements through extensive caching optimizations. These changes reduce database queries and improve page load times across the platform
* Fixed issue saving URLs in message metadata
* Fixed early access feature toggle for Workspace analytics not working correctly
* Students completing onboarding are no longer shown the "Create free trial Workspace" option, directing them to join existing Workspaces first
* Fixed Assistant history not updating in real time after starting a new conversation
* Fixed PDF export failing for certain Assistants due to missing italic font
* Fixed "Nectir" spelling typo in modal
* Improved email delivery reliability with upgraded email infrastructure
* Fixed issue where the send button was disabled when only files were attached to a message
* Fixed cache issue causing users to be logged out after completing onboarding
## Terms of Service Acceptance Modal
Existing users who haven't accepted the Terms of Service will now see a blocking modal requiring acceptance before continuing to use the platform. This ensures compliance and keeps all users up to date with our terms.
***
* New users are now directed to complete the onboarding form before accessing the platform
* Added role-based flow customization for personalized user experiences
* Redesigned the "No Invite Found" screen for better clarity
* Fixed issue where Group invites didn't redirect users to the correct Workspace and Group after accepting
## Terms of Service Acceptance Checkbox
New users must now accept our Terms of Service and Privacy Notice before creating an account. A required checkbox has been added above the email field. If a user tries to sign up with email, Google, or Microsoft without checking the box, an inline error message appears and account creation is blocked until acceptance.
***
* Updated login and account creation page text for improved clarity
## Custom Messages in Invite Emails
You can now add personalized messages when inviting members to a Group. When inviting members via email, a confirmation modal allows you to choose who receives the invite email and include a custom message that appears in the invitation.
***
* Added confirmation modal when manually inviting members, allowing you to control who receives email notifications
* Added message timestamps to PDF chat exports for better conversation tracking
* Fixed analytics dashboard header display on mobile devices
* Fixed issue where some `.docx` files weren't being accepted in chat uploads
* Fixed training pipeline failures for certain `.html` and `.xlsx` files
* Fixed table rendering in PDF exports
## Code File Uploads in Chat
You can now upload code and text files directly in your chat conversations with Assistants. This includes `.html`, `.txt`, `.sql`, and other code files, allowing for more dynamic interactions where you can ask questions about specific code snippets or have the Assistant analyze text content.
***
* Added admin options menu with quick access to prompts library and other administrative features
* Improved client-side caching for faster page loads and reduced unnecessary API requests
* Fixed file downloads to properly preserve file extensions and download directly instead of opening in browser
* Fixed performance issue causing 500 errors when accessing large Workspaces
* Fixed actions menu not appearing for private Assistants created by Workspace editors
* Fixed compatibility issue with older browsers that don't support the `.at()` method
* Fixed error when the prompt library API returns unexpected data
* Fixed code block rendering errors in chat messages
* Fixed file preview button not appearing for `.sql` files uploaded in chat
* Fixed code file preview display issues
* Fixed issue where some IMSCC files from Canvas couldn't be extracted during LMS import due to invalid or corrupted media files
## Bulk Member Actions
We've implemented improvements to the Members table interface, allowing multiple rows to be selected using checkboxes. This enables bulk actions including removing multiple members at once and changing roles for multiple users simultaneously, improving usability when managing large groups.
## New File Pipeline
We've launched a new pipeline for uploading files. This update optimizes our document ingestion process for improved reliability and performance.
***
* Standardized colors for bot avatars and file type icons across the platform
* Updated the sender name of emails to display as "Nectir" instead of "mail" for improved clarity and recipient recognition across all email clients
* Implemented AI-generated conversation titles that automatically create concise, descriptive titles based on the first user message and AI response, helping students identify and revisit past discussions
* Updated the onboarding role selection terminology by replacing "Teacher" with "Instructor" to better align with higher education contexts
* Fixed issue of repeatedly requesting to connect to Nectir AI when navigating within Canvas iframe integration
## Workspace-Level AI Controls
We've introduced a new workspace-level AI controls page that allows administrators to set global prompts that apply to all Assistants across the entire Workspace. This powerful feature provides centralized control over AI behavior while still allowing individual Assistant customization.
***
* Enhanced prompt library with improved UI including text fields that expand as you type, better spacing, and accessibility improvements
* Unified help icon component across the platform for consistent user experience
* Streamlined first-time user access flow with improved Workspace selection and invitation management
* Added post-login access to "Choose your Workspace" page through Workspace dropdown menu
* Fixed access flow issues for new users who were getting stuck without Workspace creation options
* Resolved double @ symbol display in allowed email domains section and fixed domain validation
* Fixed issue where some users received an error when interacting with their own Assistant
## Prompt Library and Editing Enhancements
We've launched a comprehensive prompt library alongside significant improvements to the prompt editing experience. Browse, search, and apply pre-built prompts filtered by activity and role, with the ability to preview and customize them before applying. The enhanced editor now includes undo/redo functionality, making it easier than ever to create and refine your Assistant prompts.
***
* Improved dialog scroll behavior to allow scrolling on the entire screen instead of just the content container
* Fixed markdown list formatting issues in Assistant responses for better readability
* Implemented infinite scroll for tables, replacing pagination for improved performance with large datasets
* Fixed broken "LMS export guide" link on the import page to properly direct to help documentation
* Disabled interaction with private and deleted Assistants in Workspace analytics dashboard
* Added database performance optimizations with new indexes for improved chat query speed
* Enhanced analytics export to include identifiable data when Workspace settings permit
* Added workspace-level flag to control visibility of personal data in analytics
* Improved CSV export compatibility with UTF-8 byte order mark support
* Fixed onboarding survey styles not switching correctly in light theme mode
* Resolved Workspace lock issue when trial period expires, allowing users to switch Workspaces
* Improved PDF text extraction and error handling for better document readability
## IMSCC File Import General Availability
The IMSCC file import feature is now available to all users. You can import course content directly from your learning management system without needing early access.
***
* Reorganized analytics components for better code structure and maintainability
* Added workspace-level control for showing identifiable data in analytics and exports
* Fixed LaTeX notation rendering in Assistant responses for mathematical content
* Resolved file icon and format consistency issues across different components
* Removed .html from plaintext file extensions list for proper categorization
## Source Attribution for AI Responses (Beta)
Assistants can now display the sources used when generating responses from instructor-uploaded training data. This feature provides transparency and allows students to verify the materials supporting AI-generated content. Control source visibility through the new "Show sources" toggle in Assistant settings.
***
* Enhanced tool call display in chat UI for better transparency of AI operations
* Improved color scale for active user percentage badges in analytics dashboard
## Workspace Analytics Dashboard
We've launched a comprehensive analytics dashboard at the Workspace level, providing administrators with valuable insights into how Nectir AI is being used across their entire organization. This powerful new feature complements the existing Group-level analytics by offering a broader view of usage patterns, engagement metrics, and trends across all Courses and Assistants within your Workspace.
## Gemini 2.5 Pro Model Support
Expanding our AI model offerings, we've added Google's Gemini 2.5 Pro to the available model options. This gives you even more flexibility in choosing the AI model that best fits your educational needs, alongside our existing GPT-4.1 and Claude Sonnet 4 options.
## Native iOS Sharing for Conversations
iOS and iPadOS users can now share their conversation PDF exports using the native iOS share sheet. This feature makes it seamless for students to submit their Nectir AI conversations as assignments directly through apps like Canvas, improving the mobile experience for educational workflows.
***
* Updated disclaimer text in Assistant chat conversations for improved clarity
* Enhanced file upload component with multiple file support, better previews, and responsive design
* Removed user avatars from chat messages for a cleaner, more focused interface
* Made file upload cards fully keyboard-accessible and screen-reader friendly
* Fixed issue where pasting content from CSV files (particularly from Apple Numbers) would paste as an image instead of text, preventing further conversation
## PDF Export for Conversations
You can now export your chat conversations with Assistants as PDF files, providing a more readable and tamper-resistant format compared to CSV exports. This feature makes it easier to submit conversations to learning management systems and creates a cleaner, professional format for sharing AI interactions.
## Enhanced Code File Support
We've expanded the types of files that can be uploaded to an Assistant's knowledge base to include code files. You can now train your Assistants with source code including `.py`, `.java`, `.c`, `.cpp`, `.h`, `.js`, `.html`, `.css`, `.sql`, and `.R` files, enabling better support for computer science and programming courses.
## Analytics Improvements
We've enhanced the Analytics dashboard with new export capabilities and smarter data visualization. You can now export analytics data from Group and Workspace level Assistants. The dashboard also features an improved default time range of 3 months and intelligent trendline displays that only appear when sufficient historical data exists, eliminating misleading percentage changes.
***
* Relocated knowledge scope selector from the Knowledge tab to the Prompt tab for better workflow organization
* Reorganized supported file type display in upload interface: Documents → Plaintext → Images → Audio → Video → Code
* Resolved component import error that was causing page rendering issues in development environment
* Corrected file format display from `.r` to `.R` for proper R language file recognition
## Document Upload in Chat
You can now upload PDF, DOCX, and TXT files directly in your chat conversations with Assistants. This allows for more dynamic interactions where you can ask questions about specific documents, get summaries, or have the Assistant analyze content without needing to add files to the Assistant's knowledge base.
***
* Added ability to rename training data files in the Assistant's knowledge base
* Fixed sidebar spacing issues with avatar icons and three-dot menus for improved visual consistency
* Corrected keyboard navigation highlight colors and border radius throughout the interface
* Resolved Assistant settings menu incorrectly showing for users without proper permissions
* Fixed regenerate response feature duplicating messages and causing feedback to be saved to wrong messages
## Group Nesting
You can now create nested Groups to organize your Assistants in hierarchical structures. This powerful feature enables you to create Groups inside other Groups, making it easier to manage complex organizational structures, departments, or multi-level course hierarchies. You can invite members at any Group level with permissions properly inherited throughout the hierarchy.
## AI Model Updates
We've upgraded our AI models to the latest versions for improved performance and capabilities. All Assistants have been automatically migrated to GPT-4.1 (from GPT-4o) and Claude Sonnet 4 (from Claude Sonnet 3.5). These models will providing better reasoning, enhanced context understanding, and more accurate responses.
## Temperature Control for AI Models
Assistant Owners now have fine-grained control over AI response creativity through customizable temperature settings via the Advanced tab. The AI model temperature allows you to adjust how creative or predicable the response is.
***
* Improved key topics analysis with smarter consolidation that combines similar topics, reducing hundreds of narrow categories into meaningful insights
* Updated Facilitator role permissions to properly restrict editing capabilities while maintaining view access to analytics and settings
* Fixed text capitalization inconsistencies throughout the platform for improved readability
* Removed "Import from LMS" option for Facilitators and properly restricted their access to view-only capabilities
## LMS Role Mapping
Workspace owners can now configure how LMS roles (like Instructor, Learner, Teaching Assistant) are mapped to Nectir AI roles when users are provisioned via LMS integration. This ensures users receive appropriate permissions based on their institutional roles.
## Duplicate Assistants
You can now duplicate Assistants, just like courses. When duplicating, all settings and training data will be copied to the new Assistant.
## "Courses" Are Now "Groups"
We've updated the interface terminology from "Courses" to "Groups" to better reflect diverse educational use cases and simplify the organization of AI Assistants.
## Early Access Features
Introduced a new feature flag functionality that enables customers to opt into early access features. You can now access experimental and beta features by clicking on your profile icon and selecting **Early access features**.
* Redesigned Workspace invite email for improved user experience
* Redesigned Course invite email with enhanced visual design
* Redesigned "Continue with email" login email template
* Added help article links to "Import from LMS" flow for better user guidance
* Resolved security vulnerabilities CVE-2024-21538, CVE-2025-30218, and CVE-2025-26519
## Iframe Support for LMS Integration
LMS integration via LTI 1.3 now works with iframe embedding, allowing Nectir AI to be embedded directly within Canvas, Moodle, D2L, and Blackboard. Learn more by checking out our [blog post](https://www.nectir.io/blog/introducing-lms-embed-access-nectir-ai-assistants-right-within-your-lms-with-lti).
## Link Multiple LMS Courses to a Single Nectir AI Course
You can now link multiple LMS courses to a single Nectir AI course. This is useful if you want to use the same Assistant across multiple LMS courses.
***
* Redesigned LMS integration page: renamed from "Integrations" to "LMS Integration" and consolidated all integrations into a single table
* Added new columns (Status, LMS type) to the LMS integrations table
* Created default Nectir AI Assistant for all new Workspaces
* Users are now redirected to Intercom when contacting support
* Improved internal analytics implementation by removing unused SDKs
* Fixed issue when logging into LTI iframe where the page breaks
* Fixed type error when sorting a table
* Increased maximum file upload size from 100 MB to 150 MB for training files
* Modified LMS roster sync to exclude users with Observer role from receiving Workspace invitations
* Optimized invitation process to prevent sending redundant notifications to users already in the Workspace
## Assistant Training Enhancements
* **IMSCC support (limited rollout)**: Added ability to import and train on IMSCC files from learning management systems
* **Media file support**: Enabled uploading of audio and video files for Assistant training
* **Increased file size limit**: Maximum file size for training files increased from 25 MB to 100 MB
## Role Improvements
* **Facilitator role update**: Facilitators can now view analytics dashboard and Course/Assistant settings, but can't edit settings
***
* Fixed issue with duplicate messages being sent to AI
## AI Model Selection
Instructors can now choose between GPT-4o (default) and Claude 3.5 Sonnet v2 for their Assistants via the Advanced tab in Assistant settings. For a complete overview, check out our [blog post](https://www.nectir.io/blog/nectir-ai-is-now-supporting-claude-and-chatgpt-models).
* Fixed issue where Course owners couldn't duplicate their own courses. Now
they can duplicate their own Course regardless of their Workspace role
* Fixed issue where Course duplication option wasn't showing at LTI
integration first step
## Key Topics Analytics
We've enhanced our analytics capabilities with a new key topics feature that helps you understand what students are discussing with your Assistants. For a complete overview, check out our [blog post](https://www.nectir.io/blog/introducing-key-topics-unlocking-deeper-insights-into-student-ai-interactions-nectir-ai-assistants).
* **Topic analysis**: View the top topics discussed in conversations for specific Assistants
* **Sortable data**: Sort topics in ascending or descending order
* **Pagination**: Navigate through all topics with 5 rows per page
* **Filter options**: Apply role and date filters to refine topic analysis
* Fixed issue where you couldn't copy or paste text in the chat input
## UI/UX Improvements
* **Image handling improvements**: Added drag-and-drop and copy-paste functionality for images in chat
* **Course duplication via LTI**: Users can now duplicate Courses through LTI interface
* **Improved analytics dashboard filters**: Preselected all user roles by default and expanded time range to show data from Assistant creation to present day
* Added evaluation framework to the document training pipeline to enable
comparison of different solutions and methods
* Fixed issue when duplicating a Course with Assistants that have training
files—embeddings are now properly copied
## Trial Experience Improvements
* **Trial countdown**: Added card displaying the remaining time in free trial period
* **Trial management**: Implemented logic to restrict access to certain resources when free trial ends
* **Eligibility check**: Added account verification to check free trial eligibility
***
* Added support for multiple LTI integrations with the same client ID
* Changed URLs to use IDs rather than slugs while maintaining backward compatibility
* Created basic structure and implemented first unitary tests
* Fixed issues with the Assistant options dialog
* Fixed stop button being disabled when generating responses
* Restricted chat uploads to only supported image formats
## LMS Integration Improvements
* **Course linking**: Added ability to link LTI courses to existing Nectir AI courses
***
* Rearranged sign up/in modal with sign up column moved to the right
* Upgraded PostHog AI library to better track LLM usage and calculate costs
* Fixed highlighting issue for same-named courses in the combo box
* Fixed CSV export when conversations contain the "#" character
* Fixed issue with linking LTI courses to the correct Workspace
* Fixed redirect to wrong Assistant in a different Workspace
* Fixed integration name display when linking a Course from LTI
* Fixed various UI typos
## Self-Service Improvements
* **Redesigned sign-in/up pages**: Enhanced user experience for account creation and login
* **Workspace invite redesign**: Improved process for inviting users to Workspaces
* **Trial workflow**: Added first screen for trial workflow - create Workspace
## System Enhancements
* **Default sharing permissions**: Changed the default invite link access to "Anyone with the link" instead of "Restricted"
* **AI analytics**: Now storing metadata of messages sent to AI for improved analytics
***
* Upgraded numerous dependency libraries
* Standardized user email storage to always save in lowercase
* Fixed accessibility issues for the menu dialog
* Added automated testing to the document training pipeline in the CI/CD process
* Fixed issues causing .docx and .html files to fail during training
* Enhanced training notifications to appear to users even if they leave the training page
* Fixed dialog bug that prevented page interaction after dialogs were closed
* Fixed issue with retrieving user information after session expiration
* Fixed error when processing PPTX files in the training pipeline
* Implemented code improvements for the document training pipeline
## Free Trial Now Available
We've launched a trial page so you can now sign up and try Nectir AI free for 14 days. Check it out [here](https://ai.nectir.io/trial/signin).
***
* Refactored navigation within the Conversation Assistant page for better UI/UX
* Changed CSV delimiter to comma for exported conversations, improving compatibility
* Fixed issue of losing typed text when opening History/Information panels
* Fixed sidebar display in PWA format
* Improved management system for upgrading third-party libraries
## Progressive Web App Support
Nectir AI can now be downloaded and installed as an app on your mobile phone, providing a more native experience when using the platform on mobile devices.
## AI Enhancements
* **Date awareness**: Added current date to AI prompt context (first Feature Flag implementation)
* **Transparency**: Introduced an AI awareness modal and footer note on the conversations page
***
* Enhanced test pipeline by adding more tests and aligning test environments with production
* Improved UX/UI for the delete course confirmation modal
* Added timestamp tracking for when users accept Workspace invites
* Fixed issue where Course owners who aren't Workspace owners couldn't delete their own courses
## Course Duplication
We've introduced a new feature that lets you effortlessly duplicate Courses, simplifying the process of copying all your Assistants along with their settings and training data across different sessions or terms.
***
* Enhanced logging for server-side operations
* Added more automated tests for platform stability
* Fixed page not found error for members on a Workspace without any Assistants
* Fixed AI message duplicating and non-responsive behavior when sending images
* Fixed losing message context when sending first message to an Assistant
* Fixed Campus AI message box rendering issues
* Fixed error when adding LTI tool via dynamic registration
* Fixed database transaction issues that could allow data errors
* Fixed various accessibility issues
* Fixed typos throughout the platform
## Nectir AI Major Release
We're excited to announce a big release with significant new features and improvements across the platform. For a complete overview, check out our [blog post](https://www.nectir.io/blog/nectir-ai-release-v1-0-0-empowering-educators-with-advanced-features).
## Analytics Dashboard
Track and measure Assistant performance at both Workspace and Course levels with our new comprehensive analytics dashboard. Our new analytics dashboard provides real-time insights into AI Assistant usage, helping you make informed decisions about your teaching strategies.
## Improved LMS Integration
* **LTI 1.3 roster sync**: Route multiple LTI course rosters to single Assistant
* **LTI 1.3 dynamic registration**: Streamline the LMS setup process with dynamic registration for Canvas, Moodle, and others
## Enhanced User Experience for Assistants
* **Image support**: Upload and send images in conversations with any Assistant
* **Markdown support**: Text input in Assistant conversations is now formatted as markdown
* **Improved navigation**: Better navigability throughout Assistant pages
* **Training data download**: Added download button for Assistant's training files
## Security & administration
* **Email domain restriction**: New Workspace setting allow only specific email domains to join Workspaces
* **Security warnings**: Added warning when sharing public invite links
* **Infrastructure update**: Completed migration to new training documents service Azure Document Intelligence
* **Default settings**: Changed default Assistants knowledge to general knowledge
***
* Enhanced accessibility for multiple selection component
* Added automated unit tests for functionality and accessibility
* Resolved complex cache issue with invite links
* Fixed restriction on Assistants with the same name
* Fixed multiple Sentry errors related to semantic HTML and accessibility
# Advanced Features
Source: https://support.nectir.io/creating/advanced
Configure advanced Assistant settings in Nectir AI, including AI model selection, temperature, web search, quizzes, and the Nectir support tool.
The model picker interface may change as providers and model options evolve over time.
## Configuring AI Models
Nectir gives you control over which AI model powers your Assistant. For most users, the default setting is the best choice.
### Auto (Recommended)
New Assistants default to **Auto**, which always uses the current recommended model. When Nectir updates or adds models, Auto keeps your Assistant on the best available option without any action from you.
**Use Auto if you:**
* Want your Assistant to always use the latest recommended model
* Don't have a specific reason to choose a different model
* Manage more than one Assistant and don't want to track model changes across them
### Choosing a Specific Model
You can also select a specific AI model from the dropdown. Nectir offers models from different providers, and the available options may change over time as providers release new models.
**You might choose a specific model if you:**
* Want consistent behavior from a particular model you've already tested
* Are comparing how different models respond to the same prompts
* Have a preference based on your own experience with a specific provider
If you select a specific model and it's later removed from the platform, your Assistant will automatically switch to the current recommended model.
### Selecting an AI Model
1. Navigate to your Assistant's settings
2. Click **Advanced** in the settings sidebar
3. Under **AI Model**, choose **Auto** (recommended) or select a specific model from the dropdown
4. Click **Save Changes**
### Building AI Literacy
Exposing students to different AI models is a practical way to build AI literacy. Because Nectir offers models from different providers, you can encourage students to:
* Compare how different models respond to the same question
* Notice differences in tone, depth, and reasoning style across models
* Think critically about which model handles certain types of tasks best
This kind of hands-on comparison helps students develop judgment about AI tools they'll encounter beyond your classroom.
## AI Model Temperature
Temperature controls how creative or focused your AI Assistant's responses are. Most Assistants work well with the default setting, and some models don't support temperature at all.
The Temperature control always appears in Advanced settings, but it may be disabled for models that don't support it.
Lower Temperature for more consistent, grounded responses (useful for fact-heavy subjects). Raise it for brainstorming or creative work where varied ideas are helpful.
## Web Search
Web search allows your Assistant to search the internet in real-time to answer questions that require current information, recent events, or data beyond the Assistant's knowledge base.
| Web Search Enables ✓ | Web Search Isn't ✗ |
| - | - |
| Real-time internet searches during conversations | URL training or web scraping to add to your Assistant's knowledge base |
| Access to current information and recent events | A replacement for uploading course materials |
| Answers about topics not covered in your uploaded documents | Available when the knowledge scope is Document Only |
| Up-to-date statistics, news, and data | Permanent knowledge that persists across conversations |
**Important**: Web search doesn't run when your Assistant's knowledge scope is "Document Only," even with the **Web Search** toggle on. With "General Knowledge" or "Topic Knowledge," the Assistant searches the internet when needed.
Enable web search for Assistants that need to:
* Answer questions about current events or recent developments
* Provide up-to-date statistics, prices, or data
* Research topics not covered in your course materials
* Verify or supplement information with external sources
* Help students explore topics beyond your uploaded content
"How do recent archaeological discoveries about Roman engineering relate to what we learned about their social structure in Chapter 3?"
"Compare today's unemployment data with the economic theories we studied. Which model best explains current trends?"
"Analyze recent CRISPR breakthroughs using the ethical framework from our readings. What new considerations arise?"
"How do current market conditions for tech companies align with Porter's Five Forces model we discussed?"
Consider disabling web search if:
* Your course should focus on uploaded materials
* You want to prevent students from relying on external sources
* Your subject matter doesn't require current information
* You're concerned about external information conflicting with course content
When you enable web search, students interact with the Assistant normally. The Assistant automatically determines when a web search would be helpful and performs it in the background.
**Student Question**: "How does this week's Supreme Court decision on environmental law relate to the regulatory frameworks we studied in Chapter 5?"
| With Web Search ✓ | Without Web Search ✗ |
| - | - |
| "Based on today's Supreme Court ruling, here's how it connects to the Clean Air Act framework we studied:
The Court's decision fundamentally changes the 'major questions doctrine' we discussed, specifically affecting the EPA's authority under Section 111(d) that you analyzed in your readings. Let me break down three key implications for the regulatory approaches in your textbook…" | "I can discuss the regulatory frameworks from Chapter 5, but I don't have access to recent court decisions. I recommend searching for the latest Supreme Court rulings on environmental law to see how they might relate to what we've studied." |
**Student Question**: "Can you help me apply the supply chain concepts from our course to understand what's happening with semiconductor shortages right now?"
| With Web Search ✓ | Without Web Search ✗ |
| - | - |
| "Looking at current semiconductor supply chain data, let's apply the bullwhip effect and lean manufacturing concepts from Week 3:
Current lead times are 26 weeks (up from the 12 weeks we discussed in class), which demonstrates the exact inventory challenges described in your readings. The just-in-time approach you studied has these specific weaknesses in today's situation…" | "I can explain the supply chain concepts from your course materials, but I don't have access to current semiconductor industry data. You might want to research recent articles about chip shortages to apply these concepts." |
**Student Question**: "We learned about Nash equilibrium in game theory. Can you analyze a recent business decision using that framework?"
| With Web Search ✓ | Without Web Search ✗ |
| - | - |
| "Let's analyze Microsoft's recent AI pricing strategy announced this week using Nash equilibrium from your Chapter 7:
Microsoft set prices assuming Google would respond with similar moves - this is a classic prisoner's dilemma scenario. Based on today's market data, we can see how both companies are arriving at an equilibrium where neither can unilaterally improve their position, exactly like the model predicts…" | "I can explain Nash equilibrium and game theory from your course materials, but I don't have information about recent business decisions. Try finding a recent business case study to analyze using the frameworks we've covered." |
New Assistants start with **Web Search** on, unless a Workspace Owner changed the default under **Workspace Settings** > **AI Controls** > **Default Assistant Tools**.
Go to your Assistant's settings and click on **Advanced**
In the **Tools** section, toggle on **Web Search** and click **Save Changes**
Your Assistant can now perform web searches when answering questions
When your Assistant uses web search, it always shows the sources it referenced, regardless of whether you have the [sources feature](/creating/sources) enabled for uploaded knowledge files.
**Sources are automatic for web search**: Unlike uploaded knowledge files where you can toggle sources on or off, web search results always include the links the AI referenced. This helps students verify the information and understand where the data comes from.
Web search works best when combined with your course materials. Your Assistant will reference uploaded documents first, then use web search to supplement with current information when needed.
Tell students that the Assistant can access current information online. This helps them understand the Assistant's capabilities and encourages them to ask questions about recent events or data.
Enable web search for subjects that benefit from current information (sciences, business, current events) but consider disabling it for subjects focused solely on historical texts or specific course materials.
**Why this is more powerful than Google search**: Unlike having students search Google themselves, your Assistant with web search can synthesize current information with your course materials, applying your specific frameworks and theories to real-world events. Students get contextualized analysis rather than just raw data, helping them understand how to apply what they're learning to current situations.
## Quiz
Quiz allows your Assistant to generate and grade interactive quizzes directly within the chat conversation. Students can request quizzes on topics they're learning, answer them interactively, and receive AI-powered grading and feedback without leaving the conversation.
Quiz is available on every Assistant. It has no toggle in **Advanced** settings and can't be turned off.
| Quiz Enables ✓ | Quiz Isn't ✗ |
| - | - |
| AI-generated practice questions within chat conversations | A replacement for your LMS quiz or test tools |
| Instant AI-powered grading with explanatory feedback | Integrated with your LMS grade book |
| Five question types for diverse practice | Designed for high-stakes summative assessment |
| Student-driven, self-paced knowledge checks | Controlled by instructor like traditional quizzes |
| One-time submission for each quiz (1-20 questions per quiz) | Allows retakes |
**Important**: Quiz is designed as a formative learning tool for student self-assessment and practice, not as a replacement for formal graded assessments. Think of it as an interactive study partner that helps students test their understanding and receive immediate feedback during their learning process.
Quiz fits Assistants that support:
* Formative assessment and knowledge checks
* Student self-testing and exam preparation
* Practice reinforcement after reading or lectures
* Interactive learning with immediate feedback
* Self-paced study and concept mastery
Student: "Can you quiz me on cellular respiration with 5 multiple choice questions to help me prepare for tomorrow's exam?"
Student: "Give me a short quiz about the causes of World War I so I can test what I learned from this week's readings."
Student: "Test my understanding of Python loops with some fill-in-the-blank and short answer questions."
Student: "Create a quiz on the themes in Chapter 3 of The Great Gatsby to check my comprehension."
Students request quizzes in conversation; no particular syntax is required. They ask the Assistant to generate a quiz on a specific topic, specify the number of questions (1-20), and optionally request particular question types. The Assistant generates the quiz, presents questions, and provides AI-powered grading with explanatory feedback after submission.
**Student Request**: "Quiz me on photosynthesis with 3 multiple choice questions"
**Quiz Experience**:
The Assistant generates questions with labeled options. Students select their answers, submit the completed quiz, and receive immediate grading with explanations for correct and incorrect answers.
**Feedback Example**:
* Question 1: Correct ✓ - Explanation of why the answer is right
* Question 2: Incorrect ✗ - Explanation of the correct answer and why their choice was wrong
* Question 3: Correct ✓ - Additional context connecting to course concepts
**Student Request**: "Give me questions about SQL commands where multiple answers might be correct"
**Quiz Experience**:
The Assistant creates "select all that apply" questions. Students can choose multiple options for each question. Grading evaluates whether they selected all correct answers and avoided incorrect ones.
**Feedback Example**:
* Partial credit for selecting some but not all correct answers
* Explanations for each option (why it's correct or incorrect)
* Guidance on concepts that need review
**Student Request**: "Test my understanding of Newton's laws, and use a mix of fill-in-the-blank and short answer questions"
**Quiz Experience**:
Students type their answers directly. For fill-in-the-blank, they provide specific terms or values. For short answer, they write brief explanations or analyses.
**Feedback Example**:
* AI evaluates answers for accuracy and completeness
* Provides corrections for factual errors
* Suggests ways to strengthen explanations
* Highlights key concepts that were missing
**Quiz as a learning tool**: Quiz is designed as a conversation-based study partner for formative learning. Students can take a quiz, review feedback, study more, then test themselves again in a new conversation. This active learning cycle helps them identify knowledge gaps, reinforce concepts, and build confidence before exams.
You can also customize quiz behavior in your Assistant's prompt, for example by specifying preferred question types, number of questions per quiz, or topics to focus on.
***
## Nectir Support Tool
The Nectir Support tool lets your Assistant search [Nectir's support documentation](https://support.nectir.io) to answer questions about the platform in real-time.
Your Assistant always accesses the latest support documentation—no manual updates needed.
**What it's for:**
* Real-time access to all Nectir support documentation
* Answers questions about platform features, setup, and best practices
* Seamless in-conversation help without leaving the chat
**What it's not:**
* A replacement for human support (complex issues, bugs, account problems)
* For answering your course-specific content questions
Enable this tool when you want your Assistant to help users learn how to use the Nectir platform itself.
**Recommended for:**
* Institutions with many first-time Nectir users
* Assistants designed for general student support
* Pilot programs where users are still learning the platform
* Any Assistant where users might ask questions about how Nectir works
**May not need it:**
* Highly specialized Assistants where users are already platform-savvy
* Mature deployments where support questions are rare
New Assistants start with **Nectir Support** on, unless a Workspace Owner changed the default under **Workspace Settings** > **AI Controls** > **Default Assistant Tools**.
As a Workspace Owner or an Owner of the Assistant's Group, go to the Assistant's **Settings** page.
Select the **Advanced** tab, then scroll to the **Tools** section.
Toggle on **Nectir Support** and save your changes.
Your Assistant can now search Nectir's support documentation when users ask platform-related questions.
* Enable this tool on general-purpose Assistants in environments with new Nectir users
* This tool adds Nectir platform knowledge on top of your Assistant's normal capabilities. It doesn't limit the Assistant to only answering platform questions
For complex issues, account problems, or bugs, direct users to [support@nectir.io](mailto:support@nectir.io).
***
## Video Tutorial
Watch how to select AI models and configure temperature settings
# Add training data to your AI Assistant
Source: https://support.nectir.io/creating/assistant-knowledge
Upload and manage training data to customize your Assistant's knowledge base.
The knowledge you upload is the **foundation** of your Assistant's ability to provide **personalized, relevant responses**. This content customizes your AI Assistant to understand your specific course materials, institutional policies, and unique program requirements. More importantly, it creates a **tailored learning experience** that directly supports each student's **individual learning journey**, making your Assistant truly **supportive** rather than generic.
Hover over your Assistant, click the **three dots**, and select **Settings**
Click on the **Knowledge** tab in the sidebar
Select your preferred method to add knowledge to your Assistant:
Upload files from your computer
Import a course export (.imscc) from LMS
Import content from a website URL
Connect to import course files
Sources show which knowledge files your Assistant references in responses. Every file is shown as a source by default. To hide a file, open its menu (three dots) and click **Hide Source**.
Configure your source preferences
## What to Upload
Upload your syllabus, course materials, assignments, and any content specific to your course or program.
Include information unique to your campus, policies, procedures, and institutional guidelines.
Add documents containing concepts, terminology, or jargon specific to your field or program.
Include dates, deadlines, schedules, and any time-sensitive information your Assistant should know.
**Important:** Focus on content that AI models won't have in their knowledge base. This includes your specific course materials, institutional policies, and unique program requirements.
## Supported Knowledge Sources
Any public website URL (text content is extracted from selected pages)
.pdf .docx .xlsx .pptx
.txt .text .eml .md .xml
.jpg .jpeg .png .heif .heic .tiff .bmp
.mp3 .wav .flac .aac .m4a .opus
.mp4 .webm .mpeg .mpg .mov .wmv
.py .java .c .cpp .h .js .css .html .sql
.R
File Limits: You can upload **unlimited files** with a maximum size of **150 MB per file**.
## Understanding the Knowledge Table
The Knowledge table displays only files that are ready for use. Each file listed has completed processing successfully and is available for Assistants to reference during conversations. If a file appears in the Knowledge table, it's usable.
Uploading a file begins a background processing step that prepares the content for use.
While processing is underway:
* The file doesn't appear in the Knowledge table
* Progress and results are shown in the Upload Queue
Once processing completes successfully, the file is automatically added to the Knowledge table.
The Knowledge table intentionally excludes:
* Files that are still processing
* Files that failed during processing
* Files with upload errors
These files remain visible in the Upload Queue to provide clear status information.
Files can be uploaded to multiple Assistants at the same time.
When uploading to multiple assistants:
* Each Assistant processes the file independently
* Status appears per the Assistant in the Upload Queue
* A file may succeed for one Assistant and fail for another
This allows shared content while maintaining clear visibility.
## Using the Upload Queue to Track File Status
The Upload Queue provides real-time visibility into file uploads and processing.
It displays:
* Files currently being processed
* Files that completed successfully
* Files that encountered errors
This view offers transparency into what's happening after files are uploaded.
Each file in the Upload Queue displays a clear status.
**Processing** - The file is being prepared for use.
**Success** - Processing completed successfully and the file is ready. The file will now appear in the Knowledge table.
**Error** - Processing failed and the file wasn't added to knowledge. The file can be uploaded again or replaced.
## Accessing Current Information
If you want your Assistant to access real-time information from the web instead of static uploaded files, consider enabling **[web search](/creating/advanced#web-search)**.
**Important Distinction**: Web search isn't the same as [adding a website](/creating/website-url) to your Assistant's knowledge base. Website sources extract and store page content for your Assistant to reference. Web search is a separate feature that allows your Assistant to search the internet in real-time during conversations.
**When to use web search instead of uploading files:**
* You need access to current events, news, or recent developments
* You want real-time data like stock prices, weather, or statistics
* Your course requires students to connect concepts with current information
* The information changes frequently and would become outdated if uploaded as static files
Web search depends on your [knowledge scope](/creating/assistant-knowledge-scope). With **General Knowledge** or **Topic Knowledge**, an Assistant with web search turned on can search the internet. With **Document Only**, the Assistant doesn't search the web, even if web search is turned on.
Configure web search and control which sources your Assistant uses
## Managing Your Knowledge Files
Once uploaded, you can manage your knowledge files through the Assistant knowledge settings. Each file has a dropdown menu (three dots) with **Preview**, **Rename**, **Replace**, **Download**, **Hide Source** (or **Show Source**), and **Delete**. Renaming, downloading, and deleting work like this:
Make your knowledge files more descriptive and easier to identify:
Click on the three dots next to the file you want to rename
Choose "Rename" from the dropdown menu
Type the new file name in the dialog box
Click **Save Changes** to apply the new file name
Use descriptive file names that reflect the content, purpose, or source of the file to better organize your knowledge materials.
Retrieve a copy of a knowledge file for backup or modification:
Choose the "Download" option from the dropdown menu
Your browser will prompt you to save the file to your local device
Downloading knowledge files is useful for backing up important content or making modifications before re-uploading.
Remove files from your Assistant's knowledge base:
Choose the "Delete" option from the dropdown menu
When prompted, confirm that you want to remove the file
**Permanent Action:** Deleting a file permanently removes it from your Assistant's knowledge base. The Assistant will no longer be able to access information contained in that file. This action can't be undone.
## Optimizing AI Performance
Upload complete documents rather than fragments. AI performs better with full context - include entire syllabi, complete assignment descriptions, and full policy documents rather than excerpts.
Add files with concrete examples, sample work, and case studies. AI learns patterns from examples and can better replicate the style and quality you expect.
Name files with clear, descriptive titles that indicate content, purpose, and context (for example, "Week-3-Calculus-Problem-Set-with-Solutions.pdf" vs "homework3.pdf").
Start with foundational materials (syllabus, course overview) then add specific content (assignments, readings). This mirrors how humans build understanding from general to specific.
Upload documents that cover exceptions, special circumstances, and frequently asked questions. This helps AI handle unusual situations appropriately.
Test your Assistant with questions that require connecting information across multiple documents to ensure it's synthesizing knowledge effectively.
***
## Next Steps
Configure the boundaries of information your Assistant can access
Set the directions that shape your Assistant's behavior
### Video Tutorial
Watch how to configure knowledge scope and upload knowledge files
# Knowledge Scope
Source: https://support.nectir.io/creating/assistant-knowledge-scope
Configure the boundaries of information your Assistant can access and understand.
Knowledge scope controls how much information your Assistant can access beyond your uploaded files. Think of it as setting the **knowledge boundaries** - from using only your specific documents to accessing the full breadth of AI knowledge. This powerful setting allows you to **balance specificity with comprehensiveness** based on your teaching goals.
Hover over your Assistant, click the **three dots**, and select **Settings**
Click on the **Prompt** tab in the sidebar
Choose either **General knowledge**, **Topic knowledge**, or **Document only**:
**What it includes:** Your documents plus the full breadth of knowledge available through Nectir's supported AI models.
**Best for:** Assistants that need comprehensive, up-to-date information beyond your specific course materials.
**Choose this when you want your Assistant to:**
* Provide comprehensive, up-to-date information beyond your course materials
* Access current events, recent research, or latest developments in the field
* Offer broad context and background information
* Support research with wide-ranging knowledge
**Example:** A research methods Assistant that needs to reference current academic standards and recent publications.
**What it includes:** Your documents and only the relevant topics from the AI models based on your documents, the prompt, and user input.
**Best for:** Assistants that should stay focused on your course content while having access to relevant background information.
**Choose this when you want your Assistant to:**
* Stay focused on your course content while providing relevant context
* Offer background information that's directly related to your materials
* Provide explanations without going too far off-topic
* Balance course-specific guidance with helpful context
**Example:** A biology tutor that can explain related concepts but stays focused on your course curriculum.
**What it includes:** Only the information in the documents you upload. The Assistant doesn't use the AI model's general knowledge or web search, and declines questions your documents don't answer.
**Best for:** Assistants that should only reference your specific course materials and nothing else.
**Choose this when you want your Assistant to:**
* Reference only your specific course materials
* Avoid any external information or interpretations
* Stick strictly to your syllabus, assignments, and uploaded documents
* Provide answers based solely on your provided content
**Example:** A syllabus Assistant that only references your specific course policies and requirements.
Click **Save changes** to apply your knowledge scope setting
## Best Practices
**Important:** Your knowledge scope setting works in combination with your Assistant's prompt. Make sure both are aligned with your teaching goals.
Begin with **Document Only** or **Topic Knowledge** to ensure your Assistant stays focused on your course content.
Monitor your Assistant's responses and adjust the knowledge scope if needed based on student feedback.
Periodically review your knowledge scope setting as your course content and goals evolve.
Source citations are on by default and show which knowledge files your Assistant uses. This helps identify gaps in your content and ensures responses are grounded in your materials.
***
## Next Steps
Set the directions that shape your Assistant's behavior
Configure AI models and advanced options
***
### Video Tutorial
Watch how to set knowledge scope and configure AI models
# Write an Assistant prompt to shape responses
Source: https://support.nectir.io/creating/assistant-prompt
Customize how your Assistant responds and behaves, ensuring relevance and accuracy while enhancing its effectiveness.
## What's an Assistant Prompt
The Assistant prompt is the **foundational instructions** that define how your AI Assistant behaves, responds, and interacts with students. Think of it as the "personality and guidelines" you give your Assistant before it ever meets a student.
**Important:** The Assistant prompt is different from what students type in the chat interface. The prompt is the **behind-the-scenes instructions** that shape every response your Assistant gives.
## Creating Your Assistant Prompt
Follow this proven workflow to build an effective Assistant that provides meaningful support for your students' learning journey.
Start by identifying what **opportunity for support** you want to address for your students. Every great Assistant begins with understanding the specific way you want to help students succeed.
**Which of these resonates with your teaching goals?**
* Help students understand complex concepts through guided questions
* Provide study strategies and exam preparation support
* Guide students through problem-solving processes step-by-step
* Offer writing feedback and improvement suggestions
* Support students with course logistics and assignment clarification
* Encourage deeper thinking about course topics
Sometimes the biggest challenge is identifying **what kind of support your students need most**. Reflect on common questions you get during office hours or frequent struggles you observe.
On the **Prompt** tab of your Assistant's settings, click **Prompt Library** and select a template that aligns with your support opportunity. Review and edit it, click **Apply Prompt**, then click **Save Changes**. Templates provide proven starting points that you can customize.
Templates focused on helping students master course content and develop learning skills.
Answers course-specific questions and guides students through content
Provides personalized learning support without giving direct answers
Acts as a collaborative study companion to reinforce understanding
Helps students develop and organize research projects
Templates designed to improve student writing and communication skills.
Guides students through the writing process and skill development
Focuses on professional and academic writing standards
Templates that support broader student success and career preparation.
Helps students develop career skills and professional readiness
Provides guidance on academic planning and college success strategies
Creates interactive scenarios for skill practice and application
Templates for handling course logistics and administrative tasks.
Manages course logistics, schedules, and administrative questions
Helps students understand institutional policies and procedures
Templates designed to assist educators in their teaching and planning.
Helps educators plan and structure learning experiences
Guides educators through the process of creating effective AI Assistants
Give your Assistant context by uploading relevant course materials. Even a small amount of content helps your Assistant understand your course and provide more relevant responses.
**Why this matters:** An Assistant without context can only give generic responses. Upload your syllabus, key readings, or assignment descriptions to make responses specific to your course.
Add syllabi, readings, assignments, and learning materials
Before students interact with your Assistant, you need to test it extensively. This is where you discover what works and what needs improvement.
**Test like a student:**
* Ask questions you know students will ask
* Try to get the Assistant to give direct answers (if you don't want that)
* Test edge cases and unusual requests
* Ask about topics outside your course materials
**Questions to explore:**
* "Can you just give me the answer to problem 5?"
* "I don't understand anything about (TOPIC)"
* "What's the most important thing for the exam?"
* "Can you write my essay introduction?"
**Test with the mindset of different student types:** the confused student, the student looking for shortcuts, the highly motivated student, and the student who's struggling with basic concepts.
Based on your testing, refine your prompt by adding **actionable directions** that guide better behavior and removing directions that don't apply.
**Focus on what TO do, not what NOT to do:**
"Don't give direct answers. Don't solve problems for students. Don't provide solutions."
"When a student asks for help: 1) Ask what they've already tried 2) Guide them to identify the next step 3) Encourage them to apply the concept"
**Plan conversation paths based on student responses:**
* If student is confused → Ask clarifying questions about their current understanding
* If student wants shortcuts → Redirect to learning process and explain the value
* If student is stuck → Break down the problem into smaller, manageable steps
* If student shows good understanding → Challenge them to extend their thinking
**Avoid laundry lists of restrictions.** Instead, create clear pathways that guide your Assistant toward productive educational interactions.
## Key Principles for Effective Prompts
Create **if-then scenarios** that guide your Assistant's responses. "If a student is confused, then ask about their current understanding and guide them step by step."
Write directions about what **TO do** rather than what not to do. Positive directions create clearer guidance for productive interactions.
**Testing reveals everything.** Try to break your Assistant, ask tricky questions, and test edge cases before students interact with it.
Your first prompt won't be perfect. Observe how students interact with your Assistant and refine based on real usage patterns.
## Controlling Web Sources
If you've enabled [web search](/creating/advanced#web-search) for your Assistant, you can control which websites it uses by adding instructions directly in your Assistant prompt.
**Why control sources in your prompt?** Instead of your Assistant searching the entire internet, you can ensure it only references authoritative, course-appropriate sources that align with your academic standards.
**Example prompt instructions:**
* "When searching the web, only reference information from .edu and .gov domains"
* "Use scholarly sources like Google Scholar and academic journals when searching"
* "When searching for medical information, rely only on CDC, WHO, and peer-reviewed medical journals"
* "Only use the following trusted news sources: \[list specific domains]"
These instructions work best when they're specific and actionable. The more precisely you define your source requirements, the better your Assistant can follow them.
## Creating a Custom Prompt
Want to write a custom prompt from scratch? Use AI to help you create it. Follow this process:
### Step 1: Create a prompt-writing Assistant
Create a new Assistant using either:
* **AI Assistant Creator template** - Specifically designed to help you create effective Assistants
* **Blank Assistant with General Knowledge** - Start fresh with full AI knowledge access
### Step 2: Use These Conversation Starters
Copy and paste these prompts to get started with your prompt-writing Assistant:
I'm creating an AI Assistant for my (SUBJECT) course. The main challenge my students face is (DESCRIBE CHALLENGE). I want my Assistant to help them by (DESCRIBE DESIRED SUPPORT). Can you help me brainstorm the key behaviors and approach my Assistant should have?
Based on our discussion, please write a first draft of an Assistant prompt. The Assistant should (DESCRIBE ROLE AND GOALS). Make sure to include specific guidance on how the Assistant should respond to different types of student questions. Focus on creating conversation paths rather than listing restrictions.
Here's how my Assistant responded to some test questions: (PASTE ACTUAL RESPONSES). The responses were (DESCRIBE WHAT WORKED/DIDN'T WORK). Please help me revise the prompt to improve these specific areas: (LIST SPECIFIC IMPROVEMENTS NEEDED).
Help me add specific "if-then" conversation paths to my prompt. If a student is (SCENARIO 1), then my Assistant should (DESIRED RESPONSE). If a student is (SCENARIO 2), then my Assistant should (DESIRED RESPONSE). Can you help me write these as clear instructions in my prompt?
### Step 3: Test and iterate
Use your prompt-writing Assistant to continuously improve your custom prompt as you test it with real student scenarios. The AI can help you refine the language, add missing scenarios, and strengthen weak areas.
**Pro tip:** Keep your conversation with the prompt-writing Assistant active throughout your testing phase. This way you can quickly get help refining your prompt based on real interactions.
***
## Next Steps
Configure AI models and temperature settings
Create predefined prompts to help users begin interacting
### Video Tutorial
Watch how to select templates and customize your Assistant's behavior
# Add from Canvas
Source: https://support.nectir.io/creating/canvas-import
Add course content from Canvas into your AI Assistant's knowledge base via the Canvas API.
The Canvas integration connects directly to your Canvas instance via API, letting you browse and select course content to add to your Assistant's knowledge base. Unlike [Import Course Export](/creating/lms-import), which requires you to download and upload a course export file, this integration pulls content from Canvas with no file handling on your end. You can sync updates daily or weekly to keep your Assistant current as your course evolves.
Before you can import from Canvas, a Workspace Owner must set up the Canvas API integration. If you don't see the option to add from Canvas, ask your admin to follow the [Canvas API Setup guide](/lms-integrations/canvas-api).
## How It Works
Hover over your Assistant, click the **three dots**, select **Settings**, then navigate to the **Knowledge** tab.
Click **Add Knowledge**, then select **Add from Canvas**. If this is your first time, click **Continue to Canvas** to authorize access in Canvas.
Nectir keeps your Canvas authorization active for as long as possible. In some cases, you may need to reauthorize.
After authorizing, you'll see a list of Canvas courses you have access to. Select the course you want to import content from.
Only courses where you're enrolled as a teacher are shown, including for Canvas admins. Courses already imported into this Assistant aren't listed.
Select which content categories to import (files, pages, assignments, discussions, announcements, quizzes, syllabus, calendar events). Categories are selected by default. Deselect anything you don't want to import. Unpublished pages, assignments, discussions, announcements, and quizzes, and hidden files and calendar events, aren't listed.
You can also expand any category to check or uncheck individual items within it. Fully selected categories automatically pick up new content from Canvas during sync. Narrowed selections sync only the items you chose.
Unsupported file formats are marked and can't be imported.
Click **Add to knowledge** to begin importing the selected content. Files are processed and added to your Assistant's knowledge base automatically.
Once processing completes, your imported content appears in the Knowledge table grouped under the Canvas course name.
## Supported Content Types
The Canvas API integration supports importing the following content types from your courses:
| Content | What Gets Imported |
| - | - |
| **Files** | Documents, images, and other files uploaded to your Canvas course |
| **Pages** | Wiki pages and their full content |
| **Assignments** | Assignment descriptions, instructions, and due dates |
| **Discussions** | Discussion topic prompts and descriptions |
| **Announcements** | Course announcements and their content |
| **Quizzes** | Quiz questions, answer choices, and descriptions |
| **Syllabus** | Your course's syllabus page content |
| **Calendar Events** | Standalone course calendar events |
All content is imported as **read-only**. Nectir never modifies or deletes anything in your Canvas course.
## Keeping Content Up to Date
As your course content evolves in Canvas, there are two ways to keep your Assistant's knowledge base in sync.
### Manual Sync
Check for updates at any time. This is also how you add items or categories you skipped in an earlier import, since imported courses don't appear in the **Add from Canvas** course list.
1. Open the **Knowledge** tab in your Assistant's settings
2. Find your Canvas course in the Knowledge table and open its menu (three dots)
3. Click **Check Updates** to scan for content that was added, modified, or deleted in Canvas
4. Review the changes. To add content, expand a category and check the items you want, or check a category you skipped before.
5. Click **Update Knowledge** to apply the changes
### Automatic Sync
Turn on automatic sync to have Nectir check for content changes on a schedule:
1. Open the Canvas course in the Knowledge table
2. Toggle automatic sync on
3. Choose your sync frequency: **daily** or **weekly**
You can also turn on automatic sync on the content selection step of your first import.
On your chosen schedule, Nectir adds new content, updates modified items, and removes items that were deleted in Canvas. Your knowledge base stays in sync with the course.
Automatic sync and manual **Check Updates** work independently. You can use **Check Updates** at any time, even with automatic sync turned on.
### Removing Imported Content
Individual Canvas items can't be deleted from the Knowledge table. You can keep Canvas content out of your Assistant's knowledge base in two ways:
* **Narrow the selection.** Uncheck the items you want to exclude when choosing content to import, or later from **Check Updates** on the course row. Narrowed selections sync only the items you chose, so excluded items are removed and stay out of your knowledge base on future syncs.
* **Delete the course import.** Open the menu on the Canvas course row in the Knowledge table and click **Delete**. This removes every item imported from that course. You can import the course again at any time.
Nothing you remove in Nectir affects the content in your Canvas course.
## Troubleshooting
The Canvas API integration must be configured at the Workspace level before instructors can import content. Ask your Workspace Owner to set up the connection using the [Canvas API Setup guide](/lms-integrations/canvas-api).
* Verify you're enrolled as a teacher in at least one Canvas course
* Courses already imported into this Assistant don't appear again. Find them in the Knowledge table.
* Check that your Canvas account is active and not restricted
* If the issue persists, contact [support@nectir.io](mailto:support@nectir.io)
Files in unsupported formats can't be imported. Convert them to a [supported file type](/creating/assistant-knowledge#supported-knowledge-sources) in Canvas, then try importing again.
* Check your internet connection
* If the issue persists, contact [support@nectir.io](mailto:support@nectir.io) with details about the course and content types you're importing
***
## Next Steps
Configure the boundaries of information your Assistant can access
Set the directions that shape your Assistant's behavior
# Conversation Starters
Source: https://support.nectir.io/creating/conversation-starters
Create engaging conversation starters that guide users to meaningful interactions with your AI Assistant.
Conversation starters are pre-defined prompts that help users begin interacting with your AI Assistant. They serve as suggested entry points that:
* Remove barriers to engagement for new users
* Guide users toward productive interactions
* Showcase your Assistant's capabilities
* Encourage exploration of your Assistant's knowledge
Hover over your Assistant, click the **three dots**, and select **Settings**
Select **Conversation Starters** in the sidebar navigation
Click **Add New** for each starter. You can create up to 4 conversation starters or prompts (50 characters maximum per starter)
Focus on creating prompts based on:
* Common questions users might have
* Sentence stems that can lead to informative responses
* Interesting questions that may spark a learner's curiosity
* Examples that showcase your Assistant's specialized knowledge
Click **Save changes** to apply your conversation starters
## What To Consider
Remember that conversation starters have a **50 character limit each**. Here are some approaches to maximize their effectiveness:
Open-ended stems that encourage exploration:
* "How can I…"
* "What should I know about…"
* "Why does…"
Direct requests for specific help:
* "Help me with…"
* "Explain the…"
* "Show me how to…"
Ready-to-use questions for your subject:
* "What's due this week?"
* "How do I study effectively?"
* "Where do I find resources?"
Stems for organization and preparation:
* "Help me plan…"
* "How do I prepare for…"
* "What's the best way to…"
***
## Next Steps
Invite users to start interacting with your Assistant
Monitor usage and performance metrics
### Video Tutorial
Watch how to create engaging prompts that help students get started
# Create an Assistant
Source: https://support.nectir.io/creating/create-an-assistant
Nectir AI allows educators to create custom AI Assistants for 24/7 student support, reducing workloads and boosting engagement.
## Discover the new Assistant Builder
Create an Assistant by describing it. You can create or edit an Assistant just by describing what you want. The Assistant Builder turns your description into a complete Assistant with a name, description, prompt, and conversation starters, then asks follow-up questions to help you refine it.
## Step 1: Access the Creation Menu
1. Click **Create** on the top left in the sidebar
2. Select **Create Assistant**
3. Workspace Owners can create an Assistant at the Workspace level or within any Group. Editors can create one in their Private space or within a Group they own
1. Hover over your Group name
2. Click the ellipsis that appears
3. Select **Create Assistant**
4. Group owners can only create Assistants within their own Groups
5. If you need to create a new Group and don't have sidebar access, contact your Workspace administrator
## Step 2: Configure Basic Settings
1. Enter a descriptive name that reflects the Assistant's purpose
2. Choose where to make your Assistant available:
* **Shared with everyone** - Available to all Workspace users
* *Note: Only Workspace Owners can create "Shared with everyone" Assistants*
* **Group** - Add to an existing Group that's already "Shared" or in your "Private" space
* *Learn more about [Group types](/creating/group-settings)*
3. Click **Create** to proceed to customization
To set up the Assistant by chatting with AI instead, click **Try the New Builder** (**Switch to the New Builder** after your first use) at the top right of the page to open the Assistant Builder.
**Understanding Assistant Visibility**: Assistants placed within a Group are visible to all members of that Group. For LMS-linked courses, students will see any Assistants in the linked Group when they access Nectir AI. You can control visibility at any time by moving Assistants in or out of Groups - removing an Assistant from a Group will hide it from users, and you can add it back later to make it visible again.
## Step 3: Customize General Settings
| Setting | Description | Best Practices |
| - | - | - |
| **Avatar** | Upload an image for your Assistant | Choose something relevant to the Assistant's purpose |
| **Name** | Your Assistant's display name | Can be role-based (for example, "Feedback Provider") or persona-based for a more approachable feel |
| **Assistant ID** | Used for LTI integration | No customization needed |
| **Group** | Where the Assistant is accessible | Use dropdown to move between Groups or your Private space |
| **Description** | User-facing description that appears in chat | Essential for setting user expectations and providing clear guidance |
**Best practices for writing effective descriptions:**
* **Introduce the Assistant's purpose**: Explain what the Assistant is designed to help with
* **Provide usage instructions**: Give specific examples of questions users can ask
* **Set expectations**: Explain what the Assistant can and can't do
* **Include guidelines**: Share any rules or boundaries for appropriate use
* **Use clear, conversational language**: Write as if speaking directly to your students
**Example**: "I'm your Research Writing Assistant. I can help you develop thesis statements, organize your arguments, and cite sources properly. Ask me about: developing research questions, structuring essays, or APA/MLA formatting. Please note: I can't write essays for you, but I can guide you through the writing process."
## Managing Assistants
Once you've created an Assistant, you can manage it through the three-dot menu that appears when you hover over the Assistant name in the sidebar.
Return to an Assistant's configuration to change its name, description, knowledge, prompt, or any other setting. Use this if you had to close the page mid-setup and want to pick up where you left off.
**How to edit:**
1. Hover over the Assistant name in the sidebar
2. Click the three dots that appear
3. Select **Settings**
4. Update any setting and save
The Assistant exists as soon as you complete Step 2, so it stays in the sidebar with the settings you saved. Changes you didn't save before closing the page are lost.
Create a copy of an existing Assistant with all the same settings and configurations.
**How to duplicate:**
1. Hover over the Assistant name in the sidebar
2. Click the three dots that appear
3. Select **Duplicate**
4. Click **Duplicate** in the confirmation dialog. The system creates a copy in the same Group with "Copy" appended to the name
**When to use duplication:**
* Create variations with minor differences
* Test new configurations without affecting the original
* Deploy similar Assistants across different Groups
* Keep a backup before making major changes
Transfer an Assistant from one Group to another to change access permissions.
**How to move:**
1. Hover over the Assistant name in the sidebar
2. Click the three dots that appear
3. Select **Move To**
4. Choose the destination Group from the dropdown
**When to move Assistants:**
* Transition from private development to public Group
* Reorganize for different semesters or terms
* Change which students or faculty have access
* Consolidate Assistants from different Groups
The Assistant will be transferred with all settings and training data intact.
Permanently remove an Assistant that's no longer needed.
**How to delete:**
1. Hover over the Assistant name in the sidebar
2. Click the three dots that appear
3. Select **Delete**
4. In the **Delete Assistant** dialog, type the text it asks for and click **Delete**
Deletion is permanent and can't be undone. Consider duplicating first if you might need the Assistant later.
***
## Next Steps
Define what information your Assistant can access
Set the directions that shape your Assistant's behavior
Put your Assistant in front of students in the course sidebar, a page, an assignment, or a module
***
### Video Tutorial
See the entire Assistant creation process from start to finish
# Create & Manage Groups
Source: https://support.nectir.io/creating/group-settings
Create, duplicate, and manage Groups in your Nectir AI Workspace, including nested Groups, sharing settings, and private spaces for development.
## Create a Group
Only Workspace Owners and Editors can create Groups.
Click the **Create** button in the top left of the sidebar
Select **Create Group** from the menu
Enter a name for your Group
Use the dropdown menu to select where you want to create your Group:
* **Shared with everyone** - Creates a Group shared with everyone in the Workspace (Workspace Owners only)
* An existing Group - Creates a nested Group that inherits the parent's sharing settings. Editors can only nest under a Group they own
* **Private** - Creates a private Group visible only to you (for Workspace Owners and Editors only)
Click **Create Group** to finalize your Group creation
## Duplicate a Group
You can duplicate an existing Group to create a new Group with the same structure and Assistants.
### What Happens When You Duplicate a Group
A new Group with the same name plus "Copy" will be created
All Assistants from the original Group will be duplicated
Group and Assistant settings will be preserved, but members won't be duplicated. A copy of a top-level Group starts as Private
You will be the Owner of the new Group
### When to Use Group Duplication
* Create a template for different course sections
* Save a backup before making major changes
* Set up a new version for a new semester
* Create a testing environment for new configurations
### How to Duplicate a Group
Only Workspace Owners and the Group's Owners can duplicate a Group. A Group shared with everyone can only be duplicated by Workspace Owners.
Hover over the Group you want to duplicate and click the three dots menu
Choose **Duplicate** from the menu options, then click **Duplicate** in the confirmation dialog
A duplicate Group with the same name ending in "Copy" will appear on the sidebar with all Assistants duplicated
## Manage a Group
Once you've created or duplicated a Group, you can manage its settings, members, and content.
Access and modify basic Group information and structure.
1. Hover over the Group on the left sidebar and click the three dots menu
2. Select **Settings**
3. In General Settings, you can:
* **Change the Group name**: Update the display name
* **Change sharing or placement with the Add to dropdown**: Keep the Group **Private**, share it with the whole Workspace via **Shared with everyone** (Workspace Owners only), or nest it under a parent Group
4. Click **Save changes** to apply your updates
**How sharing works:** The **Add to** dropdown sets a Group's sharing, both at creation and any time after. There's no separate "Shared" setting: a Private Group shows as **Shared** automatically once you invite at least one other person. Nesting a Group under a parent applies the parent's sharing to it and to every Group and Assistant nested inside it, and moving it back out doesn't undo that, so re-check the sharing after un-nesting. See [How Groups Become Shared](/user-management/inviting-users#how-groups-become-shared).
Control who has access to your Group and their permission levels.
1. Hover over the Group on the left sidebar and click the three dots menu
2. Select **Members**
3. From here you can:
* **Invite new members**: Click **Invite members** to add users via email or invitation link
* **Change roles**: Modify member permissions (Owner, Facilitator, Member)
* **Remove members**: Click **Remove** next to any user's name
A Group shared with everyone has no member list to manage: every Workspace member has access, and the **Members** page links to the Workspace member list instead.
For detailed instructions on Group-level invitations, see the [Group-Level Invitations section](/user-management/inviting-users#group-level-invitations).
**For nested Groups**: If your Group is nested under a parent Group, you'll see a **Parent Group Members** tab where you can enable or disable syncing of members from the parent Group. See [Parent Member Sync](/user-management/sync-parent-group-members) for details.
If your institution has LMS integration set up for this Group, you can sync your course roster to import user names and send invitation emails.
**To access roster sync:**
1. Access **Settings** from the three dots menu
2. Navigate to the **LMS Integration** section
3. If a course is listed, click the three dots next to the course name and select **Sync LMS Roster**
**Note**: Roster sync doesn't control access. Once your LMS course is linked to a Group, users can access Nectir AI through the LMS regardless of whether they've been roster synced. For complete information, see [Roster Sync](/user-management/roster-sync).
## Nested Groups
Nested Groups allow you to create hierarchical structures, organizing your content like folders within folders.
### Purpose of Nested Groups
Create a main department Group with nested Groups for specific courses, research teams, or administrative units
Set up a primary course Group with nested Groups for different sections, labs, or project teams
Structure your Workspace with Groups for colleges/schools, departments, and individual programs in a hierarchical structure
Maintain a primary Group for a project with nested Groups for specialized workstreams or milestone-based teams
### How to Create Nested Groups
Click the **Create** button and select **Create Group**
In the dropdown menu, choose the existing Group where you want to create the nested Group
Enter a name for your nested Group and click **Create Group**
**Permission Inheritance**: Users with access to a parent Group automatically have access to all nested Groups within it, unless **Sync Parent Group Members** is turned off in the nested Group. Their role permissions remain consistent throughout the hierarchy unless specifically modified for a nested Group.
Learn how to view, sync, and manage members inherited from parent Groups in your nested Groups.
Best Practice: Keep your Group structure reasonably flat to ensure ease of navigation. Avoid creating too many nested levels that might confuse users.
## Private Space for Development
Workspace Owners and Editors have access to a dedicated private development space where they can:
* Create Groups and Assistants visible only to them
* Test and refine Assistants before making them available to users
* Develop content without interrupting regular Workspace activities
This private space eliminates the need for creating separate "sandbox" Groups, as it provides a built-in space for development and testing that's entirely hidden from regular users.
***
## Next Steps
Create your first AI Assistant within your new Group
Add members to your Group with appropriate permissions
Share your Group's Assistants with students through the Canvas sidebar, pages, assignments, or modules
### Video Tutorial
Watch how to create your first Group and manage user permissions
# Import Course Export
Source: https://support.nectir.io/creating/lms-import
Upload a course export file from your LMS to import content into your AI Assistant's knowledge base.
The LMS file import feature lets you upload a course export file (such as `.imscc`) from your Learning Management System into Nectir AI. After uploading, you can select specific materials from the export to add to your Assistant's knowledge base.
**Using Canvas?** You can skip the export step entirely. [Import from Canvas](/creating/canvas-import) connects directly to your Canvas instance via API, letting you browse and select course content without downloading any files.
## Key Benefits
* **Effortless content transfer**: Upload your course export file once to access all your course materials
* **Selective training**: Choose only the specific documents you want to use for training
* **Intelligent change detection**: Nectir automatically identifies which files you modified when you upload a new export
* **Consistent knowledge base**: Keep your AI Assistant in sync with your course content as it evolves
## How It Works
Download a course export file from your Learning Management System:
* [How to export from Canvas](https://community.canvaslms.com/t5/Instructor-Guide/How-do-I-export-a-Canvas-course/ta-p/785)
* [How to export from D2L Brightspace](https://community.d2l.com/brightspace/kb/articles/16771-import-export-or-copy-course-components)
* [How to export from Moodle](https://docs.moodle.org/405/en/Import_and_export_FAQ)
**Important:** When exporting from D2L Brightspace, use the **Export as Common Cartridge** option, not the "Thin Common Cartridge" option. The standard Common Cartridge includes actual content files, while the Thin version only contains metadata.
In your Assistant's Knowledge tab, click **Add Knowledge**, select **Import Course Export**, then click **Upload Course File** and select your course export file
Nectir will process your course export, extracting and organizing all available content
Browse through your course content and select which specific files to include in your Assistant's training data
Click "Import Selected" to begin training your Assistant with the selected content
## Managing Imported Files
Imported files appear in the Knowledge table as a single row named after the course. Click the course name to open a side panel listing its files. Imported files can't be renamed or deleted one at a time.
To retrieve a copy of an imported file:
Click the course name in the Knowledge table
Click the three dots next to the file and choose "Download"
Your browser will prompt you to save the file to your local device
The same menu has **Hide Source** (or **Show Source**) to control whether the file is listed in response [sources](/creating/sources).
To remove a course export and all its files from your Assistant's knowledge base:
Click the three dots on the course row in the Knowledge table and choose "Delete"
When prompted, confirm that you want to delete the import
Deleting an import removes every file imported from that course export. The Assistant will no longer be able to access information contained in those files.
## Updating Your Content
As your course evolves, you can update your AI Assistant's knowledge base:
1. Download a new export file from your LMS
2. Upload it to Nectir using the same process
3. Nectir automatically:
* Identifies which files are new or modified
* Show changes that require review
* Maintain your previous selections where possible
When you upload a new course export, Nectir intelligently compares it with your previous upload. Only files that have changed will need to be reprocessed, saving you time and ensuring your Assistant always has the most current information.
## Troubleshooting
If you're experiencing issues with the LMS import feature, here are some common problems and solutions:
If you can see files in your LMS export but can't select them for import, this is typically due to one of two reasons:
1. **Unsupported file format**: The file may be in a format that isn't currently supported
* Solution: Convert the file to one of our supported formats listed above
* For documents: Save or export as PDF, DOCX, or PPTX
* For media: Convert to supported image, video, or audio formats
2. **Already imported**: Files marked **Unchanged** are already in your knowledge base and haven't changed since you imported them, so there's nothing new to import
Files larger than the 150 MB per file limit can be selected, but they fail during processing. To import them:
* Solution: Compress or split the file
* For videos: Use built-in tools like iMovie (Mac) or QuickTime Player to compress
* For documents: Break large files into smaller segments
* For images: Resize or use image compression tools
If your LMS export processing stalls or fails to complete:
1. Check your internet connection stability
2. Try uploading a smaller export first to test the system
3. Ensure your export file isn't corrupted (try re-exporting from your LMS)
4. If the problem persists, contact support with details about your export file type and size
If content appears to import successfully but doesn't show up in your Assistant's knowledge:
1. Confirm you clicked "Import Selected" after selecting files
2. Check that processing completed without errors in the upload progress panel. Files appear in the Knowledge table only after processing succeeds.
3. Try a test question that specifically references the imported content
4. Verify that your Assistant's knowledge scope is set appropriately
***
## Next Steps
Configure the boundaries of information your Assistant can access
Set the directions that shape your Assistant's behavior
***
### Video Tutorial
Watch how to import content from your Learning Management System
# Assistant Response Sources
Source: https://support.nectir.io/creating/sources
Learn how to view and understand the sources used by Nectir AI Assistants when responding to your questions.
## Overview
When your AI Assistant provides information based on your uploaded training documents, it can now show you exactly which files it used to generate its response. These "sources" are the reference materials the Assistant used to generate its answer—they're meant to show where ideas came from, not to act as formal academic citations.
**Important note**: Sources are for transparency, not for copy/pasting into a bibliography. The sources will only include the context taken from your training documents, not information from the AI model's knowledge.
## Choosing Which Files Appear as Sources
Every knowledge file is shown as a source by default. To hide a file, open its menu (three dots) in your Assistant's Knowledge settings and click **Hide Source**. Click **Show Source** to show it again. To change several files at once, select them in the Knowledge table and use the bulk actions. Hidden files show a **Hidden** badge, and you can filter the table by **Source Visibility**. A hidden file stays in your Assistant's knowledge; it just isn't listed in sources.
## How Sources Work
When an Assistant responds using information from your training files, it:
1. Adds a **Sources** card to its response
2. Lists each visible knowledge file it searched or read to generate the answer
To view sources, ask a question about your course content and expand the **Sources** card in the response. You can click any file to preview the original document.
**When sources are shown**: Sources are only displayed when the Assistant uses information from your training files.
**When no sources are shown**: If no sources appear in a response, the information likely came from the AI model's knowledge rather than your training files, or your question may not directly relate to content in your training files.
**When sources don't match content**: The Assistant might be combining information from multiple sources, or the source file might contain additional context not directly mentioned in the response.
## Web Search Sources
If you've enabled [web search](/creating/advanced#web-search) for your Assistant, web search sources work differently than sources from uploaded knowledge files.
Web search sources are always shown. Links the Assistant found through web search are listed under **Web Search** in the same **Sources** card, regardless of which knowledge files you've hidden from sources. This helps students verify information and understand where external data comes from.
## Benefits of Sources
Sources can help students:
See where the AI pulled context from to generate its response
Identify where to go deeper into a topic by accessing the original materials
Verify the accuracy of claims by checking the original source documents
Understand which specific materials are being used to answer questions
## Best Practices for Using Sources
While the sources feature is designed to help track information to its origins, it's always best practice to verify critical information directly with the original documents, especially for important deadlines or requirements.
Remember that sources aren't intended for direct citation in academic work. Users should be instructed to use the sources as a starting point for their research, but to properly cite the original materials according to academic standards.
When uploading training documents, use clear, descriptive filenames. This makes it easier to identify sources in the Assistant's responses.
More specific questions often lead to more specific sources. For example, "What are the course deadlines?" will likely give you more precise sources than "Tell me about the course."
You can specifically ask about information in particular documents, such as "What does the syllabus say about late assignments?" to direct the Assistant to use certain sources.
For critical information like assignment deadlines or grading policies, always click through to the source to verify the Assistant's summary.
## Teaching Students About Sources
Help students develop critical thinking and research skills by teaching them to:
* **Check sources for important information** - Always verify deadlines, requirements, and policies directly in the source documents
* **Cross-reference information** - Compare the Assistant's response with the original materials to ensure accuracy
* **Trace claims to authoritative sources** - Understand how to follow information back to its original source
* **Ask better questions** - Learn which types of questions yield the most helpful sourced responses
This practice not only helps students use the AI Assistant but also builds valuable research and information literacy skills that transfer to other academic work.
***
## Next Steps
Monitor how users interact with sources and responses
Manage and organize the source files used by your Assistant
### Video Tutorial
Watch how to enable and configure sources for your Assistant
# Add Website
Source: https://support.nectir.io/creating/website-url
Add a public website URL as a knowledge source for your Assistant, choose which pages to import, and enable weekly sync to keep content current.
The website URL feature lets you add any public website as a knowledge source for your Assistant. Enter a URL, select the pages you want to include, and Nectir extracts the text content into your Assistant's knowledge base. With weekly sync enabled, your Assistant stays current as the website content changes.
Only **public websites** are supported. Pages behind a login or paywall can't be accessed. For LMS-hosted content, use [Canvas Import](/creating/canvas-import) or [Import Course Export](/creating/lms-import) instead.
## How It Works
In your Assistant's **Knowledge** tab, click **Add Knowledge** and select **Add Website**.
Type or paste the website URL (for example, `https://yourschool.edu/catalog`). Click **Continue**.
Nectir scans the website and finds pages using the site's sitemap together with the links it can find.
You'll see a list of the pages Nectir found. Search, select, or deselect pages to control exactly what gets imported. You can add up to 1,000 pages per website. If the scan finds more than 1,000 pages, none are preselected and you choose which ones to add.
Turn on the weekly sync toggle to have Nectir automatically check for content changes every week and update your Assistant's knowledge base.
Click **Add to knowledge** to begin importing. The website appears as a single entry (the root domain) in your Knowledge table.
A success message confirms the website has been added. Text content from each selected page gets extracted and processed into your Assistant's knowledge base.
## Managing Website Sources
Each website appears as a single row in the Knowledge table showing the root domain. You can manage it through the **three dots** menu:
| Action | Description |
| - | - |
| **View Pages** | Open the side panel to view imported pages and turn weekly sync on or off |
| **Check Updates** | Scan the website again for content changes and choose which pages to include |
| **Delete** | Remove the website and all its pages from your knowledge base |
Deleting a website source permanently removes all its pages from your Assistant's knowledge base. This action can't be undone.
## Automatic Weekly Sync
With weekly sync turned on, Nectir automatically checks the website for content changes and updates your Assistant's knowledge base in the background.
You can turn weekly sync on or off in two places:
* **During setup**: Turn on the weekly sync toggle on the page selection step before clicking **Add to knowledge**
* **After setup**: Click **View Pages** in the website's menu in the Knowledge table and use the weekly sync toggle
Manual **Check Updates** is always available regardless of the weekly sync setting.
## What Gets Imported
Nectir extracts **visible text content** from each page, including text that JavaScript adds as the page loads. The following aren't included:
* Images, videos, and audio
* Content that appears only after a click or other interaction
* Embedded applications or iframes
* Content behind login pages or paywalls
Website URL sources work best for institutional content like course catalogs, department pages, policy documents, and program information.
## Troubleshooting
* Verify the URL is correct and publicly accessible
* Try a more specific URL (for example, a department page rather than the homepage)
* Check that the website isn't behind a login or firewall
* The page may not be listed in the website's sitemap. There's no tag or setting to add to the page. Instead, enter the page's exact URL as its own website source.
* Pages that require a login or are behind a paywall can't be accessed.
* Some websites use JavaScript to render page links, which may not be detected during the scan.
* Confirm weekly sync is turned on in the website's **View Pages** panel
* Weekly sync runs once per week, so recent changes may not appear immediately
* Use **Check Updates** to trigger an immediate refresh
***
## Next Steps
Configure the boundaries of information your Assistant can access
Enable real-time web search for current events and live data
# Nectir AI FAQ: Features, Setup, Privacy, and Security
Source: https://support.nectir.io/explore/nectir-ai-faq
Answers to common questions about Nectir AI, covering setup, course content and grading scope, LMS integration, languages, data privacy, and security.
## 💬 General Information
Nectir AI is an AI-powered education platform that lets your institution build custom, 24/7 learning Assistants for any course or department. Think of it as a digital Assistant designed specifically for education—seamlessly embedded into your LMS, references only your materials, and is fully under your control. It answers questions, clarifies concepts, and supports students, faculty, and administration, reducing administrative burden and improving learning outcomes.
[Check out our website](https://www.nectir.io/nectir-ai).
**No**, Nectir AI isn't an AI model or LLM. It's a way to interact with AI models. With Nectir AI, you can create personalized AI Assistants. These Assistants live inside your LMS and provide you and your students with accurate, 24/7 learning support, feedback, and guidance.
Nectir is purpose-built for higher ed—not a one-size-fits-all chatbot. Key differences:
* **Privacy and security**: Conversations are private to each user, and Nectir is independently audited for SOC 2 Type II. See [Security and Compliance](/explore/security-and-compliance).
* **Results-driven**: Institutions using Nectir have seen up to 20% GPA gains and measurable boosts in student engagement and self-efficacy.
* **Flexibility**:Assistant’s responses are grounded in and only reference your own materials (syllabi, slides, readings) that you upload.
* **No cookie-cutter answers**: Each Assistant’s responses are tailored to your institution’s unique courses and culture.
**No**, Nectir AI is designed to be user-friendly for educators without technical backgrounds. Setting up an Assistant involves:
* **Quick Upload Process**: Upload your course files (PDFs, Word docs, slides, etc.) from your computer
* **Template Prompts**: Choose from pre-written prompts designed by education experts
* **Intuitive Interface**: All settings are accessible through a straightforward web interface
* **No Coding Required**: Everything is point-and-click with clear instructions
Most educators can set up their first Assistant in 15-30 minutes. If you can use email and upload files to a cloud service, you can use Nectir AI.
**Additional Support Available:**
* **Guided Onboarding**: Step-by-step walkthrough when you first create an account
* **Tutorial Documentation**: Comprehensive guides and tutorials available on this site
* **Educational Resources**: Video tutorials, best practices guides, instructional templates, and exemplars
* **Direct Support**: Contact [support@nectir.io](mailto:support@nectir.io) for personalized assistance
* **Feedback Sessions**: Monthly optional sessions open to all Nectir educators to share, collaborate, and connect
Start with our template prompts and gradually customize them as you become more comfortable with the platform. Don't hesitate to reach out for help - our support team loves helping educators succeed.
AI response accuracy depends on several factors:
* **Training Data Quality**: The more relevant and comprehensive your uploaded materials, the more accurate responses will be
* **Question Clarity**: Clear, specific questions typically receive more accurate answers
* **Subject Matter**: Responses about your uploaded course content are generally more accurate than general knowledge questions
* **Temperature Settings**: Lower temperature settings (more conservative) produce more consistent and factual responses, while higher settings allow for more creative but potentially less accurate answers. [Learn more about temperature settings](/creating/advanced)
**Important Notes**:
* AI can occasionally make mistakes or "hallucinate" information
* Always encourage students to verify important information with course materials or instructors
* The AI works best as a learning guide rather than an authoritative source
* You can improve accuracy by regularly updating your Assistant's training materials and refining its prompt
Test your Assistant regularly with sample student questions to ensure response quality meets your standards. For fact-heavy subjects, consider using lower temperature settings for more consistent responses.
These are the three key organizational levels in Nectir:
* **Workspace**: The top-level container that houses all your Groups and Assistants. Think of it as your institution or organization's main account.
* **Group**: A specific class, course, or team within your Workspace. Each Group can have its own Assistants, members, and content.
* **Assistant**: The AI-powered helper that lives within a Group. Each Assistant can be trained on specific materials and customized for particular subjects or purposes.
For example: Your university (Workspace) might have a "Biology 101" course (Group) with a "Lab Assistant" that helps students with experiments (Assistant).
## 📚 Usage and Capabilities
**No.** You have precise control over every Assistant's behavior. We provide a multitude of sample prompts with built-in guardrails and recommend best practices. For example, you can prompt the Assistant to:
* Ask students what they already understand before offering support
* Guide them with hints or break down problems without providing the answer
* Refuse to write essays or complete assignments
This protects academic integrity and encourages real learning—not shortcuts.
Learn more about best practices for creating an Assistant prompt [here](/creating/assistant-prompt).
**No.** Nectir AI doesn't include textbooks, curricula, or any pre-loaded course content. Each Assistant only knows the materials its creator uploads, such as syllabi, readings, and lecture slides. If an Assistant can't answer a question about your course, the relevant material likely hasn't been added to its [knowledge](/creating/assistant-knowledge) yet.
For copyrighted textbooks, Nectir recommends instructors use Open Educational Resources (OER) instead. See the OER question in the Setup and Training section below.
Nectir AI doesn't store or manage course grades, grading policies, or assignment instructions. Your instructor sets those, and they live in your syllabus and LMS.
* A course Assistant can answer syllabus questions only if your instructor uploaded the syllabus or other course documents as Assistant knowledge. Try asking it directly, for example: "What does the syllabus say about late assignments?"
* The [Quiz feature](/creating/advanced#quiz) grades practice quizzes instantly in chat. It isn't integrated with your LMS grade book and doesn't affect official grades.
* For official grades, grading policies, and assignment requirements, check your syllabus or LMS, or ask your instructor.
**No limits!** Every student and faculty member can interact with Nectir AI Assistants concurrently, as often as they like. It scales with your needs—no office hours required.
Only the user who has a conversation can read it. Instructors and Workspace Owners see [usage analytics](/managing/assistant-analytics), such as message counts per user and the Key Topics across conversations, but not message text or who asked what. Nectir enables identifiable exports (names, emails, and message text) only for approved research cases, and only Workspace Owners can download them.
Nectir AI can support these languages:
* **English**
* **French**
* **Portuguese**
* **Spanish**
* **German**
* **Italian**
* **Turkish**
* **Japanese**
* **Chinese**
* **Vietnamese**
* **Korean**
* **Russian**
* **Persian**
* **Arabic**
* **Urdu**
* **Hindi**
* **Marathi**
* **Tamil**
* **Telugu**
* **Gujarati**
This multilingual support allows Nectir AI to effectively serve diverse student populations and international educational environments.
Language capabilities are based on the underlying model's training data, which
means that performance may vary. Less common languages with smaller amounts of
training data may have lower accuracy or more limited capabilities compared to
widely spoken languages.
Only when [Web Search](/creating/advanced#web-search) is on. New Assistants start with Web Search turned on unless your Workspace changed its **Default Assistant Tools** in **AI Controls**. With Web Search on, an Assistant can search the public Internet during a conversation. Turn it off in the Assistant's **Advanced** settings to keep answers to the materials and knowledge you provide.
Nectir’s carbon footprint is low. The energy used by one student across a semester is about the same as streaming a single 30-minute video. We also run on data centers powered mainly by renewable energy, wherever possible.
## ⚙️ Setup and Training
Just upload as many files as you want—syllabi, assignments, readings, lecture slides—into the Assistant’s settings. These documents create the “brain” for your Assistant, allowing it to answer questions with your institution's specific knowledge.
Since only instructors (Owners) have the ability to upload training documents, it's their responsibility to ensure that copyrighted material isn't shared with the Assistant without proper authorization.
We recommend using OER (Open Educational Resources) for now. Any other materials you choose to upload are at your discretion. Uploaded files are visible only to the Group's Owners and Facilitators and to Workspace Owners, unless you show them to students as [Sources](/creating/sources).
**Note**: Nectir doesn't sell or share your uploaded materials or use them to train AI models. They're used only by your Assistants, and subprocessors process them only to run the service.
**Yes**, only the Group's Owners and Facilitators and Workspace Owners can see the training files you upload to your AI Assistant. Students (Members) don't have access to the training data you upload.
Uploaded files are shown as sources by default: students can see which files were referenced in the AI's response and, depending on the file, preview and download it. To keep a file out of responses' sources, select **Hide Source** for it in your Assistant's **Knowledge** tab. [Learn more about Sources](/creating/sources).
## 🔧 Technical Information
Nectir supports AI models from multiple providers. You can choose **Auto** (recommended) to always use the current recommended model, or select a specific model in [Advanced Features](/creating/advanced). Available model options may change over time. AI processing runs through subprocessors under Nectir's Data Processing Agreement (DPA); see the [subprocessor list](https://www.nectir.io/legal/subprocessors). Your data isn't used to train any models.
**Yes**, we offer LTI 1.3 integration with major LMS platforms including Canvas, Blackboard, Moodle, and D2L/Brightspace. The integration allows users to navigate to Nectir directly from their LMS course page and enables [roster sync](/user-management/roster-sync) to import user names and send invitation emails. In Canvas, instructors can also [embed specific Assistants directly inside pages, assignments, and modules](/getting-started/canvas-embed-assistants).
**Integration Benefits:**
* Single sign-on from your LMS to Nectir
* Automatic user access through LMS course link
* Direct Assistant linking within courses
* Optional roster sync for user management
* Seamless course navigation
* Embed Assistants inline in Canvas pages, assignments, and modules
For detailed setup instructions for your specific LMS platform, see the LMS Integrations section in the sidebar. Each platform has step-by-step setup instructions. Blackboard supports manual registration only.
Need additional support? Contact [support@nectir.io](mailto:support@nectir.io).
**Yes**. In your Assistant's **Knowledge** tab, click **Add Knowledge** and select **Add Website** to import pages from a public website URL. [Learn more about adding a website](/creating/website-url).
**No**, both are available in chat. Click **Dictate Message** (the microphone button in the message box) to speak your message instead of typing it, and click **Read Aloud** on an Assistant reply to hear it spoken. See the [Voice Dictation and Read Aloud update](/changelog/product-updates).
## 🔒 Data, Privacy, and Security
* **SOC 2 Type II**: Nectir is independently audited for SOC 2 Type II. Request the report from the Trust Center.
* **FERPA**: FERPA has no vendor certification. The HECVAT and SOC 2 report in the Trust Center describe how Nectir protects student records.
* **Secure access**: You control your materials and who accesses them. That means you can designate access and assign permission based on if the user is a student, faculty, or staff. This approach helps ensure that users only have access to the resources they need. Think of us as the digital equivalent of a locked file cabinet, and certain security clearance on your keys will open certain drawers.
* **Data privacy**: Nectir doesn't sell or share your data. AI processing runs through subprocessors under Nectir's Data Processing Agreement (DPA); see the [subprocessor list](https://www.nectir.io/legal/subprocessors).
See [Security and Compliance](/explore/security-and-compliance) for the documents in the [Trust Center](https://app.vanta.com/nectir/trust/3as22kb996slor315lr4s) and how to request access.
Your course data—syllabi, assignments, readings, and more—is securely stored and remains your property.
* Nectir doesn't sell or share your materials. Subprocessors process them only to run the service, under Nectir's DPA.
* Nectir doesn't train any AI models because we aren't an AI model. We don't use your data to train any AI models.
All materials you upload remain yours. They're securely stored, never sold or shared, and only used for your Assistants. Ownership and privacy remain fully in your hands.
**Yes**, Nectir's Accessibility Conformance Report documents support for WCAG 2.2 Level A and AA and Revised Section 508. We've integrated accessibility into our mission, policies, and development practices, and our platform is designed to work with assistive technologies. While we continue to improve our accessibility, we welcome feedback from users who encounter any barriers.
Plus, multilingual support and round-the-clock availability make learning more equitable across demographics.
Our Voluntary Product Accessibility Template (VPAT) and Accessibility Conformance Report (ACR) are available from our [Trust Center](https://app.vanta.com/nectir/trust/3as22kb996slor315lr4s). For more information about our accessibility efforts or to report issues, please visit our [accessibility statement](https://www.nectir.io/accessibility).
***
Click here to schedule a personalized demo with our team. Let us show you how
Nectir AI can transform your educational experience.
# Nectir AI Overview: Features, Security, and Benefits
Source: https://support.nectir.io/explore/nectir-ai-overview
A comprehensive overview of Nectir AI, the premier managed AI infrastructure built specifically for education.
## Why Choose Nectir AI
**Enterprise-grade security:**
Independently audited for SOC 2 Type II, with reports available in the Nectir Trust Center. Conversations stay private to each user. See [Security and Compliance](/explore/security-and-compliance).
**Seamless LMS integration:**
Deploy instantly within Canvas, Blackboard, Moodle, or Brightspace. Students access AI support directly from their course pages—no disruption to existing workflows.
**Institution-specific knowledge:**
AI Assistants trained exclusively on your syllabi, assignments, and course materials. Every response reflects your unique curriculum and teaching approach.
**Unlimited AI Assistants:**
Create specialized tutors for every course, writing coaches for specific disciplines, and administrative support tailored to your institutional needs.
**Latest AI technology:**
Choose from AI models across multiple providers. Model options are updated over time as new models become available.
**Campus-wide transformation:**
Scale from a single course to institution-wide deployment. Proven results include 20% GPA improvements and enhanced student engagement.
## Value for Your Institution
Personalized learning guidance and real-time feedback that adapts to individual needs
Powerful teaching Assistants that reduce workload and enhance classroom experiences
AI-powered support for administrative tasks with complete data control and compliance
## Key Features
Build unlimited AI Assistants that embody your teaching philosophy. Upload syllabi, assignments, and lecture materials to create tutors that answer questions exactly as you would—available 24/7 for every student who needs support.
One-click deployment into Canvas, Blackboard, Moodle, or Brightspace with optional [roster sync](/user-management/roster-sync). Students find their AI Assistant right where they expect it—no new logins, apps to download, or training required.
Discover which topics confuse students most, when they seek help, and how AI interactions improve their performance. Real-time dashboards reveal learning patterns invisible in traditional classrooms.
Serve international students in 20+ languages including Spanish, Chinese, Arabic, and more. Break down language barriers to learning while maintaining the same high-quality educational support for every student.
## Watch Nectir AI in Action
Get a comprehensive tour of Nectir AI's features and learn how to create your own AI Assistant tailored to your course needs.
## Success Stories
Increase in GPAs
Rise in average final scores
Boost in student motivation
Improvement in self-efficacy
#### LAPU Highlights
* In less than 2 weeks, LAPU integrated Nectir AI's customizable AI Assistants into every course campus-wide.
* Students experienced improved understanding and performance, while faculty enjoyed reduced workloads.
Learn how LAPU transformed their educational experience with Nectir AI
#### Midwestern University Highlights
* Piloting Nectir AI in a **Clinical Skills Development course**, creating AI Tutors to help students understand medical practices and conditions.
* Developing AI Assistants that act as patients, simulating real conversations where students intake data and recommend treatments.
* The vision is to create AI Assistants that support students throughout the 3-year pharmacy program as personalized learning partners.
Discover how other institutions are transforming education with Nectir AI
## Security and Compliance
Nectir's SOC 2 Type II report, GDPR report, HECVAT, and VPAT are in the [Nectir Trust Center](https://app.vanta.com/nectir/trust/3as22kb996slor315lr4s).
* **Private conversations:** only the user who has a conversation can read it. Instructors and Workspace Owners see usage analytics, not who asked what.
* **No selling or sharing:** Nectir doesn't sell your data or share it outside the service. AI processing runs through subprocessors under Nectir's Data Processing Agreement (DPA); see the [subprocessor list](https://www.nectir.io/legal/subprocessors).
* **No model training:** Nectir doesn't use your data to train AI models.
* **Your content:** uploaded materials remain your property, and you choose whether students see them as [Sources](/creating/sources).
* **Accessibility:** the VPAT documents support for WCAG 2.2 Level A and AA and Revised Section 508. Learn more at [nectir.io/accessibility](https://www.nectir.io/accessibility).
What's in the Trust Center, how to request access, and how Nectir handles your data
## Implementation & Support
| Implementation Phase | Platform Capabilities | Nectir Support |
| - | - | - |
| **Planning & Setup** | Campus-wide AI deployment with institutional control | Hands on training sessions with the Nectir team |
| **Assistant Creation** | Custom AI Assistants for courses, writing support, and administration | Pre-built prompt templates and Assistant implementation guides |
| **Content Integration** | Upload unlimited materials trained on your institutional knowledge | One-click LMS import capability to simplify content upload |
| **System Integration** | Seamless LMS integration with Canvas, Blackboard, Moodle, Brightspace | Asynchronous LTI installation and optional [roster sync](/user-management/roster-sync) |
| **Deployment** | Intuitive interface for building and deploying Assistants across campus | Real-time deployment status and automated Assistant provisioning |
| **Ongoing Management** | Advanced analytics, usage monitoring, and performance insights | Built-in analytics dashboards and usage reports |
## AI Literacy Development
In today's evolving workplace, understanding, and using generative AI isn't optional - it's essential. As AI transforms industries across the board, employers actively seek candidates who can leverage AI technology to drive innovation and solve complex problems.
**Hands-on experience**
Students develop AI skills in a safe academic environment
**Democratized access**
Faculty and students of all technical backgrounds can use AI
**Prompt engineering**
Students develop valuable communication skills with AI systems
**Institutional leadership**
Position your institution at the forefront of AI education
## Benefits by Role
**24/7 personalized support**
Always available learning assistance when students need it most
**Instant feedback**
Immediate clarification on complex concepts
**Deeper understanding**
Improved comprehension of the course material
**Enhanced engagement**
Increased motivation and participation
**Automated assistance**
Offload repetitive questions and tasks
**Meaningful interactions**
More time for high-value student engagement
**Student insights**
Analytics on common questions and understanding
**Customizable support**
Tailored to your teaching style and approach
**Improved outcomes**
Better student performance and success rates
**Higher retention**
Increased student persistence and completion
**Educational equity**
More equal access to learning support
**Future-ready campus**
Leading-edge learning environment
***
## Get Your Questions Answered
Get answers to common questions about Nectir AI's features, security, implementation, and more
Schedule a personalized demo to experience how Nectir AI can transform your educational institution.
# Impact & Results
Source: https://support.nectir.io/explore/nectir-ai-success-stories
Case studies and research on Nectir AI in higher education, including the LAPU study, California Community Colleges results, and success metrics.
## Featured Story: The Classroom of the Future at LAPU
LAPU was one of the first universities to join Nectir AI's beta program before their campus-wide implementation. The university conducted a comprehensive case study on the impact of AI course Assistants on student learning in online undergraduate courses. The research found that students with access to AI course Assistants improved their GPA and intrinsic motivation to learn.
Learn how LAPU created the classroom of the future with Nectir AI
## Research & Case Studies
Groundbreaking California Community Colleges study reveals how AI Course Assistants revolutionize student comprehension and engagement
Palomar College learners share how AI assistance transformed their critical thinking skills and created a supportive 24/7 learning environment
Inside the unprecedented California Community Colleges initiative bringing personalized AI assistance to diverse student populations
Comprehensive research reveals significant GPA improvements and motivation increases when students engage with AI Course Assistants
## Success Metrics
Educational institutions using Nectir AI have reported:
Students with access to AI Assistants demonstrated measurable improvements in overall course grades
Students showed higher participation rates and more consistent engagement with course materials
Faculty reported significant time savings by offloading routine questions to AI Assistants
## Share Your Success Story
Are you using Nectir AI at your institution? Share your experience and your success story.
**Email [support@nectir.io](mailto:support@nectir.io)** to share how Nectir AI is making a difference at your institution
***
The Nectir team will show how Nectir AI can transform the educational experience.
# Webinars & Podcasts
Source: https://support.nectir.io/explore/nectir-ai-videos
Watch the latest videos, webinars, and podcasts to learn how Nectir AI is transforming education.
## Live Webinars & Panel Discussions
Discover how Nectir AI is revolutionizing education through this collection of webinars, conference presentations, and educational discussions. Stay connected with the community for the latest updates and insights from leading educators and AI implementation experts.
[Subscribe to the Nectir YouTube channel](https://www.youtube.com/@nectir) for more content like this.
### LAPU Success Story: Transforming Learning with AI in One Year
Join Nectir and Los Angeles Pacific University (LAPU) for a live panel celebrating LAPU's breakthrough year with Nectir AI. See how LAPU scaled AI-powered learning Assistants campus-wide across over 160 courses, driving measurable gains for students and faculty.
**Key Topics Covered:**
* Road-tested strategies from piloting AI to campus-wide adoption
* Real LAPU examples for innovations in assignment design and student engagement
* Insights on boosting achievement and closing equity gaps with measurable GPA increases
* Lessons learned and future AI-powered learning strategies
**Speakers:** Kavitta Ghai (Nectir CEO), Callista Dawson (LAPU Learning Experience Design Manager), George Hanshaw (LAPU Director of Digital Learning Solutions)
### AI in Action Conference 2025: Making Learning Human Again
**Speaker:** Kavitta Ghai, Founder of Nectir.io
Discover how AI can reverse the damage of standardized education by making learning truly personalized for every student. Backed by exclusive data from the largest AI education pilot in the U.S. (California Community Colleges and Nectir AI), this session explores how AI-powered learning partners can transform education from one-size-fits-all to individualized experiences.
**Key Insights:**
* How AI can reignite student curiosity and engagement
* Turning assessments into conversations, not tests
* Data-driven results from large-scale AI education implementation
* Why AI won't replace teachers—it will make learning more human than ever
Learn from Kavitta's journey from frustrated college student to education innovator, building solutions that address the fundamental challenges of our 400-year-old education system.
### Students Building With AI: Real Results From the Classroom
**Speakers:** Dr. Ashlee Frandell (UNLV) and Dr. Michelle Allgood (UNM)
What happens when students don't just learn about AI in the classroom—but actually build with it? Join this eye-opening discussion with two innovative professors who integrated generative AI into their public policy courses with remarkable outcomes.
**Discover How They:**
* Meaningfully incorporated AI into their curriculum while preparing students for an AI-powered future
* Achieved remarkable results, including one student landing an AI role directly after the course
* Overcame practical challenges and witnessed transformative classroom impact
* Deepened student engagement through hands-on AI integration
Whether you're AI-curious or already exploring its potential, you'll walk away with actionable strategies to enhance your teaching practice and prepare students for the future of work.
### Creating the Classroom of the Future: Campus-Wide AI Implementation
**Hosted by:** Nectir in collaboration with Los Angeles Pacific University (LAPU)
Discover how campuses across the nation are using AI to create the classroom of the future. This LinkedIn Live webinar explores the practical implementation of AI tools in higher education classrooms and campuses, featuring real-world examples from LAPU's successful campus-wide deployment.
**What You'll Learn:**
* Real-world AI applications in the classroom and practical implementation strategies
* How to overcome common AI adoption challenges in higher education
* Integrating AI across various aspects of education, from course design to student support
* Live demo of how LAPU creates their AI Assistants using the Nectir AI platform
**Featured Success:** Learn how LAPU achieved a 20% boost in GPA after just one term of using Nectir AI Course Assistants across their campus.
## Podcasts & Interviews
Listen to Nectir's CEO Kavitta Ghai's podcast playlist featuring conversations about AI in education, the future of learning, and Nectir's mission to transform the classroom experience.
## Get Connected
Stay updated with the latest Nectir AI videos and educational technology insights
Get the latest announcements, updates, and industry insights from our team
See Nectir AI in action with a personalized demonstration for your institution
***
# Nectir AI Security and Compliance
Source: https://support.nectir.io/explore/security-and-compliance
Where to find Nectir's SOC 2 report, HECVAT, VPAT, and subprocessor list, how to request Trust Center access, and how Nectir handles your data.
## Trust Center
Nectir's security and compliance documents are in the [Nectir Trust Center](https://app.vanta.com/nectir/trust/3as22kb996slor315lr4s). To see them, request access from the Trust Center page; Nectir grants access to current and prospective customers.
| Document | What It Covers |
| - | - |
| SOC 2 Type II report | Independent audit of Nectir's security controls |
| GDPR report | Independent report on Nectir's GDPR controls |
| HECVAT | Nectir's answers to the Higher Education Community Vendor Assessment Toolkit |
| VPAT and Accessibility Conformance Report | Support for WCAG 2.2 Level A and AA and Revised Section 508 |
| Security policies | Access control, information security, vulnerability and patch management, AI ethics and governance, and related policies |
| Architecture diagram | The Nectir AI platform's components and data flow |
FERPA has no vendor certification. For how Nectir protects student records, see the HECVAT and the SOC 2 report.
## How Nectir Handles Your Data
* **No selling or sharing:** Nectir doesn't sell your data or share it outside the service.
* **Subprocessors:** AI processing runs through subprocessors under Nectir's Data Processing Agreement (DPA). See Nectir's [subprocessor list](https://www.nectir.io/legal/subprocessors).
* **Conversations:** only the user who has a conversation can read it. Instructors and Workspace Owners see [usage analytics](/managing/assistant-analytics), such as message counts per user and the Key Topics across conversations, but not who asked what. Nectir enables identifiable exports (names, emails, and message text) only for approved research cases, and only Workspace Owners can download them.
* **LMS data:** see [What Data Nectir Accesses](/lms-integrations/canvas-overview#what-data-nectir-accesses) for what the Canvas integration receives, including the grade scopes it requests but doesn't use.
Questions about data handling? Contact [support@nectir.io](mailto:support@nectir.io).
# Access Nectir AI
Source: https://support.nectir.io/getting-started/access-nectir-ai
Learn how to access your Nectir AI Workspace through different methods including LMS integration, email invitations, or invitation links.
## Two Ways to Access Nectir AI
You can access Nectir AI through two primary methods: directly from the website or through your Learning Management System (LMS). The method you'll use depends on how your institution has set up Nectir AI.
**General Steps:**
1. Go to [ai.nectir.io](https://ai.nectir.io/)
2. Sign in with your email - Nectir AI doesn't use passwords, so use either the email that received an invitation or an email you want to use for school tools
Select the appropriate sign-in method based on your email type:
Click "Sign in with Google" and sign in with your Gmail account
Click "Sign in with Microsoft" and sign in with your Outlook account
Enter your email, click **Sign in with Email**, and follow the email verification process
3. Join an existing Workspace (if invited)
4. Start using Nectir AI
*Requirements:* Email invitation or invitation link
**General Steps:**
1. Log in to your LMS (Canvas, D2L, Moodle, etc.)
2. Navigate to the course with Nectir AI
3. Click the "Nectir AI" button
4. Connect to Nectir AI if prompted (first time only)
5. Start using Nectir AI immediately
*Requirements:* Access to course/shell where Nectir AI is available
## Website Access Options
When accessing Nectir AI through the website at [ai.nectir.io](https://ai.nectir.io/), you have two pathways:
**Direct invite to your email**
Educator adds your email to a Workspace or Group
**Shareable link access**
Join using a link shared by your educator
If you want to test Nectir AI for the first time and know that no one has paid for it yet, sign in at [ai.nectir.io](https://ai.nectir.io/). If you have no invitations, click **Create a Free Trial Workspace**. This option isn't shown to users who chose the student role during onboarding or who already have a trial Workspace.
This method is used when your educator manually invites you by adding your email to the Workspace or Group.
Look for an invitation email from Nectir AI in your inbox.
Click on the invitation link in the email or go directly to [https://ai.nectir.io/](https://ai.nectir.io/)
Select the appropriate sign-in method based on your email type:
Click "Sign in with Google" and sign in with your Gmail account
Click "Sign in with Microsoft" and sign in with your Outlook account
Enter your email, click **Sign in with Email**, and follow the email verification process
If using **Sign in with Email**, you'll receive a verification email:
* You must use the same email address that received the invitation
* No password is required to access Nectir AI
* If you receive an error message when using Google or Microsoft login, try the **Sign in with Email** option instead
After signing in, click the "Join" button to access your Workspace
* Targeted invitations to specific individuals
* Track who has been invited
* Users accept through email
This method is used when your educator shares a special invitation link that allows you to join the Workspace.
Your educator will provide you with a unique link to join the Workspace
The link will typically start with: [https://ai.nectir.io/invite](https://ai.nectir.io/invite)?…
After clicking the link, you'll be directed to the Nectir AI login screen:
Select the appropriate sign-in method based on your email type:
Click "Sign in with Google" and sign in with your Gmail account
Click "Sign in with Microsoft" and sign in with your Outlook account
Enter your email, click **Sign in with Email**, and follow the email verification process
If using **Sign in with Email**, you'll receive a verification email:
If Nectir AI can't find an account for your email, click **Create an Account** and sign up with the same email.
* No password is required to access Nectir AI
* If you receive an error message when using Google or Microsoft login, try the **Sign in with Email** option instead
After authentication, you'll be automatically directed to join the Workspace
* No need to wait for individual email invitations
* Same link can be shared with many users
* Distribute through course materials or announcements
This is the simplest access method. No invitation is required - you just need access to the course or shell where Nectir AI has been made available. The LMS button serves as your invitation and completely bypasses the need for separate authentication.
Access your institution's LMS (Canvas, D2L, Moodle, etc.) with your credentials
Select the course that has Nectir AI integration
Click on the "Nectir AI" button or link in your course
If your browser blocks cookies inside the LMS, Nectir AI asks you to connect the first time you open it. Click **Connect to Nectir AI**, click **Confirm Connection** in the pop-up window, then click **Start Nectir AI**. Allow pop-ups and cookies for Nectir AI if nothing happens.
A Nectir AI account will be automatically created for you the first time you click the button - no separate login or invitation needed
On subsequent visits, you'll be taken directly to your Workspace through LMS authentication
* No invitation required - just course access
* No separate login or authentication needed
* Authenticated automatically through your LMS
* Single click access from course page
* Account created automatically on first use
### Accepting Additional Workspace Invitations
If you already have a Nectir AI account and receive invitations to other Workspaces:
Click on your user icon on the bottom left and select **Settings**
On the **Profile** tab, scroll to the **Workspace Invitations** section to see any pending Workspace invitations
Click **Join** on each invitation you wish to join
If you're having trouble accessing your Nectir AI Workspace, contact your course instructor or reach out to Nectir support at [support@nectir.io](mailto:support@nectir.io)
# Add Nectir to a Canvas Course
Source: https://support.nectir.io/getting-started/canvas-embed-assistants
Four ways to add a Nectir AI Assistant to a Canvas course with LTI: the course navigation sidebar, a page, an assignment, or a module.
## Overview
The way you add Nectir AI to a Canvas course depends on whether your institution has the **Canvas LTI integration** set up:
Use one of the **four LTI methods** below: add Nectir to the course sidebar, or embed an Assistant inside a page, assignment, or module.
Share your Group's invite link, invite students by email, or add a redirect link in your course sidebar. No admin setup required.
## With the Canvas LTI Integration
If your institution has the Canvas LTI integration installed, there are four ways to add Nectir AI to a course:
* **Course navigation sidebar**: whole-course AI hub linked to a Nectir Group
* **Inside a page**: embed a specific Assistant on a syllabus, intro, or instructions page
* **Inside an assignment**: embed a specific Assistant tied to a task or problem set
* **Inside a module**: add an Assistant as a standalone module item
**Want to link a Canvas placement to a specific Assistant?** Unlike D2L, Moodle, and Blackboard (which use an `assistantId` custom parameter), Canvas uses **deep linking**: you pick the Assistant interactively when you embed it. Use Method 2, 3, or 4 below; each ends with an **Embed an Assistant** modal where you choose which Assistant the placement points to. There's no custom parameter to configure on the Canvas side.
**Want students to see only one Assistant?** The course navigation sidebar (Method 1) opens the full linked Group, so students see every Assistant in that Group alongside any other Groups they belong to in the left sidebar. Methods 2, 3, and 4 embed a single Assistant directly in the Canvas page, assignment, or module. Students land on just that Assistant and don't see the rest of the Group or the Workspace sidebar. Use the embedded methods when you want a focused, distraction-free experience for a specific activity.
### Before You Begin
Your institution's Canvas administrator must have already completed the one-time LTI setup. Specifically:
* **Your institution must have installed the Canvas LTI.** If you don't see **Nectir AI** anywhere in Canvas, your admin hasn't installed the integration yet. See the [Canvas LTI Guided Setup](/lms-integrations/canvas-lti-guided) for admin instructions, or skip ahead to [Without the Canvas LTI Integration](#without-the-canvas-lti-integration).
* **For Methods 2, 3, and 4:** the **deep linking placements** must be in place. New Canvas installs include them automatically. If the Apps button doesn't show **Nectir AI** in the Rich Content Editor, or **Nectir AI** doesn't appear when you add an External Tool to a module, your institution likely set up Nectir AI before these placements existed. Ask your Canvas admin to apply the [Deep Linking Placements update](/lms-integrations/canvas-lti-updates#deep-linking-placements).
If you're not sure whether your institution has completed setup, contact your Canvas administrator or [support@nectir.io](mailto:support@nectir.io).
### Four Ways to Add Nectir
Expand any method below for the full walkthrough.
Use this method when you want students to access a course-wide Assistant from anywhere in the course.
When you add **Nectir AI** to the course sidebar, you're linking the whole Canvas course to a Nectir Group. Anyone enrolled in the course gets access to the Assistants in that Group.
**Automatic access.** Once your Canvas course is linked, everyone enrolled in that course (students, instructors, and TAs) gets access to the linked Group automatically. No separate invitations are required. Roles in Nectir are assigned based on Canvas roles via [LMS Role Mapping](/getting-started/workspace-settings#lms-role-mapping).
**Access Nectir AI from Canvas**
Go to the Canvas course you want to link with Nectir AI.
Navigate to **Settings** > **Navigation** tab.
Find **Nectir AI** in the disabled items section. You can either:
* Click the three-dot menu next to **Nectir AI** and select **Enable**
* Drag the **Nectir AI** item up to the active navigation items section
Save your changes after enabling.
Click on **Nectir AI** in your course navigation menu to begin the linking process.
**Choose Your Linking Option**
When accessing Nectir AI from Canvas for the first time, you'll see linking options:
**For first-time users:** you only see the **Create a Group** option, which creates a brand new Nectir AI Group specifically for this Canvas course.
**For existing Nectir users:** you see three options:
* **Create a Group**: Start fresh with a new Group specifically for this Canvas course
* **Duplicate a Group**: Copy an existing Group's settings and Assistants for use with this Canvas course (perfect for reusing Assistants from previous semesters)
* **Link to an Existing Group**: Connect this Canvas course to a Group you've already been working on (useful for cross-listed or multi-section courses)
Most instructors use "Duplicate a Group" at the start of each semester to reuse their successful Assistants while keeping each semester's students separate.
**Roster Sync**
After linking your course, Nectir opens the Group's settings. To sync your course roster, go to **Group Settings** > **LMS Integration**, click the three dots next to the course, and select **Sync LMS Roster**. You can do this now or later after you've finished setting up your Assistants.
**Important**: Roster sync doesn't control access. Once your course is linked, users can access Nectir AI through the LMS regardless of whether they've been roster synced. Roster sync imports user names into your member list and optionally sends invitation emails.
For complete information on roster sync, including when to use it and how to send invitation emails, see [Roster Sync](/user-management/roster-sync).
Use this method when you want a specific Assistant to appear directly inside a Canvas page, like a syllabus, course introduction, or instructions page.
Go to **Pages** in your Canvas course, open the page you want to embed an Assistant in, and click **Edit**.
If you're creating a new page, click **+ Page** instead.
In the Rich Content Editor toolbar, click the **Apps** button (plug icon).
From the Apps dropdown, select **Nectir AI**.
In the **Embed an Assistant** modal, choose the Assistant you want to embed from the list.
Click **Embed Assistant**. The Assistant placeholder appears inside the page editor.
Click **Save** (or **Save & Publish**) at the bottom of the page.
Use this method when an Assistant is tied to a specific task, problem set, or activity. Students see the Assistant inline with the assignment instructions. The flow is identical to Method 2 because Canvas assignments use the same Rich Content Editor.
Go to **Assignments** in your Canvas course, open the assignment you want to embed an Assistant in, and click **Edit**.
If you're creating a new assignment, click **+ Assignment** instead.
In the Rich Content Editor toolbar, click the **Apps** button (plug icon).
From the Apps dropdown, select **Nectir AI**.
In the **Embed an Assistant** modal, choose the Assistant you want to embed from the list.
Click **Embed Assistant**. The Assistant placeholder appears inside the assignment editor.
Configure the rest of the assignment (points, due date, submission type) and click **Save** (or **Save & Publish**).
Use this method when the Assistant should appear as its own item in a module, sequenced alongside other course content. Students click the module item to open the Assistant in full view.
Modules use a different flow than pages and assignments. Instead of the **Apps** button in the Rich Content Editor, you add the Assistant as an **External Tool** module item.
Go to **Modules** in your Canvas course.
Click the **+** button on the module where you want to add the Assistant.
In the **Add Item** dialog, change the **Add** dropdown to **External Tool**.
From the list of external tools, select **Nectir AI**.
In the **Embed an Assistant** modal, choose the Assistant you want and click **Embed Assistant**.
Click **Add Item** to place the Assistant in the module.
## Without the Canvas LTI Integration
If your institution hasn't set up the Canvas LTI integration, you can still get Nectir AI in front of your students through one of three options below.
Every Nectir Group has a shareable invite link. Students who click it sign in and land in your Group with access to its Assistants. Paste it anywhere in Canvas where students will see it: a page, an assignment description, an announcement, or as an External URL module item.
Go to [ai.nectir.io](https://ai.nectir.io), hover over the Group that contains your Assistant on the left sidebar, click the three-dot menu, and select **Members**.
Click **Invite members**, open the **Share link** tab, and click **Copy link**.
Only Group Owners can use **Invite members**: the button is grayed out for Facilitators, and Members don't see the **Members** page at all. If that's you, ask a Group Owner to copy the link or promote you.
Paste the link anywhere students can click it:
* Inside a Canvas page or assignment description (use the Rich Content Editor's link tool)
* In an announcement
* As a module item: **Modules** > **+** > **External URL**, then paste the link and give it a name like "Nectir AI"
Send students a direct email invitation from Nectir. They'll click the link in the email, sign in to Nectir AI, and land in your Group with access to your Assistants.
Go to [ai.nectir.io](https://ai.nectir.io) and open the Group that contains the Assistant you want to share.
Hover over the Group on the left sidebar, click the three-dot menu, and select **Members**. Then click **Invite members** at the top right.
Copy and paste your students' school-provided emails. You can paste directly from your roster: emails will be automatically extracted from the surrounding text. Click **Continue**.
Use **Add a Message** to provide context for your students. Under **Send To**, choose **Everyone** in the list or only **New Members**.
Click **Send Email**. Students receive an email with a sign-in link.
For full details on email invitations, including the Members tab and managing access, see [Inviting Users to Groups](/user-management/inviting-users#inviting-users-to-groups).
Use Canvas's built-in **Redirect Tool** to add a sidebar link that opens Nectir AI directly. This mimics the look of the LTI sidebar method without requiring an admin to install the LTI app.
Follow Option 1, Steps 1 and 2 above to copy your Group's invite link.
In your Canvas course, go to **Settings** > **Apps** > **View App Configurations**.
Click **+ App**. In the **Configuration Type** dropdown, select **Manual Entry**. Fill in:
* **Name**: `Nectir AI`
* **Consumer Key**: leave blank
* **Shared Secret**: leave blank
* **Launch URL**: paste your Group's invite link
* **Domain**: `ai.nectir.io`
Click **Submit**.
Go to **Settings** > **Navigation**. Find **Nectir AI** in the disabled section and drag it up into the active navigation. Click **Save**.
## Managing Courses Across Terms
Nectir's flexible setup framework allows you to link and unlink LMS courses as needed:
You can link as many LMS courses to Nectir as you need. Each course can be linked to its own Group or share a Group with other courses (useful for cross-listed sections).
**How to link a course:**
1. Open your new Canvas course
2. Access Nectir AI from the course navigation
3. You'll be prompted to choose how to link the course to a Group
When a term ends, you can unlink the LMS course from the Nectir Group. This removes the course connection while preserving the Group and all Assistants for future use.
**How to unlink a course:**
1. Go to **Group Settings**
2. Navigate to **LMS Integration**
3. Click the three dots next to the course you want to unlink
4. Select **Unlink**, then confirm with **Unlink**
Unlinking stops the LMS course from opening the Group. Course members stay in the Group unless you check **Remove Course Members** in the confirmation dialog, which also removes them from the Workspace if they aren't in any other Group (Workspace Owners aren't affected). The Group and Assistants will remain intact for future use.
When setting up the same course for a new term, you have two approaches:
**Link to an Existing Group** (Iterate and Improve):
* Connect your new course to the same Group you used previously
* Keep using and improving the same Assistants term over term
* Build on previous refinements and knowledge base updates
* Best for: Instructors who want to continuously improve their Assistants based on student interactions
**Duplicate a Group** (Preserve Past Versions):
* Create a copy of your previous Group with all Assistants
* Maintain separate versions for each term
* Preserve historical Assistant configurations
* Best for: Instructors who want to keep distinct versions per term or experiment with different approaches
Most instructors who teach the same course repeatedly prefer to link back to existing Groups, allowing them to refine and improve their Assistants over time rather than starting fresh each term.
## Troubleshooting
The Apps button (plug icon) appears in the editor toolbar for pages and assignments.
If the Apps button is there but **Nectir AI** isn't in the dropdown, your Canvas admin needs to enable the **Editor Button** deep linking placement. Share the [Deep Linking Placements update](/lms-integrations/canvas-lti-updates#deep-linking-placements) with them.
Your Canvas admin needs to enable the **Link Selection** deep linking placement. Share the [Deep Linking Placements update](/lms-integrations/canvas-lti-updates#deep-linking-placements) with them.
The list shows only Assistants you can edit that students in the course can open:
* Assistants in Groups where you are an owner.
* If you're a Workspace Owner, every Assistant in a Group you can access, plus **Shared with Everyone** Assistants that don't belong to a Group.
The list doesn't show:
* **Private** Assistants that don't belong to a Group, including your own. Only their creator can open them, so add the Assistant to a Group or share it with everyone before embedding it.
* Assistants in Groups where you are a member or facilitator (you can chat with them, but you're not an owner).
* **Shared with Everyone** Assistants that don't belong to a Group, unless you're a Workspace Owner.
* Assistants in Groups you don't belong to.
If the Assistant you're looking for isn't listed, it's most likely a Private Assistant outside a Group, in a Group you don't own, or a Shared with Everyone Assistant. Ask the Group owner or a Workspace Owner to embed it, or to make you an owner of the Group. Also confirm you're in the right Workspace, then contact [support@nectir.io](mailto:support@nectir.io).
Nectir AI shows this page instead of opening a different Assistant when the embedded Assistant was deleted or is a Private Assistant outside a Group (only its creator can open it), so add it to a Group or embed another Assistant.
The Assistant picker works, but the dialog never finishes loading the embed. Canvas shows "Retrieving Content" while it waits for the external tool to respond.
Try these in order:
1. **Allow third-party cookies** for Canvas and Nectir AI, then reload the Canvas page. See [Allow Third-Party Cookies](/troubleshooting/troubleshooting#allow-third-party-cookies).
2. **Disable extensions** that block cross-site requests (ad blockers, privacy or tracker blockers) for Canvas, or try the embed in a private/incognito window with extensions disabled.
3. **Try a different browser** to rule out a browser-specific cookie or cache issue.
If the embed still gets stuck after those steps, contact [support@nectir.io](mailto:support@nectir.io) with:
* The browser and version you're using
* A screenshot of the stuck dialog
* Whether Nectir AI works when accessed directly at [ai.nectir.io](https://ai.nectir.io)
Check that:
* The page, assignment, or module item is **published** (not in draft state).
* The student is enrolled in the Canvas course and has access to the Canvas resource (page, assignment, or module item) where the embed lives.
* Third-party cookies are allowed in the student's browser. See [Browser & Display Issues](/troubleshooting/troubleshooting#allow-third-party-cookies).
The course-to-Group linking step must be initiated from inside Canvas, not from the Nectir AI website. Open your Canvas course, click **Nectir AI** in the course navigation sidebar, and the linking screen will appear.
If **Nectir AI** isn't in the course sidebar yet, follow the **Method 1: Course Navigation Sidebar** steps above to enable it.
For other issues, see the [Canvas troubleshooting guide](/troubleshooting/canvas-issues) or contact [support@nectir.io](mailto:support@nectir.io).
## Related Resources
Admin checklist for the institution-level Canvas LTI setup
Build the Assistant you want to embed in your course
Manage the Group your Assistants live in
For Canvas admins: install and configure the Nectir AI LTI app
# Early Access Features
Source: https://support.nectir.io/getting-started/early-access-features
Learn how to enable beta features in Nectir AI through your account settings.
Early Access Features allow you to try out new and experimental features in Nectir AI before they're available to everyone. These features are in beta and may have limited capabilities or occasional issues.
**Beta Features**: Early access features are experimental and may change or be removed. Use them at your own discretion and provide feedback to help improve the features.
## How to Enable Early Access Features
Click on your profile icon in the bottom left corner of the screen
From the menu that appears, click **Settings**, then open the **Beta Features** tab
Find the feature you want to enable, toggle it on, and click **Save Changes**
Ready to get started? Learn how to create your first AI Assistant
# Workspace Management
Source: https://support.nectir.io/getting-started/workspace-settings
Learn how to manage your Workspace settings including general configuration, members, LMS integration, and AI controls.
Your Workspace is the top-level container for all your Groups, Assistants, and users in Nectir AI. While the Nectir team often creates Workspaces for organizations, as a Workspace Owner you can configure settings to customize how your organization uses the platform.
If your Workspace was created by the Nectir team, you can jump directly to managing the settings below. For new Workspaces, contact [support@nectir.io](mailto:support@nectir.io) for setup assistance.
## Access Workspace Settings
To access your Workspace settings, click the settings icon in the top left corner of your Nectir AI Workspace.
## General Settings
In the General Settings tab, you can configure basic Workspace information:
Click on the current avatar to upload a new image that represents your organization or institution
Update the Workspace name to reflect your organization's branding or preferred identifier
Use the **Copy** button next to the Workspace ID field to get your unique identifier for LTI integration setup
Turn on **Only Allowed Email Domains Can Access** and add domains (like `example.edu`) to limit Workspace access to users with those email domains
Click **Save Changes** to apply your updates.
## Members
The Members tab allows Workspace Owners to manually invite educators to the Workspace:
* **Invite New Members**: Click **Invite Members** and enter email addresses or use a shared invitation link - this works the same as inviting users into Groups
* **Assign Roles**: Select appropriate roles for each invited member
* **Bulk Actions**: Multi-select members to perform bulk actions like removing users or changing roles for many members at once
Full administrative access including Workspace settings, member management, and all creation/editing permissions
Can create and manage their own Groups and Assistants, but can't modify Workspace settings or manage members
Can interact with the Groups and Assistants they have access to, but can't create or edit them
For detailed information about user roles and permissions, see [User & Access Management](/user-management/inviting-users).
**LTI Integration**: If your Workspace uses LTI integration, member management is typically automated through your LMS. See [LMS Role Mapping](#lms-role-mapping) below to learn how user roles are automatically assigned.
## LMS Integration
The LMS Integration tab contains settings for Workspaces that use Learning Management System integration.
### Initial Workspace Setup via LMS
If you're setting up your Workspace for the first time through an LMS integration, refer to platform-specific setup guides:
Learn how to set up your Workspace through Canvas LTI integration
## LMS Role Mapping
Once you connect your Workspace to your LMS, you can configure how LMS roles map to Nectir roles. Workspace Owners can automatically map LMS roles to Nectir roles, streamlining the user management process:
**LTI Integration Required**: This feature is only available for Workspaces with LTI integration set up. Contact support if you need help setting up LTI integration.
### Understanding Role Mapping
LMS role mapping determines what permissions users receive in Nectir based on their role within a specific LMS course. Understanding how this works is critical for proper setup:
**Course-Specific Roles**
Nectir uses the role assigned to a user **within each specific LMS course** to determine their Group permissions. Since users may hold different roles across different courses (for example, a faculty member might be an instructor in some courses and a student in others), their Nectir permissions vary by Group based on their course-specific role.
**Unmapped Roles**
If a user has an LMS role that doesn't map to any Nectir role, Nectir gives them Workspace Member and Group Member permissions. Make sure all relevant LMS roles map to appropriate Nectir roles.
**Admin Setup Requirements**
If an LMS administrator is setting up integrations on behalf of instructors, they must be an actual member of the LMS course (ideally with an instructor role) to receive appropriate permissions in Nectir to complete the setup. Having administrator privileges at the institution level isn't enough without course membership.
### Recommended Role Mapping
* **Workspace Owners**: LMS administrators who need full control over the Workspace
* **Workspace Editors**: Faculty members who create and manage Assistants across their courses
### Configuration Steps
Access your **Workspace Settings** by clicking on the settings icon on the top left, click **LMS Integration** on the left sidebar, then open the **Role Mapping** tab.
Click **Add LMS Role** for each LMS role you want to map. In each row, pick the **LMS Role**, then the **Workspace Role** and **Group Role** it maps to:
* **Administrator** → Choose mapping for LMS administrators (typically Workspace Owner)
* **Instructor** → Choose mapping for LMS instructors (typically Workspace Editor and Group Owner)
* **Teaching Assistant** and **Content Developer** → Choose mapping for TAs and course designers
* **Learner** → Choose mapping for students (typically Workspace Member and Group Member)
Other LMS roles you can map are **Member**, **Mentor**, **Officer**, **Manager**, and **Parent Observer**.
Click **Save Changes** to apply the role mapping configuration.
**Benefits of LMS role mapping:**
* **Automatic user provisioning** - Users are created with appropriate permissions when they access through the LMS
* **Consistent permissions** - Maintains alignment between LMS and Nectir roles
* **Reduced manual management** - Eliminates the need to individually assign roles to users
* **Seamless experience** - Users receive the right level of access without additional configuration
Role mapping applies each time a user opens Nectir AI from the LMS, so existing users' roles update to the mapped roles on their next launch. To keep a role you set manually, open the member's role menu on the **Members** page and select **Unlink Role From LMS**.
## AI Controls
The AI Controls tab holds settings that apply to every Assistant in the Workspace:
* **Workspace Prompt**: a global prompt that applies to all Assistants in the Workspace
* **Default Assistant Tools**: the tools enabled for new Assistants in the Workspace. Use **Apply to All Shared Assistants** to update a tool's setting on existing shared Assistants; Private Assistants aren't affected.
# Canvas Workspace Setup
Source: https://support.nectir.io/getting-started/workspace-setup-canvas
Three-step admin checklist for setting up the Canvas LTI integration with Nectir AI.
## Overview
This page is the **admin checklist** for getting your institution wired up to Nectir AI through the Canvas LTI integration. Once these three steps are complete, instructors at your institution can [add Nectir to their Canvas courses](/getting-started/canvas-embed-assistants) in four different ways.
**Looking for instructor instructions?** If you're an instructor trying to add Nectir to a course you already teach, go directly to [Add Nectir to a Canvas Course](/getting-started/canvas-embed-assistants). The page you're on now is for the one-time institution-level setup performed by your Canvas administrator and a Nectir Workspace owner.
## Step 1: Configure Canvas LTI Integration
Before anyone at your institution can use Nectir AI in Canvas, your Canvas administrator must install and configure the LTI integration. This establishes the connection between Canvas and Nectir AI.
For detailed instructions, see the [Canvas LTI Guided Setup](/lms-integrations/canvas-lti-guided).
**Access Control**: During setup, your Canvas administrator chooses which Canvas accounts can access Nectir AI. If the integration is configured at the school-wide level, anyone can add it to their course. If not, individual instructors may need to request access before they can add Nectir AI to their courses.
## Step 2: Configure LMS Role Mapping
Once the LTI integration is in place, configure how Canvas roles map to Nectir roles in your Workspace. This determines what permissions users receive when they access Nectir AI through Canvas.
For detailed instructions, see the [LMS Role Mapping section](/getting-started/workspace-settings#lms-role-mapping) in Workspace Management.
## Step 3: Hand Off to Instructors
Once you've installed the LTI and configured role mapping, instructors can add Nectir to their Canvas courses in four ways: in the course navigation sidebar, inside a page, inside an assignment, or inside a module.
Instructor walkthrough for all four ways to add Nectir AI to a Canvas course, including roster sync and term-to-term course management.
## Related Resources
Install and configure the Nectir AI LTI app in Canvas
Configure Workspace-level settings including LMS role mapping
Instructor walkthrough for the four ways to add Nectir to a course
## Troubleshooting
Confirm the LTI integration is configured (Step 1 above) and that Nectir AI is enabled for the affected instructors' accounts or sub-accounts. See the [Canvas LTI Guided Setup](/lms-integrations/canvas-lti-guided) for installation details and the [District Sub-Account Setup](/lms-integrations/canvas-lti-guided#district-sub-account-setup) section if your district uses sub-accounts.
Role mapping applies each time a user opens Nectir AI from Canvas, so existing users get the mapped roles on their next launch. Users whose role was unlinked from the LMS on the **Members** page keep their manually set role. LMS roles with no mapping default to Workspace Member and Group Member. See [LMS Role Mapping](/getting-started/workspace-settings#lms-role-mapping).
For instructor-side issues (course linking, embedding, students not seeing Assistants), see the troubleshooting section on [Add Nectir to a Canvas Course](/getting-started/canvas-embed-assistants#troubleshooting). For other issues, visit the [Canvas troubleshooting guide](/troubleshooting/canvas-issues) or contact [support@nectir.io](mailto:support@nectir.io).
# Access and Share Your Chat History
Source: https://support.nectir.io/interacting/chat-history
Chat history allows you to revisit and continue past conversations with your Assistant.
Navigate to your Assistant in the sidebar.
Click on the **History** button in the top right corner.
A menu appears showing your past conversations with AI-generated titles for each conversation to help you identify them.
To continue a previous conversation, select the conversation you want to continue and begin typing.
## Rename and Export Your Chat History
Nectir AI conversations are private to the user. To share messages, users can export their chat history as a CSV file or PDF and share the file with others.
Navigate to your Assistant in the sidebar.
Click on the **History** button in the top right corner.
Hover over the conversation you wish to rename/export.
Click on the ellipsis next to the conversation:
* **Rename** - Rename your conversation to make it easier to locate in the future
* **Export As** - Export your conversation as a **PDF Document** (`.pdf`) or **CSV File** (`.csv`) (PDF exports include message timestamps)
* **Delete** - Delete your conversation
# Meet Your AI Learning Partner
Source: https://support.nectir.io/interacting/using-your-assistant
Learn how to access your Nectir AI Assistant, navigate the chat interface, and ask effective questions to get personalized academic support.
## Getting Started 🚀
**Website Access:**
1. Go to [ai.nectir.io](https://ai.nectir.io/)
2. Sign in with your email - Nectir AI doesn't have accounts or passwords, so use either the email that received an invitation or an email you want to use for school tools
3. Join an existing Workspace (if invited)
4. Start using Nectir AI
**LMS Integration:**
1. Log in to your LMS (Canvas, D2L, Moodle, etc.)
2. Navigate to the course with Nectir AI
3. Click the "Nectir AI" button
4. Accept cookies (first time only)
5. Start using Nectir AI immediately
Need more detailed instructions? [Complete guide to accessing Nectir AI](/getting-started/access-nectir-ai)
### Key Interface Features
Start a fresh conversation with your Assistant. Each new chat begins without the context of previous conversations.
Access, rename, export, or delete your previous conversations. You can also continue any past conversation by clicking on it. [Learn more about chat history](/interacting/chat-history)
View the name and description of the Assistant, including what it's designed to help you with.
Upload files to provide context to your questions. You can attach up to 10 files per message, up to 50 MB each, and PDFs of up to 100 pages. Supported file types:
* **PDF** (.pdf) for course materials and documents
* **Word documents** (.docx) for assignments and papers
* **Images** (.jpg, .jpeg, .png, .heic, .webp) for diagrams, screenshots, or handwritten notes
* **Text files** (.txt, .text) for plain text content
* **Code files** (.py, .js, .ts, .html, .css, .sql, .json) for programming assignments
Click **Dictate Message** (the microphone icon) in the message box and speak. Your words appear in the message box as they're recognized, so you can edit them before you send. Dictation stops after 3 seconds of silence or 30 seconds in total, or when you click **Listening**. Click **Dictate Message** again to add more. Dictation recognizes English, Spanish, and Portuguese. The first time, your browser asks for microphone access; if access is blocked, allow it from the address bar and try again.
Click **Read Aloud** (the speaker icon) below an Assistant response to hear it spoken in the response's language. Click **Stop** to end playback.
Access help documentation and contact the Nectir support team if you encounter any technical issues or have questions.
If your instructor has enabled sources, you'll see a "Sources" section at the end of some Assistant responses. This shows which course files (like your syllabus, lecture notes, or readings) the Assistant used to generate its answer. Click any source to view the original document for more detailed information.
**Your conversations are private.** Only you can see your chat history with the Assistant.
**What instructors can see:**
* **Topic trends**: Most frequently asked about subjects (without showing who asked)
* **Usage statistics**: How many students are using the Assistant and how many messages each student sends
* **Common knowledge gaps**: Areas where students need the most help (anonymized)
* **They can't read your conversations or see who asked what.** Nectir enables identifiable exports, which include names and messages, only for approved research cases, and only Workspace Owners can download them.
**Your control:**
* Export conversations if you choose to
* All interactions remain confidential by default
* [Learn more about instructor analytics](/managing/assistant-analytics)
**Privacy resources:**
* [Privacy Notice](https://www.nectir.io/legal/privacy-notice)
* [Accessibility Statement](https://www.nectir.io/accessibility)
***
## Ready to Chat? 💬
* "I just finished reading Chapter *\[#]* about *\[topic]*. Can you summarize the main points so I can check my understanding?"
* "We covered *\[specific topic]* in today's lecture, but I'm confused about *\[specific part]*. Can you explain the key concepts?"
**Why this works:** Quick comprehension checks help you identify gaps and reinforce key concepts.
* "I'm working on *\[assignment type]* about *\[topic]*. I understand *\[what you know]*, but I'm struggling with *\[specific challenge]*. Can you help me think through this?"
* "I have an idea about *\[concept/theory]*, but I want to make sure I'm on the right track. Can you check my thinking: *\[your explanation]*?"
**Pro move:** Explaining your current understanding helps the Assistant provide targeted guidance where you need it most.
### Examples by Topic 📚
**💡 Tip: upload files when helpful**
Attach readings, drafts, images, or code files to give your Assistant better context about what you're working on.
**When you're confused about class material:**
| ❌ Too general: | ✅ Try saying: |
| - | - |
| "I don't get it" | "I'm reading about photosynthesis but I'm confused about how ATP is made. Can you break this down?" |
| "Help with biology" | "The professor mentioned social constructivism in lecture - what does that actually mean?" |
**More examples that work great:**
* "I understand the basic concept of \[topic], but how does \[specific part] actually work?"
* "Can you explain \[concept] using an analogy or real-world example?"
* "What's the connection between \[topic from Week 2] and what we're learning now?"
**When you're stuck on assignments:**
| ❌ Don't ask: | ✅ Ask instead: |
| - | - |
| "Write my essay" | "I need to write about climate change policy. How should I organize my argument?" |
| "Do my homework" | "What are the key elements I should include in this type of analysis?" |
**Great assignment questions:**
* "I'm stuck on how to start my essay about \[topic]. What approach would you suggest?"
* "Can you help me understand what the professor wants when they ask for 'critical analysis'?"
* "I have three main points for my paper. How should I organize them effectively?"
* "What questions should I be asking myself while analyzing this \[data/text/case study]?"
**When preparing for tests:**
| ❌ Avoid: | ✅ Ask: |
| - | - |
| "Tell me everything for the exam" | "Can you quiz me on \[specific topic] to see if I understand it?" |
| "What will be on the test?" | "I'm struggling with \[concept]. Can you give me practice problems?" |
**Effective study questions:**
* "Based on our course materials, what are the most important concepts I should focus on for \[topic]?"
* "Can you create some practice questions about \[specific chapter/unit]?"
* "I keep getting confused between \[concept A] and \[concept B]. Can you help me see the differences?"
* "Let's do a study session - ask me questions about \[topic] and tell me if my answers are correct"
**Interactive Quiz feature**: If your instructor has enabled Quiz, you can request interactive quizzes with multiple question types (multiple choice, true/false, multiple select, fill in the blank, and short answer). Just ask: "Quiz me on \[topic] with \[number] questions" and you'll get instant AI-powered grading with feedback to help you learn.
**When working on research projects:**
| ❌ Too broad: | ✅ Be specific: |
| - | - |
| "Find sources for my paper" | "I'm writing about the impact of social media on teen mental health. What types of sources would be most credible?" |
| "How do I research?" | "How should I organize my research paper about renewable energy policy?" |
**Research questions that work:**
* "What's the difference between primary and secondary sources for this type of research?"
* "I found some information about \[topic], but how do I evaluate if this source is reliable?"
* "Can you help me create an outline for my research paper on \[specific topic]?"
* "What are the key arguments I should address when discussing \[controversial topic]?"
***
## Need Help? 🆘
Having technical issues? Visit the [troubleshooting guide](https://support.nectir.io/troubleshooting/troubleshooting) or contact your instructor for course content questions.
# Blackboard LTI Manual Registration
Source: https://support.nectir.io/lms-integrations/blackboard-lti-manual
Steps for Blackboard administrators to register Nectir AI as an LTI 1.3 tool, create a deployment and placement, and add it to courses.
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## For the LMS Administrator
Follow these steps to integrate Nectir AI with your Blackboard Learning Management System.
### Register the LTI Tool
1. Navigate to the **System Admin** panel
2. Go to **Integrations** > **LTI Tool Providers** > **Register LTI 1.3/Advantage Tool**
3. Enter the following information:
* **Client ID**: `818b9df6-d847-4613-bce4-721800571dc3`
4. Click **Submit**
5. After submitting, copy the **Default Deployment ID** and send it to your Nectir AI representative
The Default Deployment ID is required for Nectir to complete the integration
setup on their side. Please make sure to share this with your Nectir AI
representative.
### Configure Tool Settings
1. Configure the following settings for the tool provider:
* **Tool Provider Custom Parameters**:
* `workspaceId=YOUR_WORKSPACE_ID`
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
* **User Fields to Send**:
* Check all available fields
* **Allow Grade Service Access**:
* Select "Yes"
2. Click **Submit**
Nectir asks you to turn on **Allow Grade Service Access** so the integration is ready for planned grading features. It doesn't read or write grades today.
### Create a Deployment
1. Locate the newly created tool ("Nectir AI") in the **LTI Tool Providers** list
* Click the dropdown menu next to it and select **Manage Deployments**
* Click **Create Deployment** and fill in the following details:
* **Name**: Nectir AI
* **Add Node**:
1. Click **Find Node**. A new window opens with node details
2. In the search bar, set the following:
* **Search By**: Name
* **Condition**: Contains
* **Value**: Root
3. Click **Go**
4. Select the appropriate node from the results and click **Submit**. This returns you to the deployment setup window
* Click **Submit**
### Create a Placement
After creating the deployment, Blackboard may have automatically created a placement for you. Check **Manage Placements** before proceeding. If a placement already exists, skip this section to avoid creating a duplicate.
1. Go back to the **LTI Tool Providers** list and locate "Nectir AI"
* Click the dropdown menu and select **Manage Placements**
* Click **Create Placement** and fill in the following details:
* **Label**: Nectir AI
* **Handle**: nectir-ai-group
* **Type**: Select **Course Tool** and check **Allow student access**
* **Launch in New Window**: Check this option
* **Target Link URI**: [https://ai.nectir.io/api/lti13/validate](https://ai.nectir.io/api/lti13/validate)
* Click **Submit**
If you want to link directly to a specific Assistant, you can add a custom
parameter to the placement. Edit the placement and add the parameter
`assistantId=YOUR_ASSISTANT_ID` in the custom parameters section.
## Adding Nectir AI to a Course
1. Navigate to your course in Blackboard
2. From the course menu, click the **Tools** area
3. Click **Nectir AI**
4. Wait for the Nectir AI integration to load in a new tab
5. Students access Nectir AI the same way through the **Tools** area once they're enrolled in your course
## Troubleshooting
If you encounter issues with the Nectir AI integration:
* Verify that you entered the Client ID correctly
* Ensure that you shared the Default Deployment ID with your Nectir AI representative
* Check that the system sends all user fields to the tool
* Confirm that you deployed the tool to the correct node
* Make sure you set up the placement as a Course Tool with student access allowed
* Contact your Nectir AI representative for support at [support@nectir.io](mailto:support@nectir.io)
# Canvas API Integration Setup
Source: https://support.nectir.io/lms-integrations/canvas-api
Connect Nectir AI to Canvas with the API integration to import course pages, assignments, files, discussions, and quizzes into Assistant knowledge.
## Overview
The Canvas API integration connects your Nectir AI Workspace to Canvas, enabling you to import course materials like pages, assignments, files, discussion topics, and quizzes directly into your AI Assistants' knowledge base.
This guide covers the **API integration** method. If you're looking to embed Nectir AI directly inside Canvas courses via LTI, see the [Canvas LTI Guided Setup](/lms-integrations/canvas-lti-guided) instead.
### Prerequisites
* **Canvas Admin access** at the account level (to create Developer Keys)
* **Nectir AI Workspace Owner** role
### Before You Begin
You'll set this up by switching between two browser tabs, so open both before you start:
* **Nectir AI** with the Workspace you want to integrate
* **Canvas** with admin access at the account level
You'll begin in Nectir AI to open the credential form, then switch to Canvas to create the API key. The order matters here. Canvas shows the **Client Secret** only once, right when you save the key. With the Nectir AI form already open, you can copy the secret straight across before it disappears.
Canvas reveals the Client Secret a single time, right after you save the API key. Copy it into Nectir AI immediately. If you lose it, you'll need to [rotate the key's credentials](/lms-integrations/canvas-lti-rotate-credentials) to generate a new secret.
## Part 1: Start the API Integration in Nectir AI
In Nectir AI, click the **gear icon** next to your Workspace name, then select **LMS integration** in the settings sidebar.
Click **+ Add integration**, then click **Connect** under Canvas.
Select **API integration**. This opens the credential form with three fields: **Canvas instance URL**, **Client ID**, and **Client Secret**.
Leave this tab open on the credential form, then switch to your Canvas tab to create the API key.
## Part 2: Create an API Key in Canvas
In Canvas, click **Admin** in the left sidebar, select your account, then click **Developer Keys** in the account navigation.
Click the **+ Developer Key** button in the top right, then select **+ API Key** from the dropdown.
In the **Key Settings** form, fill in the following:
* **Key Name**: Enter a descriptive name (for example, `Nectir AI API Key`)
* **Redirect URIs**: Enter the following URI exactly:
```
https://ai.nectir.io/api/canvas/oauth/callback
```
All other fields (Owner Email, Icon URL, Notes, etc.) can be left blank.
Keep the **Enforce Scopes** toggle turned **ON** (it's on by default).
Check the **Allow Include Parameters** checkbox. This lets Nectir AI surface additional course details (such as sub-account and instructor) in the course selector, making it easier to identify the right course when adding materials.
Check the **Read only** checkbox at the top of the scopes list. This grants read-only access to Canvas data, which is all Nectir AI needs.
The **Read only** option is the quickest way to configure scopes. Nectir AI only reads course data. It never modifies or deletes anything in Canvas.
If your institution's security policy requires least-privilege access, you can select only the specific scopes Nectir AI needs instead of checking **Read only**. Enable each of the following scopes:
| Canvas Category | Scope | What Nectir Uses It For |
| - | - | - |
| **Courses** | `GET /api/v1/courses` | List the user's courses for the course selector |
| **Courses** | `GET /api/v1/courses/:id` | Fetch a course's syllabus content for import |
| **Courses - Modules** | `GET /api/v1/courses/:course_id/modules` | Fetch course module structure for import |
| **Courses - Modules** | `GET /api/v1/courses/:course_id/modules/:module_id/items` | Fetch items within a module for import |
| **Courses - Files** | `GET /api/v1/courses/:course_id/files` | List course files for import |
| **Courses - Pages** | `GET /api/v1/courses/:course_id/pages` | List wiki pages for import |
| **Courses - Pages** | `GET /api/v1/courses/:course_id/pages/:url_or_id` | Fetch a page's full content for import |
| **Courses - Assignments** | `GET /api/v1/courses/:course_id/assignments` | List assignments for import |
| **Courses - Assignments** | `GET /api/v1/courses/:course_id/assignments/:id` | Fetch an assignment's full content for import |
| **Courses - Discussion Topics** | `GET /api/v1/courses/:course_id/discussion_topics` | List discussion topics for import |
| **Courses - Discussion Topics** | `GET /api/v1/courses/:course_id/discussion_topics/:topic_id` | Fetch a discussion topic's full content for import |
| **Courses - Quizzes** | `GET /api/v1/courses/:course_id/quizzes` | List quizzes for import |
| **Courses - Quizzes** | `GET /api/v1/courses/:course_id/quizzes/:id` | Fetch a quiz's details for import |
| **Courses - Quizzes** | `GET /api/v1/courses/:course_id/quizzes/:quiz_id/questions` | Fetch quiz questions for import |
| **Calendar Events** | `GET /api/v1/calendar_events` | Import standalone course calendar events |
| **Files** | `GET /api/v1/files/:id` | Fetch file metadata and download URL for import |
| **Files** | `GET /api/v1/files/:id/public_url` | Refresh expiring download URLs for ongoing sync |
All scopes are read-only (GET), and all operate at the course level. Nectir AI requests no account- or admin-level scopes, so the key only ever reaches courses the authorizing account is enrolled in. Nectir AI never creates, modifies, or deletes any data in Canvas.
Click **Save** at the bottom right of the Key Settings form. Canvas creates the key and reveals the **Client Secret** one time only.
Copy the **Client Secret** that Canvas displays after saving, switch to your Nectir AI tab, and paste it into the **Client Secret** field right away.
Don't close the **Developer Key Created** dialog before copying the secret. Canvas shows the full secret only once, and the only way to recover from a lost secret is to [rotate the credentials](/lms-integrations/canvas-lti-rotate-credentials).
Back in Canvas, find the **Client ID**, the number shown under the **Details** column in the Developer Keys listing. Copy it, switch to your Nectir AI tab, and paste it into the **Client ID** field.
Back on the Developer Keys listing, find your new key and click the toggle in the **State** column to turn it **ON** (green). The key must be enabled for the connection to succeed.
## Part 3: Complete the Connection in Nectir AI
Switch back to your Nectir AI tab, where the Client ID and Client Secret are already filled in. In the **Canvas instance URL** field, enter your Canvas URL (for example, `https://yourschool.instructure.com`).
Click **Finish setup**. Nectir AI saves the credentials and redirects you to a Canvas OAuth authorization screen.
Click **Authorize** to grant Nectir AI read-only access to your Canvas data. Canvas returns you to Nectir AI automatically.
Your Canvas API integration is now active. Users can now import their Canvas course into their Assistant's knowledge base automatically.
## Verify the Integration
The API integration is working when instructors can browse Canvas course content from an Assistant. The quickest way to confirm this is to open an Assistant's **Knowledge** tab and check that the **Add from Canvas** option appears.
Most institutions that set up the API integration also run the Nectir AI LTI integration, so you can verify in the course context your instructors actually use.
Launch Nectir AI from a Canvas course that already has the [Nectir AI LTI integration](/lms-integrations/canvas-lti-guided) enabled. If you don't have one handy, use a test course: go to the course's **Settings** > **Navigation** tab, enable **Nectir AI**, save, then click **Nectir AI** in the course navigation to create or link a Group. See [Canvas Workspace Setup](/getting-started/workspace-setup-canvas) for the full linking flow.
You can also open an Assistant directly in Nectir AI without launching from Canvas. The LTI launch mirrors the instructor's real workflow.
Hover over your Assistant, click the **three dots**, select **Settings**, then navigate to the **Knowledge** tab.
Click **+ Add knowledge** and confirm that **Add from Canvas** appears as an option.
If **Add from Canvas** is listed, your API integration is live. See [Add from Canvas](/creating/canvas-import) for the full import workflow.
If the option is missing, see the troubleshooting note below.
## Troubleshooting
* Verify your Canvas URL is correct and includes `https://` (for example, `https://yourschool.instructure.com`)
* Confirm the Client ID and Client Secret are copied exactly with no extra spaces
* Check that the API key is enabled (green toggle) in Canvas Developer Keys
* Confirm Part 3 finished successfully and the connection shows as active in **Workspace settings** > **LMS integration**
* Make sure the API key is enabled (green toggle) in Canvas
* The Assistant must belong to the Workspace where the API integration was configured
Ensure the Redirect URI in your Canvas API key is exactly:
```
https://ai.nectir.io/api/canvas/oauth/callback
```
Check for trailing spaces, missing characters, or incorrect protocol (`http` vs `https`).
Verify that all required scopes are enabled on your API key in Canvas. Either the **Read only** checkbox should be checked, or the individual scopes listed in the Configure API Scopes step of [Part 2](#part-2-create-an-api-key-in-canvas) should be enabled.
The Client Secret is shown only once, when you save the key. If you didn't copy it in time, follow the [credential rotation guide](/lms-integrations/canvas-lti-rotate-credentials) to generate a new secret, then re-enter it in Nectir AI.
The Developer Keys page is only available to Canvas administrators at the account level. If you don't see it in the Admin sidebar, contact your institution's Canvas administrator to request access or have them create the key for you.
For additional help, contact [support@nectir.io](mailto:support@nectir.io).
## Next Steps
Learn how to browse and import Canvas course content into your Assistant's knowledge base
Set up the LTI integration to embed Nectir AI directly inside Canvas courses
# Canvas LTI Dynamic Registration
Source: https://support.nectir.io/lms-integrations/canvas-lti-dynamic
How Canvas admins set up Nectir AI with LTI dynamic registration via Developer Keys, and why the guided setup method is recommended instead.
The Canvas dynamic registration integration method replaces the entire page by
default when launching a tool and is therefore not recommended. Please use the
[guided setup](/lms-integrations/canvas-lti-guided) method for now.
## Configuring Nectir AI
1. Within Canvas, navigate to the **Admin** panel
2. Go to **Developer Keys** > **+ Developer Key** > **+ LTI Registration**
3. Input the following information:
* **Dynamic Registration Tool**: `https://ai.nectir.io/api/lti13/dynamicRegistration?workspaceId=YOUR_WORKSPACE_ID`
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
4. Click **Continue**
5. Click **Enable & Close**
6. Copy the Client ID under the **Details** column (for example, "532080000000000615")
### Step 2: Configure Nectir AI into an Account
**Access control:** as the LMS administrator, you can choose which Canvas accounts to configure Nectir AI into. This controls who can add Nectir AI to their course navigation. Only users within the selected account can use Nectir AI in their courses. This is how you manage and restrict access to Nectir AI across your institution.
1. Copy the Client ID under the **Details** column (for example, "532080000000000615")
2. With the copied key, go to **Admin** > **Settings** > **Apps** > **View App Configurations**
3. Select **+ App** and then select **Configuration Type** > **By Client ID**
4. Paste the Client ID of your configured developer key for Nectir
5. Select **Install**
### Step 3: Share Client ID with Nectir Team
Send the Client ID to your Nectir team contact so they can complete the integration setup on their end.
### Step 4: Test the Integration
Once the Nectir team confirms they have enabled the integration, test it in a Canvas course by following the linking instructions.
## Instructor Setup Guide
After completing the LTI integration setup in the preceding section, point instructors to [Add Nectir to a Canvas Course](/getting-started/canvas-embed-assistants). It covers the four ways to add Nectir to a course (course sidebar, page, assignment, or module). It also covers [roster sync](/user-management/roster-sync) and managing courses across terms.
## LMS Role Mapping
As the LMS administrator, you can configure how Canvas roles map to Nectir AI roles. This controls what permissions users have within the Nectir AI Workspace.
For complete information on configuring LMS role mapping, see [LMS Role Mapping](/getting-started/workspace-settings#lms-role-mapping) in Workspace Management.
## Troubleshooting
If you're experiencing issues with your Canvas integration:
**For Canvas-specific problems:** go to [Canvas Integration Issues](/troubleshooting/canvas-issues) for help with:
* Assistant doesn't appear in Canvas course
* Login prompts when accessing through Canvas
* Connection confirmation issues
* Course linking problems
**For general browser problems:** go to [Browser & Display Issues](/troubleshooting/troubleshooting) for help with:
* Pages not loading correctly
* Broken layouts or missing buttons
* Cache and cookie issues
* Browser compatibility problems
**For other issues:** contact support at [support@nectir.io](mailto:support@nectir.io)
# Canvas LTI Guided Setup
Source: https://support.nectir.io/lms-integrations/canvas-lti-guided
Install and configure the Nectir AI LTI app in Canvas so instructors can launch it from course navigation and embed Assistants in courses.
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## Canvas LTI Setup
This guide walks you through installing and configuring the Nectir AI LTI app in Canvas. Once complete, instructors across your Canvas instance can launch Nectir AI from the course navigation and embed Nectir Assistants directly in modules, assignments, and the Rich Content Editor.
Already have Nectir AI installed and want to turn on functionality added since your original setup? See [Update Your Canvas Integration](/lms-integrations/canvas-lti-updates). This guide always reflects the current, complete configuration, so a fresh install needs nothing extra.
### Before You Begin
You'll need three browser tabs open:
* **Canvas** with admin access at the account level where you want to install Nectir AI
* **Nectir AI** with the Workspace you want to integrate
* **This support article** to follow along with the steps below
### Install the App in Canvas
1. In Nectir AI, go to **Workspace settings** > **LMS integration** > **Add integration**, select **Connect** on the **Canvas** card, then select **LTI integration**
2. Copy the JSON configuration shown.
3. In Canvas, navigate to the **Admin** panel
4. Go to **Apps**
5. Select the **Manage** tab
6. Select **Install a New App**
7. In the **Install Method** dropdown, select **JSON**
8. Paste the JSON you copied from Nectir AI into the configuration field
9. Select **Next** through the sections (these are automatically configured from the JSON).
If you're installing multiple Nectir AI apps for different schools, you can add a Nickname in the **Nickname** section to distinguish between them (for example, `Nectir AI - Your Institution`)
10. Select **Install App**
### Enable the App in Canvas
1. After installation, you'll see the Nectir AI app page in Canvas
2. Go to the **Availability and Exceptions** tab
3. Click the pencil icon to edit the root account
4. Change from **Not Available** to **Available**
5. **Save**
6. Copy the **Client ID** from the app details
### Complete the Connection in Nectir AI
1. In Nectir AI, navigate to **Workspace settings** > **LMS integration** > **Add integration**, select **Connect** on the **Canvas** card, then select **LTI integration**
2. Paste the Client ID into the **Client ID** field
3. Enter your Canvas URL in the **Canvas Instance URLs** field (for example, `https://yourinstitution.instructure.com`)
4. Select **Finish setup**
### Test the Integration
Open a Canvas course where your user **has an enrollment** (ideally as a Teacher) and select **Nectir AI** from the course navigation. Nectir AI should open a page where you can link or create a Nectir Group for that course, as described in [Add Nectir to a Canvas Course](/getting-started/canvas-embed-assistants#with-the-canvas-lti-integration).
If something isn't working:
* **Getting an error or not seeing Nectir AI?** Make sure you completed every step in [Complete the Connection in Nectir AI](#complete-the-connection-in-nectir-ai), including **Finish setup**. Without this, the integration won't work.
* **Landed on a generic Assistant instead of a course Group?** This often happens when an admin tests from a course they aren't enrolled in. Canvas sends course roles to Nectir AI, and without an enrollment, Nectir can't match you to the right Group. Test from a course where your user has an actual role.
* **Something else?** Contact [support@nectir.io](mailto:support@nectir.io).
### Instructor Setup Guide
After completing the LTI integration setup, point instructors to [Add Nectir to a Canvas Course](/getting-started/canvas-embed-assistants). It covers the four ways to add Nectir to a course (course sidebar, page, assignment, or module). It also covers [roster sync](/user-management/roster-sync) and managing courses across terms.
## District Sub-Account Setup
This section is for district Canvas administrators who manage a single Canvas instance with sub-accounts for multiple colleges.
Each college in your district needs its own Nectir Workspace and its own Canvas LTI app. This ensures students only access their college's Workspace. If you have five colleges, you'll need five Nectir Workspaces and five LTI apps.
### Choose Your Setup Approach
**How should students access Nectir AI?**
Each college gets its own Workspace and LTI app. Students only see their college's Nectir Workspace. Use this for most districts.
All colleges share a single Workspace and LTI app. Only use this for district-wide Canvas courses that enroll students from all colleges.
### Per-College Setup
Repeat the following steps for each college in your district.
Complete the [setup steps above](#canvas-lti-setup) using that college's Nectir Workspace. The process is identical to a standard installation: the configuration JSON you copy from Nectir AI already carries that Workspace's ID.
Use the **Nickname** field during installation to label each app (for example, `Nectir AI - West College`). This helps you tell them apart in the Canvas Apps page.
After installing and connecting the app, restrict it so it only appears within the correct college's sub-account:
1. In Canvas, go to **Admin** > **Apps** > **Manage**
2. Select the Nectir AI app you just installed
3. Go to **Availability and Exceptions**
4. Ensure the root account is set to **Not Available**. If it shows as **Available**, select the pencil icon to edit it and change the visibility to **Not Available**
5. Select **Add Exception**
6. Choose the sub-account for this college and set it to **Available**
7. Select **Save**
Access a course within the college's sub-account and confirm that Nectir AI appears and connects to the correct Workspace.
Repeat steps 1–3 for each remaining college in your district.
### District-Wide Setup
If your district runs Canvas courses that enroll students from all colleges and you want a single shared Workspace, follow the [setup steps in Canvas LTI Setup](#canvas-lti-setup) once at the district root level and enable the app for the root account. You don't need sub-account scoping.
Use a dedicated district-level Nectir Workspace for this setup. Don't reuse a Nectir Workspace that belongs to a specific college. Installing at the district root means students from all colleges will be added to that Workspace. If you need help creating or adjusting your Workspaces, contact [support@nectir.io](mailto:support@nectir.io).
## Troubleshooting
If you're experiencing issues with your Canvas integration:
**For Canvas-specific problems:** go to [Canvas Integration Issues](/troubleshooting/canvas-issues) for help with:
* Assistant doesn't appear in Canvas course
* Login prompts when accessing through Canvas
* Connection confirmation issues
* Course linking problems
**For general browser problems:** go to [Browser & Display Issues](/troubleshooting/troubleshooting) for help with:
* Pages not loading correctly
* Broken layouts or missing buttons
* Cache and cookie issues
* Browser compatibility problems
**For other issues:** contact support at [support@nectir.io](mailto:support@nectir.io)
# Rotate Your Canvas LTI Client ID
Source: https://support.nectir.io/lms-integrations/canvas-lti-rotate-credentials
Replace your Nectir AI Canvas LTI Client ID without breaking your course-to-Group connections.
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## Deciding Whether to Rotate
**May 2026 update**: Some customers are asking about this procedure in response to the [May 2026 Instructure security incident](https://www.instructure.com/incident_update). Nothing indicates that LTI 1.3 applications like Nectir AI were affected, and rotation isn't required by Instructure. If your institution's security policy requires rotation out of an abundance of caution, the steps below show you how to do it safely.
You might want to rotate your Canvas LTI Client ID if:
* Your institution's security policy requires rotating credentials for connected platforms after a partner discloses an incident
* You suspect your Canvas-side configuration may have leaked
* You're following a routine credential-rotation schedule
LTI 1.3 uses public-key cryptography and per-launch signed tokens rather than long-lived shared secrets, so a Client ID on its own isn't a credential an attacker can replay against your Nectir AI integration. Rotation offers little value as an emergency response, and **Nectir doesn't necessarily recommend it**. This article documents a safe, reversible procedure for the cases where you do choose to rotate.
## How This Procedure Works
This procedure rotates the Canvas-side Client ID while preserving your existing Nectir AI LTI integration record. Course-to-Group links, role mapping, and Workspace settings stay intact because you **edit** the existing Nectir integration to use a new Client ID rather than deleting and recreating it.
## Before You Begin
Don't delete your existing Canvas LTI integration in Nectir AI. Doing so will break every course-to-Group link in your Workspace. This procedure replaces only the Canvas-side app and updates the Client ID on your existing Nectir integration.
You'll need:
* **Canvas admin access** at the same account level where Nectir AI is currently installed
* **Nectir AI Workspace admin access** (Owner)
* Two browser tabs open: Canvas and Nectir AI Workspace settings
* About 15 minutes. Nectir AI disappears from courses for a short window during the rotation, but you don't lose any data or links.
## Rotation Procedure
In Canvas, navigate to **Admin** > **Apps** > **Manage** and select your existing Nectir AI app. Record the following so you can recreate them on the new app in step 4:
* **Nickname** (if you set one)
* **Root account availability** (Available or Not Available)
* **Availability Exceptions** for any sub-accounts
District admins using sub-account scoping should screenshot the full Exceptions list before continuing, so nothing is missed when mirroring settings on the new app.
Still on the existing Nectir AI app, go to the **Availability and Exceptions** tab. Click the pencil icon next to the root account (or next to each Exception) and change the setting from **Available** to **Not Available**, then **Save**.
This hides Nectir AI from courses without deleting the app. The rotation remains fully reversible at this point. Don't delete the app yet.
1. In Nectir AI, navigate to **Workspace settings** > **LMS integration** > **Add integration**, select **Connect** on the **Canvas** card, then select **LTI integration**
2. Copy the JSON shown on that screen
3. **Cancel** the flow before saving by clicking the **X** in the top left corner. You are only using this screen to grab the JSON. Don't finish creating a new integration on the Nectir side.
Your existing Nectir integration must stay in place. If you accidentally complete the Add integration flow and create a second Canvas LTI integration in Nectir AI, delete that new integration. Never delete your original. It holds every course-to-Group link in your Workspace.
Then install the new app in Canvas. Follow only the **Install the App in Canvas** and **Enable the App in Canvas** sections of the [LTI Guided Setup](/lms-integrations/canvas-lti-guided#install-the-app-in-canvas) using the JSON you just copied. Don't continue into the "Complete the Connection in Nectir AI" section. Your existing Nectir integration stays as-is and is updated in step 6.
1. In Canvas, go to **Admin** > **Apps** > **Manage**
2. Select **Install a New App**
3. In the **Install Method** dropdown, select **JSON**
4. Paste the JSON you copied from Nectir AI
5. Select **Next** until you reach the **Nickname** section, then set all three of the following to `Nectir AI (New)` so you and your users can tell the new app apart from the old one in course navigation during the rotation:
* **Administration Nickname** (at the top of the section)
* **Placement Names** > **Account Navigation** (scroll down)
* **Placement Names** > **Course Navigation**
6. Select **Install App**.
You'll rename all three of these fields back to `Nectir AI` in step 8 after deleting the old app.
District admins rotating multiple apps across multiple Nectir Workspaces (one per college) should copy the JSON from each Workspace separately and pair it with the matching Canvas app. Each Workspace's JSON contains its own Workspace ID.
On the new app's **Availability and Exceptions** tab, recreate the same root-account state and Exceptions you recorded in step 1. For most installs, this means clicking the pencil icon next to the root account and changing it from **Not Available** to **Available**.
For district setups using sub-account scoping, set the root account to **Not Available** and add the same sub-account Exceptions with **Available**. Select **Save** when done.
From the new app's details page, select **Copy Client ID**. You'll paste it into your existing Nectir AI integration in the next step.
In Nectir AI, navigate to **Workspace settings** > **LMS integration**. Find your existing Canvas LTI integration, open its actions menu (three dots), and select **Edit**.
Paste the new Client ID into the **Client ID** field. Leave **Integration name** and **Canvas instance URLs** unchanged. Select **Save changes**.
Open a Canvas course where your user has an enrollment (ideally as a Teacher). The new app is hidden by default in course navigation, so you'll need to enable it for the test course first:
1. In the course, go to **Settings** > **Navigation**
2. Find **Nectir AI (New)** in the hidden items section at the bottom and drag it into the visible items above
3. Select **Save**
4. From the course's left navigation, select **Nectir AI (New)**
Confirm that Nectir AI opens to the **same Group as before**, not a "link or create a Group" prompt.
If Nectir AI opens to the linked Group, the rotation succeeded. Your course-to-Group connections, role mappings, and Workspace settings are intact.
If **Nectir AI (New)** doesn't appear in the hidden items list, the new app isn't enabled at the account level. Go back to step 4 and confirm the availability is set to **Available** for the right account or sub-account.
If you see a "link or create a Group" prompt or any other error, stop here and use the [recovery steps below](#if-something-goes-wrong) before continuing.
Only after step 7 validates successfully:
1. In Canvas, navigate to **Admin** > **Apps** > **Manage**
2. Open the **original** Nectir AI app (the one you disabled in step 2) and delete it
3. Open the **new** app and rename each of the following back to `Nectir AI`:
* **Administration Nickname**
* **Placement Names** > **Account Navigation**
* **Placement Names** > **Course Navigation**
4. Save your changes
Your Nectir AI integration continues to function on the new Client ID, and the app name in course navigation returns to `Nectir AI`.
## If Something Goes Wrong
If launches fail after step 6, you can revert without losing any data:
1. In Nectir AI, go to **Workspace settings** > **LMS integration**, edit your Canvas LTI integration, and paste the **old** Client ID back into the **Client ID** field. Save.
2. In Canvas, re-enable the original Nectir AI app's availability by reversing step 2 (set the root account or Exceptions back to **Available**).
3. Turn off or delete the new app you installed in step 3.
4. Contact [support@nectir.io](mailto:support@nectir.io) with your Workspace name and the approximate time of the rotation attempt.
For general Canvas LTI symptoms after launch (login prompts, missing Assistant in course navigation, third-party cookie issues), see [Canvas Integration Issues](/troubleshooting/canvas-issues).
## Related Articles
The full first-time install guide for the Canvas LTI integration.
The dated log of post-setup configuration changes and notices for your integration.
Integration methods, security standards, and data access for IT review.
Troubleshooting for Canvas LTI launch and connection problems.
# Update Your Canvas Integration
Source: https://support.nectir.io/lms-integrations/canvas-lti-updates
Configuration changes and operational notices to apply to an existing Canvas LTI integration
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## Update Your Canvas Integration
Nectir AI ships new LMS features often. Some work the moment they go live, but a few require a one-time change to your Canvas LTI app before instructors and students can use them.
This page is the running log of customer-side changes and operational notices for your Canvas integration. Each entry explains what changed, who it applies to, and exactly what to do.
Setting up Canvas for the first time? You don't need this page. The [LTI Guided Setup](/lms-integrations/canvas-lti-guided) always reflects the current, complete configuration, so a fresh install already includes everything below.
### How These Updates Work
* **Setup guides describe the current state.** Following the guided setup today installs every placement and scope Nectir AI currently supports.
* **This page logs changes over time, newest first.** If you installed before an entry's date, that's where you'll find what to do. You never need to reinstall or re-paste your entire configuration.
* **Entries come in two kinds.** *Feature updates* enable new capabilities and are worth applying if you installed before that date. *Operational notices* (such as security procedures) are optional and situational: act only if the entry says it applies to you.
## Available Updates
### Deep Linking Placements
* **Applies to:** Workspaces that installed Nectir AI in Canvas before June 2026. Newer installs already include these placements.
* **What it enables:** Instructors can embed a specific Nectir Assistant directly inside Canvas content (modules, the Rich Content Editor, and assignments) instead of only launching Nectir AI from the course navigation.
Because of a current Canvas bug, these placements must be added from your Nectir AI **Developer Key**, not the App's **Configuration** screen.
1. In Canvas, go to **Admin** > **Developer Keys**
2. Find your **Nectir AI** Developer Key and select the edit (pencil) icon
3. Scroll to the **Placements** field, then use the dropdown to add each of the following, one at a time:
* **Assignment Selection** (for assignments)
* **Editor Button** (for the Rich Content Editor)
* **Link Selection** (for modules and pages)
4. Select **Save**
#### Verify the Update
1. Open a Canvas course where you have a **Teacher** enrollment
2. Confirm Nectir AI now appears in each new surface:
* **Modules:** add a module item, choose **External Tool**, and look for **Nectir AI**
* **Rich Content Editor:** open the editor and look for **Nectir AI** in the toolbar
* **Assignments:** create an assignment, set submission type to **External Tool**, and look for **Nectir AI**
If a placement doesn't appear after saving, wait a few minutes for Canvas to refresh the app configuration, then reload the page. Still stuck? Contact [support@nectir.io](mailto:support@nectir.io).
### Optional Client ID Rotation (Instructure Security Incident)
Following the [May 2026 Instructure security incident](https://www.instructure.com/incident_update), some institutions asked whether to rotate their Canvas LTI Client ID. There's no indication that LTI 1.3 applications like Nectir AI were affected, and rotation **isn't required**. If your institution's security policy calls for it, follow the safe, reversible procedure in [Rotate Your Canvas LTI Client ID](/lms-integrations/canvas-lti-rotate-credentials).
# Canvas Integration Overview
Source: https://support.nectir.io/lms-integrations/canvas-overview
Learn about Nectir's Canvas integration methods, security standards, and data access for IT review and approval.
## Overview
Nectir AI integrates with Canvas using two methods: **LTI 1.3** and the **Canvas API**. This page summarizes each integration method, the data each method accesses, and where to find Nectir's security and compliance documents, so IT teams can review and approve the integration.
## Integration Methods
Nectir offers two ways to connect with Canvas, each serving a different purpose. Institutions can use one or both depending on their needs.
The LTI integration embeds Nectir AI directly inside Canvas courses, providing a seamless experience for students and instructors.
**With LTI, Nectir can:**
* **Provide seamless single sign-on (SSO):** Students and instructors access Nectir directly from Canvas without creating new credentials.
* **Automatically enroll users in the correct Workspace and Group:** Users are added to the Workspace and placed into the Group that corresponds to their Canvas course, with roles provisioned based on their Canvas permissions. See [LMS Role Mapping](/getting-started/workspace-settings#lms-role-mapping) for details.
* **Deliver AI-powered support inside the LMS workflow:** Learners receive 24/7, course-specific assistance without leaving Canvas.
* **Embed specific Assistants directly inside course content:** Instructors can place an Assistant in the course sidebar, in a page, in an assignment, or in a module. See [Add Nectir to a Canvas Course](/getting-started/canvas-embed-assistants).
Step-by-step guide to installing and configuring the LTI integration.
The API integration connects your Nectir AI Workspace to Canvas, enabling you to import course materials directly into your AI Assistants' knowledge base.
**With the API, Nectir can:**
* **Import course content:** Sync assignments, calendar events, discussion topics, files, modules, pages, quizzes, and the syllabus into an Assistant's knowledge base.
* **Keep Assistants up to date:** Refresh course materials as content changes in Canvas.
* **Provide course-grounded AI responses:** Assistants use imported materials to give accurate, course-specific answers.
Connect Nectir AI to Canvas using the API integration.
## Who Can Set Up the Integration
Both integration methods require coordination between your Canvas administrator and a Nectir Workspace Owner.
To ensure security and proper configuration:
* **You need Canvas Admin access.** Only users with administrative privileges in Canvas can create and configure LTI developer keys or API credentials.
* **You need Nectir Workspace Owner access.** A Nectir user with the appropriate role must complete the integration setup on the Nectir side.
## Security and Compliance
Nectir's SOC 2 Type II report, HECVAT, and VPAT are in the [Nectir Trust Center](https://app.vanta.com/nectir/trust/3as22kb996slor315lr4s). [Security and Compliance](/explore/security-and-compliance) lists what's there, how to request access, and how Nectir handles your data.
The LTI integration uses LTI 1.3 with OAuth 2.0, ensuring encrypted, standards-based authentication without shared credentials. The API integration uses scoped OAuth 2.0 tokens with read-only access configured by your institution.
## What Data Nectir Accesses
Nectir limits data access to what's required to support authentication and course-level features. The data shared with Nectir depends on the integration method used.
When Nectir is launched from Canvas using LTI, the following information is provided as part of the standard LTI launch process:
| Data | Purpose |
| - | - |
| **Name** | User identification and display |
| **Email address** | Authentication and communication |
| **LMS role** | Determines Workspace and Group permissions via [role mapping](/getting-started/workspace-settings#lms-role-mapping) |
| **Course information** | Course IDs, names, and section identifiers |
| **LMS user ID** | Account mapping and linking to Canvas identity |
When an instructor runs [roster sync](/user-management/roster-sync), Nectir also reads the course roster through LTI Names and Role Provisioning Services: each member's name, email address, LMS user ID, and roles.
This data is limited to the course context from which Nectir is accessed.
**Data Nectir doesn't access through LTI:**
* Grades or gradebook data
* Assignment submissions
* Canvas administrative settings
* Data outside of the launched course context
**Grade scopes:** the LTI configuration requests the Assignment and Grade Services scopes `lineitem`, `lineitem.readonly`, `result.readonly`, and `score` (under `https://purl.imsglobal.org/spec/lti-ags/scope/`), plus Canvas's `lti-ags/progress/scope/show`. Nectir doesn't read or write grades, line items, or scores today. It requests these scopes now so the integration is ready for planned grading features without a change to your LTI registration.
For API integrations, Nectir requests **read-only** access to course content. This includes:
| Data | Purpose |
| - | - |
| **Assignments** | Import assignment descriptions and instructions |
| **Calendar events** | Import standalone course calendar events |
| **Courses** | List available courses for the course selector and import the syllabus |
| **Discussion topics** | Import discussion prompts and context |
| **Files** | Import uploaded course documents |
| **Modules** | Import course module structure and items |
| **Pages** | Import course page content into the knowledge base |
| **Quizzes** | Import quiz content and questions |
API scopes and permissions are configured by your institution's Canvas administrator. Nectir never modifies or deletes any data in Canvas.
Your institution has full control over what data is shared via the API. Scopes can be adjusted at any time through Canvas Developer Keys.
# D2L Brightspace LTI Dynamic Registration
Source: https://support.nectir.io/lms-integrations/d2l-lti-dynamic
Set up Nectir AI in D2L Brightspace with LTI dynamic registration, which automates tool creation through the Manage Extensibility admin panel.
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## Configuring Nectir AI
When using dynamic registration in D2L, it automates most of the steps of the Tool creation process, but the rest is the same as the manual registration method.
### Creating the Tool
1. Within D2L, go to **Admin Tools** > **Manage Extensibility**
2. Go to **LTI Advantage** tab
3. Select **Register Tool**
4. Choose **Dynamic** registration
5. Input the following information:
* **Tool initiation registration endpoint**: [https://ai.nectir.io/api/lti13/dynamicRegistration?workspaceId=YOUR\_WORKSPACE\_ID](https://ai.nectir.io/api/lti13/dynamicRegistration?workspaceId=YOUR_WORKSPACE_ID)
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
* **Configure Deployment**: True
* Click **Register**
6. Edit your newly created tool and add the following parameters:
* **Enabled**: True
* **Extensions**:
* **Deep Linking**: True
* **Roles**:
* **Send Institution Role**: True
* Click **Save**
7. From here, you can follow the same instructions as the manual registration from [Creating the Deployment](/lms-integrations/d2l-lti-manual#create-the-deployment)
# D2L Brightspace LTI Manual Registration
Source: https://support.nectir.io/lms-integrations/d2l-lti-manual
Manually integrate Nectir AI with D2L Brightspace by creating an LTI tool, a deployment, and a link you can place in your courses.
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## Configuring Nectir AI
The D2L Brightspace integration process consists of three main steps: creating a Tool, creating a Deployment of that Tool, and creating a Link based on the Deployment that you can place in your courses. Follow the step-by-step instructions below to complete the integration.
### Create the Tool
1. Within D2L, go to **Admin Tools** > **Manage Extensibility**
2. Go to **LTI Advantage** tab
3. Select **Register Tool**
4. Choose **Standard** registration
5. Input the following information:
* **Name**: Nectir AI - Tool
* **Description**: Nectir AI is a platform that enables educators to create custom AI Assistants to provide personalized support and feedback to students, right within the LMS.
* **Domain**: [https://ai.nectir.io](https://ai.nectir.io)
* **Redirect URLs**: [https://ai.nectir.io/api/lti13/validate](https://ai.nectir.io/api/lti13/validate)
* **OpenID Connect Login URL**: [https://ai.nectir.io/api/lti13/login](https://ai.nectir.io/api/lti13/login)
* **Target Link URI**: [https://ai.nectir.io/api/lti13/validate](https://ai.nectir.io/api/lti13/validate)
* **Keyset URL**: [https://ai.nectir.io/api/lti13/keys](https://ai.nectir.io/api/lti13/keys)
* **Extensions**:
* **Assignment and Grade Services**: True
* **Deep Linking**: True
* **Names and Role Provisioning Services**: True
* **Roles**:
* **Send Institution role**: True
* **Custom Parameters**:
* **Name**: `workspaceId` | **Value**: `YOUR_WORKSPACE_ID`
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
6. Click **Register**
7. After you register your Tool, make sure it's **Enabled**
Nectir asks you to turn on **Assignment and Grade Services** so the integration is ready for planned grading features. It doesn't read or write grades today.
### Create the Deployment
1. Now go to **Admin Tools** > **External Learning Tools**
2. On the **LTI Advantage** tab, select **New Deployment**
3. Input the following information:
* **Enabled**: True
* **Auto Migrate Links**: True
* **Tool**: Nectir AI - Tool
* **Name**: Nectir AI - Deployment
* **Description**: Nectir AI is a platform that enables educators to create custom AI Assistants to provide personalized support and feedback to students, right within the LMS.
* **Extensions**:
* **Assignment and Grade Services**: True
* **Deep Linking**: True
* **Names and Role Provisioning Services**: True
* **Security Settings**:
* **Org Unit Information**: True
* **User Information**: True
* **Classlist including users not known to this Deployment**: True
* **Configuration Settings**:
* **Open as External Resource**: (If you want Nectir AI to open within D2L Brightspace as an iframe, leave unchecked. Otherwise, if you want to open it in a new tab, click the checkbox)
* For the "Org Units" section, choose the org unit that encompasses all the courses you want to provision access to, based on your D2L org hierarchy. If you want to include your entire org, make sure you include all descendants.
4. Click **Create Deployment**
### Create the Link
1. After you create your Deployment, click the newly created Deployment, and scroll down to the bottom and select **View Links**
2. Select **New Link**
3. Input the following information:
* **Name**: Nectir AI - Link
* **URL**: [https://ai.nectir.io/api/lti13/validate](https://ai.nectir.io/api/lti13/validate)
* **Description**: Nectir AI is a platform that enables educators to create custom AI Assistants to provide personalized support and feedback to students, right within the LMS.
* **Type**: Basic Launch
1. Click **Save and Close**
2. After you save your Link, navigate to a course to test it. Once you're in the course, click the **Content** tab and select **Existing Activities** > **External Learning Tools**. Choose the **Nectir AI** Link, and test the integration. If you don't see the Nectir AI Link, visit [Troubleshooting](#troubleshooting). Until Nectir finishes the configuration on its side, the launch shows a **We couldn't connect to Nectir AI** page with the error **Learning platform not recognized**.
After completing these steps, contact your Nectir AI representative to
complete the final configuration on their side.
### Linking to a Specific Assistant (Optional)
If you would like to have the Nectir AI Link open to a specific Assistant, follow these steps:
1. In D2L, go to the course you want to add the **Link** to
2. Navigate to **Course Admin** > **External Learning Tools** > **LTI Advantage** and click **New Link**
3. Input the following information:
* **Deployment**: Nectir AI - Course Link
* **Name**: Nectir AI
* **URL**: [https://ai.nectir.io/api/lti13/validate](https://ai.nectir.io/api/lti13/validate)
* **Description**: Nectir AI is a platform that enables educators to create custom AI Assistants to provide personalized support and feedback to students, right within the LMS.
* **Custom Parameters**:
* **Name**: `assistantId` | **Value**: `YOUR_ASSISTANT_ID`
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
## Adding Nectir AI to a Course
1. Navigate to your course in D2L Brightspace
2. Click the **Content** tab
3. Select the module where you want to add Nectir AI
4. Click the **Existing Activities** dropdown and select **External Learning Tools**
5. Select the **Nectir AI** Link
6. The Tool is now available in your course
## Troubleshooting
* If your Link isn't appearing as an option when you click **Existing Activities** > **External Learning Tools**, go to your **Deployment** and make sure the course you are using to test is within the selected **Org Units**.
* If your students don't sync from your roster to Nectir AI, go to your **Deployment** by clicking **Admin Tools** > **External Learning Tools**, and click the Nectir AI **Deployment**. Once you're there, scroll down to **Security Settings** and ensure that you select **Org Unit Information**, **User Information**, and **Classlist including users not known to this Deployment**.
* Reload the page
* Verify that you entered all URLs and parameters correctly
* Ensure you enable Nectir AI at the Tool level
* Contact your Nectir AI representative for further help at [support@nectir.io](mailto:support@nectir.io)
# Moodle LTI Dynamic Registration
Source: https://support.nectir.io/lms-integrations/moodle-lti-dynamic
Register Nectir AI in Moodle with LTI dynamic registration through Manage Tools, activate the tool, and configure how it launches in courses.
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## Configuring Nectir AI
1. Navigate to **Site Administration** > **Plugins** > **External Tools** > **Manage Tools**
2. Input the following information **Tool URL**: [https://ai.nectir.io/api/lti13/dynamicRegistration?workspaceId=YOUR\_WORKSPACE\_ID](https://ai.nectir.io/api/lti13/dynamicRegistration?workspaceId=YOUR_WORKSPACE_ID)
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
3. Click **Add LTI Advantage**
4. Scroll down to your newly created tool and click **Activate**
5. Now view the tool settings by clicking the pen icon
* **Tool configuration usage**: Show in activity chooser and as a preconfigured tool
* **Default launch container**: (If you want Nectir AI to open within Moodle as an iframe, select **Embed, without blocks**. Otherwise, if you want it to open in a new tab, select **New window**)
6. Click **Save changes**
7. After you configure Nectir AI, you can continue with the [Adding Nectir AI to a Course](/lms-integrations/moodle-lti-manual#adding-nectir-ai-to-a-course)
## Troubleshooting
* Make sure you activated the tool
* Double check that the Workspace ID matches the one in your Nectir AI Workspace settings
* Try refreshing your browser
* Contact your Nectir AI representative for support at [support@nectir.io](mailto:support@nectir.io)
# Moodle LTI Manual Registration
Source: https://support.nectir.io/lms-integrations/moodle-lti-manual
Manually configure Nectir AI as an external tool in Moodle, add it to a course, and optionally link a specific Assistant to an activity.
This guide is intended for LMS administrators. If you encounter any issues during the integration process, please contact [support@nectir.io](mailto:support@nectir.io).
## Configuring Nectir AI
1. Navigate to **Site Administration** > **Plugins** > **External Tools** > **Manage Tools**
2. Select **configure a tool manually**
3. Input the following information:
* **Tool name**: Nectir AI
* **Tool URL**: [https://ai.nectir.io/api/lti13/validate](https://ai.nectir.io/api/lti13/validate)
* **Description**: Nectir AI is a platform that enables educators to create custom AI Assistants to provide personalized support and feedback to students, right within the LMS.
* **LTI version**: LTI 1.3
* **Public key type**: Keyset URL
* **Public keyset**: [https://ai.nectir.io/api/lti13/keys](https://ai.nectir.io/api/lti13/keys)
* **Initiate login URL**: [https://ai.nectir.io/api/lti13/login](https://ai.nectir.io/api/lti13/login)
* **Redirection URIs**: [https://ai.nectir.io/api/lti13/validate](https://ai.nectir.io/api/lti13/validate)
* **Custom parameters**: `workspaceId=YOUR_WORKSPACE_ID`
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
* **Tool configuration usage**: Show in activity chooser and as a preconfigured tool
* **Default launch container**: (If you want Nectir AI to open within Moodle as an iframe, select **Embed, without blocks**. Otherwise, if you want it to open in a new tab, select **New window**)
* Click **Show more**
* **Icon URL**: [https://uploads-ssl.webflow.com/6407a24c35623b45cebd83a1/6633efa7c1be71919bc67558\_Group%2022.png](https://uploads-ssl.webflow.com/6407a24c35623b45cebd83a1/6633efa7c1be71919bc67558_Group%2022.png)
* Go to the **Services** section
* **IMS LTI Names and Role Provisioning**: Use this service to retrieve members' information as per privacy settings
* Go to the **Privacy** section
* **Share launcher's name with tool**: Always
* **Share launcher's email with tool**: Always
4. Click **Save changes**
5. Scroll down to your newly created tool. Open the **Tool configuration details** by clicking the magnifying glass icon
6. Copy the configuration details and share them with your Nectir AI representative
After completing these steps, your Nectir AI representative will need to
enable the integration on their side.
## Adding Nectir AI to a Course
1. Navigate to the course where you would like to configure Nectir AI
2. Make sure **Edit mode** is on
3. Select **Add an activity or resource** and select **Nectir AI**
4. Input the following information:
* **Activity name**: Nectir AI
* **Description**: Nectir AI is a platform that enables educators to create custom AI Assistants to provide personalized support and feedback to students, right within the LMS.
5. Click **Save and display**
If you would like to link directly to an Assistant, under the **General**
section, select **Show more**. Then in the **Custom parameters** field, input
`assistantId=YOUR_ASSISTANT_ID`. If you would like to redirect to a specific
Nectir AI Group AND a specific Nectir AI Assistant, you can input the
following: `groupId=YOUR_GROUP_ID, assistantId=YOUR_ASSISTANT_ID`
## Adding an Assistant to a Course (Optional)
If you would like to have the Nectir AI open to a specific Assistant, follow these steps:
1. Select **Add an activity or resource** and select **Nectir AI**
2. Input the following information:
* **Activity name**: Nectir AI
* **Description**: Nectir AI is a platform that enables educators to create custom AI Assistants to provide personalized support and feedback to students, right within the LMS.
* **Custom parameters**: `assistantId=YOUR_ASSISTANT_ID`
You can find your ID by going to **Nectir AI** > ** settings** > Copy and paste the ** ID** field
3. Click **Save and display**
## Troubleshooting
If you encounter issues with the Nectir AI integration:
* Reload the page
* Verify that you entered all URLs and parameters correctly
* Contact your Nectir AI representative for further help at [support@nectir.io](mailto:support@nectir.io)
# Assistant Analytics
Source: https://support.nectir.io/managing/assistant-analytics
Offers educators real-time insights into student interactions with AI Assistants, enabling data-driven enhancements to teaching strategies.
## Turning Engagement Into Insights
The Analytics Dashboard provides real-time data about how users interact with your AI Assistant, helping you understand user engagement patterns and optimize the learning experience. With features like Key Topics analysis, you can transform invisible user-AI interactions into valuable teaching data. These insights allow for data-driven decision making and continuous improvement of your teaching approach.
## Key Metrics & Insights
* **Total Messages Sent**: Track the total number of messages sent. This metric helps you understand the level of engagement and communication among members, facilitators, and owners.
* **Average Messages per User**: See how many messages each active user sends on average, compared with other Assistants in the Workspace.
* **Active Users**: Identify the number of users actively sending messages. This insight allows you to gauge member involvement and identify those who may need more support.
* **Messages by User**: Review the number of messages sent by each user. This feature helps you recognize active participants and those who might need encouragement to engage more.
* **Messages Sent Over Time**: Analyze trends in communication over specific time periods. This visualization aids in understanding peak interaction times and planning your teaching activities accordingly.
## Key Topics: Uncover User Conversations
The Key Topics feature provides unprecedented visibility into what users are discussing with AI Assistants. This ranked list of most frequently discussed subjects helps you understand user interests, identify knowledge gaps, and optimize your teaching approach.
* **Trending Topics**: See the most frequently discussed subjects in conversations with your AI Assistant, sorted by popularity. Identify what concepts users are most interested in or struggling with.
* **Conversation Count**: Track the number of conversations for each topic to understand the volume of discussions around particular subjects. This helps identify which areas may need more classroom coverage.
## Accessing the Dashboard
Navigate to the Assistant you wish to analyze by clicking on it from your
sidebar
Click on the **Analytics** button at the top right corner to access the
comprehensive analytics dashboard
Utilize the filtering options to refine your data view:
* **Date Range**: Choose Last 7 days, Last 30 days, Last 3 months, Last year, All time, or a custom date range
* **Role**: Filter by Group role (Member, Facilitator, Owner) for Assistants in a Private Group, or by Workspace role (Member, Editor, Owner) otherwise
## Using the Analytics Dashboard
The Analytics Dashboard offers interactive features to help you explore and understand your Assistant's usage data:
### Filtering Data
You can filter the analytics data to focus on specific time periods or user roles:
* **Date Range**: Choose Last 7 days, Last 30 days, Last 3 months, Last year, All time, or a custom date range to analyze trends over time.
* **Role**: Filter by role to see engagement and activity for different types of users. Assistants in a Private Group use Group roles (Member, Facilitator, Owner); other Assistants use Workspace roles (Member, Editor, Owner).
To reset your filters and return to the default view, click the **Reset Filters** button.
### Exporting Conversation Data
You can export the conversation activity that powers the analytics dashboard for the selected date range and roles:
1. Click the **Export** button at the top right of the dashboard.
2. Click **Download** to get a CSV file for further analysis in spreadsheet tools like Excel or Google Sheets. The file has one row per message with user IDs, roles, timestamps, and each conversation's Key Topics, but no names, emails, or message content. Nectir enables identifiable exports for a Workspace only for approved research cases; in those Workspaces, Workspace Owners can choose **Include User Details** under **Detail Level** to add user names, emails, and message content.
## Making Data-Driven Decisions
* **Track engagement levels**: Check the total messages sent and active users to ensure members are engaging with the course material.
* **Identify Key Contributors**: Use the messages by user feature to identify members who are actively contributing.
* **Spot Trends and Patterns**: Analyze the messages sent over time to identify patterns in user behavior.
* **Personalize Feedback**: Leverage insights from the dashboard to provide personalized feedback to members.
* **Refine Teaching Strategies**: Use the data to refine your teaching strategies for better engagement.
* **Identify Knowledge Gaps**: Use the Key Topics feature to identify concepts members are discussing most frequently.
* **Optimize Course Materials**: Review trending topics to understand which course materials may need enhancement.
* **Track Interest Evolution**: Track how Key Topics change over time to understand the evolution of user interests.
# Workspace Analytics
Source: https://support.nectir.io/managing/workspace-analytics
Gives Workspace owners oversight of all shared and private Assistants, with metrics on messages, active users, usage, and trends over time.
## Complete Workspace Oversight
The Workspace Analytics Dashboard gives Workspace owners comprehensive insights into how all users interact with AI Assistants across the entire Workspace. This powerful tool provides full oversight of both shared and private Assistants, helping you understand engagement patterns, manage resources, and make data-driven decisions for your organization.
## Key Metrics & Insights
* **Invited Users**: The number of users invited to the Workspace in the selected period.
* **Accepted Users**: How many of those users accepted their invitation, with the acceptance rate.
* **Active Users**: The number of users who sent at least one message in the selected period. A chart shows active users over time.
* **Messages Sent**: Track the total number of messages sent across all Assistants in the Workspace. This metric helps you understand engagement and communication levels.
* **Usage Details**: Review usage for each Group and each Assistant in the Workspace, including both shared and private ones, on the **Groups** and **Assistants** tabs. This helps identify the most valuable Assistants and resource allocation needs.
## Workspace Assistant Management
| Assistant Type | What's Accessible to Workspace Owners | What's Private/Hidden |
| - | - | - |
| **Shared Assistants** | • Assistant settings and configuration
• Assistant analytics dashboard
• Training data | Nothing - full access granted |
| **Private Assistants** | • Usage statistics on Workspace dashboard
• Number of uploaded documents
• Assistant names and activity levels | • Assistant settings
• Analytics dashboard
• Training data |
This approach ensures Workspace owners have the oversight needed for resource management and compliance while maintaining user privacy for personal Assistants.
## Accessing the Dashboard
Look for the **Analytics** button in the left sidebar, located under the create button. Click it to access the comprehensive Workspace-wide dashboard.
Utilize the filtering options to refine your data view:
* **Role**: Filter by Members, Editors, or Owners
* **Date Range**: Choose Last 7 days, Last 30 days, Last 3 months, Last year, All time, or a custom date range
* **Usage Details Filters**: In **Usage Details**, search by name, Group, or owner, and click **Filters** to filter by **Visibility**, **Created By**, or **Group**
Click **Export**, then **Download** to get a CSV file of usage data for the selected date range and roles. Exports omit names, emails, and message content. Nectir enables identifiable exports for a Workspace only for approved research cases; in those Workspaces, Workspace Owners can choose **Include User Details** under **Detail Level**.
## Making Organization-Wide Decisions
* **Track Adoption**: Track Workspace-wide engagement to ensure successful AI implementation across your organization.
* **Identify Power Users**: Use cross-Assistant data to identify users who leverage AI tools and could serve as champions or trainers.
* **Optimize Resources**: Analyze usage patterns to make informed decisions about Workspace limits, Assistant creation, and resource allocation.
* **Spot Organizational Trends**: Identify organization-wide patterns in AI usage and adapt your strategy accordingly.
* **Ensure Compliance**: Track Assistant usage to ensure adherence to organizational policies and guidelines.
* **Drive Training Initiatives**: Use topic data to identify areas where additional training or support is necessary.
* **Strategic Planning**: Leverage comprehensive usage data for long-term AI strategy and investment decisions.
# Introduce Nectir AI to Your Students
Source: https://support.nectir.io/resources/introduce-nectir-to-students
Everything you need to introduce your AI Assistant to students, including LMS page templates, announcement tips, student FAQs, and engagement strategies
The moment students know Nectir exists, and understand *why* it's different, they use it more confidently all semester. Whether your institution uses Canvas, Moodle, or a direct link, the resources below work for all.
## What's Included
A customizable page template to introduce your Assistant to students
Guidance for setting the right tone and keeping students engaged
Ready-to-use answers for the questions students ask most
The full AI Faculty Guide for deeper guidance
## What the Page Looks Like
The page introduces students to their AI Assistant with access instructions, example prompts, and FAQs. Here's a preview of the customizable, student-facing page you'll be adding to your course:
## Add the Page to Your Course
The same HTML template works in both Canvas and Moodle. Choose your LMS below for setup instructions.
You can add the page in Canvas in two ways: paste the HTML directly or import a pre-built course file.
Use Canvas's built-in HTML editor to paste the template directly into a new page in your course. Before publishing, personalize the highlighted sections: your Assistant's name, how students access it, and any course-specific context.
Expand the code block below and copy the entire HTML template.
```html theme={null}
Meet Your AI Learning Partner
✏️ Instructor note: Replace all bracketed text below with your Assistant's name, purpose, and access link before publishing. Delete this yellow box when done.
Meet [Assistant Name], Your AI Learning Partner
[Brief description of what this Assistant is here to help with. Example: "Here to help you review course concepts, prepare for exams, and get unstuck. Available anytime you need it."]
What's This?
I've set up a dedicated AI learning Assistant for our course using Nectir AI. It's not a generic chatbot. I've built it using our actual course materials, so the support it gives you is directly connected to what we're studying together.
Think of it as a study partner that's available any time, never judges your questions, and always keeps the focus on helping you understand the material, not just get through it.
Watch a quick video to see it in action (opens in a new tab)
- Private conversations
- Built from our course content
- Available 24/7
- Free to use
How to Access It
✏️ Instructor note: Keep only ONE of the two options below. Delete the other before publishing.
Option A: Canvas Navigation (delete if not using)
I've added the Assistant directly inside Canvas, so no separate login is needed.
-
1
Log in to Canvas and open this course.
-
2
Look for Nectir AI in the course navigation menu on the left.
-
3
Click it and accept cookies the first time you open it.
-
4
Start chatting. You're all set.
Option B: Direct Link (delete if not using)
Click the button below to open your course assistant. Sign in with your school email when prompted.
Open [Assistant Name]
What to Ask It
The more specific you are, the better the help you'll get. Here are some prompts to get you started:
- "I just read Chapter [#] about [topic]. Can you summarize the key points so I can check my understanding?"
- "I'm confused about [concept] from today's lecture. Can you explain it a different way?"
- "I have a draft of my essay on [topic]. Can you help me check my argument and organization?"
- "Quiz me on [topic] with 5 questions and let me know how I do."
- "What's the difference between [concept A] and [concept B]? I keep mixing them up."
Pro tip: You can attach files too: readings, drafts, notes, even photos of handwritten work. It gives the Assistant better context about what you're working on.
Your Privacy
Your conversations are private.
I can't read your chats or see who asked what. I see usage totals, like how many messages each student sends and which topics the class asks about most. What you ask stays between you and the assistant.
Common Questions
- Is using this cheating?
- No. I set it up specifically for our class. Use it to study, review, and deepen your understanding, not to replace your own thinking.
- How's this different from ChatGPT?
- Nectir is built for education and connected to our course content. It doesn't train on your data or share your conversations.
- Do I have to pay for it?
- Nope. Access is free through your institution.
- What shouldn't I use it for?
- Don't ask it to write your assignments or complete graded work for you. It's here to help you learn, not do the learning for you.
```
In your Canvas course, go to **Pages** and click **+ Page**. Switch to the HTML editor view.
Paste the HTML code and update the bracketed sections with your Assistant's name, access instructions, and any course-specific details. Delete the yellow instructor notes when done.
Save and publish the page. Consider pinning it to your course homepage for visibility.
Prefer a one-click import? Download the `.imscc` file and import it into your Canvas course. It will create a pre-built page ready for you to customize.
Import this file into Canvas to create a pre-built student introduction page
Click the link above to download the `.imscc` course file.
In your Canvas course, go to **Settings** → **Import Course Content**. Select **Canvas Course Export Package** and upload the file.
Once imported, navigate to **Pages** and edit the new page. Update your Assistant's name, access method, and any course-specific details.
The same HTML template works in Moodle. Use the source code editor to paste it into a course page.
Expand the **Canvas** accordion above, open the **Copy the HTML** tab, and copy the entire HTML template from the code block.
In your Moodle course, turn on **Edit mode** (top right corner). Inside a course section, click **+ Add an activity or resource** and choose **Page**.
In the **Content** field, click **Tools** → **Source code**. Paste the HTML template into the source code editor and click **Save**.
Update the bracketed sections with your Assistant's name, access instructions, and course-specific details. Delete the yellow instructor notes, then save the page.
## Tips for Introducing Nectir Well
**Set the tone on Day 1.** A brief, genuine introduction from you matters more than any page. Students take their cues from you. Let them know Nectir is a learning partner, not a shortcut, and that it's built specifically for your class.
A framing that works well:
> *"Nectir is part of how this course works. It's here to help you study, practice, and build understanding, not to replace your work or write for you."*
**Put it somewhere they'll actually see it.** Pin the page to your course homepage, link it in your syllabus, or share it in a Week 1 announcement. Students who find Nectir early use it more.
**Remind them at key moments.** Students forget tools exist. A quick mention during Week 4–5, midterms, and finals makes a real difference in usage.
### Announcement Rhythm
| Timing | Message Focus |
| - | - |
| Week 1 | Introduce the Assistant and how to access it |
| Week 4–5 | Connect it to a current topic or assignment |
| Midterm Week | Encourage study support and practice problems |
| Finals Week | End-of-term encouragement and review |
## Ice Breaker Activity
Give students a low-stakes first interaction to build comfort with their Assistant. This works as a 5-minute in-class activity or an asynchronous assignment during Week 1.
Ask students to open their AI Assistant and try one of these prompts:
* *"I'm confused about \[topic from class]. Can you explain it a different way?"*
* *"I'm working on \[assignment information]. Can you help me think through my approach?"*
* *"Here's my explanation of \[concept]. Can you tell me if I've got it right?"*
After the activity, ask a few students to share what they learned or what surprised them. This normalizes using the tool and shows it's part of the learning process.
You don't need to grade this. The goal is to get students past their first interaction so they're comfortable returning on their own.
## Syllabus Language
Copy and paste this paragraph into your syllabus. Update the bracketed sections to match your course.
```text theme={null}
This course uses Nectir AI, an AI-powered learning assistant built specifically
for [Course Name]. Nectir is available to help you study, review course material,
practice with sample problems, and deepen your understanding of key concepts.
It is not a substitute for completing your own work. To access Nectir, [describe
access method — e.g., "click the Nectir link in our LMS course" or "visit
ai.nectir.io and log in with your school email"]. Your conversations with the
assistant are private and are not shared with your instructor. If you have
questions about appropriate use, please ask.
```
Pairing this with a brief verbal introduction on Day 1 makes a big difference. Students are more likely to use the tool when they hear directly from you that it's encouraged.
## Common Student Questions
Have these answers ready for the questions students ask most.
No. It's a tool created for your class to help you study, review, and learn more effectively. Your instructor chose to include it as a learning resource.
No. Student conversations are private. Your instructor sees usage totals, like how many messages each student sends, but not what anyone asked.
Nectir is built for education. It's connected to your course content and doesn't share or train on student data. It's designed to help you learn, not just give you answers.
No. Access is free through your institution.
It can't see the grade book, so it can't tell you your grades. It can answer questions about the syllabus or assignment instructions only if your instructor added those documents to its knowledge. If it can't answer, check your LMS or ask your instructor.
Don't ask Nectir to complete graded work or bypass assignments. It's meant to enhance your learning, not replace it. When in doubt, ask your instructor.
## Faculty Guide
The AI Faculty Guide walks you through setup, student introductions, and strategies for keeping engagement strong all term long.
Comprehensive guide covering setup, introductions, and engagement strategies
## Related Resources
Share this page directly with students to help them get started
The educator-facing companion: a Canvas module that introduces Nectir to faculty and staff
Set up course Groups and manage student access
Connect your LMS to Nectir AI
Automatically sync students from your LMS
# Onboard Faculty and Staff to Nectir AI
Source: https://support.nectir.io/resources/onboard-faculty-and-staff
Import a ready-made Canvas module that introduces faculty and staff to Nectir AI, shows how to access it, and walks them through building their first Assistant.
A pre-built Canvas module you can drop into any faculty resource hub or onboarding course. Faculty and staff click through three short pages and leave knowing what Nectir AI is, how to open it, and how to build their first Assistant. Comes as an `.imscc` file and imports in minutes.
## What's Included
The module contains three pages to read in order:
What Nectir AI is, what faculty and staff can do with it inside and beyond the classroom, who it's for, and how it handles privacy
Two paths to open Nectir: through Canvas course navigation (recommended) or directly at `ai.nectir.io`
The three-step path to a first Assistant: create a Group, customize and upload content, invite users. Includes embedded video tutorials and links to support resources
## Add the Module to Canvas
Import this file into Canvas to add the full faculty and staff onboarding module
Click the link above to download the `.imscc` course file.
Open the Canvas course where you want the module to live (your faculty resource hub, an onboarding shell, or any course of your choosing). Go to **Settings** → **Import Course Content**. Select **Canvas Course Export Package** and upload the file.
Once the import finishes, navigate to **Modules**. You'll see a new module titled **Nectir AI** containing the three pages in order.
Open each page to confirm it imported cleanly before sharing with your team.
The pages work out of the box. If your institution has specific access instructions, support contacts, or naming conventions, edit the relevant page in **Pages** before publishing.
Publish the module and point faculty and staff to it: link from your faculty resource hub, your LMS support page, or include it in onboarding emails.
The module sits alongside whatever resources your institution already publishes in Canvas for faculty apps. It doesn't replace your existing hub: it plugs into it.
## Who Should Use This
Add Nectir to your standard faculty onboarding flow without writing the content yourself
Drop into your CTL Canvas course so faculty find Nectir alongside other teaching tools
Standardize how faculty and staff are introduced to Nectir across your institution
Onboard your team with consistent, accurate information they can revisit anytime
## Related Resources
The student-facing companion: a Canvas page template and `.imscc` for introducing Nectir to students in any course
Free live workshops the Nectir team runs for faculty and staff
Full setup documentation for accessing Nectir AI through Canvas or directly
Step-by-step guide to building your first Assistant
Four ways instructors can add Nectir to a course: the sidebar, a page, an assignment, or a module
# Canvas Integration Issues
Source: https://support.nectir.io/troubleshooting/canvas-issues
Troubleshoot Nectir AI Canvas integration issues, including LTI login prompts, missing Assistants, embed problems, and member email mismatches.
## Common Issues
* **Assistant doesn't appear in Canvas course navigation** → Contact your LMS administrator
* **Nectir prompts you to log in inside Canvas** → [Allow third-party cookies](/troubleshooting/troubleshooting#allow-third-party-cookies)
* **Nectir prompts you to confirm the connection every time you log into Canvas** → [Allow third-party cookies](/troubleshooting/troubleshooting#allow-third-party-cookies)
* **You can't see the Assistants your instructor invited you to** → Contact your instructor
* **A student's email in the Members list doesn't match your Canvas roster** → The Members list shows the email of the account each user signed in with. With the Canvas LTI integration, access depends on enrollment in the linked Canvas course, not on the email shown in the Members list. Have the student open Nectir AI from the Canvas course itself. If they still can't access it, contact [support@nectir.io](mailto:support@nectir.io) with the student's Canvas email and the email shown in Members
* **You can't link your Canvas course to a Nectir Group** → [Follow the linking steps](/getting-started/canvas-embed-assistants#method-1-course-navigation-sidebar) to verify you did everything correctly, then contact [support@nectir.io](mailto:support@nectir.io)
* **Nectir AI is missing from the Apps button in the Rich Content Editor, or from the External Tool list when adding a module item** → Your Canvas admin needs to enable the [deep linking placements](/lms-integrations/canvas-lti-updates#deep-linking-placements)
* **The embed dialog gets stuck on "Retrieving Content" after you pick an Assistant** → [Allow third-party cookies](/troubleshooting/troubleshooting#allow-third-party-cookies), then retry in a private window or a different browser. See the [full steps](/getting-started/canvas-embed-assistants#troubleshooting).
* The Embed an Assistant modal opens but your Assistant isn't listed → The list shows only Assistants you can edit. Workspace Owners can embed any Assistant in a Group they can access, plus Shared with everyone Assistants outside a Group. Everyone else sees the Assistants in Groups they own. Private Assistants outside a Group are never listed, because students can't open them; add yours to a Group first. If yours is missing, it's most likely a Private Assistant outside a Group, in a Group where you're not an owner, or a Shared with everyone Assistant outside your Groups. Ask the Group owner or a Workspace Owner to embed it, or to add you as a Group owner. See [the full breakdown](/getting-started/canvas-embed-assistants#troubleshooting) for details.
* **Your integrations aren't showing up in the Group settings page** → Contact [support@nectir.io](mailto:support@nectir.io)
**If your issue isn't listed in the preceding section:**
* For general browser problems (pages not loading, buttons missing, display issues), go to **[Browser & Display Issues](/troubleshooting/troubleshooting)**
* For other Canvas integration issues, contact support at **[support@nectir.io](mailto:support@nectir.io)** with:
* A description of the problem
* Screenshots of any error messages
* Whether it works when accessing Nectir AI directly (not through Canvas) - If you're not sure, try signing in from [https://ai.nectir.io/](https://ai.nectir.io/)
***
# Nectir AI Support Assistant
Source: https://support.nectir.io/troubleshooting/nectir-ai-support-assistant
Use the built-in Nectir AI Support Assistant to troubleshoot issues, with suggested prompts by situation and ways to contact the Nectir team.
The Nectir AI Support Assistant is a specialized helper built into Nectir AI Workspaces. Unlike educational Assistants created by instructors, the Nectir team built the Nectir AI Support Assistant, focused on helping you get the most out of Nectir AI.
If the Nectir AI Support Assistant isn't available in your Workspace, you can request access by contacting [support@nectir.io](mailto:support@nectir.io).
## How Can the Nectir AI Support Assistant Help You
The Support Assistant can help you with a wide range of issues you might encounter while using Nectir AI. Choose your situation below to get suggested prompts:
**Try asking:** *"I'm new to Nectir AI. Can you walk me through the process of creating my first Assistant?"*
**Or:** *"What are the key steps to set up an effective Assistant for my course?"*
**Try asking:** *"My PDF files keep failing to upload. What file formats and sizes work best?"*
**Or:** *"The import stops at the processing stage. What steps can resolve this?"*
**Try asking:** *"Can you help me write a prompt that makes my Assistant more conversational and encouraging?"*
**Or:** *"How do I create prompts that align with my teaching philosophy?"*
**Try asking:** *"How do I interpret the analytics dashboard to see how students are engaging with my Assistant?"*
**Or:** *"What metrics should I focus on to improve my Assistant's effectiveness?"*
**Try asking:** *"My Assistant isn't showing up in Canvas. What are the steps to troubleshoot LMS integration?"*
**Or:** *"How do I properly connect my Assistant to my learning management system?"*
**Try asking:** *"I can't see the Assistant that my instructor created. How do I access it?"*
**Or:** *"Where do I find the Assistant in my course?"*
**Try asking:** *"The Assistant isn't understanding my questions. How can I phrase my questions to get better help?"*
**Or:** *"What's the best way to ask questions to get more helpful answers?"*
**Try asking:** *"The Nectir AI page won't load properly in my browser. What should I try?"*
**Or:** *"I'm having trouble with the platform not responding. How can I fix this?"*
**Try asking:** *"What are conversation starters and how do I use them effectively?"*
**Or:** *"How do I make the most of the tools available in this Assistant?"*
**Try asking:** *"How can I use this Assistant to improve my understanding of the course material rather than just getting answers?"*
**Or:** *"What's the best way to use AI assistance for learning?"*
## When to Contact the Nectir Team
While the Support Assistant can help with many platform questions, sometimes you need a more personalized conversation with the Nectir team. The Support Assistant is a great starting point, but it's not designed to handle all situations.
Reach out to the Nectir team directly for:
* Account access issues
* Billing questions
* Custom integration requests
* Bug reports
* Feature suggestions
* Personalized training and onboarding
* Complex implementation scenarios
* Strategic AI adoption planning
### Ways To Contact Support
**Help** - Use the icon in the sidebar to open the **Support Center**, join the community, or **Submit Feedback** for bug reports and feature requests
**Support by email** - Contact the team at [support@nectir.io](mailto:support@nectir.io) for detailed questions or to schedule a support call
**LTI Integration Issues** - Contact your LMS administrator on campus first, as they manage the technical integration between your learning management system and Nectir AI
The Nectir team is always happy to have a direct conversation about your specific needs and provide tailored guidance for your institution.
## Additional Resources
Explore features, plans, and success stories
Comprehensive documentation and tutorials
Connect with other users and the Nectir team
Latest features, updates, and case studies
# Browser & Display Issues
Source: https://support.nectir.io/troubleshooting/troubleshooting
Solve common browser and technical issues when using Nectir AI, including cache clearing, cookie settings, and more.
Having trouble with Nectir AI? Follow these two steps:
1. **Find your problem below** and identify which solution you need
2. **Jump to the solution section** for step-by-step instructions
## Identify Your Problem
**Can't sign in or keep getting logged out:**
* Unable to log into Nectir AI
* Getting unexpectedly signed out
* Login page won't load or submit
**→ Solution: [Clear Browser Cache](#clear-browser-cache)**
**Prompted to sign in when using LMS (Canvas, etc.):**
* Sign-in popup appears when accessing through Canvas or other LMS
* Should be automatically authenticated but isn't
* A "Let's get you into Nectir AI" screen with a **Connect to Nectir AI** button appears inside your LMS
**→ Solution: [Allow Third-Party Cookies](#allow-third-party-cookies)**
**Missing buttons, broken layout, or outdated content:**
* Buttons or menus not appearing
* Page layout looks broken or misaligned
* Seeing old version of Nectir AI
* Images not loading properly
* Formatting issues
**→ Solution: [Clear Browser Cache](#clear-browser-cache)**
**Slow loading or poor performance:**
* Pages load slowly
* Nectir AI feels sluggish or unresponsive
* Long delays when clicking buttons
* Timeout errors
**→ Solution: [Clear Browser Cache](#clear-browser-cache) + [Check Internet Connection](#other-solutions)**
**Extensions causing conflicts:**
* Nectir AI works in incognito/private mode but not in regular mode
* Random errors or unexpected behavior
* Features not working as expected
**→ Solution: [Test Private Mode](#other-solutions)**
**Browser is outdated:**
* General compatibility issues
* Features not working as expected
* Error messages about unsupported browser
**→ Solution: [Update Browser](#other-solutions)**
**Internet connection problems:**
* Pages won't load at all
* Timeout errors
* Intermittent connection problems
**→ Solution: [Check Internet Connection](#other-solutions)**
***
## Solutions
Most browser-related issues with Nectir AI can be resolved by clearing your cache or adjusting cookie settings. Try those solutions first before contacting support.
### Clear Browser Cache
**What this does:** your browser saves copies of web pages to make them load faster next time. Sometimes these saved copies get outdated or corrupted, which causes pages to look broken or not work correctly. Clearing your cache deletes these saved copies so your browser downloads fresh, up-to-date versions.
1. Press Ctrl + Shift + Delete (Windows/Linux) or ⌘ + Shift + Delete (Mac)
2. Choose "All time" from the time range dropdown
3. Check both **Cached images and files** and **Cookies and other site data**
4. Click **Clear browsing data**
**After clearing:**
1. Close all Chrome windows completely
2. Reopen Chrome and go to Nectir AI
3. Log in again
4. Check if the issue is resolved
[Detailed Chrome cache clearing instructions](https://support.google.com/accounts/answer/32050?hl=en\&co=GENIE.Platform%3DDesktop)
1. Press Ctrl + Shift + Delete (Windows/Linux) or ⌘ + Shift + Delete (Mac)
2. Choose "Everything" from the time range dropdown
3. Check both **Cache** and **Cookies**
4. Click **Clear Now**
**After clearing:**
1. Close all Firefox windows completely
2. Reopen Firefox and go to Nectir AI
3. Log in again
4. Check if the issue is resolved
[Detailed Firefox cache clearing instructions](https://support.mozilla.org/en-US/kb/how-clear-firefox-cache)
1. Click **Safari** in the menu bar
2. Select **Clear History…**
3. Choose "all history" from the dropdown
4. Click **Clear History**
**After clearing:**
1. Close all Safari windows completely
2. Reopen Safari and go to Nectir AI
3. Log in again
4. Check if the issue is resolved
[Detailed Safari cache clearing instructions](https://support.apple.com/en-us/105082)
1. Press Ctrl + Shift + Delete (Windows/Linux) or ⌘ + Shift + Delete (Mac)
2. Choose "All time" from the time range dropdown
3. Check both **Cached images and files** and **Cookies and other site data**
4. Click **Clear now**
**After clearing:**
1. Close all Edge windows completely
2. Reopen Edge and go to Nectir AI
3. Log in again
4. Check if the issue is resolved
[Detailed Edge cache clearing instructions](https://support.microsoft.com/en-us/microsoft-edge/view-and-delete-browser-history-in-microsoft-edge-00cf7943-a9e1-975a-a33d-ac10ce454ca4)
### Allow Third-Party Cookies
**What this does:** when you access Nectir AI through your learning management system (like Canvas), your browser treats Nectir AI as a "third-party" site. Some browsers block these third-party sites from storing login information for security. Allowing third-party cookies lets Nectir AI remember that you're already logged in through your LMS, so you don't get unexpected login prompts.
1. Look for the cookie/eye icon in the address bar
2. Click on it and select **Allow cookies**
3. This will allow cookies for 90 days on this site
**After allowing:**
1. Reload the page
2. Try accessing Nectir AI through your LMS again
3. Check if the login prompt is gone
[Detailed Chrome cookie instructions](https://support.google.com/chrome/answer/95647)
1. Look for the shield icon in the address bar
2. Click it and toggle off **Enhanced Tracking Protection** for this site
3. This will disable tracking protection for this site only
**After allowing:**
1. The page will automatically reload
2. Try accessing Nectir AI through your LMS again
3. Check if the login prompt is gone
[Detailed Firefox cookie instructions](https://support.mozilla.org/en-US/kb/third-party-cookies-firefox-tracking-protection)
1. Click the privacy report icon in the address bar
2. Turn off **Prevent Cross-Site Tracking** for this site
3. This will allow tracking for this specific site
**After allowing:**
1. Reload the page
2. Try accessing Nectir AI through your LMS again
3. Check if the login prompt is gone
[Detailed Safari cookie instructions](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac)
1. Click the lock icon in the address bar
2. Click **Cookies** and select **Allow** for the site
3. This will allow cookies for this specific site
**After allowing:**
1. Reload the page
2. Try accessing Nectir AI through your LMS again
3. Check if the login prompt is gone
[Detailed Edge cookie instructions](https://support.microsoft.com/en-us/windows/manage-cookies-in-microsoft-edge-view-allow-block-delete-and-use-168dab11-0753-043d-7c16-ede5947fc64d)
### Other Solutions
**Test in Private Mode:**
* **Chrome**: Ctrl + Shift + N (Windows/Linux) or ⌘ + Shift + N (Mac)
* **Firefox**: Ctrl + Shift + P (Windows/Linux) or ⌘ + Shift + P (Mac)
* **Safari**: ⌘ + Shift + N
* **Edge**: Ctrl + Shift + N
**If private mode works:**
1. Temporarily disable all browser extensions (especially ad blockers)
2. Test Nectir AI again
3. Re-enable extensions one by one to identify the problematic one
**JavaScript must be enabled for Nectir AI to work properly:**
1. Check if JavaScript is enabled in your browser settings
2. Allow pop-ups for your LMS and Nectir AI domains
3. Temporarily disable ad blockers that might block necessary features
**For Chrome:** Settings > Privacy and security > Site Settings > JavaScript (ensure "Allowed" is selected)
**For Firefox:** Settings > Privacy & Security > Permissions > Block pop-up windows (add exceptions for your LMS and Nectir AI)
**If you have antivirus or firewall software:**
1. Temporarily disable your antivirus software
2. Test Nectir AI to see if it works
3. If it works, add Nectir AI and your LMS to your antivirus whitelist
4. **Important:** Re-enable your antivirus software after testing
Only disable security software temporarily for testing. Always re-enable it afterward.
Check for updates in your browser settings and install the latest version:
* **Chrome**: Menu (⋮) > **Help** > **About Google Chrome**
* **Firefox**: Menu (☰) > **Help** > **About Firefox**
* **Safari**: **Safari** > **About Safari** (updates through System Preferences)
* **Edge**: Menu (…) > **Help and feedback** > **About Microsoft Edge**
1. **Test other websites** to confirm internet connectivity
2. **Restart your router/modem** if connection seems unstable
3. **Try a different network** (mobile hotspot, etc.) to isolate the issue
4. **Contact your internet service provider** if problems persist
## Still Need Help
If none of these solutions resolve your issue:
1. **Document the problem**:
* Take a screenshot of any error messages
* Note exactly when and how the problem occurs
* Record which steps you've already tried
2. **Contact support** at [support@nectir.io](mailto:support@nectir.io) with:
* A description of the problem
* Your browser and operating system
* Screenshots of any error messages
* Steps you've already attempted
# Create Your First AI Assistant
Source: https://support.nectir.io/tutorials/creating-your-first-assistant-series
A five-part video tutorial series covering how to create your first Group, build an AI Assistant, add knowledge sources, and share it with students.
Watch these five videos to learn everything you need to know about creating and managing AI Assistants for your courses.
**New to Nectir AI?** This tutorial series is designed for first-time users. Each video builds on the previous one, so we recommend watching them in order for the best learning experience.
## Video 1: Understanding Nectir AI Workspaces
Learn the fundamentals of Nectir AI Workspaces and how they organize your educational content. This video covers the basic structure and navigation of your Workspace.
**What you'll learn:**
* How Workspaces organize Groups and Assistants in a hierarchical structure
* Understanding permission levels and creation rights for different user roles
* Basic navigation of the sidebar interface and chat area
* Accessing help resources, support features, and profile settings
Learn how to configure your Workspace and manage user access
## Discover the new Assistant Builder
Create an Assistant by describing it. You can create or edit an Assistant just by describing what you want. The Assistant Builder turns your description into a complete Assistant with a name, description, prompt, and conversation starters, then asks follow-up questions to help you refine it.
## Video 2: Create First Group and Assistant
Walk through the process of creating your first Group and setting up a new AI Assistant. This video shows the initial setup process step-by-step.
**What you'll learn:**
* How to create a new Group and manage member access
* Understanding user permission levels (members, facilitators, owners)
* Different methods for inviting users to Groups (email invitation vs sharing links)
* Creating your first Assistant and basic general settings (avatar, name, description)
Create Groups and manage member access and permissions
Step-by-step guide to creating your first AI Assistant
## Video 3: Assistant Knowledge
Build your Assistant's knowledge foundation by uploading course materials and understanding how knowledge powers personalized responses. This is the **foundation** of your Assistant's ability to provide **tailored learning experiences** for your students.
**What you'll learn:**
* How to upload knowledge files and track processing status
* **Supported file types** including documents, images, audio, video, and code files
* Using **LMS import** to bulk upload course content from Canvas, Moodle, or D2L
**Key Knowledge Upload Best Practices:**
* Upload **complete documents** rather than fragments for better AI context
* Include **explicit examples** and case studies for pattern recognition
* Use **descriptive file names** that show content and purpose
Upload knowledge files, optimize AI performance, and manage your content library
Configure source transparency settings
## Video 4: Assistant Prompt & Knowledge Scope
Create your Assistant's personality and behavior through strategic prompt design and knowledge scope configuration. This is where you transform a generic AI into a **supportive learning companion** tailored to your students.
**What you'll learn:**
* **Identify support opportunities** - Understanding what specific help your students need most
* **Choose the right template** from options organized by category:
* **Academic Learning Support** (Course Assistant, Tutor, Learning Partner, Research Planning Coach)
* **Writing & Communication** (Writing Mentor, Professional Writing Coach)
* **Student Development** (Career Coach, College Advisor, Role Play Assistant)
* **Administrative** (Operations Assistant, Policies & Procedures)
* **Instructor Tools** (Lesson Planner, AI Assistant Creator)
* **Test extensively** with different student personas and edge cases
* **Create conversation paths** instead of restriction lists - guide positive interactions
* **Configure Knowledge Scope** (General, Topic, Document Only) based on your teaching goals
**Key Prompting Principles:**
* Focus on **what TO do** rather than what not to do
* Design **if-then scenarios** for different student responses
* **Test extensively** before students interact with your Assistant
* Create **custom prompts** using the AI Assistant Creator template
Create effective prompts with templates, testing, and conversation paths
Configure your Assistant's knowledge boundaries and access levels
## Video 5: Conversation Starters & Advanced Settings
Complete your Assistant with conversation starters, configure advanced settings, and learn ongoing management strategies. This video covers the finishing touches that make your Assistant user-friendly and effective.
**What you'll learn:**
* **Create conversation starters** with the 50-character limit in mind:
* Use **question starters** ("How can…," "What should…")
* Design **action prompts** ("Help with…," "Show how to…")
* Provide **complete questions** ready for students to use
* Focus on **planning prompts** for organization and preparation
* **Configure advanced settings** including AI model selection and temperature
**Advanced Configuration Options:**
* **AI Model** - Choose between different AI models based on your needs
* **Temperature** - Control response creativity and consistency
* **Web Search** - Allows your Assistant to search the internet in real-time
Create engaging conversation starters within the 50-character limit
***
## Enhance Your Assistant
Ready to take your Assistant to the next level? Explore advanced configuration options and measure impact.
Configure AI models, temperature settings, and advanced options
Track usage patterns and optimize your Assistant
***
## Get Support
Need help or want to connect with other educators? Support is available to help you succeed.
Free sessions with hands-on guidance
Get personalized technical assistance
Connect and share best practices
# Invite users to Workspaces and Groups
Source: https://support.nectir.io/user-management/inviting-users
Invite users to your Nectir AI Workspace or Groups by email, invitation link, or LTI, and manage their roles, permissions, and access levels.
## Understanding User Access Levels
Nectir AI has two levels of user access, each serving different organizational purposes:
**Institution-wide access** to your entire Nectir AI Workspace. Users can see and access content based on their Workspace role and Group memberships.
**Specific access** to individual Groups (courses, projects, etc.). Users only see content within the Groups they've been invited to.
## Three Ways to Provide Access
Choose the method that best fits your institution's needs:
**Best for:** Small institutions or selective access
Workspace Owners manually invite users via email or invitation links. Users gain workspace-wide access and can then be added to specific Groups as needed.
**Workspace Roles and Permissions:**
* **Owner** - Complete control over the Workspace
* Only **Owners** can create Groups and Assistants that are "Shared with everyone"
* Only **Owners** can modify **all Shared** Groups and Assistants
* Only **Owners** can view Private Groups and Assistants usage via Workspace Analytics, but can't modify
* **Editor** - Can create Groups and Assistants, and manage the Groups they own (including their Assistants) and their own Private Assistants
* **Member** - Can interact with the Groups and Assistants shared with them, but can't create Groups or Assistants
**Best for:** Course-specific access or project-based teams
Group Owners invite users directly to specific Groups. Users only see and access content within those Groups.
**Group Roles and Permissions:**
* **Owner** - Complete control over the Group and the Assistants
* **Facilitator** - View all the settings and analytics, but can't modify
* **Member** - Can only interact with Assistants
**Best for:** Large institutions with existing LMS infrastructure
Users automatically gain access when they click through from your LMS (Canvas, Moodle, etc.). No manual invitations needed - access is granted seamlessly through your existing course structure.
**LMS Role Mapping:**
LMS roles (Student, Instructor, TA) automatically map to a Nectir Workspace role and Group role. Configure your role mappings in [Workspace Settings](/getting-started/workspace-settings).
### Checking Your Role
Your permissions depend on your Workspace role and your role in each Group.
**Workspace role:** If you see the in the top left, you're a Workspace Owner, and you can view every member's role in **Workspace Settings** > **Members**. Non-Owners can't view their own Workspace role in the app, but you can narrow it down: Owners and Editors see the option to create Groups, while Members don't. To confirm your exact role, ask a Workspace Owner or contact [support@nectir.io](mailto:support@nectir.io).
**Group role:** Hover over the Group on the left sidebar, click the three dots, and select **Members**. Group Owners and Facilitators can open this page and see each member's role next to their name, including their own. If the three-dot menu doesn't appear at all, you're a Member of that Group.
Groups shared with everyone don't have their own member list. Access to those Groups is managed at the Workspace level.
## Workspace-Level Invitations
Only **Workspace Owners** can invite users to the Workspace.
Click on the on the top left.
Click **Members** on the left sidebar.
Click **Invite members** on the top right.
Copy and paste users' school-provided emails (you can paste directly from your roster - emails will be automatically extracted).
Select a role for all invitees (you can change this later):
* **Owner** - Complete control over the Workspace, can create Groups and Assistants shared with everyone, modify all Shared content, and view all analytics
* **Editor** - Can create Groups and Assistants, and manage the Groups they own (including their Assistants) and their own Private Assistants
* **Member** - Can interact with the Groups and Assistants shared with them, but can't create Groups or Assistants
Click **Continue**.
Customize the invitation email message to provide context and motivate your invitees about how Nectir AI can support their learning. You can choose to send the email to:
* **Everyone** - All email addresses in your list (including previously invited users)
* **New Members** - Only users who haven't been invited before
Use the custom message to explain what Nectir AI is, how it can help students succeed, and encourage them to start using it. A personalized message from you can significantly increase engagement.
Click **Send Email**, or click **Skip Email** to add them without sending an email.
If the user is new to Nectir AI, they will need to accept their invitation before accessing their Workspace. [Learn more about accessing Nectir AI](/getting-started/access-nectir-ai).
1. Access your **Workspace Settings** by clicking on the on the top left
2. Click **Members** on the left sidebar
3. Click **Invite members** on the top right
4. Click "Share link" option and choose who can utilize the link for access
5. Choose access level:
* **(Recommended for new users)** "Anyone with the link" - Allows any user to join the Workspace
* **(Recommended for existing users)** "Restricted" - Only previously invited users can use the link
6. Select their role permissions
7. Copy and share the link provided
If the user is new to Nectir AI, they will need to accept their invitation before accessing their Workspace. [Learn more about accessing Nectir AI](/getting-started/access-nectir-ai).
### Managing Workspace Users
1. Access your **Workspace Settings** by clicking the on the top left
2. Click **Members** on the left sidebar
3. Scroll or search for the users you want to change (multi-select to change multiple users at once)
4. Select the role you want to change the users to
1. Access your **Workspace Settings** by clicking the on the top left
2. Click **Members** on the left sidebar
3. Select the users you want to remove (multi-select to remove multiple users at once)
4. Click **Remove** to remove the selected users from the Workspace
## Group-Level Invitations
### How Groups Become Shared
When you invite users to a Group, it automatically changes from "Private" to "Shared":
Only you have access to the Group/Assistant
At least one other person has been invited to the Group (either manually or via [roster sync](/user-management/roster-sync))
All Workspace users can view and interact with the Group/Assistant
**The sharing level controls access to the Group or Assistant, not chat privacy.** Each user's individual conversations remain private no matter how the Group is shared. Owners and Facilitators see aggregate usage data in [Assistant Analytics](/managing/assistant-analytics), such as total messages per user and the key topics discussed across all conversations, but they can't read anyone's messages or see who asked what. Nectir enables identifiable exports only for approved research cases, and only Workspace Owners can download them. Workspace Owners can view the usage of every Assistant in the Workspace via Workspace Analytics, including Private Assistants, but can't interact with or modify them.
### Inviting Users to Groups
This method is recommended because you can see which users have "Accepted" or are "Pending" their invitation.
Hover over the Group on the left sidebar and click the three dots and select **Members**.
Click **Invite members** on the top right.
Copy and paste users' school-provided emails (you can paste directly from your roster - emails will be automatically extracted).
Select their role permissions:
* **Owner** - Complete control over the Group and the Assistants
* **Facilitator** - Can view all settings and analytics, but can't modify
* **Member** - Can only interact with Assistants
Click **Continue**.
Customize the invitation email message to provide context and motivate your invitees about how Nectir AI can support their learning. You can choose to send the email to:
* **Everyone** - All email addresses in your list (including previously invited users)
* **New Members** - Only users who haven't been invited before
Use the custom message to explain what Nectir AI is, how it can help students succeed, and encourage them to start using it. A personalized message from you can significantly increase engagement.
Click **Send Email**, or click **Skip Email** to add them without sending an email.
If the user is new to Nectir AI, they will need to accept their invitation before accessing their Workspace. [Learn more about accessing Nectir AI](/getting-started/access-nectir-ai).
This approach is recommended when you don't have users' email addresses. Note that only users who sign in at least once will appear in the members tab when using an invitation link.
1. Hover over the Group on the left sidebar and click the three dots and select **Members**
2. Click **Invite members** on the top right
3. Click **Share link** option and choose who can utilize the link for access
4. Choose access level:
* **(Recommended for new users)** "Anyone with the link" - Invites any user to sign in and gain access to the Group
* **(Recommended for existing users)** "Restricted" - Only users who were previously invited to the Group can use the link
5. Select their role permissions
6. Copy and share the link provided
If the user is new to Nectir AI, they will need to accept their invitation before accessing their Workspace. [Learn more about accessing Nectir AI](/getting-started/access-nectir-ai).
### Managing Group Users
1. Hover over the Group on the left sidebar and click the three dots and select **Members**
2. Scroll or search for the users you want to change (multi-select to change multiple users at once)
3. Select the role you want to change the users to
1. Hover over the Group on the left sidebar and click the three dots and select **Members**
2. Select the users you want to remove (multi-select to remove multiple users at once)
3. Click **Remove** to remove the selected users from the Group
Removing a user from a Group only removes them from that specific Group and not the entire Workspace.
## LTI Integration - Automatic Access
For institutions using LMS integration, users automatically gain access when they click through from your LMS - no manual invitations required.
**Benefits of LTI Integration:**
* **No manual invitations needed** - Users are automatically provisioned when accessing through your LMS
* **Seamless experience** - Students and educators access Nectir directly from their LMS
* **Automatic role mapping** - LMS roles (Student, Instructor, TA, Admin) automatically map to appropriate Nectir permissions
* **Consistent permissions** - Maintains alignment between your LMS and Nectir roles
### How LTI Integration Works
1. **Setup Integration**: Your institution configures LTI integration with your LMS
2. **Configure Role Mapping**: Map LMS roles to Nectir roles (one-time setup)
3. **Educators Enable Access**: Instructors add Nectir to their course pages
4. **Automatic Provisioning**: Users are automatically created with appropriate permissions when they access Nectir through the LMS
For detailed LTI setup instructions, find your specific LMS in the sidebar under **LMS Integrations** for more information.
# Roster Sync
Source: https://support.nectir.io/user-management/roster-sync
Import user names from your LMS course into Nectir and send formal invitation notifications
## What's Roster Sync
Roster Sync allows you to import user names from your LMS course into Nectir and send them formal invitation notifications. **Roster sync doesn't control access** - once you link an LMS course to a Nectir Group, anyone in that course can access Nectir AI through the LMS button regardless of whether they've been roster synced.
**Important**: Roster sync is voluntary and doesn't grant or restrict access. Users can access Nectir AI through the LMS as soon as the course is linked, even if roster sync hasn't been performed. Roster sync adds user names to your Nectir Group members list and optionally sends formal invitation emails.
### What Roster Sync Does
When you perform a roster sync:
1. Adds active LMS course members to the Nectir Group members list
2. Assigns each user a Workspace role and a Group role based on their role within that specific LMS course (according to your LMS role mapping configuration)
3. Removes Group members who are no longer active in the LMS course, unless they're active in another LMS course linked to the Group
4. Optionally sends invitation emails to formally notify users that Nectir AI is available in their course
Users whose email domain isn't in the Workspace's allowed email domains are skipped.
### Why Use Roster Sync
Since roster sync doesn't control access, you might wonder why to use it at all:
* **Visibility** - See a list of who's in your course within Nectir
* **Communication** - Send formal invitation emails to announce Nectir AI availability
* **Record keeping** - Maintain a roster of users for reference and management
**LMS Role Mapping**: Roster sync uses your Workspace's LMS role mapping configuration to determine which Workspace and Group roles users receive in Nectir. This configuration is managed by Workspace Owners in [Workspace Settings](/getting-started/workspace-settings#lms-role-mapping). Your role is determined by your position within the specific LMS course.
## How to Roster Sync
### During Initial Course Linking
Linking an LMS course to a Group doesn't sync the roster. After you link the course, Nectir opens the Group's settings, and you can roster sync from **LMS Integration** whenever you're ready, for example after you've finished setting up Assistants.
### After Course Linking
You can roster sync at any time after the course is linked:
Go to the Group that's linked to your LMS course
In the left sidebar, select **LMS Integration**
Click the three dots menu next to the linked course and select **Sync LMS Roster**
A dialog asks whether to email an invitation to the users being synced. Under **Send To**, choose who gets the email, and optionally add a custom message:
* **Everyone** - Send to all users in the sync
* **New Members** - Send only to users joining the Workspace for the first time
Then start the sync:
* **Send Email** - Sync the roster and send the invitation email
* **Skip Email** - Sync the roster without emailing users (they can still access Nectir AI through the LMS)
**When to send:**
* You're ready to launch and want to announce Nectir AI availability
* You want to provide specific instructions or guidelines about using the Assistants
**When to skip:**
* You want to test Assistants before making them widely available
* You prefer to announce Nectir AI through other communication channels
* Users are already familiar with Nectir AI from previous courses
### When to Roster Sync Again
You may want to perform roster sync again throughout the term to keep your records up to date:
* **New student enrollments** - Import names of students who added the course after the initial sync
* **Late adds or drops** - Update your Nectir Group members list to reflect LMS enrollment changes
* **Send announcements** - Use the email feature to communicate updates about Nectir AI
Remember: New users can already access Nectir AI through the LMS even before roster sync. Syncing again updates your member list and lets you send invitation emails to new enrollees.
## Best Practices
Since roster sync doesn't affect access, you can perform it whenever convenient. Many instructors sync when ready to launch, then periodically throughout the term to keep their member list current and send announcements to new enrollees.
Consider skipping the notification email during initial roster sync until you've verified your Assistants are working as expected. You can always send invitation emails later.
When sending invitation emails, explain what Nectir AI is, how to access it through the LMS, and what students can expect. Include links to any relevant documentation or guidelines.
Remember that roster sync is entirely optional - users can access Nectir AI whether or not they've been synced. Use roster sync primarily for visibility into who's in your course and for sending formal communications.
## Troubleshooting
* Verify the course is properly linked in **Group Settings** > **LMS Integration**
* Check that users are actually enrolled in the LMS course
* Check that their email domain is in the Workspace's allowed email domains
* Try performing the roster sync again
* Remember: Users can still access Nectir AI through the LMS even if they don't appear in the member list
* Check the user's role within the specific LMS course (not their overall institution role)
* Review the LMS role mapping configuration in Workspace Settings (managed by Workspace Owners)
* Roster sync sets each user's Workspace and Group role from the LMS role mapping and updates it on later syncs. To keep a role you set manually, select **Unlink Role From LMS** in the user's role menu on the **Members** page
* Verify you selected the option to send emails during roster sync
* Check that users have valid email addresses in the LMS
* Contact [support@nectir.io](mailto:support@nectir.io) if emails continue not to send
## See Also
Complete guide to setting up your Workspace through Canvas
Configure how LMS roles map to Nectir permissions
Manage Group settings and access LMS integration options
# Manage Parent Group Members in Nested Groups
Source: https://support.nectir.io/user-management/sync-parent-group-members
Learn how to sync, view, and manage parent Group members in your nested Groups.
## Understanding Parent Group Member Sync
When you create a [nested Group](/creating/group-settings#nested-groups), member sync from the parent Group defaults to on. This means members of the parent Group automatically gain access to the nested Group. If you don't want parent members to have access to the nested Group, you need to turn off sync.
Parent Group members are automatically available in nested Groups when sync is enabled
Manage membership once at the parent level and changes flow to all nested Groups
**Key Concept**: Parent Group members are managed at the parent Group level. Any changes to their roles or membership must be made in the parent Group settings.
## Viewing Parent Group Members
Nested Groups with a parent have two tabs in the members view:
* **Members**: Members added directly to this nested Group
* **Parent Group Members**: Members synced automatically from the parent Group
The **Parent Group Members** tab only appears if the Group is nested under a parent Group. This is where you can enable or disable sync.
## Enabling and Disabling Parent Group Member Sync
You can control whether the system syncs parent Group members to your nested Group using the **Sync Parent Group Members** toggle.
### Disabling Sync
Hover over the nested Group on the left sidebar and click the three dots menu, then select **Members**
Click the **Parent Group Members** tab
Click the **Sync Parent Group Members** toggle to disable sync
A confirmation modal will appear. Click **Disable sync** to confirm.
Disabling sync will remove all parent Group members from this nested Group and stop future updates from the parent Group. This doesn't affect membership in the parent Group itself.
### Enabling Sync
To re-enable parent Group member sync:
1. Navigate to the **Parent Group Members** tab
2. Toggle on **Sync Parent Group Members**
3. The system syncs parent Group members to the nested Group
A confirmation message will appear: "Parent Group members successfully synced."
### When Sync Is Off
When sync is off, the **Parent Group Members** tab displays an empty state explaining that sync is off.
## Managing Parent Group Member Roles
You can't change parent Group members' roles directly from the nested Group. When you click a parent Group member's role, the dropdown shows all role options as unavailable.
**To change a parent Group member's role:**
* If you have access to the parent Group settings, click the message in the dropdown to navigate directly to the parent Group's Members tab
* If you don't have access, contact a parent Group Owner to make the change
## Removing Parent Group Members
Removing a parent Group member from a nested Group works differently than removing direct members.
Removing a parent Group member will remove them from the **parent Group** and **all nested Groups** that sync from it. This action can't be undone from the nested Group level.
In the **Parent Group Members** tab, select the member you want to remove
Click the **Remove** button
A confirmation modal will explain that this removes the member from the parent Group and all nested Groups.
Click **Remove From Parent** to confirm.
**Alternative**: If you only want to stop syncing parent Group members to this specific nested Group (without removing them from the parent), disable the **Sync Parent Group Members** toggle instead.
## Direct Members vs Parent Group Members
A user can be both a direct member and a parent Group member of the same nested Group. Here's how this works:
### Adding a User Who Is Already Synced
If you manually add someone who is already a parent Group member:
* They become a **direct member** of the nested Group
* No warning or blocking occurs
* They no longer appear in the **Parent Group Members** tab and only appear in the **Members** tab
### Removing Direct Membership
If you remove a user's direct membership from a nested Group:
* If they're also a parent Group member, they remain in the nested Group as a synced member
* They only appear in the **Parent Group Members** tab
* Their role reverts to their parent Group role
To completely remove a user from a nested Group when they're a parent Group member, you must either:
1. Remove them from the parent Group (affects all nested Groups), or
2. Disable parent Group member sync for that specific nested Group
## Best Practices
Parent Group member sync is ideal for:
* **Course sections**: A main course Group with nested sections where all students need access to every section
* **Department structures**: Parent department Group with nested program Groups
* **Project hierarchies**: Main project Group with nested team Groups
This ensures consistent access across your Group structure without manual invitation duplication.
Consider disabling sync and using direct membership when:
* **Section-specific access**: Only certain TAs or students should access specific sections
* **Temporary Groups**: Short-term project Groups that shouldn't inherit parent membership
* **Different role requirements**: Nested Groups need different permission structures than the parent
For effective parent Group member sync:
* Regularly review parent Group membership
* Remove inactive members from the parent Group to automatically remove them from all nested Groups
* Use consistent roles in the parent Group for easier management
***
## Next Steps
Learn how to create and organize nested Groups
Add direct members to your Groups
# Workshop Opportunities
Source: https://support.nectir.io/workshops-events/workshop-opportunities
Join free live Nectir AI onboarding workshops, topical training sessions, community roundtables, and custom sessions for your institution.
Every session below is free and led by the Nectir team. Pick the one that fits where you are, then click a date to register.
Start here. A one-hour introduction to creating, configuring, and optimizing Assistants, offered throughout the month.
Go deeper on a specific use case, such as using Nectir beyond the classroom or redesigning assignments with AI.
Meet monthly with fellow educators to share what's working and help shape where Nectir goes next.
Request a session tailored to your program, department, or institution, led by the Nectir team.
## Onboarding Workshop
Learn how to create, configure, and optimize Nectir AI Assistants in a one-hour introductory workshop.
**What You'll Learn:**
* Overview of Nectir AI and its capabilities
* All product features for Assistant creation and implementation
* Best practices for designing effective AI Assistants
* Hands-on guidance to help you get started immediately
Pick a date that works for you and register to attend live.
**September 2026**
* [September 25 at 11 AM PT](https://us02web.zoom.us/meeting/register/e9ExVFlJS46nqTCtqngd1A)
**October 2026**
* [October 6 at 9 AM PT](https://us02web.zoom.us/meeting/register/nK-NR7gxQUK6Vvmg3Vcuqw)
* [October 9 at 10 AM PT](https://us02web.zoom.us/meeting/register/byalATYnRQSZ78b1iuL0_g)
* [October 14 at 2 PM PT](https://us02web.zoom.us/meeting/register/zYIc3ZG3TXSbqMzdS0qN1g)
* [October 23 at Noon PT](https://us02web.zoom.us/meeting/register/8HTl9kTHToucH13UtrWAKQ)
* [October 26 at 2 PM PT](https://us02web.zoom.us/meeting/register/MHASCvLCRiaCJvDVMYpIww)
* [October 29 at 10 AM PT](https://us02web.zoom.us/meeting/register/N1wRC_dXRoWPWQAdQbJJYw)
## Topical Workshops
Explore specific ways to use Nectir. Each workshop focuses on a distinct use case or teaching strategy.
### Using Nectir AI Beyond the Classroom
Learn how faculty, staff, and administrators are building Nectir Assistants for student services, institutional operations, and campus support.
* [October 5, 2026, at 2 PM PT](https://us02web.zoom.us/meeting/register/KhCVifxvSg6agqtDVYfT_A)
* [November 11, 2026, at 9 AM PT](https://us02web.zoom.us/meeting/register/WwthoVhvTQS7sy4I8OgCig)
### Redesigning Assignments With AI
This session walks through a four-step framework to rebuild one of your own assignments so AI becomes a thinking partner, not a shortcut. You'll audit what your assignment measures, map where AI supports learning, rebuild the prompt with intention, and test the result.
* [October 6, 2026, at 2 PM PT](https://us02web.zoom.us/meeting/register/vc4cMa7YSRqrTD9tYvD32g)
* [November 6, 2026, at Noon PT](https://us02web.zoom.us/meeting/register/HjycE-3JRhCRxkNXa5AHag)
## Nectir Community Roundtables
Join monthly community sessions to connect, collaborate, and grow with fellow educators and innovators using AI in education.
**What to Expect:**
* Share insights, challenges, and ideas related to using AI in education
* Collaborate with peers and the Nectir team to guide future product development
* Build a supportive network through regular connection and exchange of best practices
* Learn practical strategies for enhancing your AI implementation skills
Register for each Nectir Community Roundtable:
* [September 30, 2026, at 9 AM PT](https://us02web.zoom.us/meeting/register/fr03rbGWTAKCPtogv4CGlg#/registration)
* [October 28, 2026, at 2 PM PT](https://us02web.zoom.us/meeting/register/rwHnvG_PSbyG_IY_w8G4qQ)
* [November 30, 2026, at Noon PT](https://us02web.zoom.us/meeting/register/7vZX5e6jTuGioGy1K_G4Ug#/registration)
Access the archive of recordings and resources from previous community sessions
## Custom Workshop Options
The Nectir team is available to provide custom workshops tailored to your specific needs:
Custom sessions for individual programs, departments, schools, or entire institutions. Perfect for onboarding teams or organization-wide implementation.
Custom sessions for non-course related use cases and unique implementations. The Nectir team works with you to address your specific goals and requirements.
Contact [**support@nectir.io**](mailto:support@nectir.io) to request a custom workshop.