Create your first AI Assistant
Follow this comprehensive 5-part video series to create your first Group and AI Assistant in Nectir AI.
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
Access Nectir AI
Detailed guide on accessing and navigating your Workspace
Invite and modify users in a workspace
Learn how to invite users to your Workspace
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 and invite users to a Group
Learn how to create groups and invite users
Create an Assistant
Comprehensive written instructions for Assistant creation
Video 3: Assistant knowledge
Configure your Assistant’s knowledge base by adding relevant documents and setting knowledge scope. This is crucial for making your Assistant effective for your specific course content.
What you’ll learn:
- Understanding the three Knowledge Scope options (General, Topic, Document Only) and when to use each
- How to upload training data and track file processing status
- Supported file types, size limits, and the importance of content tailored to your course
- How to access and use the LMS import feature for bulk content upload
Assistant knowledge scope guide
Detailed information on configuring knowledge settings
LMS import options
Learn how to import content from your LMS
Video 4: Assistant prompt
Learn how to craft effective prompts that define your Assistant’s behavior and teaching style. This is where you give your Assistant its personality and teaching approach.
What you’ll learn:
- How to select and customize prompts from the template library
- Understanding prompt structure (persona, guidelines, and specific practices)
- Testing your Assistant through student-like questions and iterating on responses
- Adjusting Assistant behavior, tone, and level of detail through prompt modifications
Prompt your Assistant guide
Step-by-step prompting instructions
Best practices for prompts
Advanced prompting techniques and tips
Video 5: Complete and manage Assistant
Complete your Assistant setup and learn ongoing management best practices. This video covers final steps and how to maintain your Assistant over time.
What you’ll learn:
- How to create effective conversation starters to guide student interactions
- Configuring advanced settings including AI model selection
- Understanding message privacy and chat history management features
- Using the analytics dashboard to track Assistant usage and key discussion topics
Create conversation starters
Learn how to add helpful conversation starters
Advanced features
Explore advanced configuration options
Assistant analytics dashboard
Track and analyze your Assistant’s performance
Access and share your chat history
Learn how to manage and share chat conversations
Resources
Access extra materials and presentations to support your Assistant creation journey.
Onboarding presentation
View the complete onboarding workshop presentation
Supportive resources
Access templates, guides, and extra materials for Assistant creation
Getting help
Having trouble with any of these steps? The support team is available to help you succeed.
Contact support
Email our support team for personalized assistance
Join our community
Connect with other educators and get tips from the Nectir community
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