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.

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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

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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

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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.
Important Update: Knowledge scope settings have been moved to the Prompt tab in Assistant settings. You’ll configure knowledge scope in Video 4 when setting up your Assistant’s prompt.
What you’ll learn:
  • 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
  • Understanding the three Knowledge Scope options (General, Topic, Document Only) and when to use each (covered in Video 4)

Assistant Knowledge Guide

Detailed information on configuring knowledge settings

LMS Import Options

Learn how to import content from your LMS

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Video 4: Assistant Prompt

Learn how to craft effective prompts that define your Assistant’s behavior and teaching style, and configure knowledge scope settings. 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

Assistant Prompt Guide

Step-by-step prompting instructions

Best Practices for Prompts

Advanced prompting techniques and tips

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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

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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

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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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