🖥️ Connect AI Navigation

QuickAccess Anywhere in the Platform: Accessibility is optimized via the Launch AI Agent button in the top-right toolkit. This allows staff to engage the digital analyst from any module within the SchoolData ecosystem without disrupting their current workflow.

1. To start a conversation, either enter a prompt or select a sample prompt.
2. Click the Enter key to send the prompt.
   1. Click the Shift + Enter key for a new line.

3. You will see the prompt to the right as the AI agent generates a response to the left.

4. Review the response,  then use any additional features as needed.

Additional Helpful Features

• Conversations Drawer: The system preserves a comprehensive log of every prompt and its corresponding output. 

1. Click the  Conversations drawer on the left side of the screen, 
2. Drill into Specifics/Break Down Further: Fill in a more specific prompt. Click the “+” New Conversation button to begin a new prompt or message.
3. Click a previous conversion to select and review any previous session.

• Copy/Paste: Click the clipboard icon in the bottom right corner of the conversation to copy/paste the conversation to a clipboard and/or document.
• Feedback: Users can thumbs-up/thumbs-down conversations.
• Student Name Links: When the user mentions a student by name, the student's name appears as a clickable link. Clicking it will open the student’s profile/dashboard in a page-in-modal.
• Export/Download: 
  1. Fill in a prompt to “Export….” to generate a report. Exports (Downloads) are delivered through a background notification system. This enables user to request complex datasets and retrieve them at their convenience, even if they navigate away from the primary window before processing is complete.
  2. Click the exported file.

3. Or click the Notifications (bell icon) in the top-right corner of any page, then click Download File.

• Create a Student Group: Fill in the prompt “Create a Student Group….”
  1. Note the Student Group Title created. The group can now be accessed in your My Student Groups.

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