Getting Started with the Prompt Library

Connect AI is accessible through the navigation panel or upper-right AI Agent. Select your persona, choose and run prompts from the library, stop responses, copy results, and provide feedback. Conversations can be searched, pinned, revisited, and continued. Data Administrators may create district-specific prompts.

QuickAccess Anywhere in the Platform: Once logged in, click Connect AI at the bottom left of the navigation panel and get started right away.

Screenshot of the Connect AI home screen within SchoolData.net, highlighting the Connect AI option in the left navigation menu and the AI icon in the top header.

Note: Alternatively, you can click the AI Agent in the upper right corner to open the Connect AI pop-up window in any Connect application.

User Role

This is predetermined by your district and can only be changed by a Data Administrator.

Persona/Job Function

Choose your job function from the drop down list of available options.

Screenshot showing the dropdown menus for selecting a user role and persona or job function, such as Specialist and School Counselor.

Filtering and Selecting A Prompt

Connect AI has several pre-loaded prompts for you in the Prompt Library to select from based on role and category.

Screenshot of prompt categories and sample pre-loaded prompts available in the Prompt Library.

To run a prompt from our library, simply select the prompt that you wish to run from one of the categories, and choose the Run option that appears to the right of the prompt.

To stop a prompt after you have already selected to run it you can click the stop button that appears to the right of the message box located at the bottom of the screen.

Screenshot showing a prompt generating a response with the stop button highlighted in the message box at the bottom.

Copying Results/Giving Feedback

Once the prompt has completed running, you have the option to copy the results. To do so, simply select the copy icon from the bottom left of the results screen.

You can also provide feedback on the results by selecting the thumbs up/thumbs down icons. This will help improve future AI responses and platform accuracy.

Screenshot showing prompt results with feedback options, highlighting the copy icon and thumbs up/down icons at the bottom left of the response.

Manage Your Conversations

As you converse with the Connect AI tool, a record of your conversations will be recorded on the left hand side of the screen under Conversations. Here you can access any previous conversations or conversations that you have pinned. The search option allows you to enter key words to quickly find a previous conversation. You can select a conversation to restart at any time.

If you would like to Pin a conversation, simply select the pin icon that appears to the right of the conversation that you have selected. This conversation will now be saved. You can follow the same steps to unpin a conversation at any time.

Screenshot of the side panel highlighting the search button and Search conversations input field under Conversations. Screenshot of a conversation item in the history sidebar highlighting the pin icon.

Continuing the Conversation

You can come back to a previous conversation at any time. Just simply select the conversation that you would like to revisit from the menu on the left hand side under Pinned, Historical, My Prompts or District Prompts.

Screenshot highlighting the left sidebar menu showing navigation sections for Pinned, Historical, My Prompts, and District Prompts.

Tip: Data Administrators have the ability to create custom prompts that are specific to a district. If your district has created their own prompts, they can be found on the left hand side menu under District Prompts. Just select the prompt that you would like to see and click the run button

Related to

Connect AI - How To