Conversational AI Learning

This feature is designed for learners who need to quickly find information or guidance, whether they're trying to learn something new, explore available content, or take the next step. It's also built for learners who already know what they want, a single course, or a broader goal, and would rather say so than browse for it.

Traditional search often requires learners to know the exact terms to use or to browse through multiple resources. Conversational AI Learning allows learners to ask questions directly and receive relevant answers, reducing time and effort. Where a role-based path would send every learner through the same content next, a learner can instead state their own goal and get a response, or a plan, built around it.

How It Works

Conversational AI Learning uses AI-powered search to understand the intent behind a learner's question and return the most relevant information. Learners can ask questions in natural language or enter a keyword search. Pressing Enter takes learners directly into the Ask AI chat experience.

When relevant, learners may also receive a prompt to take action directly within the Ask AI experience, a single action that takes them from discovery to enrolled with no additional steps. Depending on what the learner is asking for, this happens through one of two agents:

• Enroll Me Agent enrolls the learner in a single course when their question points to one. See Enroll Me Agent.
• Personalized Learning Agent builds a sequenced plan across multiple courses when a learner states a broader skill, role, or business goal, and enrolls them in the full plan on confirmation. See Personalized Learning Agent.

If a clear answer is not available, the system suggests related topics or alternative queries to help guide the learner.

Enroll Me Agent is the enrollment agent inside Conversational AI Learning. When a learner's question points to a specific course, Ask AI can enroll them directly from the conversation using interactive action cards that provide clear, inline confirmation, rather than sending the learner off to enroll separately.

A successful enrollment displays a confirmation card with the course name and a direct link to start learning.

If enrollment can't be completed, for example, due to a full session, unmet prerequisites, or restricted access, the learner sees a dedicated error card with a clear explanation and actionable next steps, such as joining a waitlist or viewing required prerequisite courses.

Personalized Learning Agent turns a learner's stated goal, a skill, a role, or a business outcome, into a sequenced plan built entirely from your own catalog, then enrolls the learner in the full plan with one confirmation.

A learner states a skill, role, or business goal in plain language inside the Ask AI experience, for example, "I want to become a certified admin" or "I need to learn reporting from scratch." Personalized Learning Agent narrows your catalog to a plan by filtering candidate courses in order:

• Access — only courses the learner is already entitled to see. The agent can't surface anything outside their catalog.
• Time — if the learner states a time commitment, each course's published duration trims the list further.
• Fit — the remaining candidates are ranked and sequenced against what the learner said they're trying to do.

The result is a sequenced plan: an ordered list of courses, a total estimated time, and a one-line rationale for each step, presented as a card in the Ask AI conversation.

Not every question turns into a plan. Personalized Learning Agent only builds one for goals that clearly need more than one course. A single-topic question, like "How do I export a report?", gets a normal conversational answer with no plan card. For a broader topic that turns up relevant courses without a clearly plan-worthy goal, the agent asks first, for example, "Would you like a personalized learning path for reporting?", and drafts nothing until the learner says yes. It only offers once per topic. There's also a confidence floor: if too few relevant courses survive the access, time, and fit filters, the agent gives a normal conversational answer instead of returning a padded or thin plan.

Every plan stays inside the boundaries your team has defined. The agent can only draw on courses a learner is entitled to see, and only uses the durations published on those courses, so curating your catalog and access is how your team shapes what plans can look like.

To create a personalized learning plan:

1. Open the Ask AI experience using the FAB, the Cmd+K/Ctrl+K keyboard shortcut, or the search bar, if configured.
2. State a skill, role, or business goal in plain language, for example, "Help me become an expert at React."
3. Review the plan preview the agent proposes. The card shows a plan title based on the stated goal, the total estimated hours, the full course list in order, and a short summary of what the plan gets the learner to.
4. Choose what to include. Each course in the plan can also be added on its own, so a learner can accept the full plan or select individual courses instead.
5. Click Confirm to create the plan, or Decline to skip it. Both options are presented side by side.

Confirming enrolls the learner in every selected course at once, and those courses appear in the learner's course access alongside anything else they're enrolled in. A confirmation message lets the learner know the plan was created and where to find it. Declining the plan returns the learner to the conversation, and nothing is created.

The personalized learning card a learner sees in the Ask AI conversation can appear in one of four states:

• Preview — the default state. A drafted plan awaiting a decision; nothing is enrolled yet.
• Confirmed — the plan exists and the learner is enrolled in every course in it.
• Declined — the learner chose not to proceed. The conversation carries on normally, and nothing is created.
• Error — something failed on the way to enrollment. The learner sees a clear explanation of what happened.

Personalized learning plans are self-paced and learner-generated, so they live in their own space on the learner's dashboard, separate from any paths an admin has assigned.

To view or manage a personalized learning plan:

1. From the Learn Dashboard, click the Learning Paths tab.
2. Select the Personalized Learning sub-tab to see every personalized learning plan the learner has created, alongside a count of how many exist.
3. Expand a plan to see its numbered course list, then click a course to open it and start or continue learning.
4. To remove a plan that's no longer needed, click Delete plan.

Because these plans are learner created, learners set their own pace and can delete a plan at any time if their priorities change.

Conversational AI Learning is available site wide to authenticated users and respects each learner's individual content access permissions. Enroll Me Agent and Personalized Learning Agent are both included automatically as part of the experience, there's no separate toggle to turn on for either agent.

Conversational AI Learning can be enabled or disabled for individual Panoramas as well. This makes it possible to turn the feature on for some Panoramas while keeping it off for others, so it can be rolled out selectively.

Once enabled, Conversational AI Learning becomes available to learners automatically. Learners can access the Ask AI experience from any page using the FAB (floating action button), which persists in the bottom right corner. On a learner's first visit, a pulse animation displays around the FAB to draw attention to the feature. The FAB remains visible on all pages regardless of whether or not the optional header search bar is configured (see Conversational AI Learning Settings).

To protect assessment integrity, the AI Assistant is automatically hidden during quizzes and assessments. This includes the chat interface, the Cmd+K/Ctrl+K keyboard shortcut, and the FAB. Once a learner exits the assessment, the AI Assistant is restored and available for use again.

To enable Conversational AI Learning:

1. From your Admin Homepage, navigate to Apps.
2. Click the Conversational AI Learning tile.
3. Set up a payment method (see AI Usage Dashboard and Billing for details).
4. Click Go Live.

Going live starts a 14-day free trial. Billing begins automatically once the trial ends (see AI Usage Dashboard and Billing).

After clicking Go Live, it may take a couple of hours to index your content.

To disable at the Panorama level:

We understand there may be exceptions where you need to exclude this experience from specific Panoramas. To disable the feature for a specific Panorama, go to that Panorama's primary settings and turn Conversational AI Learning off. Learners in that Panorama will no longer have access to the feature once it's turned off, but you can always re-enable it later.

Admins can customize how Conversational AI Learning appears and which content it surfaces from Settings > Conversational AI Learning. Settings are organized into three tabs: Display, Content Preferences, and Quick Actions. A live preview panel shows how each change will appear before it's saved.

Display

The search bar is an additional, optional entry point to the Ask AI experience that can be embedded in the site header. The Display tab controls the search bar's position and the appearance of the FAB, which remains available regardless of the search bar position.

To configure display settings:

1. From your Admin Homepage, navigate to Settings > Conversational AI Learning.
2. Select the Display tab.
3. Under Search Bar, select a Position: Header Inline, Floating, or Hidden.
4. Under FAB, choose a Background Color, adjust the gradient angle, and set the two gradient colors.
5. Choose a Modify Icon and select Auto or Custom icon coloring.
6. Choose a Placement: Bottom-right or Bottom-left.
7. Click Save.

Position options:

• Header Inline — the search bar is embedded in the page header.
• Floating — the search bar appears as a floating overlay on the page.
• Hidden — no search bar is shown; learners access Conversational AI Learning through the FAB only.

If your site uses a custom header, we recommend the Floating or Hidden option, as custom headers may affect the placement or appearance of a Header Inline search bar.

Quick Actions

Quick Actions are shortcuts that appear when a learner opens the AI Assistant (by selecting the FAB or pressing Cmd+K/Ctrl+K), giving them one-click access to common destinations like their learning dashboard or the course catalog. The Quick Actions tab controls which shortcuts appear and how they're organized.

To customize Quick Actions:

1. From your Admin Homepage, navigate to Settings > Conversational AI Learning.
2. Select the Quick Actions tab.
3. Toggle an item on or off to control whether it appears in the menu.
4. Drag an item to reorder it.
5. Click the pencil icon to edit an item, or the trash icon to remove it.
6. Click Add Content Link, Add Custom Link, Add Heading, or Add Separator to add a new item.
7. Click Save.

Content Preferences

The Content Preferences tab controls how content appears in Conversational AI Learning search results. Content rules can exclude items, boost their ranking, or pin them to specific positions.

To create a content rule:

1. From your Admin Homepage, navigate to Settings > Conversational AI Learning.
2. Select the Content Preferences tab.
3. Click Add Rule.
4. Choose a rule type: Exclude, Boost, or Pin.
5. Choose a target: Specific Content, Content Type, or Tag.
6. Select the specific content, content type, or tag the rule applies to.
7. Click Add Rule.

When multiple rules are added, all of them apply at the same time rather than acting as alternatives. For example, a rule that excludes the Video content type and a rule that excludes the Article content type both stay in effect together, video and article content are both excluded, not just one or the other.

Admins and managers can monitor Conversational AI Learning activity and manage billing from the AI Usage Dashboard.

Accessing the AI Usage Dashboard

Managers can access the AI Usage Dashboard at Settings > AI Usage, which tracks query usage and manages billing for Conversational AI Learning. The dashboard displays total queries and daily usage for the current period, and lets managers navigate between reporting periods. Click Download query history to export a CSV; each row includes a timestamp, hashed link data, and the learner's prompt. An Invoices section lists past invoices with their date, amount, payment status, and a link to view each one.

Setting Up Payment

After the 14-day trial ends, usage is billed at $0.30 per query, and a payment method must be on file to continue using Conversational AI Learning. Queries that result in an Enroll Me Agent enrollment or a Personalized Learning Agent plan are metered the same way as any other Ask AI query.

1. From the AI Usage Dashboard, click Set Up Payment Method.
2. Enter payment details in the Stripe-hosted payment form. Credit card and ACH payment methods are supported.
3. Enter billing address information.
4. Click Save.

Once a payment method is saved, it's stored on the account and the setup prompt no longer appears on the dashboard. The Stripe-hosted portal also includes an Invoice History section listing past invoices with their date, amount, status, and description, and an Update Information link for editing billing details.

Learner access to Conversational AI Learning is only discontinued if a payment fails more than once. For accounts on a query tier, any overage charges are billed separately by your account team rather than through the product, so exceeding a tier limit does not interrupt the learner experience.

If you have any questions about billing or other options, please reach out to your Account Manager.

Conversational AI Learning draws its answers only from content published on your platform. The system does not pull from external websites or public knowledge bases.

Conversational AI Learning also indexes Asset Library items used inside of content, match pair activities, highlight zone activities, discussion boards, notebooks, list rolls, and flip card sets, so learners can find answers drawn from this content. These content types are enabled automatically, with no additional configuration required, and additional types are added on an ongoing basis.

For SCORM content, Conversational AI Learning indexes text, HTML, and video transcripts, but not video files on their own. If a SCORM package includes a video (for example, through Wistia) with a transcript or closed captions, that transcript is indexed. A video without a transcript is not.

The quality of results depends on the clarity and accuracy of the content available in your platform.

Once enabled, learners can begin using the search experience immediately. Learners may be able to find information more quickly and with fewer steps. Instead of browsing through multiple resources, they can move from a question to a relevant answer, or a completed enrollment, in a single interaction.

To use Conversational AI Learning:

1. Navigate to any page, let's say the Learner Dashboard, for example.
2. Select the FAB, press Cmd+K (Mac) / Ctrl+K (Windows), or use the search bar (if configured) to open the experience.
3. Enter a question in plain language, or search by key word.
4. Review the response and follow links to relevant content.

In the Ask AI experience, learners can continue asking follow-up questions within the same interaction. The quality of results depends on the clarity and accuracy of the content available in your platform.

When a question points to a specific course or a broader goal, the response can also include an interactive action card, either an enrollment card from Enroll Me Agent or a plan card from Personalized Learning Agent, so the learner can act without leaving the conversation. See Enroll Me Agent and Personalized Learning Agent for what each of those cards can look like.