AI Assistant: Setup and Administration

This guide provides a comprehensive overview of how to set up and manage the Thrive AI Assistant (also known as “Kiki”) for your organisation. Here, you'll find detailed instructions on how to enable the feature, customise its settings, and understand its capabilities, limitations, and data privacy policies.

Note:

For a guide on using the AI Assistant, see AI Assistant (Kiki): For Learners.

Enabling the AI Assistant

1. In the Thrive menu, go to Configure > AI Features.

2. In the Providers section, toggle on the AI providers you want to use. Available providers are:
   

   • OpenAI: GPT and DALL-E for text and image generation

   • Google Gemini: Gemini for text, image and video generation

   Note:

   By enabling these features, you are consenting to the use of AI providers to assist in processing your data as part of Thrive's services. Review the AI Privacy and Usage Policy before proceeding. You can disable AI tools at any time.

3. In the Features section, toggle on any additional AI features you want to make available, such as Summarise Content and AI tag suggestions.
   

4. For each feature, use the audience dropdown to control who can access it.

Configuring the AI Assistant

After the AI Assistant is enabled on the landing page, go to Configure > AI configuration > Assistant Settings to customise how it behaves for your organisation. The screen is organised into the following sections.

Assistant Name

Enter a name for your AI Assistant in the Assistant Name field. This is how it will appear to learners across the platform. Click Save to apply.

Tone of Voice

Select how you want your assistant to communicate. Choose the style that best fits your organisation's culture.

Response Behaviour

Control how your AI Assistant uses sources when responding to questions. Select one of the following modes.

Note:

If no response behaviour mode is configured, the assistant defaults to Strict sources only. This maintains consistency with previous behaviour and ensures existing customers experience no unexpected change in how the assistant respond.

Trusted Web Search

Toggle Trusted Web Search on to allow the assistant to reference approved public domains in its responses.

To add a domain, enter it in the Add New URL field and click + Add New URL. Added domains appear in the Approved URLs list, where they can be edited or removed at any time.

Connector Search

Connect your assistant to external file sources, such as Dropbox and Google Drive, so it can reference your organisation's documents when generating responses.

Click Connect next to a provider and sign in to select the files or folders you want to share.

Analysing Your Platform Data With the AI Assistant

Super Admins can use the AI Assistant's Analyst mode to ask plain English questions about their platform data and receive instant answers. Responses can include written summaries, interactive charts, or data tables, and are best viewed in Zen mode - a full-screen view that makes data easier to read and interact with.

To switch into Analyst mode, open the AI Assistant and select Analyst from the mode selector in the assistant header. Analyst mode is an explicit opt-in – it does not activate automatically.

Once in Analyst mode, you can:

• Ask natural language questions about your platform data – for example, "Show me the top 10 learners with the most overdue learning."

• Receive responses as written summaries, interactive charts, or data tables.

• Ask follow-up questions to drill further into the data – for example, requesting a different chart type or a breakdown by team or manager.

• Expand View SQL below a response to see how your question was interpreted.

• Copy, download, or send results via email using the share options below each response

To switch to Zen mode, click the display mode icon in the assistant header and select Zen mode.