🔍 What Is Portal AI Search?

Portal AI Search is an AI-powered search bar inside the learner portal. Learners can ask natural-language questions and instantly get answers based on the lessons, files, and folders they have access to.

Helps learners:

• Find documents, guides, forms instantly

• Understand concepts or steps from lessons

• Get calculated answers when formulas exist in their content

Helps managers:

• Cuts down repetitive questions

• Keeps reps productive without manager intervention

📁 What Is the Files Page?

The Files page lets you store, organize, and share:

• PDFs

• Docs

• Videos

• Images

• Product sheets

• Forms

• Training content

When using Portal AI, anything you upload becomes:

• Searchable

• Citable

• Instantly available to learners

📤 How to Upload Files for Portal AI

1. Go to Files

Main Menu → More → Files

2. Upload Your Content

• Click Upload

• Select one or multiple files

• Choose or create a folder

• Save

Supported formats: PDF, DOCX, PPTX, MP4, MOV, PNG, JPG, CSV, XLSX, and more.

3. Share Uploaded Files With Learners

• Click the 3 dots on the file you want to share

• Click Edit

• Select a Parent Folder

• Repeat for any file, video, or image you want included

• Click the 3 dots on the parent folder

• Choose Share to Group

• Select the learner group that should have access

• Click Save

🧠 Tips for Better AI Answers

• Use clear file names

• Organize content into topic-based folders

• Structure documents with headings and steps

• Include examples, formulas, and visual aids

Quick Summary

1. Upload your files into ConveYour

2. Add them into a shared parent folder

3. Share the folder with the correct learner group

4. Portal AI instantly makes the content searchable for those learners

Resources

• Portal AI Overview

• How Much Does Portal AI Cost?

• Blog: SuperCharge Your Portal With AI-Powered Search!Read the Blog Post That Covers the Full Scope of Portal AI!

• Video: How Uploaded Files & AI Answer Reps