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What is Portal AI?

🔍 What Is Portal AI Search?

Portal AI Search is an add-on service that makes every lesson, campaign, and shared document smarter and easier to access.

Portal AI Search

Portal AI Search is an embedded AI-powered search bar available to learners inside their learning portal. It allows them to ask natural language questions and get instant, context-relevant answers based on the lessons and materials they’ve been given access to.

Whether a learner wants clarification on a concept, help interpreting a chart, or step-by-step support with a process—Portal AI Search is there to help.

Learner-Friendly

  • Learners can ask any question about their content—no special keywords or search tricks required.

  • If a formula or step-by-step example is provided in the lesson, Portal AI Search can calculate specific answers or walk them through the logic.

Always On-Demand

  • No need to wait for a manager, instructor, or teammate.

  • Answers are available 24/7, in seconds.

Time-Saving for Managers

One of the biggest benefits of Portal AI Search is its ability to reduce repetitive content-related questions that managers typically field.

Instead of answering:

  • “What’s the formula again for calculating conversion rate?”

  • “Where do I find the checklist for the outreach sequence?”

  • “What do I do if the customer doesn't respond after 3 days?”

Managers can simply direct learners to ask the Portal AI, knowing it will pull from the exact lesson content the learner has access to—nothing more, nothing less.

This keeps managers focused on high-value work, while learners feel empowered and supported.

Example: Intelligent Calculation Support

If your lesson content includes a formula like:

Profit Margin = (Revenue - Costs) / Revenue

A learner could ask:

“What’s the profit margin if revenue is $12,000 and costs are $8,400?”

Portal AI Search will interpret the formula, plug in the numbers, and provide the calculated answer—right then and there.

Respect of Access

Portal AI Search only answers based on content the learner is allowed to view. This means no accidental access to internal notes, other courses, or unpublished materials.

Here’s how it works:

  1. Your contacts access their Portal (no login needed).

  2. They ask a question—something like:

    • “Where do I find information about commissions?”

    • “What is the minimum credit score needed to purchase?”

    • “Can you show me the change order form?”

  3. Portal AI searches the campaigns, lessons, lesson folders, and files that contact has access to.

  4. If relevant content exists—say, a Change Order Form.pdf in a shared file folder—Portal AI finds the answer and delivers it instantly.

No digging. No confusion. Just helpful answers at their fingertips.

💡 It’s like putting a company expert in the pocket of your rep/tech!

Final Tips

  • Keep lesson content clear and structured—Portal AI works best when the source material is well-organized.

  • Include formulas, frameworks, and examples in your lesson content. The AI can use them to provide highly accurate answers.

  • Promote the feature to learners during onboarding so they know help is just a question away.

Need help optimizing your lessons for AI Search? Visit Conveyour.com or contact support for personalized guidance.

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