Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.kajabi.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Enable or disable an Assistant

In the Teaching Assistants list, each row has an Enabled / Disabled dropdown in the Enabled column. Switching to Disabled will automatically hide the chatbot from all member-facing pages. This acts as an easy kill switch without having to manually remove the chatbot’s theme block from every page. All message and chat history will be preserved. Switch back to Enabled to resume responses.
Note: Members who already have the chat open when you disable an Assistant may need to refresh the page before they see the change.

​
Edit an Assistant

  1. Click the agent’s name in the list, or click the overflow menu and choose Edit: Edit Chatbot
  2. The Edit chatbot modal opens with your current settings.
  3. Update any field and click Submit. A message confirms Chatbot successfully updated.
You can change Products at any time. Adding a Product triggers ingestion for its content; removing a Product unlinks that content from the Assistant.

​
Keep an Assistant up to date with new content

Once an Expert Agent is set up, most new content is picked up automatically. Some content types require an extra step.

​
What updates automatically

  • New Lessons and Lesson body text added to a connected Product
  • New Community posts in a connected Community
  • New Newsletter articles
  • New captions added to a video — once a caption exists, the Assistant picks it up and retrains within a few minutes (you’ll see the Setting up… status appear briefly)

​
Action required after adding new videos

New videos added to a connected Product after the Assistant is set up are not transcribed automatically. The Assistant does not spend your AI credits on transcription without your explicit go-ahead. You have three ways to bring a new video into the Assistant’s knowledge:
  1. Re-open the Assistant settings and click Submit. The form will show the AI credit cost for any un-transcribed videos in your connected Products and trigger transcription for the whole set when you submit. This is the fastest way if you have several new videos.
  2. Transcribe the video from the Media Library. Once Media Library produces the captions, the Assistant detects it within a few minutes and retrains automatically — no further action needed on the Expert Agent side. Use this if you’re already in Media Library or want to caption a specific video without bringing in others.
  3. Transcribe the video using Video Actions. For any existing video assets that are not in the Media Library, transcribe by selecting Closed captions from the Video Actions menu, then click Generate transcript or Upload transcript.
Important:
Live-call recordings (coaching sessions, cohort live sessions) are a common case where videos accumulate. Until you transcribe them through one of the two paths above, the Assistant has no knowledge of what was said in those recordings — only the Lesson title and any text the hero typed alongside it.

​
Delete an Assistant

  1. From the list, click the overflow menu on the agent’s row and choose Delete.
  2. In the Delete chatbot? confirmation modal, check the box labeled Yes, I would like to delete this chatbot.
  3. Click Delete.
Warning: Deleting a Teaching Assistant is permanent and cannot be undone. All ingested content references, conversations, and analytics for that Assistant are removed.

​
Hero takeover from the Inbox

When a member sends a message that signals frustration, confusion, or an explicit request for human help, the conversation surfaces in your Universal Inbox so you can step in.
  1. From the Dashboard, open Universal Inbox.
  2. Use the All teaching assistants channel filter to view Teaching Assistant conversations.
  3. Open the flagged conversation and send a reply.
  4. While you’re responding, the Assistant pauses and your messages are clearly attributed to you.
  5. When you’re finished, you can release the conversation back to the Assistant or leave it in your own hands.

​
View analytics

Available conversation analytics for a Teaching Assistant include: Agent Dashboard
  • Inbox - The current number of unaddressed messages in your Universal Inbox that have signaled frustration, confusion, or an explicit request for human help
  • Total Messages - The total number of messages the Teaching Assistant has received
  • Active Conversations - The total number active conversations 
  • Unique Members - How many individual members have conversed with your Teaching Assistant
  • Avg. Messages / Conversations - The average number of messages per conversation

​
Troubleshooting

​
A Product’s content isn’t showing up in responses

  • Confirm the Product is selected on the Assistant in Edit chatbot.
  • Confirm the Assistant’s status is Active, not Setting up… or Needs attention.
  • For videos, confirm the videos are captioned. The Assistant cannot read un-captioned video.
  • Confirm the member asking the question has Product membership that grants them access to the content.
  • Confirm that the Product, Module, and Lesson are all published.

​
The Assistant isn’t using my recent live-session recordings or new videos

This is expected behavior. New videos added to a Product after the Assistant is set up are not transcribed automatically. To bring them in, either re-open the Assistant and click Submit (which surfaces the AI credit cost for any pending videos), or caption the videos from Media Library — the Assistant detects the new captions and retrains within a few minutes.

​
A member says they can see the chat but it won’t respond

  • Confirm the Assistant’s status on the list is Enabled, not Disabled.
  • If the Assistant was recently disabled, ask the member to refresh their browser.
  • Check whether the Assistant entered the Needs attention state. If so, contact support.

​
The Chatblock doesn’t appear on a member page

  • Confirm the block was added in the Theme Editor and the page was published.
  • Confirm the page’s theme is on a version that supports Expert Agent blocks.
  • If the block was removed from the theme but the Assistant is still enabled, the Assistant won’t appear — verify the block is still present in the page’s sections.

​
A caption credit charge is higher than expected

The transcription credit cost is calculated from the total runtime of un-captioned videos in the Products you selected. To reduce the cost, remove a Product from the Assistant, caption a subset of videos manually first, or split the Assistant into multiple agents that each cover less selected products.

​
I’ve hit my Expert Agent limit

The Expert Agent count is set per plan and shared across all your sites. If you’ve reached the limit, you can either delete an existing agent, disable one you’re not actively using (which still counts toward the limit), or upgrade your plan to make room for more. The ability to add more assistants on your current subscription is coming soon.

​
The Assistant didn’t pick up my new live-session recording

New videos require transcription before the Assistant can use them. Transcription is not triggered automatically when you add a video, so you’ll need to either re-open the Assistant and click Submit (to transcribe any pending videos as a batch) or caption the video through Media Library (the Assistant picks up the caption within a few minutes).
Want to see how Expert Agents can answer questions for your students and potential buyers — even when you’re not around? Visit our Expert Agents product page to watch a demo, explore what’s possible, and check out a limited-time offer you won’t want to miss.