Set up a Teaching Assistant

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.

A Teaching Assistant is the first type of Expert Agent — an AI chat experience that lives inside a Product and answers member questions using the Lessons, transcripts, and Community posts they already have access to. The Agent speaks in the third person about your expertise (“Based on what Coach Sarah teaches in Module 3…”), never claims to be you, and refers members back to you for deeper engagement. Setting up a Teaching Assistant takes a few minutes. You choose which Products supply the Agent’s knowledge, customize a name and welcome message, and place the chat experience inside a member page using the Theme Editor. Each member only sees responses sourced from content their Product membership grants them access to. A member enrolled in Course A but not Course B never sees answers drawn from Course B.

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Before you begin

• You need at least one published Product (Course, Coaching Program, or Community) with content the Assistant can learn from.
• Video content must have captions. If a Product’s videos aren’t yet captioned, the Assistant setup flow will show you the AI credit cost to caption them and let you proceed.
• AI credits are required for video transcription. Check your remaining balance in your Account settings before starting.
• The chat block is added through the Theme Editor, so the Products you plan to attach the Assistant to should be on an up-to-date theme.

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Expert Agents per plan

Expert Agents are available on all plans (except parked). The number of Expert Agents you can create depends on your plan. The count is shared across all sites on your account.

• Kickstarter: 1 Expert Agent
• Basic: 2 Expert Agents
• Growth: 5 Expert Agents
• Pro: 10 Expert Agents
• Founders: 10 Expert Agents
• Enterprise: Unlimited

The limit covers any combination of Expert Agent types. If you’re on Kickstarter and you create a Teaching Assistant, you’ll use your one available slot — you would need to upgrade to add a Sales Agent.

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Create a Teaching Assistant

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Open the Expert Agents area

1. From the Dashboard, click Agents.
2. If you haven’t created any Agents yet, you’ll see the AI Teaching Assistant empty state with a Get started button. Click Get started.
3. If you already have Agents listed, click + New chatbot in the top right:

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Choose a template

The Create chatbot wizard opens to the Choose a template step.

1. Select the Teaching Assistant template.
2. Click Next.

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Configure an Assistant

1. In the Configure your chatbot step, fill in the following fields:

• Agent name (required) — The name members see at the top of the chat. Example placeholder: e.g. Support Assistant.
• Description (optional) — A short internal description of what this Agent does. Members do not see this.
• Welcome message (optional) — The first message shown to a member when they open the chat. Example placeholder: e.g. Hi! How can I help you today?
• Products (required) — Select one or more Products the Agent should draw knowledge from. Members will only receive answers from content their Product membership grants them access to.
• Custom instructions (optional) — Allow you to give the Agent personality and focus, and what shapes its communication style.

Custom instructions work well for:

• Language — “Always respond in Spanish”
• Subject emphasis/Focus — “When explaining concepts, prefer the simplest framing” or “Emphasize practical examples over theory”
• Tone — “Adopt an upbeat, motivational tone”. The agent by default is supportive, friendly, and concise. These instructions nudge from that baseline.
• Persona framing  — “Speak as if you’re a patient study coach”

What custom instructions can and cannot do:

• Only answers from your published materials — it won’t supplement with general knowledge or the web
• Always provides citations and won’t fabricate quotes or sources
• Does not give medical, legal, financial, or other professional advice beyond what your materials teach
• Does not perform account actions (cancel, refund, change settings)
• Refuses off-topic questions, even when asked repeatedly

Instructions that may conflict with built-in behavior:

• Greeting members or asking a clarifying question before answering will be inconsistent — the agent is designed to lead with the answer first
• Asking for very formal language will only partly take effect — the agent’s baseline is friendly and conversational.
• Setting a welcome message and then also providing custom instructions about a specific welcome message

2. When you finish, click Submit. A Chatbot successfully created message appears and you’re returned to the list.

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Connect Products and prepare content

When you save a Teaching Assistant, the Assistant begins ingesting content from each Product you selected. The list page shows a status badge for each Agent:

• Active — Content has finished processing and the Assistant is ready to respond
• Setting up… [percent]% — Content is still being ingested
• Disabled — The Assistant has been turned off and won’t respond to members
• Needs attention — Something went wrong during setup; review the Agent and contact support if needed

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Handle videos that need captions

If any selected Product contains videos without captions, the form surfaces the AI credit cost to caption them before you save. Captions are required because the Assistant reads transcripts — not the raw audio or video file — to answer questions. You can either:

• Click through to approve the caption credit cost and proceed with setup. The Assistant begins ingesting once captions are generated.
• Cancel, caption the videos manually in the Media Library first, and return to setup.

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Add an Assistant to a member page

Creating an Assistant turns it on, but members can’t reach it until you place it on a page using the Theme Editor. 

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Floating chat button

A floating chat button is a small circular button that floats in the corner of every page where it’s placed. Clicking it opens the chat in a panel. Use this for an always-available Assistant that doesn’t take up page real estate.

1. From the Dashboard, click Website > Pages (or open the Product whose pages you want to edit).
2. Open the page in the Theme Editor.
3. Click + Add section and choose the Agent floating button block.
4. In the block settings, select the Teaching Assistant you created.
5. Save and publish the page.

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Embedded chat block

An embedded chat block (Agent) is an inline chat panel that lives directly inside a page section. Use this when you want the Assistant to be visually prominent — for example, on a Lesson page where members can ask questions as they learn. The Agent block is available in the following places within Course Themes:

• Premier Course Theme: Product - Product Side Bar; Post - Post Side bar, Post Body
• Momentum Course Theme: Product - Dashboard Body, Dashboard Sidebar; Post - Dedicated Agent section

1. Open the page in the Theme Editor.
2. Click + Add section and choose the embedded Agent block.
3. Select the Teaching Assistant in the block settings.
4. Save and publish the page.

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FAQs

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How many Expert Agents can I have?

The number depends on your plan: Kickstarter includes 1, Basic includes 2, Growth includes 5, Pro includes 10, and Enterprise is unlimited. The count is shared across all sites on your account and covers any combination of Teaching Assistants and (when available) Sales Agents.

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Can a Teaching Assistant answer questions about Community posts?

Yes. When a Community is part of a Product the Assistant covers, Community posts in that Community are ingested alongside Lessons and other content. Members only see answers from Communities they have access to.

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Can the Assistant be used outside a member-only experience?

No. Teaching Assistants are designed for members who are already inside a Product they have access to. A separate Expert Agent type — the Sales Agent — is planned for non-member contexts in a future release.

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Can I test my agent’s responses?

Yes, navigate to the Agents tab, and click on your agent in the table. This should take you to the agent’s page with a chat window that you can use to preview how the agent works, without having to leave the admin.

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What language does the Assistant respond in?

The Assistant responds in the language a member writes in, and pulls from your content in whatever language it was originally captioned or written in. You do not need to configure language separately, however, you can add a system prompt override if you want the chatbot to only respond in a single language.

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Can a member talk to the Assistant by voice?

No. Teaching Assistants are text-only at launch.

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Does the Assistant remember past conversations with the same member?

Yes and no. Conversation history is preserved per chat, so the Assistant can pick up where it left off in a particular chat, but it does not remember history across separate conversations for the same member.

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Can a Teaching Assistant be embedded on a non-Kajabi website?

No. Teaching Assistants render only on Kajabi-hosted pages.

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How are messages billed?

At launch, there is no per-message charge for member conversations. You pay for video transcription through the AI credits system, and your plan determines how many Expert Agents you can run. Future messaging costs may apply as usage data informs pricing — any change will be announced before it takes effect.