71 articles for this team

Administrative Staff

Platform skills for staff supporting your institution day to day.

Getting Started

BoodleBox terminology and glossary

Quick definitions of the terms you'll see around BoodleBox.

Campus-wide launch checklist

A checklist for taking BoodleBox from setup to a full campus launch.

How BoodleBot picks the right AI for you

Let BoodleBot (also shown as "Curio") choose the best AI for each message, instead of picking a model yourself.

How BoodleBox works

Understand the core ideas behind BoodleBox so the rest of the product makes sense.

How to create and share a chat folder

Group related chats together in your sidebar, and send someone a link to the folder.

How to manage a chat — rename, save, download, or delete

Find the menu of actions tucked behind any chat's title, and know what each one does.

How to share a chat with someone

Let other people into one of your chats. Sharing takes two decisions: who you add, and what General access allows. Sending the link on its own is not enough.

How to switch the AI model you're chatting with

Switch to a different AI model in the middle of a chat. Your conversation continues with the new model from your next message on.

How to use AI Tools

Use a ready-made BoodleBox assistant — like a Syllabus Generator, Rubric Generator, or Socratic Question Generator. Pick one and it opens a chat already set up to do that job.

How to use more than one AI in the same chat

Bring different AI models into a single conversation. Each model you switch to can see everything that came before — so one model can draft something and another can review or build on it.

How to use prompt modes (Coach, Message, Memory, Knowledge to Context)

Change how the AI behaves in a chat by switching prompt modes on or off. You can combine them.

Institution onboarding roadmap

A high-level path for rolling BoodleBox out across your institution. Each step links to a full guide.

Navigating the BoodleBox interface

Find your way around BoodleBox's main areas in a minute.

Staff Quick Start Guide

Get productive in BoodleBox as a staff member. Each step links to a full how-to.

Understanding classroom roles in BoodleBox

Know the roles people can have inside a class.

Using BoodleBox on mobile devices

Use BoodleBox on your phone or tablet today, and know what's coming.

What is BoodleBox?

Understand what BoodleBox is and why people use it, in a couple of minutes.

Which AI model should I use?

Pick a model that suits the task in front of you — or hand the choice off and get on with your work.

Account & Access

How to change your email address

Update the email address on your BoodleBox account — most commonly to switch from a personal email to your organization or institution email, so your account connects to the proper workspace, SSO, and roster.

How to delete your account

Close your BoodleBox account — and, if you want, delete all of your data along with it.

How to log into BoodleBox

Sign in to BoodleBox so you can use your chats, bots, and Knowledge Bank.

How to sign in with SSO

Sign in to BoodleBox using your existing school account — no separate BoodleBox password needed. This works once your institution's IT team has set up the SSO integration.

How to switch between light and dark mode

Switch BoodleBox between light and dark appearance.

How to update your profile & account settings

Manage your personal account — your public profile, your app preferences, and your password — all under Personal Settings. These are yours alone and stay with you whichever workspace you're in.

Merging duplicate accounts

Consolidate two BoodleBox accounts into one — for example, if you signed up with a personal email and later need to use your institutional email.

Reset your password

Reset your BoodleBox password if you've forgotten it or can't sign in.

Resolving "email already in use" errors

You tried to sign up and BoodleBox says your email is already in use. Here's what that means and what to do.

Troubleshooting SSO and sign-in errors

Diagnose and fix the sign-in and integration errors institutions most commonly hit with BoodleBox SSO — and know exactly what to send support when you can't.

Understanding account security

Understand how BoodleBox protects your account — and the few things you can do to keep it safe.

What to do if you can't log in

Locked out of BoodleBox? Whether it won't accept your password, won't let you sign in at all, or lets you in to an account that looks empty — start with whichever description below matches what you're seeing. Each one links to the full fix.

What to do if your verification code isn't arriving

Get your sign-in / sign-up verification code when it doesn't show up right away.

Why you see "school not listed" when signing up

Understand what to do if your school isn't listed or SSO isn't available when you sign up.

Teams & Administration

How to accept a team invitation

Join your institution's (or organization's) BoodleBox team after an admin invites you.

Understanding team roles and permissions

Know the difference between the team roles so you assign the right one.

Classroom

Collaborative bot building guide (bot chaining)

Build a chain of custom bots that work together on a multi-step task — each bot handles one step and passes its output to the next. (BoodleBox calls these "skeletons of agents.")

How to create terms for classes

Create an academic term (like a semester) so your classes are organized under it.

How to import classroom rosters

Add a whole class roster at once by uploading a CSV — best for full rosters from your registrar.

Knowledge & Bots

Best practices for formatting documents

Prepare and format documents so BoodleBox reads them accurately.

Bot cannot access uploaded documents

Fix a bot or chat that doesn't seem to "see" the files you uploaded.

Bot producing incorrect or off-topic responses

Fix a custom bot that's ignoring its instructions, going off-topic, or pulling in unrelated information.

Custom bot building guide

Go from an idea to a bot that reliably does what you want, in order, without guessing what to do next.

Designing effective bot instructions

Write bot instructions that make your bot behave the way you want.

How BoodleBox reads your documents

Understand what happens to a document when you attach it, and why you no longer need to turn anything on to get a full read.

How to attach knowledge to a bot

Make a custom bot an expert on your files by adding them to its Knowledge.

How to attach knowledge to a chat

Give the AI a file to work from in any chat — either upload a new file or pick one you've already saved in your Knowledge Bank.

How to build a custom bot

Create your own reusable AI assistant — with its own name, personality, instructions, and knowledge. Build it by chatting (Vibe Build) or by filling in settings (Configure).

How to edit a bot's instructions

Change how one of your custom bots behaves by editing its instructions.

How to set up your knowledge preferences

Write down how you like to work once, save it to your Knowledge Bank, and stop re-explaining yourself at the start of every chat.

How to share bots with others

Let other people use your custom bot — or let them make their own copy of it.

How to use your Knowledge Bank

Store files — PDFs, documents, spreadsheets, images — so the AI can read and use them. Upload a file once, then attach it to any chat.

Remixing Custom Bots

Share a bot as a template — and make a shared bot your own.

Supported file types and size limits

Know which files you can upload to BoodleBox, the size limits, and how many you can attach.

Testing and validating bot performance

Confirm your bot does what you intended before you rely on it or share it.

Using knowledge sources for bot building

Choose and use the right documents to make your bot a reliable subject-matter expert.

What to do if a knowledge upload is slow or stuck

Get an upload to your Knowledge Bank (or a bot's Knowledge) to finish when it seems slow or stuck.

Billing & Subscription

Understanding the free plan and its limits

Know what's included on the free Boodle Basic plan and what happens when you hit the daily limit.

Using trial credits or discounts

Understand the discounts available and how to ask about trial credits or extensions.

Troubleshooting & Support

Clearing your cache and cookies

Clear your browser's cache and cookies — a common fix when BoodleBox looks stale, won't load right, or has odd sign-in behavior.

How to check system status and outages

Tell whether BoodleBox (or an AI model) is having a temporary outage, and what to do about it.

How to report a bug

Tell the BoodleBox team about something that isn't working.

Optimizing knowledge files

Get faster, more accurate results from the documents you attach to a chat or bot.

Troubleshooting broken download links

Fix a download that won't open or shows a broken link — a chat transcript, an exported file, or a generated document/image.

Troubleshooting slow performance

Speed up BoodleBox when a page is slow, a response is taking too long, or something is stuck on a spinner.

Understanding common error messages

Know what BoodleBox's most common errors mean and what to do about them.

Security & Compliance

How BoodleBox handles student data (FERPA overview)

Understand how BoodleBox protects student data and how it complies with FERPA.

AI Governance

AI Governance Guidelines

A framework for responsible AI use in teaching and learning. Start here, then work through the six parts.

Data Governance & Classification

Part 4 of the *AI Governance Guidelines*: what data may and may not be entered into AI tools.

How AI models are selected and updated

Understand which AI models BoodleBox offers, how new ones are added, and what happens when one is retired.

Understanding model limitations and hallucinations

Understand why AI models sometimes get things wrong, and how BoodleBox helps you catch it.

Accessibility

Accessibility statement and compliance

Understand BoodleBox's accessibility posture and where to find its accessibility documentation.

Analytics & Reporting

How to get your team's analytics and usage reports

Get usage and engagement analytics for your team — administrator metrics, usage reports, and engagement benchmarks.

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