58 articles for this team
Workforce
AI skills for professional teams — chats, bots, and knowledge.
Getting Started
Quick definitions of the terms you'll see around BoodleBox.
How BoodleBot picks the right AI for youLet BoodleBot (also shown as "Curio") choose the best AI for each message, instead of picking a model yourself.
How BoodleBox worksUnderstand the core ideas behind BoodleBox so the rest of the product makes sense.
How to create and share a chat folderGroup related chats together in your sidebar, and send someone a link to the folder.
How to manage a chat — rename, save, download, or deleteFind the menu of actions tucked behind any chat's title, and know what each one does.
How to share a chat with someoneLet 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 withSwitch 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 ToolsUse 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 chatBring 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.
Navigating the BoodleBox interfaceFind your way around BoodleBox's main areas in a minute.
Using BoodleBox on mobile devicesUse 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.
Workforce Quick Start GuideStart using BoodleBox for everyday work. Each step links to a full how-to.
Account & Access
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 accountClose your BoodleBox account — and, if you want, delete all of your data along with it.
How to log into BoodleBoxSign in to BoodleBox so you can use your chats, bots, and Knowledge Bank.
How to sign in with SSOSign 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 modeSwitch BoodleBox between light and dark appearance.
How to update your profile & account settingsManage 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 accountsConsolidate 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 passwordReset your BoodleBox password if you've forgotten it or can't sign in.
Resolving "email already in use" errorsYou 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 errorsDiagnose 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 securityUnderstand how BoodleBox protects your account — and the few things you can do to keep it safe.
What to do if you can't log inLocked 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 arrivingGet your sign-in / sign-up verification code when it doesn't show up right away.
Teams & Administration
Knowledge & Bots
Prepare and format documents so BoodleBox reads them accurately.
Bot cannot access uploaded documentsFix a bot or chat that doesn't seem to "see" the files you uploaded.
Bot producing incorrect or off-topic responsesFix a custom bot that's ignoring its instructions, going off-topic, or pulling in unrelated information.
Custom bot building guideGo from an idea to a bot that reliably does what you want, in order, without guessing what to do next.
Designing effective bot instructionsWrite bot instructions that make your bot behave the way you want.
How BoodleBox reads your documentsUnderstand 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 botMake a custom bot an expert on your files by adding them to its Knowledge.
How to attach knowledge to a chatGive 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 botCreate 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 instructionsChange how one of your custom bots behaves by editing its instructions.
How to set up your knowledge preferencesWrite 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 othersLet other people use your custom bot — or let them make their own copy of it.
How to use your Knowledge BankStore 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 BotsShare a bot as a template — and make a shared bot your own.
Supported file types and size limitsKnow which files you can upload to BoodleBox, the size limits, and how many you can attach.
Testing and validating bot performanceConfirm your bot does what you intended before you rely on it or share it.
Using knowledge sources for bot buildingChoose and use the right documents to make your bot a reliable subject-matter expert.
What to do if a knowledge upload is slow or stuckGet an upload to your Knowledge Bank (or a bot's Knowledge) to finish when it seems slow or stuck.
Billing & Subscription
Troubleshooting & Support
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 outagesTell whether BoodleBox (or an AI model) is having a temporary outage, and what to do about it.
How to report a bugTell the BoodleBox team about something that isn't working.
Optimizing knowledge filesGet faster, more accurate results from the documents you attach to a chat or bot.
Troubleshooting broken download linksFix a download that won't open or shows a broken link — a chat transcript, an exported file, or a generated document/image.
Troubleshooting slow performanceSpeed up BoodleBox when a page is slow, a response is taking too long, or something is stuck on a spinner.
Understanding common error messagesKnow what BoodleBox's most common errors mean and what to do about them.
