Key things to know:

• We kicked off the demo from inside a piece of content using the FAB, then showed how the same chat experience opens from the header search bar or the learner dashboard, plus the Cmd/Ctrl + K shortcut.

• We asked a live question in the chat, got a grounded answer pulled only from published content, and enrolled directly from the conversation with one click, no extra clicks or navigating away.

• In admin settings, we walked through where you configure the FAB, the search bar, content preferences (excluding or boosting specific courses or tags), and the quick actions menu, including adding custom links.

• Back on the learner dashboard, we typed a natural language prompt ("I want to learn all about the Claude plugin, can you create a learning plan for me?") to trigger the Personalized Learning Agent, adjusted the draft plan, and hit Confirm and Create.

• The finished plan showed up right where you'd expect it, on the learner's dashboard under Learning Paths, in a new Personalized Learning sub-tab.

Key Takeaways

• Don't rely on the FAB alone. Deciding where the search bar lives (inline in the header, floating, hidden, or reachable via Cmd+K) is worth prioritizing for learner engagement, not just an afterthought.

• Quick actions are more powerful than they look. Beyond removing default options like catalog exploration, you can add fully custom links out to other resources your learners need.

• Panoramas are fully respected. Content created by or scoped to one panorama won't surface to learners in another, and Conversational AI only ever surfaces what a given learner is provisioned to see, regardless of whether that content is published sitewide.

• The Personalized Learning Agent is strictly learner-initiated and learner-facing. Admins can't use it to generate learning paths on behalf of learners or clients, it's built specifically to let each learner self-pace their own plan.

Q&A Recap 

• If we don't want learners exploring the catalog right now, can we turn that choice off?

  • Yes, that's part of the quick actions menu in admin settings, which is fully configurable. You can remove default options and add your own custom links as well.

• How does enrollment via chat handle ILT courses with multiple sessions (e.g., separate dates for the same course)?

  • Today, enrolling through the chat enrolls the learner in the course as a whole rather than letting them choose a specific session date, there's no session-picker inside that flow yet.

• Our content isn't published on our main site, it's only available to learners inside a specific panorama. Can we still use Conversational AI?

  • Yes. It's not about whether content is published sitewide, it's about what the learner has access to. If content is provisioned to their panorama, it will show up as a source for them.

• We let our panoramas create their own content. Will content created by one panorama ever get referenced or surfaced to learners in a different panorama?

  • No, all panoramas are fully honored. Content stays scoped to the panorama it belongs to.

• Is creating a learning plan something admins can do on behalf of learners or clients, or is it strictly a learner-driven feature based on their own access?

  • It's strictly learner-side and self-paced. This functionality can't be used today to build learning paths for other learners or clients, it's meant for a learner to chat with Conversational AI and create a plan for themselves, at their own pace.

• When we enabled Conversational AI in our sandbox, it turned on for everyone automatically, is that expected?

  • Yes, that's expected. Enabling it globally turns it on everywhere by default, and disabling it per panorama is a setting inside each panorama today. That said, if you manage many panoramas, reach out to Support.

• Could the content-suggestion/chat experience be used to test what a learner already knows, then use that to control when new content is released to them?

  • Not inside the chat experience today. Competency Assessments or the Recommendation Assessment would be the better tool for that use case right now. This is a great one to submit as a Community idea so we can track interest and build toward it.

Personalized Learning Agent FAQ - since Personalized Learning sparked plenty of questions of its own, we’ve pulled those together separately below.

• What is the Personalized Learning Agent? 

  • The second agentic workflow introduced in Conversational AI (the first being the Enroll Me agent). It runs on the same underlying conversational AI foundation.

• How does a learner trigger it? 

  • Prompts like "help me become an expert at X," "help me build a learning plan," or "teach me how to be an expert," any phrasing signaling intent to learn a topic as a plan. The word "plan" is generally what activates it.

• What happens once it's triggered?

  •  It scans content the learner already has access to on the topic and returns a draft plan (e.g., "I've created a personalized learning plan including courses X, Y, Z"). The learner can add/remove courses, then hit Confirm and Create, or dismiss it and keep refining the ask.

• Does it respect existing access/purchase rules? 

  • Yes, same logic as the rest of Conversational AI. It knows whether the learner already has access to a piece of content or whether it requires purchase.

• Can a learner edit a plan after creating it? 

  • No. Only two actions exist today: create and delete, no update/edit.

• Where does a created plan show up? 

  • On the learner's dashboard, under Learning Paths → Personalized Learning (a new sub-tab).

• Do completions/progress still get tracked normally? 

  • Yes, course completions and progress record as usual.

• Can admins see what plans learners generated? 

  • No, and it's intentional. This is meant to be an isolated, self-paced learner experience, not something reported up to a supervisor/admin.

• Does it respect Conversational AI content boosting/suppression settings? 

  • Yes, if content is boosted or suppressed in Conversational AI settings, the Personalized Learning Agent and other agentic workflows honor that.

• How is this different from AI Recommendations / Competency Assessment? 

  • Those are more of a guided experience ("I don't know what I don't know"). The Personalized Learning Agent is learner-initiated, the learner has to already know what they want to ask about.

• Can we tell if an enrollment came specifically from the Personalized Learning Agent?

  • Not today. Enrollment rate is being tracked quarter-over-quarter at an aggregate level for agentic workflows; breaking out enrollment by which specific agent drove it is a future roadmap item.

Check out our support article or microcourse on this topic to learn more! Keep an eye on Community for the full recap follow-up post, great for sharing with any team members who couldn't join live.

Join us monthly for our What’s New? Webinar to understand the impact of our product releases and latest innovations. Each session delivers a dynamic, visual walk-through of our most impactful enhancements including what’s new and what you should do next.

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🚀 Join us each month at 11am EST for an overview of our most impactful releases from the past month.

Note: While we won’t be providing live support or troubleshooting during this time, we’re always happy to point you in the right direction or connect you with resources that can help.

Join us monthly for our What’s New? Webinar to understand the impact of our product releases and latest innovations. Each session delivers a dynamic, visual walk-through of our most impactful enhancements including what’s new and what you should do next.

Need to catch up on what happened? Find Release Notes here.

We’ll take a tour of the new capabilities and how they work, where they shine, and how to put them to work quickly. This is your shortcut to staying current in the platform, so you can turn Thought Industries updates into your business momentum!

🚀 Join us each month at 11am EST for an overview of our most impactful releases from the past month.

Note: While we won’t be providing live support or troubleshooting during this time, we’re always happy to point you in the right direction or connect you with resources that can help.

See August’s Updates in Action

What We Covered

From accessibility improvements to a major new way to manage learners across Panoramas, we packed plenty into this month’s review:

• Accessibility Improvements: Clearer screen reader feedback, improved focus management, and more consistent keyboard interactions.

• Panorama User Management Enhancements: Move individual learners or groups between Panoramas and sublicenses, with flexible options to retain access, preserve progress, or reset progress during the move.

• API Updates: New support for updating assignment submission license IDs so submissions stay connected to the correct sublicense.

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• Get a first look at where our AI direction is headed next

• Preview our AI Product Innovations

• Direct roadmap access - your input genuinely shapes what we build next

• Peer conversations on challenges you're all tackling

Agenda:

• 5:30 PM-6:00 PM Welcome and appetizers.
  Enjoy some light appetizers and a welcome from Irana Wasti, CEO

• 6:00 PM -8:30 PM AI vision, product roadmap and roundtable discussion.
  Get a first look at Thought Industries’ AI product innovation and a clear view of the trends shaping customer and industry decisions right now

Spaces are limited, reserve your seat today!

Join us to see where we're heading next, how we're evolving and the new products you'll be seeing soon.

Why attend:

• Get a first look at where our AI direction is headed next

• Preview our AI Product Innovations

• Direct roadmap access - your input genuinely shapes what we build next

• Peer conversations on challenges you're all tackling

Agenda:

• 12:00 PM-12:30 PM Welcome and Lunch.
  Enjoy some light appetizers and a welcome from Irana Wasti, CEO

• 1:00 PM -3:00 PM AI vision, product roadmap and roundtable discussion.
  Get a first look at Thought Industries’ AI product innovation and a clear view of the trends shaping customer and industry decisions right now

Spaces are limited, reserve your seat today!

You'll see the new admin controls — think Panorama-level enablement, some branding, a usage dashboard — plus the Enroll Me agent and the Personalized Learning Agent. Come with questions; we'll leave plenty of room for them!

Haven't connected the feature yet? Come watch anyway. No pressure, just a look at what's possible.

To prep for the workshop, take our microcourse to get familiar with the feature.

Spots fill up fast, so grab yours now.

Quick note: these sessions are for demos and questions about the feature, not installation help. For that, reach out to our Support team or visit our handy Support Article.

How are others handling this, and is there a way to impersonate without affecting the ECID?

You'll see the new admin controls — think Panorama-level enablement, some branding, a usage dashboard — plus the Enroll Me agent and the Personalized Learning Agent. Come with questions; we'll leave plenty of room for them!

Haven't connected the feature yet? Come watch anyway. No pressure, just a look at what's possible.

To prep for the workshop, take our microcourse to get familiar with the feature.

Spots fill up fast, so grab yours now.

Quick note: these sessions are for demos and questions about the feature, not installation help. For that, reach out to our Support team or visit our handy Support Article.