Why is proper setup important?
Your AI Agent is only as good as its configuration. Two common mistakes lead to the agent providing broken links and frustrating users:
Source references are not enabled — The agent tries to generate links on its own, which often don't work
The instruction is too vague or poorly written — The agent doesn't know how to behave
Step 1: Enable source references
Go to Settings > AI Agent and enable the checkbox Enable source references.
What does this do?
Users automatically receive correct, clickable links to the matching lessons
The agent no longer needs to generate links on its own
Source references are always up-to-date and guaranteed to work
Important: Without enabled source references, the agent tries to create links independently — these often lead to "Page not found" errors.
Step 2: Create a good instruction — using AI
The instruction (also called "System Prompt") defines how your agent behaves: its tone, tasks, and boundaries.
Our recommendation: Don't write the instruction yourself — use an AI like Claude (by Anthropic) to generate a professional instruction.
Why?
AI models know how good prompts are structured
You get a structured, complete instruction in seconds
You can iterate and refine
Prompt to copy
Paste the following prompt into an AI of your choice (we recommend Claude) and adjust the placeholders:
Create an instruction (System Prompt) for an AI assistant on an online course platform. The assistant should have the following properties:
Assistant name: [e.g. Buddy, Helpi, Guide]
Company/Academy name: [e.g. My Academy]
Target audience: [e.g. employees, customers, course participants]
Main task: [e.g. answer questions about processes / help learners with content]
Tone: [e.g. friendly and professional / casual and motivating]
The instruction should cover:
1. A clear persona with name and role
2. The scope of responsibilities
3. Behavioral rules (don't make up information, refer to support when unsure)
4. Formatting rules (short answers, bullet points)
5. What the assistant should NOT do
Write the instruction directly, without explanations — so I can paste it 1:1 into my AI Agent's instruction field.
Step 3: Choose the right knowledge sources
Under Knowledge you define which content the agent can access:
Pages: Select the relevant pages
Courses: Select the specific courses the agent should know about
Portals: If you have multiple portals, select the appropriate ones
Tip: Less is sometimes more. Too many irrelevant sources can reduce answer quality.
Checklist
Source references enabled
Instruction created via AI
Relevant courses and pages selected as knowledge
Agent tested with typical user questions