Casey Post 02:58All right, thanks for that intro, mate, and welcome everyone.
For those of you who are new to Jeeves, I think most of the attendees are customers, but we may have some folks that are new to Jeeves. I just want to take a couple minutes to explain what it is and our vision for Jeeves before we dive into the new features. Simply put, Jeeves is an AI-powered learning platform designed to solve two key challenges.
First, helping your training teams create engaging, high-quality content faster than ever before. And second, making sure your learners can instantly find and use the content Right when they need it. The platform is built on four powerful pillars.
First is AI-first content creation. And our motto here is record once, create fast, edit smart, and engage better. And this means you can record a single video and let Jeeves AI help you automatically generate captions, remove filler words like ums and ahs, and instantly create tip sheets with screenshots already embedded.
Second is content promotion. And great content is only effective if it reaches people at the right time. And so Jeeves allows you to deliver targeted training from assignments to policy updates across email, Microsoft Teams, and directly within the app itself, all from one central place.
Third is content discovery. And we make it easy for learners to find exactly what they need in the format that works best for them. And our AI assisted search, personalized recommendations, and easy-to-use filters shortens the time it takes for them to find knowledge and get back to work.
And finally, our fourth pillar is Insights. Jeeves provides deep actionable insights on which content is most effective and how your learners are progressing. And this allows you to see what’s working, fix what isn’t, improve the ROI of your training efforts. So when you put it all together, Jeeves is a modern end to end solution from AI powered creation and omnichannel, um, delivery to personalized discovery and data backed insights. So today we’re going to focus on some of the major new upgrades we’ve made, especially within the content creation and our powerful new assignment system which is key part of the content promotion pillar. So what was the motivation behind these updates?
First, it’s your feedback. We are taking your feedback on a regular basis and we are incorporating those into our roadmap and prioritizing those based on the feedback that our customers are providing. Second, it’s about accelerating content creation within AI driven automation, enabling reusable, uh, adaptable assignments for recurring needs like onboarding, compliance, et cetera, and then empowering admins with more granularity in the controls such as asset expiration, as well as related content suggestions and previews and more.
And so now let’s dive into some of these improvements. As Mate mentioned, as we’re going through here, please feel free to put into the Q&A section any questions that you may have and we’ll be sure to answer those at the end. So I’m going to start off with smarter asset creation and management.
Those that are using Jeeves will recognize this as our assets page. I’m going to start with a pre-recorded video that I have here in the editor. You’ll notice that it says “continue editing,” and that’s because I just recorded the video and I didn’t go through any of the editing process. I simply went back to the assets page. So all of these that say “continue editing,” they haven’t had any editing functionality done on them.
So let’s jump in. I created a short how-to video. We have a product called Muspell Archive for retaining legacy patient data that also has release of information functionality. I created a short video showcasing how to release patient information, and I haven’t done any editing on this.
We’re going to start by showcasing the filler words removal. So this little star icon—if you click on that—I intentionally said throughout the video some “ums” and “ahs,” and you can kind of click through and remove them individually or you can click “remove all,” and that’s going to just splice out the “ums” and “ahs” throughout that video. That’s a new update that came previously, but I wanted to highlight it here today.
Notice that nothing has changed here. We have our closed captioning, which is editable. We have our non-interactive elements and our AI voices. If we haven’t called this out before, there is a comment section, and this comes into play with the review process, which I’m going to demonstrate here in a few minutes.
As you’ve probably seen, you can also create interactive learnings as well as tip sheets. For today I’m just going to highlight the tip sheet generator. So if we’re done editing this and we click “Tip Sheet,” that’s going to take us to our tip sheet creator.
Just note that at this point it’s telling us what it’s doing. So it’s going to generate the steps from the transcript that we spoke, and now it’s going to take the relevant screenshots from within that video. That’s really going to eliminate a lot of that manual process.
Note that if you want to edit the entire tip sheet, you can do so here and change these steps. Or you can also edit the images by clicking into that and giving you the chance to annotate some screenshots, as well as add step creators, emojis, text, and other items through your screenshots.
When you’re done, simply click “Next” and fill out your metadata here. This is where I have created a Health Information Management category for which we can map this content to. You can associate expiration dates or other attributes here.
We’re going to click “Save and Process.” Notice this has changed. We used to have an option for “Publish” right here. When I click “Save and Process,” it’s going to show us what’s happening with this video so it doesn’t kick you right back to the asset folders. It’s going to show you all the steps that are capturing here. If you don’t want to wait, that’s okay—you can jump back into the asset folder and let that process.
That was on step three of seven. It’ll be done here in a second, and it shows that it is in the processing state.
Let’s let that process here. While we’re going through that, I want to showcase that once completed, when it’s done processing, I’m going to show you another video.
You’ll notice that we don’t have the option to publish until it’s done processing. This video, on the other hand, which has been done, you can simply publish if you want to do that. Or you can go through and assign this. So we’ve created this new process of workflows so you can move this through different stages.
If you have content creators but you want someone else to review this content, we’ve included this option of authoring stage. So you’ll notice it’s in ready—it’s in draft mode. Let me see if that’s done processing here.
We’ll reload that, and if I want to change this to a review status, we can do that. We can create different statuses here, and I’ll show you how to do that in a second.
But let’s say we want to assign this to someone else for review, and I want to come in here and select Joel as the next reviewer. When I do that, it simply updates that to Joel. Joel has now received an email that he has an asset that’s ready for him to review.
If I wanted to come in here and find assets that Joel is responsible for reviewing, I can simply click Assignee and see all the assets that Joel is set up in the review status.
So this is customizable, and I’m going to show how the admins can come in and customize these settings here.
By default, we have “Draft.” For admins, come over to the settings and you’ll notice that we have this “Authoring Stages” section. Draft is set up by default.
For our demo instance, we’ve created this status of “Ready for Review.” I’m going to add a new stage called “Research Needed.” Maybe there’s a workflow that somebody recorded and we’re not quite sure if that’s accurate, so we want to change that to “Research Needed."
We can add a color palette and hit “Add,” and now we’ve just added another field for authoring stage. If I go back to my assets page, I can change the status. There’s the one that I just created—it’s done processing.
Let’s say I want to change this to “Research Needed” and assign that to Mate, because Mate is the analyst. I can say that Mate has now just received an email that this video requires some research, and he can go in and review that and add any comments to the comment section for any changes that might be needed.
So there’s a lot of flexibility in the authoring stages that you can create.
Now, we’re in the asset management table and I want to point out some of the columns for you. Note that we have the column of “Authoring Stage.” We’ve also introduced new formats.
You’ll see this icon—the typical icons of video, interactive, system-generated tip sheet, Adobe PDF, and now SCORM courses are also listed here.
You’ll also note these fields are movable. So if you want to come in here, you can select which fields you want, move them around. Say we want to move this up here—that moves it left for me. And when I hit save, it’s moved that stage.
I also want to call out that when the video is ready to publish, you simply publish it right here.
We’ve also introduced this other concept of “Activity.” I want to showcase this really quickly. There’s not going to really be any activity on this one—but when you do click into there, it’s going to show you everything that’s happened to this piece of content.
As we create a new version of this content, it’ll show v2 for the newest version of this piece of content. So you can track and review all the activity of any content right here with the little hamburger icon.
Also, this is where you can remove any of the other elements. In this case, we have a video, a microlearning video, an interactive, and a system-generated tip sheet. If I want to remove either of those, I can go through and simply click that, and it will remove those learning formats for us.
All right—one other thing I want to call out is there are some org-level settings that really give you control of things like the asset expiration date. We’ve introduced that at the org level.
Admins have the ability to go into the settings section under Admin Settings and scroll down to “Asset Expiration.” I have it enabled in my environment. If you remove that, it’s going to take away that field of metadata for putting an expiration date.
This is really something that you can decide at an organizational level. We think it’s great to have expiration dates—it helps you keep content current. But that’s an organizational decision.
Do note though, if I look at the metadata of any piece of content—if you toggle that off, the expiration date goes away. But if I keep this and jump over to metadata (oops, I have to do edit), when we jump over to the metadata, it’s going to give me that field as optional. It’s not going to mandatorily require us to list the expiration date.
So when it’s enabled, that field will appear. When it’s disabled, that field is not required and will not show up. But we have also introduced a tag for those that do enable the expiration date.
If you have any content in the published state that is set to expire soon, you’ll see a little tag showing “Expiring Soon.” This will show up for any piece of content within two weeks of its expiration date. That helps you again manage current content and make sure that anything that is set to expire doesn’t slip into the archive and become unsearchable for your end users.
One other piece I want to call out from a learner perspective is that learners have the ability to control what they see in their instance.
If I jump into a video I have—this is a learner setting—if they turn transcripts on, the next time they come into this video, it’s going to be on. If they turn it off, it’s just going to hide it to the side. That’s really at a learner level.
Also, you’ll notice we cleaned up this screen a lot from the learner’s view. We’ve moved some of the icons from the bottom over to the side here. So they still have the option to share, to bookmark, they can download (if you have that enabled), thumbs up, thumbs down, and submit feedback.
All right, so we’re going to skip to the next section, which is in Assignments. If there are any questions around what I just demonstrated, we’ll make sure to answer those at the end for you.
We’re really excited about Assignments and the enhancements we’ve made here.
When you come into Assignments, this view has changed a lot. What we wanted to do is make Assignments reusable—that you can create once, edit them, create batches of people that get the assignment. We’re going to demonstrate a lot of that for you here today.
I’m going to create an assignment. Bear with me here.
We simply click “Create Assignment.” Now you’re going to notice we have an Assignment Description section. That is where I’m going to drop in what this assignment is about—it informs the learner.
We’re going to give the assignment a title. We’re going to call this “Tools and Techniques for EHR Success.” Drop an assignment title in here, and then we have the option to create different sections.
Section One is going to be about understanding tools at your fingertips. And within this, I want to incorporate different assets.
So we go to our Add Assets screen and I’m going to do—I’ve got a few things that I want to add here. Specifically, um, I could type, well, product presentation. So we’re going to click this and we’re going to add that to section one. We’re also going to add the Muspell Archive demo. And you’ll notice this piece of content has multiple learning formats. And what we’ve done is we’ve given you the ability to select which format you’d like your end user to learn from. In this case, you know, I just want them to view a video. So we’re going to remove the interactive and the tip sheet.
And then last, I’m going to give a quick description of what this section is about. And again, this informs your user what they’re learning. My controls here. So when we’re done with this section, let’s create another section. So maybe this is a second section of a longer course. So we’re going to say this one is Working Smarter Every Day. Oops.
And we’re going to add a few assets here. We’re going to add a SCORM course. We’re going to add “Setting Goals.” So now I’ve added a SCORM course and we’re going to add another video. And we’re building out a course here that we can use to send to different groups of users. So we’re going to add the description in here and we’re going to be done. We’re going to hit save and preview. And when you save, it’s saved.
So note that you don’t have to go directly to Assign. You can follow the breadcrumbs here and go back to any section or you can come right back to the main assignments page, or you can walk through and preview what this assignment looks like. So if I click down here, it’s going to show me each section, it’s going to show me what the description is going to display for my end users and then which assets are in each section. So it’s really just giving me a preview of the whole course that we’ve created. And I can go through and review each section or I can assign directly from here. But again, I’m just going to say, you know what, I’ve created it. It’s not assigned yet. And let’s walk through that process right now of assigning.
So, one thing I want to call out. We didn’t have the ability to edit things in the past and we can do that now. Simply come in and click Edit and you can make changes to your assignment here.
So let’s assign. Let’s walk through this process of assigning. We can either click in there and then hit Assign, or we can simply go to the person icon. And we’ve given you the ability to create this course and then assign it in multiple batches. So maybe you have a group of new hires that come on in July and they are batch one. So let’s call that July new hires. And we want them to complete this by July 15th. And now we can come in here and we can individually add users. Let’s just add me, let’s add Joel, let’s add Mate. And I can go through, I can select all those users and I can create this batch. And now that has been assigned to those users. They would have gotten an email. And when they open this, it’s going to showcase the instructions on what this course is about and it’s going to walk them through the lesson.
We’ve also introduced these icons here that show of all these users where they are in the process. So obviously we just created this. So three users have not started, nobody’s in progress and nobody’s completed this.
Now let’s say I want to reuse this same assignment. But let’s say, first before that—something else has been introduced and I need to add that to my assignment. So if I were to come in here and edit this and say I want to add another asset to this section—let’s just take this one right here—I can save. And now there’s five assets in there. And because Joel, Casey, and Mate haven’t started this, it’s updated that in their assignment section. So where is that new per—Did I assign it to myself?
It’ll update in their section. So it’ll showcase that there’s something new in their course that they have to complete. If they’ve completed it and we edit this assignment, the folks that have completed it will not receive the latest information. So that is one callout that we need to make sure that you’re aware of.
So let’s go through and create another batch. So we’ve already had July new hires and now we’ve got a new group of hires and we want to send this same course. So we can create a new batch. We’ll call this August new hires and we’ll give them a due date of August 15th. So we’re giving them two weeks to complete this here.
I want to highlight that while I showed you we can manually search for individual users, we can also use this advanced selection. And so what I’d like to do here is assign this to a group of users based on criteria. We’vecreated a user list, and this is something you can manually create or you can use fields from your extract files that can filter down by different user types. But we’ll go through, we’ll create this by this group here, and we’re going to find all those users. It pulls up everybody in that group. And I’m going to assign those users to batch two. And then I’m going to—Oops—Advanced and add users. There we go. And then we’re going to create that batch. And now those users just got an email and that’s a separate set of users that will get the same assignment and have a different due date that you can then track separately from the group here.
And you can always go back. So let’s say we want to track the whole. We can also look at everybody. So this is going to show all the batches. Or we can click in, you know, in the status of all the batches. Or we can click in and look at each batch individually from a status perspective on completions. And then if we click into the assignment itself from that batch, we can show exactly what the progress is on each of those users.
All right, I do want to do a callout here. We’re going to say assign, you know, we’re going to create a user list—my apologies. So one callout is, if we had somebody—let me go to another assignment here and demonstrate something here. I can see here that we’ve had users complete this training, right? And if I were to create a new batch—so let’s say I want to create a new batch—and I can see I still have 11 people that have completed this. And I want to use that same dynamic search of that team, Bengaluru. When I do this search, it’s going to highlight a few people.
These are the folks that have completed it. So if I were to select all, it’s going to not select the people that have completed and not select the people that are in progress. So if I want to, I can also skip users that have previously completed or skip users that have been assigned after a certain date. So if I set a date—maybe this was assigned back in June—and say skip all the users that have been assigned. So this is really going to give you some flexibility to reassign or use dynamic searches to find groups of people but exclude those that have already completed the assignments or have already been assigned it after a certain date. So it gives you a lot of flexibility in how you publish out assignments.
So speaking of assets or user lists, let’s jump into the user list screen. And this is really where you have the ability to create Static lists are ones you set once and they stay the same, or dynamic lists, which you can create using criteria. So let’s create a dynamic list. This is where, at the departmental level, you can have users that maybe want to have a criteria. Let’s call it—we’ll create urologists, and we’re going to do this based on criteria. We’re going to create this list.
What we want to do is set the criteria for which users it’s going to pull. So I hit “Set Criteria” and I’m going to go into “Department,” and we want to use “Urology.” We want everybody with this department to be in this list. So I’m going to save criteria, and that’s going to populate the users that are in that department.
Those are the two folks in our demo environment that have this department mapped to them. Then later, maybe a month later, we come in here and dynamically search this. If I refresh, it’s going to show me any new employees that have come in under this department that can be part of that user list. So we do have to come in and refresh that.
We are working on some automation around that—just becoming a system-level setting so that you can automate that updating.
Alright, so lastly I want to talk about tracking and management. Return to the mean. I’ve already kind of showcased the individual learner progress. If I jump in here, we can see everybody that has completed and what the status is of their assignments.
I do want to call out that users will automatically get notifications about assignments—14 days before they’re due, 7 days before they’re due, and 1 day before the assignment is due. Those emails can be customized in the notification settings.
So admins, you have the ability to come into the settings, navigate up here to “Notification Templates.” All of these templates are what we’ve created as default, and you have the ability to come in and make any changes to these. If you—I’m sorry, 15 days. If you want to change how this is worded, you can simply do so by editing and then going through and writing it out however you like.
These areas you can select using the placeholder. That’s going to insert the learner’s first name and last name, assignment-specific things. You can edit this really just using this table here. And there are other sections that you can edit within this—email notifications, in-app notifications. And if you set up Microsoft Teams, we can make those changes here.
Since we’re in the admin settings, there’s one other thing I want to highlight that’s relevant to the user. There are two things I guess I want to highlight. The first is personalized suggestions in the asset preview. If you toggle this on, when a user searches a video or a tip sheet, below that it’s going to demonstrate—I’ll just do that here.
It’s going to give me some height. But we have it toggled off, so there’s no clutter underneath here. You don’t see any suggested other content. It’s just the video. Now if you go in and toggle that to “Show Personalized”—and please note, I always do this—you forget, you’ve got to hit save.
Now when I go in and do a search and look at a piece of content—and it might only happen when you search for something—but, there we go. Based on recent views, it’s going to give me some other suggestions. So you can turn this on and off. I know some customers have asked for a cleaner view for end users when reviewing different pieces of content. I like it cleaner, so I’m going to turn it off.
And then one other setting here that an admin can make is for assignments—the default or the minimum that we require folks to watch a video is 50%. You can go all the way up to 100%, and you can customize this. So if you require them to watch 100% of the video, you can set that at 100%.
And if you want to disable fast forwarding—meaning they can’t just cheat and jump ahead—you simply click that. It’s going to require them to watch that. They can go backwards, but they won’t be able to fast forward.
This is my demo environment, so I like to keep it a little easier for me to navigate here.
Alright, so those are some of the exciting changes that we’ve made with the assignment section. I’m sure there are going to be a lot of questions around that, but we’re really excited about the flexibility that we’re giving you all to create and reuse assignments and really republish those and then manage those.
So the last big update we want to talk about today is SCORM courses and how those are now discoverable and trackable in Jeeves. You may have noticed before there was a section called “Courses,” and that was really just a repository to store SCORM courses. They were not discoverable by learners—they were just assignable in assignments.
We’ve made those discoverable now. So if I were to search—for example, let’s do “wellness”—I know I have an eLearning. It’s going to show me there is a SCORM course available that I can review if I would like to. I can still also send this to someone. If I copy that link, drop it in an email and send it, it’s going to refer them to this course in Jeeves.
We can review SCORM directly within Jeeves. We can walk through an entire course here and we can track analytics around consumption of those assets. Let me jump to the analytics section. I’m going to show assets. We’ll just show this month. If I view, it’s going to show me that I’ve had six views just today on this SCORM course in Jeeves.
So we can now track consumption of courses or views of courses in the analytics section.
And that is the major updates for today. We’ve actually wrapped things up pretty quickly here, so I’m going to leave a lot of room and time for questions. Anusheel, do you want to highlight any questions that we have today?
Anusheel Singh 38:38Are you able to be more specific with your criteria? Uh, for example, can you make criteria urology and not include the provider? So you uh, can have as complex logic as possible whenever you do, um, advances either for creating the list or to uh, select user for um, assignment. So it can be very complex. Uh, lot of power is given there. Um, you can also select things like let's say give me all the users who have completed this particular assignment.
Maybe there is a use case. Let’s say that whoever completed assignment one and uh, you want to assign them assignment two. So you can actually do that as well.
Uh, so yeah, that is possible.
Uh, so with a question is more around the flexibility of the criteria. Is that what you’re… is that the general gist of the question?
Okay, so can you select department? Uh, let’s do department. Yeah. So yeah, department. Select some department, and then you can add more rules to it.
If I want to add the department equals sales, I can add a rule, and this is an ay assignment. Um, and this is going to list the specific assignments. We can add a sub-rule to this and say status equals uh, not started. And so actually I think this might not pull because I didn’t do the list. But that—yeah, we can create that criteria and hit save and pull that up and that’ll generate. I don’t—again, I don’t think I, I manually selected myself, Joel, and uh, Mate and Nick and so weren’t associated with the department. So if I delete this, it should show three of us or four of us here.
Um, yeah. So actually it takes time sometimes because the more complex the criteria—criteria—uh, because we have to run it behind and try to find that cohort. So uh, but yeah, having said that, we have all the possibility here. Um, and you can do as you want.
Okay, let me take—uh, notice that you can do not and ors. And these are grouped by, you know, groupings. So if I want to add another group, it’s going to take this criteria and this criteria. And if I want to say “or,” so it’s going to do this criteria or this criteria. So you can really kind of play with those filters on your end with very specific lists.
Uh, another question. Um, if we—what is the difference between editing an assignment versus creating a new one? Uh, when to use what? Uh, so this is very interesting, and this is one of the things which we have done. So let’s say you have an assignment for onboarding purpose, right? And after three months, you want to add a new asset to that particular assignment, right?
So when to use Edit versus when to create a new assignment—so if you want a continuity of your report, for example, “I want to see in the last two years who all took this assignment,” it’s always beneficial to use Edit because it will be under one assignment, and you can just see the report in one book. But if you duplicate it and create multiple assignments, then you will need to manually compile the report. So that’s why Edit gives you that functionality on a longitudity of that particular assignment and the tracking of that particular assignment over time again and again. So even if the asset changes, you don’t need to create a new assignment. So that’s the use case you should look for.
Okay, um, let me—so there’s a couple of questions related to tip sheet templates. Uh, this is something which we don’t have right now. We are building a whole template builder where you can create a very complex template for tip sheets—not only for header and footer, but also the entire content. Currently, if you see, the automated tip sheet follows like step and screenshot. But going forward, maybe 9.4, we’ll have something where you can just create a free-flowing document. All the capabilities—everything—will be there in that whole tip sheet creator. So that is something which is coming up.
Let me know if you find an interesting one I can answer—anything specific—I’m going through.
I have heard this question on calls: the ability to stitch different videos. Is that planned? It is there. Though, what we have seen when we are doing the product research—for stitching videos—it’s majorly intros and outros clip which people want to add. So currently, we are working on that whole AI-generated intro and outro. So maybe you’ll give a prompt and it will automatically create an intro clip which will have maybe a good title and some small description about the video. So every video will start with the intro slide kind of clip.
That is something which we are working on. Merging two different recordings—it is a little below the priority list for us right now because we haven’t got a lot of requirement related to it when we are doing the product research. But AI-generated intro and outro is something coming very soon.
All right, this is a good question. Can I assign content—can I assign a content asset to someone for review even if they are not an author? So I think that question really is: Can I assign it to a learner who might be an SME? And I—correct me if I’m wrong—but only those that have author, publisher, and admin roles can be assigned assets.
You are perfectly right. You can’t assign assets to anyone who is a learner or not part of Jeeves. Only admin, publisher, and authors can review this asset. So in order to have a learner’s profile changed, you’d have to go into their profile in the Manage User section and then edit or update their role from learner to—or add them as an admin, author, or publisher. That can be temporary, where you do that, ask them to do the review, and then change them back to a learner. But yeah, that is only available to those that have this administrative functionality within Jeeves. Because your learners do not see these options—they only have the search functionality.
Okay, one very interesting question I can see—um, source—okay, I can’t pronounce the name, but—question is: Can they stop courses from getting searched? And it’s a valid ask. Right now, you can’t stop it—all the courses from files will be searchable. But in the next release, we are coming up with three levels of discovery.
Level one is search, where anyone can search it. Level two is only explore—that means you can use browse and then see all the topics, all the category-related assets. And third is only promotable—that means it is only assignable. So even for any asset, you can define the discovery level. And these will be three levels which will be available in the next release.
Someone asked: What is SCORM? SCORM is a course format. If you are using any course creator—Articulate, Captivate—you can create a course there and export from there and put it in Jeeves, or any LMS so to say. So SCORM is just a reusable course format which works across software. So Jeeves supports importing SCORM.
All right, thank you.
Can I reassign an updated asset to learners who completed an older one? So, uh, the question sounds to me like—if I have assigned—if I want to say—they’ve already completed this video, but there’s a new video—can I reassign an updated asset to that learner? And I think the answer is: Yes, if they haven’t completed the whole assignment. But no, if they have completed the assignment. Is that a correct statement?
Yes. So if you update the content of any assignment, anyone who is in-progress or yet to start will always see the new content. The ones who completed it—they will not see because they have completed it. But what you can do is you can quickly create another assignment with just the one particular updated asset, and you can create a batch saying, “Whoever has completed this particular assignment, they just need to take one more asset” as a separate assignment. So that flexibility is there.
All right, so I want to go back to the question about criteria, because I don’t think we answered that necessarily completely for Daphne. So she gave an example of: Can you make the criteria just urology RNs and not include the providers?
Yeah, yeah, we can do that. We have a very robust, advanced—you can set up complex scenarios.
Or all those things. You can select list of different, uh, user template. Uh, so yeah, this is possible. The only differences—it might take a little more time. Uh, but yeah, you can set as complex criteria as possible.
So what you’re saying is, um, you set that criteria. What we need to look at is their user template because that’s going to say what they’re logged in at, in at least in Epic. Um, is that, is that correct?
Yes, totally correct. So this whole information comes from Epic extract. Every day we run a sync between Epic and Jeeves. Uh, so if there’s any change in user template or role, uh, you will get it every next day. Uh, so this is very up-to-date data. It’s part of the integration. So during the integration phase, Ankush or maybe someone else will help you with this integration. But yeah, this data comes from a rig.
Excellent. I do want to call out that if you have any questions, you can email us at supportkgs.com. You can always submit on the bottom left here. We’ve moved the feedback button from the right side. So there used to be a feedback button here to the bottom left. And when you click that, it will screenshot your screen. And you can also select, you know, are you submitting an improvement, a bug, a new feature request or a task. And so if you have a task, a question, you can do that. Um, a feature request, you know, we’d love to hear from you. Or an improvement to a section. And so that’s something that you can submit that’s going to go to our support team and they will respond directly to you via email.
All right, let’s look at a few. I guess I can take one last very interesting question.
So question is: Can we replace our existing LMS with Jeeves?
I would love to say yes, but I can call out a few of the things. So LMS is not about only assignment onboarding and compliance, but there are a lot more things in LMS like quizzes, assessment, where someone will need to take a set of questions, answer it. And you can see each user—what they have done so far. So those things are right now missing. But we are working on it. So it depends on how you are using your current LMS.
If your current LMS is all about figuring out what asset and assigning it and they may need to take that assignment, or complete those assets, then yes, you can use Jeeves as an LMS even now. But yeah, a few things are coming up in a future release which will make it fully an LMS. So yeah, that is something which is on the roadmap.
Yeah, there’s definitely a lot of attributes of an LMS but not a complete full-blown LMS here.
There is a question confirming they will see education material relevant to their job selection when logging in.
Great question. That is an organizational decision as to how we configure your environment when we’ve set you up. So admins have the ability to go into categories and mapping where we can map your categories. You can manage any categories you want. All your content lives within each of these categories or gets tagged with a category that can then be mapped to user record templates.
So how they’re logged into the EMR. If we want to associate categories to different logins, that’s what we would do. We come in here and you can do this on your end—is really just associate the categories to the user templates. And when they log in as that template, they’ll see everything that has those category tags. They always have the ability to use filters to expand that. But that is how we have it set up for those that want to map content directly to templates.
Do we have time? I have a few more questions.
We have just a few minutes so go ahead.
Okay, so one question is: What new capabilities are coming related to editing, video editing or asset editing overall?
So one thing which we are experimenting with—and our focus is always into how we can use more of AI for editing instead of just giving features for authors to do it manually.
So one of the things which we are experimenting with—we already have a beta version of that whole tool—is you can edit the image just by a click.
So let’s say currently we create screenshots automatically, right? But there will be one more button which is like “auto annotate this”—all the images, right? So in that case what will happen—AI will figure out the step, what the step is saying, and it will read the image, scan the image and it will put all the highlights there itself.
In case it is not enabled for this environment, it is still in beta. So yeah, it will automatically add a callout text, highlight, all those things. It will happen automatically. So this is something which we are experimenting with.
And even one more thing which I’m very excited about when it comes to editing: So when we record a micro learning, right, generally we click on certain button explaining the workflow. What we are now giving capability is—while your mouse moves or goes to a particular button, it will automatically zoom into that part of the video.
So again that is also something which first will come without AI and next it will come with AI where it will automatically figure out where you clicked and it will automatically zoom that part in.
So a lot of things are coming up. Again, the focus is always to use more of AI so that you don’t need to spend a lot of time doing editing and all those things. These are the things which are in the pipeline.
That’s excellent. Excited to see that.
There was a question around enforcing a mandatory flow when it comes to governing assets such as: first it’s draft mode, then it goes to ready for review, and then ready to publish.
Currently I believe this is really just more of a manual kind of process that needs to be governed at the organizational level and not through Jeeves. But I think what folks are asking is: hey, you can’t get to this publish until it’s gone through these steps. I think that’s the nature of that question.
Yeah, so we don’t have a very strict workflow. Currently it is mostly up to the team to decide what work they want to follow. And we have an activity log where you can see who published it and all those things. So currently we are keeping it flexible and letting teams manage it on their own. And all these stages are very self-explanatory stages. So I guess it should work. But yeah, if everyone feels that they need to have a very strict workflow, we can build it. But so far there’s no plan to build a very strict workflow. We’re just keeping it a little flexible.
We have a question from Robin: Can you make interactive learning default when one is created?
You can. So when you create any format, be it tip sheet or interactive learning, when users search on their own or explore an asset on their own, they will have the option to choose between which learning format they prefer.
But during assignment—when you are assigning it, obviously when you are promoting the asset or pushing the asset to the learner—that time you can control it. That okay, I only want interactive learning.
And that’s what we have figured out—that while promotion, while assignment, locking in the learning format is a better use case. And for explore or search, all this where users are discovering assets on their own, in that case let them learn whatever is their favorite learning format.
For me tip sheet is the most favorite one because I can quickly jump between steps. So yeah, there learners will have a choice. But you can enforce correct. And users can click this icon and that’ll take them right to the interactive. But as Anushil said, they have the ability to click through. We are video-first, so everything is built off of the micro learning, which is why that really kind of defaults for us.
