USER GUIDE

This guide explains how to use all features of the 24/7 Office Hours platform. The platform allows course owners to create AI-powered chatbots that help students learn course material.

Table of Contents

Quick Start

For Course Owners

  1. Go to the main site and click "Sign Up"
  2. Enter your email and create a password
  3. Log in and click "Create New Course"
  4. Add your course materials to a Knowledge Base
  5. Create a Chatbot and link it to your Knowledge Base
  6. Share the course link with your students

For Instructors

  1. You will receive login credentials from the course owner
  2. Go to the main site and click "Log In"
  3. Enter your email and password
  4. You will see all courses you have been added to
  5. Click on a course to access features the owner has enabled for you

For Students

  1. You will receive a course link from your instructor
  2. Click the link and enter your student credentials
  3. Select a chatbot to start chatting
  4. Ask questions about your course material
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Owners

Creating an Account / Logging In

Creating an Account

  1. Go to the main website
  2. Click "Sign Up"
  3. Enter your email address
  4. Create a password
  5. Click "Create Account"
  6. You will be taken to your dashboard
Account creation demo

Logging In

  1. Go to the main website
  2. Click "Log In"
  3. Enter your email and password
  4. Click "Sign In"
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Your Dashboard

After logging in, you will see your Dashboard. This shows all your courses. From here you can:

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Creating a Course

  1. From your Dashboard, click "Create New Course"
  2. Enter a name for your course
  3. Click "Create"
  4. You will be taken to the course page
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Course Navigation

Each course has tabs at the top of the page:

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Course Settings

Course Settings let you control student permissions across all chatbots in a course. Access Course Settings by clicking the gear icon on the course card in your Dashboard.

Student Permissions

These settings control what students can do in the chat interface:

These are course-wide defaults. Individual chatbots can override these settings (see "Student Permissions" in chatbot settings).

Per-Chatbot Overrides

Each chatbot (Standard, Guided, or AIAS) has a "Student Permissions" section in its settings page with two dropdowns:

Owners and instructors always see both buttons regardless of these settings.

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Knowledge Base

The Knowledge Base stores your course materials. The AI uses these materials to answer student questions accurately.

Creating a Knowledge Base

  1. Click the "Knowledge Base" tab
  2. Click "Create New Knowledge Base"
  3. Enter a name for this collection of materials
  4. Click "Create"

Uploading Documents

  1. Click on the Knowledge Base you want to add files to
  2. Click "Upload Documents"
  3. Select files from your computer (PDF, TXT, or other text files)
  4. Wait for the upload to complete
  5. The system will process your documents automatically

Adding a New Text File

If you want to paste text content directly instead of uploading a file:

  1. Click on the Knowledge Base you want to add content to
  2. Click "Add New Text File"
  3. Enter a name for this content
  4. Paste or type your text into the text area
  5. Click "Save"
  6. The content will be processed automatically

Adding More Files Later

  1. Click on an existing Knowledge Base
  2. Click "Add Files"
  3. Select additional files to upload
  4. Wait for processing to complete

Editing Documents

  1. Click on a Knowledge Base
  2. Find the document you want to edit
  3. Click the edit button next to it
  4. Make your changes
  5. Click "Save"

Deleting Documents

  1. Click on a Knowledge Base
  2. Find the document you want to remove
  3. Click the delete button
  4. Confirm the deletion
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Chatbots

Chatbots are the AI assistants that students interact with. Each chatbot can be connected to one or more Knowledge Bases.

Creating a Chatbot

  1. Click the "Chatbots" tab
  2. Click "Create New Chatbot"
  3. Enter a name for the chatbot
  4. Write a description (students will see this)
  5. Select which Knowledge Bases the chatbot should use
  6. Click "Create"

Editing a Chatbot

  1. Click the "Chatbots" tab
  2. Find the chatbot you want to edit
  3. Click "Edit"
  4. You can change: Name and description, Which Knowledge Bases it uses, Creativity level (how varied the responses are), Whether it uses advanced reasoning
  5. Click "Save Changes"

Publishing a Chatbot

New chatbots are hidden from students by default. To make a chatbot visible:

  1. Click the "Chatbots" tab
  2. Find the chatbot
  3. Click "Publish"
  4. The chatbot is now visible to students

Unpublishing a Chatbot

To hide a chatbot from students:

  1. Click the "Chatbots" tab
  2. Find the chatbot
  3. Click "Unpublish"
  4. Students can no longer see or use this chatbot

Archiving a Chatbot

To remove a chatbot but keep its history:

  1. Click the "Chatbots" tab
  2. Find the chatbot
  3. Click "Archive"
  4. The chatbot is hidden but not deleted
  5. You can restore it later if needed

Restoring an Archived Chatbot

  1. Click the "Chatbots" tab
  2. Find the archived chatbot (shown in a different section)
  3. Click "Restore"
  4. The chatbot returns to your active list
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Guided Chatbots

Guided Chatbots walk students through a structured conversation with pre-defined steps. Use these for tutorials, assessments, or structured learning activities.

Creating a Guided Chatbot

  1. Click the "Guided Chatbots" tab
  2. Click "Create New Guided Chatbot"
  3. Enter a name for the guided chatbot
  4. Write a description (students will see this)
  5. Click "Create"

Adding Steps to a Guided Chatbot

Each step contains a message that will be shown to the student:

  1. Click on the guided chatbot you want to edit
  2. Click "Add Step"
  3. Enter the step title
  4. Enter the message or instructions for this step
  5. Choose whether students can respond or if it auto-advances
  6. Click "Save Step"
  7. Repeat to add more steps

Editing Steps

  1. Click on the guided chatbot
  2. Find the step you want to change
  3. Click "Edit" next to that step
  4. Make your changes
  5. Click "Save"

Reordering Steps

  1. Click on the guided chatbot
  2. Use the drag handles to reorder steps
  3. Changes save automatically

Deleting Steps

  1. Click on the guided chatbot
  2. Find the step you want to remove
  3. Click "Delete" next to that step
  4. Confirm the deletion

Publishing a Guided Chatbot

  1. Click the "Guided Chatbots" tab
  2. Find the guided chatbot
  3. Click "Publish"
  4. Students can now see and use it

Unpublishing a Guided Chatbot

  1. Click the "Guided Chatbots" tab
  2. Find the guided chatbot
  3. Click "Unpublish"
  4. Students can no longer access it
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Anonymous Chatbots

Anonymous Chatbots provide public access to your AI assistants without requiring student login. They are perfect for public FAQs, prospective student outreach, or embedding chat on your course website.

How Anonymous Chatbots Work

An anonymous chatbot wraps an existing chatbot (Standard or Guided) and makes it accessible via a public link. The anonymous chatbot:

Creating an Anonymous Chatbot

  1. Click the "Anonymous Chatbots" tab
  2. Click "Create New Anonymous Chatbot"
  3. Enter an internal name (for your reference)
  4. Select a base chatbot to wrap
  5. Enter a public description (visitors will see this)
  6. Optionally add custom instructions
  7. Click "Create Anonymous Chatbot"

Sharing the Public Link

  1. Find the anonymous chatbot in the list
  2. Click the link icon to copy the public URL
  3. Share this URL with anyone - they can access without logging in

Embedding on a Website

  1. Find the anonymous chatbot in the list
  2. Click the embed icon (</>) to copy the embed code
  3. Paste the iframe code into your website HTML
  4. The chatbot will appear as an embedded widget

Publishing and Unpublishing

Anonymous chatbots must be published for the public link to work:

  1. Click the eye icon to toggle publish status
  2. When published, the public link is active
  3. When unpublished, visitors see an error message

Viewing Chat History

  1. Click the history icon on the anonymous chatbot card
  2. View all sessions from public visitors
  3. Each session shows the conversation history

Editing Settings

  1. Click the settings icon (gear) on the anonymous chatbot card
  2. Update the name, description, or custom instructions
  3. Change the base chatbot if needed
  4. Regenerate the access token if you want a new URL (warning: invalidates old link)
  5. Click "Save Settings"

Archiving an Anonymous Chatbot

  1. Click the archive icon on the anonymous chatbot card
  2. Confirm the archival
  3. The public link will stop working
  4. You can restore it later from the archive section
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AIAS Chatbots

AIAS (AI Assessment Scale) Chatbots implement a framework for designing better assessments with AI. Instead of detecting AI use, AIAS chatbots enforce level-specific rules on how the AI assists students and track how students directed the AI throughout their work.

Understanding the 5 Levels

Creating an AIAS Chatbot

  1. Click the "AIAS Chatbots" tab
  2. Click "Create New AIAS Chatbot"
  3. Enter a name for the chatbot
  4. Select the AIAS level (1–5) that matches your assessment goals
  5. Optionally select knowledge bases
  6. Click "Create"

Configuring an AIAS Chatbot

  1. Click the "AIAS Chatbots" tab
  2. Find the chatbot and click "Settings"
  3. You can change:
  4. Click "Save Changes"

Speed Bumps

Speed bumps are reflective pauses that remind students to think about their learning process. At the configured interval (e.g., every 3 messages), a banner appears asking students to reflect before continuing. Default intervals: Level 3 = every 3 messages, Level 4 = every 2 messages, others = off.

Grading Dashboard

Each AIAS chatbot has a grading dashboard where you can:

To access: click "AIAS Chatbots" tab, find the chatbot, click "Grading".

Publishing an AIAS Chatbot

  1. Click the "AIAS Chatbots" tab
  2. Find the chatbot
  3. Click "Publish"
  4. Students can now see and use it

Tutor Assignments

Tutor assignments are an optional AIAS mode where students learn by teaching an AI. Instead of the AI assessing the student's work at a specific level, the AI takes on a learner persona and the student must teach, correct, or guide it.

How to configure:

  1. Create or edit an AIAS chatbot
  2. Set the "Assignment Type" dropdown to "Tutor Assignment"
  3. Select one of the 6 engagement types
  4. The chatbot will use the selected engagement's AI persona and student task

The 6 engagement types:

When a tutor assignment is active, the entry notification is customized to explain the student's role, and the process evidence form includes engagement-specific reflection questions instead of the standard AIAS reflection fields.

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Test Chatbots

Before sharing with students, test your chatbots to make sure they work well.

Starting a Test Chat

  1. Click the "Test Chatbots" tab
  2. Select a chatbot from the dropdown
  3. Type a question in the message box
  4. Press Enter or click Send
  5. Review the response
  6. Continue testing with different questions

Using the Sidebar

The left sidebar shows your chatbots and chat history:

Editing Chat Titles

  1. Find the chat in the sidebar
  2. Click the pencil icon next to the chat title
  3. Type a new title
  4. Press Enter or click away to save

Searching Your Chats

  1. Use the search box at the top of the sidebar
  2. Type keywords to find specific conversations
  3. Results will filter as you type
  4. Click on a result to open that chat

Exporting a Conversation to PDF

  1. Open the conversation you want to export
  2. Click the export button (printer icon) at the top of the chat
  3. A print-friendly version will open in a new window
  4. Use your browser's print function
  5. Select "Save as PDF" as the destination
  6. Click "Save"
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Students

Adding a Single Student

  1. Click the "Students" tab
  2. Click "Add Student"
  3. Enter the student's email address
  4. Enter a username for the student
  5. Click "Add"
  6. The student can now access the course

Adding Multiple Students at Once

  1. Click the "Students" tab
  2. Click "Bulk Add Students"
  3. Either upload a file with student information, or paste a list of emails (one per line)
  4. Click "Add Students"

Removing a Student

  1. Click the "Students" tab
  2. Find the student in the list
  3. Click "Remove"
  4. Confirm the removal

Sharing the Course Link

  1. At the top of any course page, find the "Copy Link" button
  2. Click it to copy the student access link
  3. Share this link with your students via email or your learning system
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Instructors

Add instructors (teaching assistants, co-teachers) to help manage your course.

Adding an Instructor

  1. Click the "Instructors" tab
  2. Click "Add Instructor"
  3. Enter the instructor's email address
  4. Enter a username
  5. Click "Add"
  6. The instructor receives a default password (abc123)
  7. Tell them to change their password after first login

Setting Instructor Permissions

Each instructor can have different access levels:

  1. Click the "Instructors" tab
  2. Find the instructor
  3. Use the checkboxes to enable or disable:
  4. Changes save automatically

Removing an Instructor

  1. Click the "Instructors" tab
  2. Find the instructor
  3. Click "Remove"
  4. Confirm the removal
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Insights

Insights uses AI to analyze student conversations and identify learning patterns.

Generating New Insights

  1. Click the "Insights" tab
  2. Click "Generate Insights"
  3. Choose the type of analysis: New Activity (analyzes recent conversations), Full History (analyzes all conversations), or Custom (lets you filter by date, student, or chatbot)
  4. Click "Generate"
  5. Wait for the analysis to complete

Viewing Insights

  1. Click the "Insights" tab
  2. Scroll down to see previous analyses
  3. Click on an insight to expand it
  4. Review the findings about student learning

Using Custom Filters

  1. Click "Generate Insights"
  2. Select "Custom"
  3. Set your filters: Date range (start and end dates), Specific students, Specific chatbots
  4. Click "Preview" to see what will be analyzed
  5. Click "Generate" to create the analysis

Saving Filters

  1. After setting up a custom filter
  2. Click "Save Filter"
  3. Enter a name for this filter
  4. Click "Save"
  5. You can reuse this filter later

Copying Insights

  1. Find the insight you want to copy
  2. Click the copy button
  3. The text is copied to your clipboard
  4. Paste it wherever you need it

Deleting Insights

  1. Find the insight you want to remove
  2. Click the delete button
  3. Confirm the deletion

Document Analysis

Document Analysis lets you analyze course materials directly. You can select specific documents or knowledge bases and generate detailed analyses based on Bloom's Taxonomy or your own custom prompts.

Generating Document Analysis:

  1. Click the "Insights" tab
  2. Click "Document Analysis" sub-tab
  3. Select documents or knowledge bases to analyze
  4. Optionally enable "Use Custom Prompt" to specify your own analysis focus
  5. Click "Generate Analysis"
  6. The page will automatically switch to show your results

Using Saved Prompts:

You can save frequently-used custom prompts for reuse:

  1. Enable "Use Custom Prompt" checkbox
  2. Enter your custom analysis prompt
  3. Click "Save Prompt" button
  4. Enter a descriptive name
  5. Click "Save"

Loading a Saved Prompt:

  1. In the "Saved Prompts" section, click on a prompt card
  2. The prompt text is loaded into the custom prompt field
  3. Generate your analysis as usual

Managing Saved Prompts:

Viewing Prompt Information in History:

Each generated analysis shows which prompt was used:

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Practice Tests

Practice Tests allow students to self-assess their knowledge through AI-generated questions based on course concepts.

Creating a Practice Test

  1. Click the "Practice Tests" tab
  2. Enter a name for the practice test
  3. Select knowledge bases to include
  4. Click "Create Practice Test"
  5. Click "Generate Concept Map" to analyze your content
  6. Review the generated concepts and edit if needed
  7. Click "Publish" when ready for students

Managing Questions

Questions generated by AI may occasionally contain errors. You can edit or delete individual questions from the question pool.

Accessing the Question Manager:

  1. Open a Practice Test (View or Dashboard)
  2. Click "Manage Questions" button
  3. You will see a table of all questions in the pool

Filtering Questions:

Editing a Question:

  1. Click on the question text or the edit icon (pencil)
  2. Modify the question text
  3. For Multiple Choice: edit options A-D and select the correct answer
  4. For Free Response: edit the sample answer and rubric criteria
  5. Edit the explanation shown after students answer
  6. Optionally check "Reset tracking" to allow students to see the corrected question again
  7. Click "Save Changes"

Deleting a Question:

  1. Click the delete icon (trash) on the question row
  2. Confirm the deletion
  3. The question is permanently removed from the pool

Reviewing Flagged Questions

Students can flag AI-generated questions they believe contain errors. Flagged questions appear on a dedicated review page.

Accessing Flagged Questions:

  1. Open the Practice Test dashboard
  2. Click "Flagged Questions"
  3. Questions are sorted by flag count (most flagged first)

Each flagged question shows the full question text, answer choices (correct answer highlighted), explanation, and student comments explaining why they flagged it.

Editing a Flagged Question:

  1. Click "Edit Question" on any flagged card
  2. A modal editor opens with structured fields: individual input fields for options A-D, a correct answer dropdown, explanation, and for free response questions, sample answer and rubric criteria
  3. Click "Save Changes" -- the card updates immediately

When you edit a question, students who previously answered it will see a side-by-side comparison (original vs updated) in their history.

Restoring or Removing:

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Engagement

The Engagement tab shows how students are using the course.

Viewing Engagement Data

  1. Click the "Engagement" tab
  2. Review the charts showing: Daily login activity, Question volume over time
  3. Use this data to understand when students are most active
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Student Prompts

View all questions your students have asked.

Viewing Student Prompts

  1. Click the "Student Prompts" tab
  2. See a list of all student questions
  3. Click on any prompt to see the full conversation

Filtering Prompts

  1. Use the filter options at the top: Date range, Specific students, Specific chatbots, Search text
  2. Results update automatically

Changing How Many Prompts You See

  1. Use the "Show" dropdown
  2. Select 25, 50, 100, or All
  3. Use the page navigation to see more

Exporting Student Counts

  1. In the "Prompts per Student" section
  2. Click "Copy as CSV"
  3. The data is copied to your clipboard
  4. Paste into a spreadsheet
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Changing Your Password

  1. Click on your email address in the top right corner
  2. Select "Profile"
  3. Enter your current password
  4. Enter your new password
  5. Confirm your new password
  6. Click "Change Password"
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Instructors

As an instructor, you can help manage courses you have been added to. Your access depends on the permissions the course owner has given you.

Logging In

  1. Go to the main website
  2. Click "Log In"
  3. Enter your email and the password provided by the course owner
  4. If this is your first login, change your password immediately

Changing Your Password

  1. Click on your email in the top right corner
  2. Select "Profile"
  3. Enter your current password (abc123 if first time)
  4. Enter a new password
  5. Confirm the new password
  6. Click "Change Password"

Accessing Your Courses

  1. After logging in, you see your Dashboard
  2. All courses you are added to appear here
  3. Click on a course to open it

Available Features

The tabs you see depend on your permissions:

Using Your Features

Each feature works the same way as described in the Owners section above. If you do not see a tab, the course owner has not enabled that permission for your account. Contact the course owner if you need additional access.

Using the Chat Interface

When testing chatbots, the chat interface has these features:

Message Input:

Creating Your Own Courses

As an instructor, you can also create your own courses:

  1. From your Dashboard, click "Create New Course"
  2. You become the owner of any course you create
  3. You have full permissions for courses you own
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Students

As a student, you use the platform to chat with AI assistants that know your course material.

Accessing Your Course

  1. Click the course link provided by your instructor
  2. You will see the course login page
  3. Enter your student credentials (provided by your instructor)
  4. Click "Log In"

Using the Sidebar

The left sidebar shows your chatbots and conversations:

Selecting a Chatbot

  1. After logging in, you see the chat interface
  2. In the sidebar on the left, you see available chatbots
  3. Click on a chatbot name to select it
  4. The chatbot description tells you what it can help with

Starting a Conversation

  1. Select a chatbot
  2. Click "New Chat" to start a fresh conversation
  3. Type your question in the message box at the bottom
  4. Press Enter or click the send button
  5. Use Shift+Enter to add new lines without sending
  6. The message box grows automatically as you type multiple lines

Asking Questions

Tips for getting good answers:

Viewing Your Chat History

  1. In the sidebar, click on a chatbot to see your chats with it
  2. Your previous conversations appear below the chatbot name
  3. Click on a previous chat to continue it
  4. Your history is saved automatically

Editing Chat Titles

Give your chats meaningful names so you can find them later:

  1. Find the chat in the sidebar
  2. Click the pencil icon next to the chat title
  3. Type a new title (for example: "Homework 3 Help" or "Exam Review")
  4. Press Enter or click away to save

Searching Your Chats

To find a specific conversation:

  1. Look for the search box at the top of the sidebar
  2. Type keywords from your conversation
  3. Results will filter as you type
  4. Click on a result to open that chat

Exporting a Conversation to PDF

To save or print a conversation:

  1. Open the conversation you want to export
  2. Click the export button (printer icon) at the top of the chat
  3. A print-friendly version will open in a new window
  4. Use your browser's print function (usually Ctrl+P or Cmd+P)
  5. Select "Save as PDF" as the destination
  6. Click "Save"

Note: Your instructor may have disabled the export or delete options for certain chatbots. If you do not see these buttons, it means your instructor has turned them off for that chatbot or course.

Starting Over

If you want to start a new conversation on a different topic:

  1. Click "New Chat"
  2. This creates a fresh conversation
  3. Your old conversations are still saved

Dark Mode

You can switch your view to dark mode for more comfortable viewing in low-light environments.

How to enable dark mode:

  1. Go to your Profile page (click "Profile" in the sidebar)
  2. Find the Appearance section
  3. Toggle Dark Mode ON
  4. The page switches to dark mode instantly

Your preference is saved to your account. It will persist across sessions — when you log out and log back in, dark mode stays active. To switch back, toggle it OFF from the same Profile page.

Dark mode applies to all student pages: Chat, Practice Tests, and Profile.

Practice Tests

Practice Tests let you test your knowledge through AI-generated questions organized by concept and difficulty level.

Taking a Quiz:

  1. Click "Practice Tests" in the sidebar
  2. Select a practice test
  3. Choose a concept from the sidebar, then answer questions at each level
  4. Score 80% or higher to advance to the next level

Flagging a Question:

If you notice an error in a question (wrong answer, unclear wording, etc.):

  1. Answer the question first
  2. Below the result, click the flag button
  3. Add a comment explaining the issue
  4. Click "Submit Flag"

After submitting a flag, a "Your Flagged Questions" button with a flag icon appears in the sidebar above the concept list.

Your Flagged Questions Panel:

Click the "Your Flagged Questions" button to view all questions you have flagged. Each flag appears as a thread showing:

Flag threads show one of three statuses: Pending (awaiting review), Resolved (instructor responded), or Retracted (you retracted your flag).

Notification Badge:

When an instructor resolves one of your flags, a red badge appears on the button showing how many new responses you have not seen yet. The badge clears automatically when you open the panel. You can revisit the panel anytime to review past flags and responses.

Viewing Your History:

Click "View History" to see all your past attempts for a concept across all three levels. Each entry shows the full question, answer choices (with your answer highlighted), the correct answer, and the explanation. If an instructor edited a question, you will see a side-by-side comparison of the original and updated versions.

Using AIAS Chatbots

Your instructor may set up AIAS (AI Assessment Scale) chatbots for assignments. These chatbots have specific rules about how the AI can help you, depending on the level your instructor chose.

When you start a new chat with an AIAS chatbot:

  1. You will see an entry notification explaining the rules for your level
  2. Follow the guidelines — for example, at Level 3 you must provide your own draft before the AI will collaborate with you
  3. You may see "Reflection Checkpoint" reminders asking you to pause and think
  4. When you are done, click "Process Evidence Report" in the chat menu
  5. Fill out the reflection form describing your process
  6. Your instructor can review your evidence and the AI can help grade it

The AIAS levels are:

Tutor Assignments: Some AIAS chatbots may be set up as tutor assignments. In these, the AI takes on the role of a learner and your job is to teach, correct, or guide it. For example, you might need to explain a concept clearly enough for the AI to understand, or find and fix mistakes the AI makes on purpose. When you finish, the process evidence form will include reflection questions specific to your teaching experience. Your instructor chooses the engagement type, and the entry notification will explain your role.

Tips for Students

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Requesting Help

If you encounter problems or have suggestions:

  1. Look for "Request a Feature / Report a Problem" at the top of any page
  2. Click the link
  3. Describe your issue or suggestion
  4. Click "Submit"
  5. This goes to the system administrator, not your instructor
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Browser Tips

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For additional help, contact your course instructor or system administrator.