1. Ask one real task
Start with the work in front of you
Ask what needs attention today, how to add a student, where to request a payment, how to configure availability, or how to prepare a useful website article.
- Everyday language
- Current dashboard area
- One focused outcome
2. Use permitted context
Keep the answer inside the current role
The assistant receives role-filtered workspace summaries and a verified list of pages the user may open. Information outside that scope is not treated as available.
- Tenant-scoped signals
- Role-filtered links
- Verified manual guidance
3. Get a structured answer
Read guidance that is easier to act on
Answers are separated into concise explanation, practical steps, cautions, and valid dashboard links instead of returning one dense block of text.
- Short paragraphs
- Clear steps
- Relevant destinations
4. Review and act
Keep business decisions with your staff
A person verifies public facts, student context, policy, and payment details before saving, sending, publishing, scheduling, charging, or refunding.
- Human approval
- Audit-friendly workflow
- No autonomous changes