Student Profile Agent
new feature
Student Profile Agent is a new AI feature that staff can use to ask questions about their students. It can be used to prepare for appointments, synthesize key student information, or gain updates about a student. The Student Profile Agent summarizes key data points about the student, with data accessible in V3 reports. Your app admin provides access to this feature.
Access Student Profile Agent by opening a Student Profile on any tab, and navigating to Options >> Open Student Profile Agent.
The Student Profile Agent opens.
It can help prepare for appointments, synthesize key student information, or provide updates about a student. The Student Profile Agent summarizes important data points about the student using information accessible in V3 reports.
With this new feature, the user then asks the Student Profile Agent a question. Some examples are listed below. Note that the Student Profile Agent retrieves data from the information within V3 reports associated with that student, as well as from the Conversations tab of the student's profile. The Student Profile Agent will only provide answers based on student data that the user already has access to through V3 reports. If you do not have access to the corresponding V3 report, the answer returned might not match the data in the Student Profile.
Note. The Student Profile Agent retrieves data from the information within V3 reports associated with that student, as well as from the Conversations tab of the student's profile.
Access Student Profile Agent by opening a Student Profile on any tab and navigating to Options >> Open Student Profile Agent.
An example of a successful conversation about a student is displayed below.
An example of a conversation with the Chatbot is shown below.
Tips for Effective Use
Prompt with Intent: Be specific with your request of the agent to identify data most useful to you and your role. Use exact feature names and add restrictions, such as time or care unit.
Build into Workflows: Use SPA to redesign prep for student interactions and appointments. Use profile tabs to dig deeper into the initial summary.
Review Report Access: Confirm you can see the reports tab and the expected reports.
Compile your Favorites: While session history is not retained, keep a bank of your favorite prompts and questions. Develop school and unit-specific best practices and guidance.
Start your work with the Student Profile Agent using the Prompt Library Starter Pack from EAB Navigate.