🎨 Configuring Tone, Vocabulary, and Visual Style


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Roadmap

Christopher Lee

This section is designed for educators and school staff who want to get started with Knobase immediately—without diving into the full documentation.

Whether you're testing a demo agent, exploring the dashboard, or preparing for a PD session, this guide will walk you through the essential first steps.


Quickstart

Once logged in, you’ll land on the Knobase main dashboard, your central hub for managing AI agents, uploading school documents, and accessing insights. The dashboard is designed to be intuitive, with clearly labeled sections that guide you through every step of the agent lifecycle.

Navigate the Knobase Dashboard

Knobase is designed to be intuitive and educator-friendly. Whether you're exploring AI for the first time or customizing agents for your school, these four steps will help you begin confidently.

 Get Started with Knobase 

AI Agents are the core of Knobase’s intelligent automation. These agents are customizable AI assistants that can be tailored to specific school needs, subjects, or student groups. They help answer questions, provide feedback, and support learning in real-time.



 AI Agents

Knobase Agents: Context-Aware AI for Your School
Knobase agents are trained using your school’s actual documents—such as curriculum guides, calendars, assessment schedules, and policy handbooks—so they can provide answers that are accurate, relevant, and personalized to your institution.







Responding with School-Specific Materials

Knobase agents can review student-submitted content—such as essays, project drafts, or even images—and provide constructive, rubric-aligned feedback. By referencing your school’s actual assessment criteria, the agent ensures that students receive guidance that is both actionable and aligned with expectations.



 Provide Feedback on Assignments


Knobase agents aren’t just for students—they’re powerful tools for teachers and curriculum designers too. Educators can use agents to:

Brainstorm lesson ideas
Find relevant teaching materials
Adapt content for different student levels
Align activities with curriculum goals 
By referencing your school’s curriculum documents, resource folders, and pedagogical guidelines, Knobase agents provide context-aware suggestions that save time and spark creativity.



Lesson and Resource Planning 

Knobase empowers educators to build custom AI agents that serve specific roles within the school—whether it's answering curriculum questions, handling administrative queries, or supporting student learning. These agents are not one-size-fits-all; they’re purpose-built, trained on your school’s documents, and tailored to meet the needs of different departments and user groups.  This section walks you through the agent creation process step by step.


Creating Your First Agent


The first step in building a Knobase agent is selecting a name that reflects its purpose, audience, and personality. A well-chosen name helps users immediately understand what the agent does and builds trust and engagement from the start.



Naming Your Agent

The agent description is a short summary that sets expectations for users. It helps them understand the agent’s role, audience, and tone at a glance. A well-written description builds trust and ensures users know what kind of help they can expect.



 Writing a Clear Agent Description

Knobase supports multiple AI models, each optimized for different educational tasks. Choosing the right model ensures your agent performs effectively based on its role, audience, and content type.

 Choosing a Foundational AI Model

To ensure your Knobase agent provides accurate, personalized, and school-specific responses, you need to upload relevant documents. These files form the Knowledge Base that the agent uses to answer questions, give feedback, and support users with real context.




Uploading School-Specific Materials


Knobase agents can be customized to match the tone, vocabulary level, and visual style appropriate for different audiences—whether it’s young students, parents, or school staff. This ensures that every interaction feels natural, engaging, and age-appropriate.



Adapt Tone and Style

While the agent description is a short summary for users, the system prompt is a behind-the-scenes instruction that defines how the AI behaves. It’s the most important part of agent setup—guiding tone, scope, personality, and response style.

Write a Detailed  Prompt

Knobase allows educators to visually customize each AI agent to reflect the school’s branding, the agent’s role, and the intended audience. This personalization helps agents feel like a natural part of your school’s digital ecosystem and enhances user engagement.

Why It Matters
Brand Alignment: Reinforces your school’s identity across platforms.
Audience Connection: Makes agents more approachable and relatable.
Functional Clarity: Helps users instantly recognize the agent’s purpose.

Visual Styling 

Model Selection & Switching

Once your AI agent is created, it’s essential to test its performance in realistic school-based situations. This ensures the agent is not only functional but also accurate, age-appropriate, and aligned with your school’s tone and expectations.


 Testing & Refining Agents


Once your agent is built and connected to your school’s documents, it’s time to simulate typical user interactions. This step helps you evaluate how well the agent performs in realistic scenarios—ensuring it delivers accurate, helpful, and context-aware responses.

Simulate Real-World Queries


Creating a Knobase agent is just the beginning. The platform is designed for ongoing refinement, allowing educators to continuously improve their agents as school needs, documents, and user feedback evolve.

 Continuous Improvement


Knobase allows you to selectively deploy agents to specific user groups, ensuring each agent serves its intended audience effectively. This targeted deployment improves clarity, security, and relevance, making sure users only interact with agents designed for their needs.

Deployment Settings & Access Control

AI Agent Marketplace

Knobase agents use Retrieval-Augmented Generation (RAG) to ensure every response is grounded in real, school-specific content. Instead of relying on general knowledge or pre-trained data alone, RAG enables agents to search your uploaded documents in real time and generate answers based on what’s actually written in your curriculum guides, policies, lesson plans, and more.

Knowledge Retrieval (RAG)


The Knowledge Base is the foundation of every Knobase agent. It acts as a dynamic, school-specific content hub where educators can upload, organize, and manage documents that power AI responses. By connecting agents to curated folders of lesson plans, policies, calendars, and worksheets, schools ensure that every interaction is grounded in accurate, relevant, and up-to-date information.

This section helps educators understand how to structure and maintain their Knowledge Base effectively—so agents can deliver context-aware support across academic, administrative, and pastoral domains. Whether you're building a curriculum assistant or a virtual receptionist, the Knowledge Base ensures your AI agents speak with your school’s voice.

 Knowledge Base

The Knowledge Base is the heart of your Knobase agent’s intelligence. It’s where you upload the documents that agents use to generate accurate, context-aware responses. These materials—curriculum guides, policies, calendars, rubrics—are what make your agents truly personalized to your school.

Uploading & Organizing Documents

A well-organized folder structure in your Knowledge Base is essential for helping Knobase agents retrieve the right information quickly and accurately. It also makes it easier for educators to manage documents, update content, and assign relevant materials to different agents.



Folder Structure Best Practices

Once your documents are uploaded and organized in the Knowledge Base, the next step is to connect them to your AI agents. This enables Knobase’s Retrieval-Augmented Generation (RAG) system to pull relevant information from your school’s materials when responding to user queries.

Connecting Files to Agents

Knobase allows you to set expiry dates for uploaded documents, ensuring that outdated materials are automatically flagged or removed from active use. This feature helps maintain the accuracy, relevance, and integrity of agent responses—especially in schools where policies, calendars, and curriculum guides change frequently.

Setting Expiry Dates

As school documents evolve—curriculum guides get revised, policies are updated, and new resources are added—it’s essential to manage version control within Knobase. This ensures that agents always reference the most current and accurate information, while preserving historical context when needed.

Version Control & Updates

The Student Chat interface is where students interact directly with Knobase agents—asking questions, exploring topics, and receiving personalized support. This feature is designed to be intuitive, safe, and educational, giving students a familiar messaging-style experience while ensuring every interaction is context-aware and age-appropriate.

In this section, educators will learn how to monitor student queries, configure safety protocols, and promote responsible AI use. From flagging inappropriate prompts to guiding students in writing better questions, the Student Chat system is a powerful tool for fostering AI literacy and safeguarding student well-being.

Student Chat

Accessing the Agents

Overview of Chat Interface

One-click Prompt Scoring

Flagging & Escalation System

Monitoring Student Queries

AI Literacy & Responsible Use

Knobase agents support multimodal input, allowing users to interact using more than just text. This means students, teachers, and staff can submit images, PDFs, and visual aids—and the agent will respond with context-aware feedback tailored to the content.



Multimodal Inputs


Knobase agents support Text-to-Speech (TTS), allowing users to hear responses read aloud. This feature enhances accessibility, supports auditory learners, and makes the platform more engaging—especially for younger students or users with reading challenges.

Text-to-Speech (TTS)

Knobase agents support voice-to-text input, allowing users to speak naturally instead of typing. This feature enhances accessibility, supports younger learners, and enables faster, more intuitive communication—especially in dynamic classroom environments.

Speech-to-Text 

Using the Whiteboard

Knobase’s analytics tools help educators move from intuition to evidence-based decision-making. By analyzing how students interact with AI agents, schools gain valuable insights into learning gaps, engagement levels, and curriculum effectiveness. These tools provide both student-level and school-wide perspectives, enabling teachers and leaders to personalize support, refine teaching strategies, and guide professional development.

This section introduces how to interpret Knobase’s analytics dashboards—from heatmaps and prompt usage trends to AI literacy indicators—so educators can make informed choices that improve outcomes across the school community.

Analytics

Knobase agents go far beyond simple question-and-answer interactions. With advanced capabilities, educators can design agents that support interactive, personalized, and multimodal learning experiences tailored to diverse classroom needs.

Advanced Agent Features

Student-Level Insights

Engagement, Gaps, Personalization

School-Wide Trends

Curriculum Planning, PD Guidance

Interpreting Data

Pilot Report Booklet for School Leaders

As AI becomes more integrated into education, ensuring its safe, ethical, and responsible use is essential. Knobase is designed with built-in safeguards to protect students, educators, and school communities. From prompt flagging and escalation protocols to local data hosting and AI literacy coaching, Knobase helps schools maintain trust, transparency, and accountability.

This section outlines how Knobase supports secure deployment, prevents misuse, and promotes ethical engagement with AI—empowering educators to guide students in using AI responsibly and safely.

Security & Ethics

Data Privacy (Local Hosting)

Misinformation & Over-Reliance

AI Literacy Principles

Knobase transforms traditional student reporting with AI-generated profiles that offer rich, personalized insights into each learner’s academic journey. By analyzing performance data, engagement patterns, and teacher feedback, Knobase creates dynamic reports that highlight strengths, growth areas, and tailored recommendations.

This section explores how AI-powered profiles support meaningful conversations between teachers, students, and parents—making progress visible, actionable, and aligned with each student’s unique learning path.

 AI-Powered Student Report

What It Includes

How It’s Generated

Use Cases for Teachers and Parents


Privacy & Ethical Considerations

Knobase includes a flexible user management system that allows schools to control access, assign roles, and monitor activity across the platform. Whether you're onboarding new teachers, linking students to specific agents, or reviewing usage logs, this system ensures that every user interacts with Knobase in a secure, organized, and purposeful way.

This section helps educators and administrators understand how to manage users effectively—setting permissions, customizing access, and maintaining oversight of agent interactions. With built-in audit logs and role-based deployment options, Knobase supports scalable, accountable AI integration across the entire school community.

User Management

Roles & Permissions

Adding/Removing Users

Linking Users to Agents or Classes

The Settings panel in Knobase gives schools full control over how their AI agents behave, appear, and are accessed. From customizing branding and domain setup to selecting AI models and managing privacy, this section empowers educators and administrators to tailor the platform to their school’s identity and operational needs.

Whether you're adjusting the tone of responses, switching foundational models, or setting expiry rules for sensitive content, Knobase’s settings ensure that every agent is aligned with your school’s values, audience, and security standards.

