Go to: Settings > AI & Adaptive.

Turn on Course Genius

1. Open the Features activation tab (called Settings on some platforms).
2. Turn on Course Genius.
3. Click Save.

Result:  A Course Genius tab appears in AI & Adaptive. It lists the generation guidelines and, on platforms with licences, a Licences block.

Assign licences

1. In the Course Genius tab, go to Licences.
2. Open Users with a licence and search for users.
3. Tick the users who should use Course Genius.
4. Click Save.

Result:  The line under the field shows how many licences are assigned (for example, "1 of 10 licences assigned"). Only these users get the new Course Genius; others keep the previous course creation form.

Write your generation guidelines

In the same tab, under Generation guidelines, write your organisation's guidelines (see Section VII). Each card shows how many courses use the set and which sections are left to complete.

Go to: Courses > Create a course, or the banner at the top of the Courses page.

Open Course Genius

1. In Courses > Create a course, select Generate course with Course Genius, then click Configure. Alternatively, click Try Course Genius on the Courses page banner: it opens the same start view.
2. Under What do you want to teach?, describe the topic, the audience, the goal and the length in your own words.
3. Add your material: attach files with +, drop them on the field, or paste a link to a web page.
4. Optionally, type / to mention a course, a module, a step, a resource or a group of learners. Course Genius reads it and builds on it.
5. Check the guidelines shown under the field and change them if needed.
6. Send the message.

Result:  The course is saved as a draft at once and appears in your Courses list. Course Genius replies with questions about the brief (see Section III).

 On the first visit, a five-step tour explains the message field. Replay it at any time with How to use Course Genius.

Build the course yourself

Click Build course manually under the message field. The outline opens empty and you add modules and steps yourself. Course Genius stays available in the panel for any step you want it to write.

The workspace

Once the outline exists, the page splits in two: the conversation with Course Genius on the left, the course on the right.

• Panel: drag its edge to widen it, or fold it to a thin rail with the sidebar button; click the rail to bring it back. The panel opens by itself when a message is ready for you to send.
• Header: shows the course title (New course until Course Genius gives it one), its status (Draft or Published) and when it was last saved.
• While Course Genius writes: the outline is locked so nothing changes under it. You can type your next message and send it once the answer is finished. Click Stop to interrupt the answer.

Before writing anything, Course Genius makes sure it knows who the course is for and what it must enable learners to do. It asks only for what your first message left out: whether you have documents to build from, who the audience is, and what the course should achieve.

1. Read Course Genius's question in the panel. It restates your brief first.
2. Answer in your own words, or click one of the suggested answers under its question.
3. Repeat until Course Genius has enough information.

Result:  Course Genius starts the outline: modules and steps appear on the right (see Section IV).

Describe the audience with a group

When Course Genius asks who the course is for, click Add a group next to its suggestions, or type / and open Groups. The group is added to your message as a pill. Course Genius reads the selected groups as one audience and shows what it found above its answer:

• the number of groups and learners analysed (up to 5 groups per message)
• their average session length and share of mobile use, over the last 90 days
• their current completion rate

Course Genius then explains in the conversation what these figures mean for the course design.

The course language

Course Genius writes the whole course in one language. When needed, it asks which one and suggests answers you can click. The language is shown, and can be changed, on Review and publish (see Section VIII).

Course Genius writes the outline module by module; each module and step appears as it is written. While it writes, the outline is locked and a marker shows where it is working. Once finished, the outline is yours to change.

Manage modules

Go to: Add module at the foot of the outline.

•  The pen opens the module: rename it and edit its settings in the usual module form, then click Save.
• Drag a module by its handle to move it.
•  The bin deletes the module, with all its steps and their data.

Manage steps

Go to: the foot of each module.

• Ask Course Genius to generate a step: a message naming the module lands in the panel. Send it as it is, or adjust it first.
• Create a step: pick a format under Native steps or Third-party steps, or Import steps from the library.
• Each step shows its format and its status beside its name. A dot on its pen means the step is waiting for you.
• Drag a step to move it within its module. The bin deletes it.

Go to: the outline > pen on a step marked Missing content.

Generate a step

1. Click the pen on the step. The step opens and asks What should this step cover?
2. Check the Name and the Brief, both pre-filled from the outline. Adjust them and attach a document if useful.
3. Click Generate step, or Build step manually to fill the step yourself.
4. Course Genius may ask you a question, then drafts a script (status Writing script). The step then shows Waiting for response.
5. Read the script in the panel, then click Validate and continue to start the generation, or Make changes to tell Course Genius what to change first.

Result:  The status changes to Generating content, with its progress. When done, the step is Validated and its preview is shown as learners will see it.

Change a generated step

A generated step is a regular step. Change it by hand or let Course Genius change it for you.

• By hand: Edit step opens the format's usual form, right in the step. Preview step shows it as learners will. Click Save to keep your changes.
• With Course Genius: ask in the step's conversation. Course Genius edits the page in place (status Editing content) and you see it change on screen.
• Formats Course Genius does not generate open on their own page: name the step and add its content there, for example upload a SCORM package or select H5P content.

 Leaving a step with unsaved changes asks you to confirm. Generating a step again never touches the other steps, and a step being regenerated keeps its current content until the new content lands.

Go to: a Classroom module in the outline.

A classroom module holds sessions instead of steps. When you ask Course Genius for a session, a request naming the module lands in the message field: add the date, place and seats, then send. How sessions are organised depends on whether your platform uses course sessions.

A classroom module shows Missing content until its sessions are complete.

Sources

Everything you give Course Genius becomes a source for the whole course: it draws the outline from it and uses it for every step. Add sources at any time from the message field:  attach files with +, drop them on the field, or  paste a link to a web page. A step's brief can also take documents, used for that step only.

Course Genius reads documents, slides and spreadsheets, transcribes audio, analyses video and describes images. A SCORM package is read into text, which can take a few minutes.

• See the sources, at the top of the panel, lists every document and website of the course. Click it again to return to the conversation.
• From that view, upload more files or add a website address.
• Delete a document and Course Genius stops using it for this course. Content already generated from it stays as it is.

Generation guidelines

A set of guidelines carries an organisation's identity into every course generated with it. It has five sections, each showing Complete, In progress or Not started:

Go to: the guidelines menu under any message field (start view, panel, or a step's brief).

1. Open the menu and pick a set, or No guidelines. Course Genius applies it from its next answer.
2. To adapt a set, click the pen on it to open the editor. To create one, click New guidelines, then Save and use to save it and apply it to the course.
3. To manage all sets, click Manage guidelines: Settings > AI & Adaptive > Course Genius > Generation guidelines opens in a new tab, where you can edit, duplicate or delete a set.

 A new course opens on the set you chose last.

Go to: Generate course at the foot of the outline (available once every step Course Genius can generate has content).

1. Click Generate course. Course Genius writes the catalogue entry in about a minute, then opens Review and publish.
2. Check and complete each block (see table below). The Before publishing checklist ticks itself as you fill the page; click an item to jump to it.
3. Click Preview to see the course as a learner.
4. Click Publish course, or Save to keep your changes without publishing.

Result:  The course is published, or a validation request is sent if your role requires one, and the course's management page opens. Everything stays editable after publishing.

 A published course reopened with Course Genius shows Manage course instead of Publish course.

Go to: Courses list > Edit on a course you can edit.

A course started with Course Genius is a draft from the first message and sits in your Courses list like any other course. Edit opens a menu with two choices. You can switch between them at any time: both work on the same course.

• The menu is shown to users who can use Course Genius, on courses they can edit that are not archived.
• The header of a reopened course shows Draft or Published, and when it was last saved.

 To find every course started with Course Genius, tick Generated with Course Genius in the Courses list filters.

Step formats

Course Genius picks the format that fits each step, or uses the one you choose. Formats filled by hand never block Generate course.

 H5P, Ubicast, Elucidat, Question mix and external tools are offered only on platforms where they are turned on.

Statuses

Statuses show beside each step in the outline and on the step's own page. Classroom modules, sessions and course sessions use Missing content and Validated too.

File formats and limits

The same limits apply wherever you give a file: the message field, the sources view or a step's brief.