Inside your members area, the Members Helper can be more than a help desk. Give it your training library and it becomes a coach: it gives members real help with their business and sends them to your lessons, courses and AI bots by name.
Switching it on:
There is no separate setting. The coach works by itself once three things are true:
- A Claude key is saved under Settings, AI.
- At least one Knowledge Base source is marked Members Only.
- That source is live and holds content.
Members Only sources:
On the Knowledge Base screen, under Teach The Desk What You Know, every uploaded file, web address, blog and pasted text has a Members Only button in the list of what the desk knows. Press it and the row is marked Members only: from then on only the Members Helper in your members area reads it. Support answers, the sales chats and your public help pages never see it. Press Open To Everyone to undo it. Pages on this site and your ResultsAiX plugins are always open to everyone, so the button is not shown on those.
The setting belongs to the file's name, so uploading a new version of the same file keeps it members only. Product names found in a members only source are never added to your product list.
What the coach does:
- It helps first. A business question gets a real answer, then one to three of your lessons, courses or AI bots by their exact title, in under 180 words. It never refuses a business question and never promises income.
- Every lesson, course and bot it names becomes a button under its reply, up to three: Watch Lesson for a video lesson, Open This Bot for an AI bot, Open Course for a course, Open Downloads for a downloads page, and Open Page for anything else.
- It knows a lesson by its title, its course and the notes you wrote, and never claims to know what a video says.
- It cannot see which courses a member has, so it never tells somebody they have or do not have one.
- How do I questions about your plugins are answered from your normal documentation as well.
- It may suggest one product the member does not own, as a sales page card, following the same rules you set in step 4 of the Chats wizard.
Writing your training library:
A JSON file works best, one record for each lesson, course, bot or page, with a title, the text and the address. A type field saying video lesson, ai bot, course or download page decides which button appears.
What it hands over:
Money, refunds, charges, licence keys, accounts, logins, asking for a person, or somebody upset all go to support. A member who is signed in gets the normal support answer, which knows their account and can open a ticket for you. Somebody who is not signed in is shown the contact form.