There are a lot of different ways AI shows up in Simplero, and it’s not always obvious which tool does what or where to start.
In this workshop, we take a tour through AI Search, Bots, Simplero Coach, Writing Tools, and external AI connections, with real examples of where each one fits. We also talk through AI credits, access, and some of the things worth knowing as you start putting these tools to work in your own account.
You’ll find the workshop PowerPoint and AI Quick Reference Guide below too, so you have something easy to come back to without rewatching the whole recording.
If you have 2 minutes, we'd love to get your feedback on our workshops.
| Tool | Use it for |
|---|---|
| AI Search | Members finding answers in content they already have access to |
| Help Bots | A focused assistant with your own instructions, sources, and access rules |
| Simplero Coach | Your personal AI: drafting, brainstorming, building inside your account |
| Writing tools | Quick drafting/summarizing help inside Simplero fields |
| MCP / API | Connecting outside tools (ChatGPT, Claude) to your account |