Welcome to BoodleBox!

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Getting Started Guide

Updated: May 30, 2025

Description

Enjoy this complete walkthrough of the BoodleBox platform.

Steps

Welcome to BoodleBox!

Welcome to BoodleBox! We're delighted you're here and can't wait for you to get started. Here is a complete walkthrough of the platform to get you acquainted.

Your experience will start in the New Chat window - where you can chat with all the top AI models directly in BoodleBox.

Visit the AI Tools tab to access specialized assistants that serve as perfect starting points.

You can easily switch between user experiences by clicking your profile image. Selecting a new experience will reveal new tools!

Returning to the New Chat window, you can select the dropdown menu to open the Bot Navigation Window.

AI models, pre-trained BoodleBots, and custom bots are separated by category to make finding the right bot easy.

Not sure which bot to choose? Click Discover and search by keyword(s).

To make a bot easily accessible, hover over its icon and click the heart to add it to your Favorite Bots.

Once you have selected your bot, you can begin chatting!

Notice that custom tips are provided after the AI output. This is called Coach Mode. Coach Mode is designed to help you improve your AI interactions through personalized, real-time support. It can offer prompt engineering tips, recommend bots, provide alternative approaches, and more.

Toggle this on and off using the Prompt Mode window.

Next, you can open the sidebar to see all chats and folders. Chats are automatically organized by date. Perfect for tracking progress, revisiting important ideas, or picking up right where you left off.

You can manage your chats by copying chat link, renaming, adding to the knowledge bank, moving to a folder, or deleting chats.

You can hide the sidebar for a cleaner workspace and use the New Chat button to start a new chat at any time.

You can chat with many bots in the same chat in BoodleBox, allowing you to engage in more productive conversations and gain new perspectives. To switch to a new bot, simply open the Bot Navigation Window and select the bot you would like to chat with! It will appear as your selected bot so you may continue your conversation where you left off.

As you chat with bots, you may want to share some information that is relevant to the task at hand. You can do this by uploading documents, or Knowledge, to any chat. When Knowledge is attached, all of the bots in your chat will be able to reference it, making them more tailored to your specific needs. To add Knowledge to a chat, simply click the paperclip icon in the chat bar.

Or drag and drop your file directly into the chat. Some examples of Knowledge documents are: writing samples, brand messaging, rubrics, or class curricula.

You can even add images, CSVs, and Excel files to any chat for the bots to view and analyze.

You can manage your Knowledge in the Knowledge Bank.

You can rename documents, create folders, and star knowledge to automatically attach it to every chat!

If you would like to share your chat with others and collaborate, click the Add Members icon in the top right of the chat window.

Copy your link by clicking "Copy Link" and share it via email, Slack, LMS, or any other messaging platform.

You can chat directly with members by typing "/" before any message in the chat bar.

Or by navigating to the Prompt Modes menu and selecting Switch to Message Mode.

Finally, we have the Custom Bot Builder.

BoodleBox provides a flexible and intuitive platform for creating specialized AI assistants tailored to your needs.

Select Build Bot to begin!

This will open up the Bot Builder window where you can create custom bots such as tutors, subject matter experts, and more.

And now, you're ready to begin collaborating with BoodleBox! Thanks for watching. If we can ever be of assistance or you simply want to share your experience, please feel free to contact us at success@boodle.ai. We are eager to hear about your journey!