Integrating Your AI Twin Into an Existing Platform

Overview

When your AI Twin needs context of a user’s journey through a platform or course, you can provide a “platform map” to help it understand your user experience and provide contextual assistance.

Your AI Twin can:

• Answer questions about specific parts of your platform
• Guide users through workflows and processes
• Provide contextual help based on where users are in their journey
• Handle common questions about navigation and features

Creating Your Platform Map

To be a helpful guide, your AI Twin needs a “mental map” of your website or platform. The best way to create this is to record a video explaining your platform as you would to a new team member.

Since your AI Twin cannot see the user’s screen, this video is its only source of truth. When a user tells your AI Twin where they are, it will use this knowledge to provide accurate help.

What You’ll Need

• A screen recording tool (Loom, QuickTime, etc.)
• A working microphone
• 15-30 minutes

Your 2-Part Recording Guide

Part 1: The Platform Map (The “Layout”)

Start with a high-level overview of your entire site or application. Click through every main page, tab, and navigation item.

As you show each page, state its name and purpose.

Example Narration:

“This is my main platform. There are 5 key areas.

• The Home Page explains the program and directs them to sign up.
• The ‘Modules’ Tab at the top is where all the video courses live.
• The ‘Onboarding’ Tab is the first place new users go. This is where they fill out their questionnaire.
• The ‘Community’ Tab links to our private group.
• The ‘Billing’ Page is where they can manage their subscription.”

Part 2: Common User Journeys (The “Flows”)

Now, walk through the 2-3 most common paths your users take. Act as a new user and narrate the process.

This teaches your AI Twin how to guide people through your system.

Example Narration:

“Most of my users come from my YouTube channel.

1. They land on this sales page and click ‘Sign Up.’
2. They go to the checkout page… a common question here is about our refund policy. The AI Twin should know it’s a 30-day guarantee.
3. After paying, they are sent to the ‘Onboarding’ page to fill out the questionnaire.
4. Users often get stuck on Question 3 of the questionnaire. The AI Twin should be able to explain that this question is optional.
5. After the questionnaire, they land on the main ‘Modules’ dashboard.”

Uploading Your Platform Map

When you’re finished recording:

1. Upload the video file to your dashboard content section
2. Or upload to a shared drive (Google Drive, Dropbox) and add the link
3. The platform map will be transcribed and used to train your AI Twin

This “map” is a critical piece of knowledge that helps your AI Twin provide accurate, contextual guidance to your users.

Best Practices

Be Specific

Include details about:

• Common user questions at each step
• Potential points of confusion
• How to handle errors or edge cases
• What your AI Twin should and shouldn’t say about each area

Keep It Updated

When you make significant changes to your platform:

• Record an update video explaining the changes
• Upload new content to keep your AI Twin current
• Test to ensure guidance is accurate

Questions about platform integration? Contact support@steno.ai.