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Chat about a student profile

Who this is for: Counselors Time: 2-5 minutes You'll need: Access to the student's profile page

What this does​

Use the Addie chat panel on a student's profile to ask follow-up questions about that student. This is useful when you want a quick summary, want to spot patterns, or want help turning profile details into next steps.

Before you begin​

  • Open the correct student from your Students list.
  • Make sure the student profile has loaded.
  • If you want to ask about a specific area, open the matching tab first, like Student Data, Teacher Comments, or Conversations.

Open the student's profile​

Go to Students and select the student you want to review.

Check whether the Addie chat panel is already open​

On the student profile page, Addie usually opens on the right side automatically.

If the chat is hidden, select Chat With Addie About [Student Name] in the top-right area of the page.

Review the part of the profile you want to ask about​

Use the student tabs to open the information you want to discuss.

  • Overview for a quick student summary and counselor notes
  • Student Data for enrollments, classes, and courses
  • Teacher Comments for teacher feedback and summary
  • Conversations for assigned conversation history and progress
  • General Chat for previous open-ended chat sessions
  • Files or Majors when you want to ask about those areas

Ask Addie a direct question​

Type your question in the message box at the bottom of the chat panel, then send it.

Good examples:

  • What stands out in this student's recent activity?
  • Summarize the main themes from teacher comments.
  • What should I follow up on in our next meeting?
  • Are there any gaps or risks I should notice here?

Use suggestions when you want a faster starting point​

If suggestions are available, select Show Suggestions to open them.

Choose one to send a ready-made prompt to Addie.

Ask follow-up questions on a specific conversation​

If you are reviewing the Conversations tab, open a conversation and select Discuss with Addie.

This is the best option when you want to ask about one conversation instead of the full student profile.

Save a useful response to the student's notes if needed​

After Addie replies, you can select Save to note under the response.

Use this when you want to keep a helpful summary or follow-up point on the student's record.

What happens next​

  • Your questions and Addie responses stay in the chat history until you clear them.
  • You can keep asking follow-up questions in the same thread.
  • If you save a response, it is added to the student's notes.

If something looks wrong​

The chat panel is not open​

  • Select Chat With Addie About [Student Name] from the student header.
  • If the page is still loading, wait a moment and try again.

Addie is missing context you expected​

  • Open the student tab that matches the topic you want to ask about.
  • Ask a more specific question, like teacher comments, classes, or conversation progress.
  • For one assigned conversation, use Discuss with Addie inside that conversation view.

You want a fresh thread​

  • Select Clear History in the chat panel.
  • Start a new question thread.
  • Find and filter students
  • Review a student
  • Invite a student