Skip to main content

How to Use Tandem’s AI Agent

Tandem's AI Agent helps you quickly find information about your students, including summaries, IEP-at-a-glance details, and who's on a student's service team, all in a chat interface you can drop anywhere on your desk.

Tandem's AI Agent is designed to help you quickly find information about your students. You can ask for information across groups of students, learn IEP-at-a-glance information, or find who is on a student's service team.

The AI Agent only presents information found in the IEP, logging, or other materials uploaded to the system. The more information you provide Tandem, the more enriched its responses will be.

Starting a Chat

Press the Drop AI button in the top right corner, then click anywhere on a desk to place a chat there. You can put a chat on any desk, in any spot, and have as many chats open at once as you need.

Once the chat box is open, type your question and press send. Tandem reviews the relevant student documents and logs before providing an answer. If you need more room to read a longer response, drag the bottom right corner of the chat box to resize it.

After Tandem responds, you have three options for what to do with the chat: pin it, resolve it, or close it. You can also give a thumbs up or thumbs down on any response to let Tandem know how it did.


The Sparkles Icon

The orange sparkles icon changes function depending on the chat's state.

  • On an open chat, the sparkles act as a handle. Press and drag it to move the chat to a different spot on your desk.

  • On a closed chat, the sparkles appear on your desk as a standalone icon. Press it to reopen the chat.


Pinning a Chat

Pinning keeps a chat open and visible at all times, even while you're interacting with other cards or navigating to a different desk. This is useful for information you need to reference repeatedly, such as accommodations, modifications, or service providers.

To pin a chat, press the thumbtack icon.


Resolve a Chat

If you only need to ask a question once, use resolve. Pressing the checkmark completes the conversation and removes the chat history entirely.

Be intentional about this one: if you accidentally resolve a chat you still needed, you'll have to start a new chat session. Resolved chats and their history can't be recovered.


Close a Chat

Closing a chat hides it from view without deleting it. This is the option to use when you want to keep a conversation available without leaving it open on your desk, useful for avoiding repeated questions and keeping your desk uncluttered.

Press the X to close a chat. To bring it back, press the sparkles icon on your desk.


Sample Questions to Ask the AI

Student information:

  • "Give me a quick summary of Isla's case"

  • "What are Colin's IEP goals?"

  • "Show me Mia's Program Modifications"

  • "What is Connor's disability category?"

  • "Show me Jordan's related services"

Caseload overview:

  • "Which students have BIPs?"

  • "Show me all students with extended time accommodations"

  • "Who is Ana's speech and language provider?"


Tips and Tricks

  • If you have multiple students with the same first name, include the last name in your prompt.

  • Refer to the student by name rather than by pronoun (his, her, them).

  • Keep chats short. Several short conversations tend to work better than one long, ongoing one.


What Will the AI Agent Be Able to Do Next?

Coming soon, the agent will help summarize reports, generate materials to support IEP writing, and answer questions about the IEP process.

If there's something specific you'd like to see the agent do, send us an email or let us know through the in-app chat.


Feedback

We want to hear from you. Your feedback helps us improve the AI Agent every day.

Use the thumbs up and thumbs down buttons in the AI chat to let us know how a response did, or reach out to our support team through the in-app chat.

If the agent ever gives you information you know is incorrect, please notify Tandem staff as soon as possible.

Did this answer your question?