Enable UXP/UAC

The first thing users see. Shows recordings and content sources set up in ClickLearn Attain, based on the current selection in the application.

Finds relevant content based on where the user is, using two layers: user context (their profile) and app context (current screen).

Auto-surfaces recording suggestions for the current field or section. Users can watch a Video or launch Assist mode for interactive guidance. Inside Help shows field-level explanations.

Users ask questions in plain language and get answers from recordings and PDFs. Use 'New Topic' to start a fresh conversation.

Displays notifications set up by administrators in ClickLearn Attain, keeping users informed without leaving the application.

Go to Settings → Publishing template → Entity, and turn on the User Experience Panel option. Make sure Project Requirements and Segmentation are set up first.

The Identity component lets you change the panel's colour to match your brand. Click the colour option, pick a colour, confirm, and save. Updates immediately for all users.

Open your project, click Structure, and drag the recordings you want into the structure panel. Anything not added here won't be available to users.

Select a recording, click Advanced, create a new segment (e.g. 'Lead' or 'Account'), tick the checkbox to assign it, then save. Repeat for each recording.

In the UXP/UAC configuration, choose your content source: Current Structure (own project) or External Structure (another project). Drag Current Structure into the panel to begin mapping. Click Add Row to start.

In a CRM, go to Settings → Advanced Settings → Security → Users, find a user, open their profile, and click Manage Roles. Copy role names exactly as they appear.

For each row, type the user role name and select the matching segment from the dropdown (e.g. Sales Enterprise → 'Account', Marketing Manager → 'Lead'). Click Insert to apply.

Use the More menu next to each source to Edit, Move up/down, or Remove. Always save when done.

Go to Assets → New → Import assets. Browse to the project containing your PDFs, tick the files you want, click Place, then Confirm. Your PDFs are now in the asset library.

In User Experience Configuration, open the Additional AI Sources tab. Drag and drop the Assets block into the panel, tick the PDFs you want the AI to use, then click Insert.

Use the More menu next to each source to Edit (swap the file), Move up/Move down (change order), or Remove entirely. Save changes when done.

Click Tab configuration → New tab → ContextualContent. Name the tab (e.g. 'Home') and click Create tab. It shows 'Missing sources' until sources are added.

Three types: Contextual content (recordings & sources), AI Chat (conversational AI), Notification (displays all notification types).

Click Search sources → Enable → Add Sources → select Recording source. Set Appearance (icon, description, max results) and Dynamic behavior (Open in same or new tab), then Add source.

Click Add Sources again → select Sample JSON. Set Appearance (max results: 4) and Dynamic behavior (Open in new tab), then click Add source.

Click the Suggested topics panel. Set a Name (e.g. 'Contextual area') and Description. Click Add sources → Recording source → set Max Results: 8 → click Add source.

Click Tab configuration → New tab → type the tab name (e.g. 'Chat') → click Create tab. The tab shows 'Missing Sources' until sources are configured.

Click Customize → enter an Avatar Name for the AI assistant → add a Description of its functions → optionally select a Segment to restrict availability.

Click Custom Instructions → choose a Prompt to direct the AI's responses → set Temperature (e.g. More Precise for factual answers). Temperature controls how creatively the bot replies.

Click Introduction → add a welcome message → toggle Show Composer Suggestions on → add up to 3 preset questions for users to start conversations.

Under Source content: select recording sources and PDF assets (YouTube content is not accessible - word-based AI only). Under Settings: set Conversation History (e.g. Low up to 3 messages) and Max Response length. Under Disclaimer: toggle Show Disclaimer and customise the message. Click Save and close.

Click All notifications → Create notification → select a notification type (e.g. Intrusive Modal) → click Select. Name the tab. Enter the notification Title and Content text, then click Set live.

Use the Add new assistant button under Custom AI Chat Assistants to add personalised assistants with their own prompt and temperature settings. Click Save changes when done.

Click Panel settings → New Application ID → enter the URL of the application where UXP/UAC should appear → click Save changes. You can add multiple Application IDs by clicking the button again for each app.

Click Publishing → Start guide → Next → select deployment (e.g. Content Cloud) → Next → select language → Next → click Produce. Click View report - 'No Error' confirms success.

In Sharing and Permissions: click Add new rule → set Access Type to UXP/UAC Allowed URL Origin → enter the application URL in URLOrigin → click Add rule → Next → Publish as active version → click Complete.

Launch Chrome or Edge → go to the Chrome Web Store (or Edge Add-ons) → search 'ClickLearn UXP/UAC' → click the extension → Add to Chrome → open Extensions and select ClickLearn UXP/UAC.

In the ClickLearn UXP/UAC extension, enter the Content URL from your publication page → click Continue. Navigate to your application URL and click the UXP icon - the panel will appear beside the application.

From the publication page, click View (in the Action column) and log in with your credentials. If the screen shows 'Assist Configuration is missing', click Copy Link in publishing → go to Assist configuration → paste the URL into the Link field → click Go!

Enter the URL where you want the UXP/UAC panel to appear → click Add to system. When the screen confirms 'Assist configuration is complete', the Assist feature is fully set up and users can launch interactive step-by-step guidance.