GUIDE: Building a Course Companion CoPilot in FormWise

Transform Your Static Course into a Dynamic, Recurring Product

AI tools can revolutionize your online course by transforming it from a one-time learning experience into an ongoing, interactive product. By building a Course Companion CoPilot in FormWise, you can create personalized AI-powered learning assistants that engage your students, answer questions, and provide tailored recommendations—all while boosting course retention and driving recurring revenue.

Step 1: Define Your Course Companion’s Role

Start by outlining how your CoPilot will support your students:

• Answer Course Questions: Offer guidance on common course concepts.

• Provide Study Assistance: Summarize key lessons or explain complex ideas.

• Offer Next-Step Recommendations: Suggest which course modules to tackle next.

• Support Assignments: Generate personalized advice for homework or projects.

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Example:

You teach a business course on “Scaling an Online Store.” You want the CoPilot to answer questions, explain core concepts like inventory management, and suggest next steps based on course progress.

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Step 2: Build Your Prompt Instructions

In FormWise, prompts determine how the CoPilot interacts with students. Here’s how to set up effective prompts:

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Prompt Instruction Template Example:

“You are a Course Companion for the ‘Scaling an Online Store’ course. Your job is to explain course concepts, provide examples, and suggest next steps. Always be helpful, supportive, and provide context from the course.”

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Prompt-Specific Instructions:

1. Answer Module Questions:

“If a student asks about inventory management, explain best practices for stock tracking, ordering processes, and supplier relations as taught in the course.”

1. Suggest Next Steps:

“Based on the student’s progress through the course, recommend the next logical module and explain how it builds on the current material.”

1. Explain Concepts:

“When asked about ‘customer retention strategies,’ provide a concise explanation using examples from the course. Include actionable tips if applicable.”

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Step 3: Upload PDFs and Course Documents

Make your CoPilot even smarter by uploading supporting PDFs, course guides, and worksheets into FormWise:

1. Navigate to the Documents Tab: Upload course content such as:

   • Lesson summaries

   • Checklists

   • Course assignments

2. Enable Document Reading: The CoPilot can reference uploaded files when answering questions or generating summaries. This ensures consistent, course-specific responses.

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Step 4: Embed the CoPilot into Your Course Platform

You can embed your Course Companion CoPilot directly into popular learning management systems (LMS) like Teachable, Thinkific, or GoHighLevel's Course Builder. Here’s how:

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Embedding Instructions:

1. Generate Embed Code in FormWise:

   • Go to your CoPilot’s settings.

   • Click “Embed & Share.”

   • Copy the iframe embed code provided.

2. Add to Your Course Platform:

   • Teachable: Add the iframe code as a “Custom Block” in a course lesson.

   • GoHighLevel Course Builder:

     • Go to your course’s page editor.

     • Add a “Custom HTML” element and paste the embed code.

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Pro Tip: Add Engagement Prompts!

Add “Ask the Course Companion” prompts throughout your course content to encourage students to interact with the AI tool. This keeps them engaged and increases course completion rates.

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Final Thoughts: Why Create a Course Companion CoPilot?

With FormWise, your static course becomes a living, evolving learning experience. Students get personalized, on-demand guidance while you enjoy increased engagement, retention, and revenue.

From answering student questions to generating next-step recommendations, a Course Companion CoPilot turns your course into a dynamic, interactive product that your students will love—and that they’ll keep paying for.

Ready to Build? 🚀 Get started today and transform your course with AI-powered support that scales as your student base grows!