Manager assistant · Beta

Lumi, the manager assistant: ask who is overdue, then confirm

Lumi is the manager assistant for staff training inside the TES learning system, and it is in beta. Ask about the groups you manage. Lumi shows the sources it checked, and it does not write a record until you press the button.

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What a manager can ask Lumi

A manager can ask who is overdue right now, and on what. Lumi answers with the people who are overdue on pathway requirements, names the oldest item for each, and says how many sources it checked. It can open one person's list. It can offer overdue training reminders. Nothing is sent until you confirm it.

Lumi, labeled Beta and manager assistant, answers who is overdue on pathway requirements. The names are fictional demo data. — Fictional demo data. Not a real agency or real staff.

Four actions Lumi can prepare

From inside the learning system, a manager can ask Lumi to:

Add a learner
Assign a course
Create a group
Move learners between groups

A title card inside the learning system: Just ask Lumi to add a learner, assign a course, create a group, or move learners between groups. — The four actions the demo shows a manager asking Lumi to take.

The confirm card

Nothing changes until you press the button. Before Lumi creates an account, the card shows the person's name, email, and username, the group, the pathway, and the hire date. You can cancel. The card says nothing happens until you press the button.

Lumi shows a confirmation card before creating a fictional learner, including the group, the pathway, and the hire date. — The account is not created until the button is pressed. Fictional demo data. Not a real agency or real staff.

Type or talk

You can type, or click the microphone and talk. Click it again to stop.

Weekday digest and automations

A manager can ask for a daily training digest for managers. In the demo, the request is: every weekday morning, say who completed training yesterday and who is overdue, for every group that manager runs. Lumi shows the schedule in the time zone set on those groups, and where it will be delivered: the manager's feed and email. The demo leaves learner messages off. The automation is not saved until you press the button.

After it runs, the result sits in My digest and automations. You can turn that automation on or off, run it now, change it, or remove it. The same note can also arrive by email.

The manager digest shows a weekday overdue digest, with run now, change, and remove. The example is fictional. — Fictional demo data. Not a real agency or real staff.

An email of the overdue digest Lumi ran, addressed to a fictional manager. — Fictional demo data. Not a real agency or real staff.

What Lumi can see

Lumi reads only the groups that manager is responsible for. It does not read the rest of the organization.

Lumi and Compliance Pathways

The overdue answer is about pathway requirements. Compliance Pathways is the requirement set those items come from. Lumi and Compliance Pathways are separate products. The full staff record and the surveyor export are on training tracking software. Browse compliance pathways in the catalog.

Direct Care Chat for your staff (Pro) answers the questions staff ask. Lumi is for the manager. See all TES AI products.

Beta, and a fictional demo

Lumi is in beta. Press play to hear the narration and see the question, the confirm card, and the overdue digest. It is the same fictional organization as the screenshots. Nothing plays until you press play.

Two minutes, with narration. Fictional demo data. Not a real agency or real staff.

Questions

Who is Lumi for?

Lumi is the manager assistant. It is in beta. It reads the groups that manager is responsible for.

Will Lumi change a record on its own?

No. When Lumi is about to add a learner, assign a course, create a group, move learners, or save an automation, it shows a card and waits until you press the button.

Can Lumi tell me who is overdue on training?

Yes. A manager can ask who is overdue on pathway requirements. Lumi lists the people and the oldest item for each, and it says how many sources it checked.

Can Lumi send reminders to staff who are overdue?

It can offer to remind them. Nothing is sent until you confirm.

Can I get a daily list of who finished training and who is overdue?

Yes. After you confirm the automation, a weekday digest goes to your feed and email. You manage it in My digest and automations.

Which staff records can Lumi see?

Only the groups you manage.

Are the people in the demo real?

No. The organization, staff names, and email addresses in the video and screenshots are fictional demo data.

Three AI products

Direct Care Chat
A Pro feature for staff inside the learning system. They ask a practice, policy, or procedure question and get an answer from the trainings they completed or from documents the agency uploaded.
LumiBeta
The manager assistant. Lumi reads the groups you manage and waits for your OK before it changes a record.
RegAI
A standalone regulatory research tool. It scans state rule and agency updates and drafts the regulation digest for an editor to review.

Compliance Pathways is a related tracking product. It keeps the requirement set for each staff member. It is not an AI tool.