Exponential Intelligence: course overview #

Exponential Intelligence (the extension expai) is the writing assistant of Exponential's administration. It writes drafts, never publishes on its own, and works with the signed-in editor's permissions. This course teaches editors to use it well and responsibly, and administrators to run it safely.

Who it is for #

• Editors who will use the assistant in the Intelligence tab, the edit form, Vector and chains.
• Chief editors and approvers who review what it wrote.
• Administrators who switch it on, choose providers and models, and set limits.
• Data protection officers who need to know what goes where (lessons 1.1, 6.1 and 7.3).

Outcome #

After the course, learners can explain what the assistant does and never does; write safe briefs without personal data; work with the Intelligence tab and its drafts; use field actions, Fill the fields, presets and alt text in the edit form; plan and review bulk work in Vector; run an AI chain to its human checkpoint; read the log; review AI output with a checklist; keep cost within limits; and, for administrators, read providers and models, switch the assistant on with keys, limits and budgets, and produce EI: Summary.

Format and length #

Prerequisites #

• Learners: Editors 101 or experience as an editor. Editors 201 helps (approvals, accessibility).
• Administrators in module 7: shell access to a training installation of their own.
• Trainer: experience with the assistant on the version they teach, and administrator rights on the training installation (Train the trainer: course overview).

Lab setup #

• A training installation with expai and expqueue active and configured (see lesson 7.2 and expai: Switch it on), the job queue running, and a provider account meant for training or a local model. Never a production key, never real customer content.
• One account per learner with expai/write and ezjscore/call, plus expai/vector (staged, limited to the training folder) and expai/chain for modules 4 and 5; e-mail addresses at example.invalid.
• Usage limits per training user (for example a daily cost limit) and, optionally, a monthly site budget.
• Each learner's course folder with a few short articles and neutral sample images (no people).
• Build and reset the lab: Module 2: Building the lab of Train the trainer, and 7. The console install.

Modules #

Reading path #

For a trainer preparing the course, in this order:

1. expai: Exponential Intelligence: the overview for editors, administrators and developers.
2. In the administration, EI: Help: the usage guide, then the pages on the Intelligence tab, the edit form, presets and alt text (modules 2 and 3).
3. EI: Help: security, data policy, permissions and FAQ (modules 1 and 6). Read the security page's section on prompt injection twice.
4. EI: Help: Vector, threads, review, plan mode and checkpoints (module 4); chains (module 5); dashboard and usage tracking (modules 1 and 5).
5. EI: Help: the installation guide, configuration, providers, probe, budgets and the EI: Summary page (module 7).
6. expqueue, Workflows and Roles and policies.
7. Your organization's rules on AI use and data protection, to quote in module 6.
8. Then the modules in order: each module's overview first (its preparation list and timing plan), then its lessons. Run every exercise once yourself and note what it cost.

Suggested schedules #

Lesson times add up to 15 hours 30 minutes; the schedules add breaks.

Editors: two days #

Modules 1 to 6 and lesson 7.4 (13 hours 15 minutes of lessons, two long days):

Administrators: one day #

Lessons 1.1, 1.3, 6.1, 6.3, 7.1, 7.2 and 7.3 (4 hours 30 minutes of lessons), plus lesson 2.1 to see the editor's side.

A short introduction (half a day) #

Lessons 1.1, 2.1, 2.2, 3.1 and 6.1 (3 hours 30 minutes of lessons): enough to use the Intelligence tab and the field actions safely. Schedule module 6 in full within a month.

Assessing learners #

• Each lesson's quiz and expected result check understanding during the course.
• Lesson 7.4 (the capstone) has a seven-point checklist for a final practical check.
• The assessments course (Assessments and practical exercises, in this section of the help) has further material. All assessments are the trainer's own material, not an official certification; the partner program's certifications are separate and their details are not published (Certifications).

Related pages #

• Trainers: start here
• Course catalogue
• Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.