In this guide you'll learn how to connect an AI assistant — like Claude — straight to your Beeline workspace, what it can do once it's connected, and how your data stays protected.
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Who this is for: workspace Admins and Managers — learners can't connect. The connector also has to be switched on for your workspace by Beeline before you can use it. Your Client Success Manager can do that in a couple of minutes.
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Beeline can plug straight into an AI assistant like Claude (in Cowork, the desktop app, or claude.ai). Once it's connected to your workspace, you can just ask — in plain language — and Claude does the work for you inside Beeline: building and editing training content, designing job roles and KPIs (Role Pack), organising your groups and people, and pulling live reporting and insights.
Think of it as giving Claude a set of Beeline "hands". It always acts as you, within your permissions, and in one workspace at a time — so it can only ever do what you could already do yourself in the platform.
Here's what you can ask for, with a real example of each:
Build and edit content. Create whole beelines, add or rewrite cells, add quiz questions and surveys, and connect your own source documents so content stays grounded in them.
"Draft a 6-cell onboarding beeline on our refund policy, then add a 5-question quiz at the end."
Pull reporting and insights. Get completion, progression, overdue and assessment numbers by group, by course, or by individual learner — and compare groups side by side.
"Which of my groups are behind on the Fire Safety course, and who's overdue?"
See who needs attention today. Rank the sites or people furthest behind, break results down by whatever tags you use — area manager, store format, region — and check whether completions are speeding up or slowing down.
"Which stores are most at risk, and show me each area manager's progress."
Review practicals and quizzes. Pass rates and awaiting-review backlogs, per-learner quiz scores, and the full record of every practical assessment — who did it, who signed it off, and how any re-do went.
"How are our practical assessments going, and who's waiting on a review?"
Hear what learners are saying. Star ratings and free-text comments on your content, with sentiment and theme analysis across the whole set rather than one page at a time.
"What are people saying about the new onboarding beeline?"
Track joiners and dormancy. How many people started this month, and who hasn't shown up in 60 days.
"How many new starters this month, and who's gone quiet?"
Read capability and competency data. See how learners are tracking against the competencies their role needs.
"Show me Thabo's competency snapshot and where he's below his role's target."
Design roles and KPIs (admin). Inspect existing job roles, then invent a Role Pack from job descriptions — every KPI gets an explicit evaluation mode (metric bands, manager rating scale, or both) before you confirm apply. Updating a live role can freeze open review attempts on the old snapshot; Claude will warn you first.
"Here are three JDs — invent roles with dual-mode KPIs and show me the proposal before applying."
Organise groups and people. Create and restructure groups and move people between them — with a preview every time before anything changes.
"Create a group for the new Durban branch and move these 12 people into it."
Move between workspaces. See which workspaces you're able to connect to.
"Which Beeline workspaces can I connect to?"
Step 1 — Ask Beeline to switch it on. The connector is off by default. Your Client Success Manager enables it for your workspace — a one-time step. (Nothing is exposed until this is done.)