Beacon guide · 6 steps
Prepare a message with the Assistant
Use a common message or get help turning notes into a draft.
Before you begin
Check the school and selected records before requesting help.
Step by step
- Open Assistant. Choose Saved messages, Help me write or Plan or explain for the task.
- Check the relevant school and record context, then add the facts the task needs.
- Choose the language or channel when offered and request the draft.
- Read the result and edit the wording for the intended reader.
- Use Review status if leadership review is required. School settings controls are for authorised school configuration.
- Use the reviewed draft in the intended composer and choose Send there when ready.
Check the result
You have a reviewed draft and have followed any required approval step.
A useful check
Available Assistant tools depend on school configuration. Preparing a draft does not send it.
If the result is different, check the account and school first, then contact the team with the task and error wording.
