We’re excited to spotlight our partners at Investling, who just rolled out an AI agent built by ibl.ai and embedded directly into their Thinkific learning experience. The agent guides learners through practical exercises, adapts to each person’s goals and risk profile, and is available on web and mobile so support never stops when the video ends.
What Learners Get, In Plain English
Frictionless onboarding. Learners accept an emailed invite, create an account (email or Google sign-in), and land in a clean agent dashboard with starter prompts to kick off reflection and Q&A.
Personalized analysis—grounded in their own inputs. In early modules, students paste their “Financial House Cleanup” asset list into the agent and receive specific observations (what stands out, strengths, potential risks) plus practical ways to leverage those assets toward their goals.
A living profile the agent remembers. Learners jot a short reflection and share goals; the agent stores those preferences so future answers align with the person’s long-term plan (e.g., retirement vs. near-term liquidity).
Structured self-knowledge. A guided risk-tolerance exercise yields a clear profile (e.g., conservative), and the agent tunes subsequent guidance to match that risk level.
Two ways to chat—one purpose. A quick, in-player chat during videos supports fast, anonymous questions, while the full dashboard preserves goals and context for deeper, personalized coaching.
Anytime access with the mobile app. Learners can ask, “Would this be a good investment for me?” on the go, and the agent responds using their saved goals and profile.
Why This Design Works For Adult Learners
Context before content. Exercises prompt learners to assemble their own data (assets, goals, constraints) so advice is about them, not generic rules of thumb.
Reflection that sticks. Short written reflections captured in the agent keep recommendations aligned over time—useful in a topic where psychology and behavior matter as much as math.
Right help at the right moment. The in-video chat is perfect for quick clarifications; the full agent space is where planning and strategy compound across weeks.
For Course Teams And Platforms
Runs on Thinkific. Investling’s deployment shows how ibl.ai can be embedded alongside video lessons and assignments to turn passive watching into active coaching—without forcing learners to jump tools.
Designed for practical workflows. Copy an exercise prompt → paste learner inputs → get analysis + next steps. The loop is fast, repeatable, and measurable across modules.
See It In Action
Investling’s “Learn Investing with AI Mentor Support—Onboarding Video” walks through the experience step-by-step—from the welcome email to risk-profile coaching and the mobile app. We recommend watching the walkthrough to see how the agent supports reflection, goal-setting, and practice inside the Thinkific course flow.
Interested in adding AI agents to your program?
Whether you teach investing, data skills, or health sciences, ibl.ai builds domain-aware agents that adapt to your curriculum and your learners. If you want an assistant that lives where your students already are—and remembers what matters to them—let’s talk: Schedule a consultation.