Question 1

Add users

Accepted Answer

Who can do this?

Only users with the Admin role can add or invite new users to Blify. Learn more about roles and permissions

Add users individually

Admins can add new users directly from the Users page.

Go to app.blify.co/admin/users
Click Add users in the top-right corner of the page.
In the Add users modal, fill in the following required information for each new user:

First name
Last name
Email
Role (Admin or Learner)
Default language (English or French)

Click Send invite to confirm and send the invitation.

| The email address must be unique. If a user already exists with this email, you’ll be prompted to update their role instead of creating a duplicate.

Add users in bulk (CSV import)

If you need to invite multiple users at once, you can upload a CSV file.

Go to app.blify.co/admin/users
Click Add users.
In the Add users modal, click Send bulk invites and Download CSV model.
Download our CSV template.
Fill in the following columns for each user:

First name
Last name
Email
Role
Default language

Upload your completed file by clicking on Upload CSV file and click Send invites.

| Make sure your file is encoded in UTF-8 and follows the same column headers as the provided template.

Question 2

Roles and permissions

Accepted Answer

Each member of your Blify workspace is assigned one of two roles. Roles determine what a user can see and do within the platform.

| Role | Description | | ---- | | Admin | Full access to all workspace settings, agents, and users | | Learner | Limited access to their assigned Learning Agents and progress |

Admins

Admins have full control over the workspace configuration and Learning Agents. They can manage users, customize learning experiences, and connect contextual data sources.

Admins can:

Configure workspace settings
Create, update, or delete Learning Agents
Create, update, or delete sources of context
Add or deactivate users
Monitor learners’ progress
Manage languages and integrations

| We recommend having at least two Admins in your workspace, so you never lose access if one leaves the organization.

Learners

Learners are participants in the workspace. They can only access their own learning experiences and track their progress.

Learners can:

Access assigned Learning Agents directly in their messaging tool (Microsoft Teams, Slack, etc.)
View their progress
Interact with Blify’s AI Agent to practice, ask questions, and role-play

| Learners do not have access to workspace settings or the admin interface.

Change a user’s role

You can update a user’s role at any time from the Users page.

Go to app.blify.co/admin/users

Question 3

Learning Agents: What is it?

Accepted Answer

Learning Agents are at the core of the Blify experience. This article explains what they are, what they're used for, and what you can configure as an admin.

What is a Learning Agent?

A Learning Agent is an AI-powered conversational training agent that interacts with your employees directly in their everyday work tools (Microsoft Teams, Slack, WhatsApp). Unlike a traditional e-learning module, which is passive, linear, and hosted on a separate platform, a Learning Agent:

reaches the learner in the flow of work, with no need to log in elsewhere
delivers a conversational experience (dialogue, role-play, quizzes)
adapts to each learner's pace and level

What is a Learning Agent used for?

You can build Learning Agents to address a wide range of internal training needs:

Onboarding: deliver the fundamentals to new hires during their first weeks
Sales enablement: train sales teams on a product or pitch
Compliance: build skills around GDPR, cybersecurity, or ethics
Soft skills: practice feedback, conflict resolution, or management
Product updates: roll out a new feature to your entire team in just a few minutes a day

What does it look like for the learner?

The learner receives interactions directly in Teams, Slack, or WhatsApp. They engage with the Learning Agent the same way they would with a colleague: a few minutes a day, at their own pace, without disrupting their workflow. The Learning Agent is also proactive: it r

Question 4

MS Teams - Technical Prerequisites & Integration Overview

Accepted Answer

Blify is a learning & development app that integrates directly into your daily communication tools. To ensure your managers and teams can interact with Blify seamlessly within Microsoft Teams, a few configuration steps are required from your IT administrator.

This guide covers app permission policies, network whitelisting, and user provisioning.

1. Microsoft Teams App Policy (IT Admin)

Blify is available as a verified application on the Microsoft Teams Store. However, depending on your organization's security posture, end-users may not be able to install third-party apps by default.

| Action Required: The Microsoft 365 / Teams Administrator must authorize the Blify app for the target users.

Option A: Direct Installation (No Admin Action Required) In many organizations, access to Microsoft-verified third-party apps is open by default.

The Test: Ask a user (or yourself) to open the "Apps" tab in Teams, search for "Blify," and click "Add."
Result: If the app opens and the chat starts, no action is required from your IT department regarding access.

If installation is blocked or requests approval, proceed to Option B or C below.

Option B: Global Rollout (Recommended for ease)

Go to the Microsoft Teams Admin Center.
Navigate to Teams apps > Manage apps.
Search for "Blify" and ensure the Status is set to "Allowed".
Go to Permission policies, select the policy assigned to your users (e.g., Global), and e

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