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How to Set Up and Manage Ask Opus

This article explains how admins can enable, configure, and manage Ask Opus.

Ben Brunken avatar
Written by Ben Brunken
Updated over 2 weeks ago

Table of Contents:

What Is Ask Opus and Why Use It?

Ask Opus is your company's instant-answer tool for training and operational questions. It searches published courses and resources in your Opus Library to deliver accurate, source-backed responses in seconds—never pulling from external sources. Ask Opus makes your training content instantly accessible while you maintain control over who can see what.

Why it matters:

  • Frees managers from routine Q&A, allowing them to focus on their work

  • Ensures consistent, compliant answers aligned with your published standards

  • Reveals what your team is actually asking—helping you identify training gaps

How to Enable Ask Opus

  1. Go to Settings > Ask Opus in your admin dashboard

  2. Try it! Confirm answers display as expected, and check your Library Access settings if needed

  3. Toggle it on for your organization when you're ready to roll out

Admins can disable Ask Opus at any time from the same settings page > Ask Opus.

How Access and Permissions Work

Ask Opus uses your existing Library Access settings—users only get answers from content they're already authorized to see. No new permissions are required.

Review your Library Access settings to ensure team members have access to the right training materials. Ask Opus can only be as helpful as the content your users can access.

Ask Opus maintains the same security standards as your existing Opus content. Your company data stays within Opus and is never used elsewhere.

💡 Make sure your Library Access is set up correctly so Ask Opus can deliver the most relevant and accurate answers.

What Content Ask Opus Uses

Ask Opus can answer questions using:

  • Published courses

  • Resources (Opus Docs, PDFs, images, hosted videos with subtitles)

  • The Opus Help Center for product guidance

It cannot pull from task lists, audit forms, external links, archived or unpublished content, or live data from outside systems. It also won't answer real-time questions (weather, news, etc.), personal inquiries, or subjective opinion requests.

Ask Opus Reporting

To access Ask Opus reporting:

  1. Open the Opus dashboard > Reporting

  2. Find and open the pre-built Ask Opus report

Admins and users with reporting access can view:

  • Questions asked

  • Generated answers

  • Cited source materials

  • Role and location of the user (all data anonymized)

This reporting helps you identify frequently asked questions to improve training, spot locations or roles with recurring knowledge gaps, and track adoption after rollout.

These insights allow you to update training materials and address gaps before they affect operations.

Rollout Checklist & Tips

Before enabling Ask Opus for your whole team:

  1. Audit your Library to ensure important procedures, policies, and other information are published and accessible to your team

  2. Fill content gaps for high-traffic topics like cleaning, safety, and policies

  3. Train managers first so they can understand Ask Opus and support their teams

  4. Communicate the update to your frontline team so they know how to use it

  5. Monitor usage reports weekly after rollout and adjust content as needed

Announcing Ask Opus: What to Tell Your Team

Here is a sample message to send to your frontline team members. Copy, personalize, and send out via Opus Message:

Hey team 📣

We're excited to introduce Ask Opus! You'll find the Ask Opus icon in the bottom right corner of your Opus Training app.

Now you can get instant answers to work questions whenever you need them. Simply tap the icon, type your question, and Ask Opus will pull information directly from our training materials and resources—no searching, no waiting. All answers are accurate, up-to-date, and specific to your role.

Examples of what you can ask:

  • "What's our company motto?"

  • "How do I build a tuna melt?"

  • "What's our time-off policy?"

Why you'll love it:

  • Saves time

  • Provides consistent, accurate information

  • Delivers trustworthy facts you can rely on

Give it a try!

Troubleshooting & Support

Ask Opus never guesses. If it can't find a match in your published Library content, it will clearly say so. If Ask Opus can't find an answer:

  • Confirm the content exists, is published, and that the user has access

  • Try rephrasing the question using keywords from your resources

If you see an incorrect answer, click the thumbs-down button in Ask Opus to report it directly. For technical issues, please contact support@opus.so.

FAQ

How does Ask Opus help my team?

Ask Opus delivers instant answers to your team's questions by searching your Opus Library and the Opus Knowledge Base. Your employees receive accurate, immediate responses that build confidence and improve efficiency. This saves time and ensures your team always has access to the information they need.

How accurate is Ask Opus?

Accuracy is essential when your team depends on information for daily decisions and protocols. Ask Opus draws exclusively from your Opus Library—published documents and materials your team already uses—and ensures each user only accesses information they're authorized to see. If Ask Opus cannot find an answer based on the training material a user has access to, it will clearly state that no conclusive answer is available rather than making guesses.

This approach ensures your team gets reliable answers they can act on with confidence.

What content can Ask Opus access to generate answers?

Ask Opus generates answers based on published courses and resources (Opus Docs, PDFs, images, and hosted video with subtitles) in your Opus Library. Ask Opus follows your existing Library Access settings. Learn more about Library Access here.

Is my company's data secure with Ask Opus?

Yes! Ask Opus maintains the same security standards as for your existing Opus content. It only accesses internal materials you've already uploaded to your Resource Library and the Opus Knowledge Base—never external sources or other companies' data. Your company data will never be used anywhere outside of Opus.

Can I see what questions my team is asking?

Admins and users with reporting access can view questions asked, generated answers, cited materials, and the role and location of users. All user data is anonymized to protect individual privacy. This visibility helps identify knowledge gaps and training opportunities.

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