Creating Nudges with the Nudge Agent (Coming Soon!)

Nudge Agent helps organizations transform traditional learning and development (L&D) content into personalized, actionable behavioral nudges. These nudges are powered by AI and delivered in the flow of work, ensuring employees receive timely and relevant learning reinforcement that drives behavioral change.

This transformation is important for several reasons:

• Traditional training is often forgotten or not acted upon.

• Static L&D content lacks personalization, leading to low engagement and knowledge retention.

• Organizations face challenges in measuring the effectiveness of training programs.

• AI-powered nudges improve engagement, retention, and real-world application of learning.

Nudge Agent can help you drive better learning outcomes by converting static training into dynamic, targeted behavioral nudges that deliver the right message, to the right people, at the right time, improving both learning retention and business impact.

Note: Intelligent Nudges are available only with the purchase of Activate or Grow (for 360 events). For more information, see the Activate Overview article or the Grow Overview article.

This article walks through:

• Access Nudge Agent 
• Generate Nudges 
• Edit a Nudge

Access Nudge Agent 

You access Nudge Agent from the Advanced Tools on the Act page.

Open Nudge Agent

1. Log in to the People Insights Platform.

2. Navigate to the Act page.

3. Click Advanced Tools (top right), then select Nudge Agent.

The Nudge Agent screen appears.

Note: The screen will be empty if no nudges have been created yet.

Nudge Agent Screen Overview

The Nudge Agent screen is where you can generate, edit, and track nudges. Once nudges are generated, the screen displays a table that includes:

• Resource Name: The name of the resource used to create each nudge

• Nudges: A list of nudges published and in draft form

• Total Nudges Sent: The total number of nudges sent

• View Rate: The percentage of nudges that have been opened

• Reaction Rate: The percentage of people who submitted any reaction for a specific nudge

• Actions: Options to view/update nudges as needed 

You can use the Search box or the sort arrows in each column header to find specific nudges.

Generate Nudges 

To generate nudges, upload a learning resource and specify who the content is for. Nudge Agent will use AI, informed by nudge theory and behavioral science, to create a set of draft nudges for the uploaded resource.

File Requirements

• Must be text-based

• Accepted formats: DOC, DOCX, PDF, or TXT 

• Maximum file size: 10 MB

Generate Nudges

1. Navigate to the Act page.

2. Click Advanced Tools (top right), then select Nudge Agent.

The Nudge Agent screen appears.

3. Click Generate Nudges.

The Generate Nudges dialog box appears.

Note: You can click the Learn More link in the dialog box for detailed recommendations about the type of content to use to generate nudges.

4. Click Select File.

5. Navigate to the location where your content is stored, then double-click the file name.

The file is uploaded and the dialog box displays a success message.

Note: You can also upload your file by dragging and dropping it to the Select a File or Drag and Drop Here section of the dialog box.

6. Click the Resource Name box, then type a name for the resource. This name will appear in the footer of every nudge that is generated from this file, when the nudges are delivered to employees.

7. Select the check box for each applicable job level (Individual Contributor, Managers, or Managers of Managers).

8. Click Generate & Review Nudges.

The Review & Publish Nudges screen appears, displaying 10 draft nudges based on your content.

Review and Publish Nudges

You can review each draft nudge individually before publishing.

1. Click Review in a draft nudge to display its content in the Review Nudge dialog box.

2. If you are satisfied with the content, click Publish to publish the nudge.

A Published banner appears at the top of the nudge.

3. If you don’t want to use the nudge, click Delete, then confirm to delete the nudge.

Note: You can also edit nudge content (see next section).

4. Use the left and right arrows to scroll through and review the remaining nudges and choose whether to publish, delete, or edit the content.

5. If needed, you can generate additional nudges, in batches of four, by clicking Generate 4 More at the bottom of the screen.

Edit a Nudge

You can edit nudges either during the initial review process or later from the Nudge Agent screen. You can change any or all of the following nudge components:

• Header: The name of the nudge

• Body: The nudge content

• Audience: Who the nudge is applicable to (Individual Contributor, Manager, Managers of Managers)

• Behaviors: (maximum of 5): Specific behavioral objectives

After you make your changes, you can save the draft or publish the nudge.

Edit a Nudge During Initial Review

1. After generating nudges, click Review in the draft nudge to display its content in the Review Nudge dialog box.

2. Click Edit (top right).

The dialog box updates to display options in editing mode.

3. Make your changes.

4. Click Save as Draft or click Publish.

Edit a Nudge Later

1. Navigate to the Act page.

2. Click Advanced Tools (top right), then select Nudge Agent.

The Nudge Agent screen appears.

3. Click View/Update for the resource containing draft nudge(s) you want to edit.

The Review & Publish Nudges screen appears.

4. Click Review in the draft nudge to display its content in the Review Nudge dialog box.

5. Click Edit (top right).

The dialog box updates to display options in editing mode.

6. Make your changes.

7. Click Save as Draft if you aren’t ready to publish or click Publish to publish the nudge.