Administration

Dashboard

The dashboard opens when you navigate to SlideMind > Dashboard. It shows usage stats, recent activity, and links to common actions.

KPI cards

Five cards display metrics for the last 30 days:

Card	Description
Active slides	Number of published slides, with a breakdown of courses and modules
API calls	Total calls to the AI in the last 30 days
Tokens used	Total tokens consumed (prompt + completion)
Estimated cost	Total cost in USD, with a projected monthly cost based on the last 7 days
Success rate	Percentage of successful calls

Error alert

If any errors occurred in the last 24 hours, a warning banner appears at the top with the error count and a link to the Analytics page.

Recent slides

A table showing the 5 most recently modified slides, with direct links to edit or open in the Sandbox.

Leaderboard

The top 5 slides by API call count (last 30 days), useful for spotting which slides get the most traffic.

Quick access

Links to common actions: open the Sandbox, manage courses, view analytics, configure settings, manage memory, and browse templates.

Analytics

The Analytics page shows usage data, charts, error tracking, and a full call log.

Go to SlideMind > Analytics.

Period and filters

Select a time range with the buttons (7, 14, 30, or 90 days), then narrow down with filters:

Filter	Options
Config type	All, Courses, Modules, Slides, Sandbox
Specific config	Dropdown filtered by the selected type
Provider	All, OpenRouter, OpenAI, Anthropic, etc.
User	Filter by user ID or IP address

Filters are hierarchical: selecting a course includes all its modules and slides.

Stats grid

Six summary cards for the selected period and filters:

Metric	Description
Total calls	Number of API requests
Successes	Successful responses
Errors	Failed requests
Total tokens	Prompt + completion tokens
Estimated cost	Total cost in USD
Avg. response time	Average response time in milliseconds

Usage chart

A dual-axis line chart showing daily trends:

Left axis (blue line) — Number of API calls per day
Right axis (green line) — Cost in USD per day
X-axis — Daily labels in DD/MM format

Most used slides

A table of the top 10 configurations by call count, showing the number of calls and total cost for each.

Recent errors

The last 10 errors, showing the date, slide name, and error message. Useful for diagnosing issues like invalid API keys, model unavailability, or timeout errors.

Call log

A paginated table (25 entries per page) of all API calls:

Column	Description
Date	Timestamp of the request
Slide	Configuration name (linked to edit page)
Model	The LLM model used
User	WordPress user or IP address
Tokens	Breakdown: request tokens / response tokens
Cost	Estimated cost in USD
Response time	In milliseconds
Status	Success or error (error rows are expandable to show the full message)

Filter the log by status (All, Success, Errors) using the buttons above the table. The entire log section can be collapsed.

Settings

Go to SlideMind > Settings to configure global options. This page requires administrator privileges (manage_sm_settings capability).

API Keys tab

Manage API keys for each LLM provider. SlideMind supports multiple providers at the same time:

Provider	Description
OpenRouter	Unified gateway to 100+ models from all major providers (OpenAI, Anthropic, Mistral, Google, Meta, etc.). Recommended.
Anthropic	Direct access to Claude models
Google	Direct access to Gemini models
Mistral	Direct access to Mistral models
OpenAI	Direct access to ChatGPT models

For each provider:

Enter the API key in the password field (masked for security).
Click Test to verify the connection. A successful test shows your account balance or credits.
A help link takes you to the provider’s API key generation page.

API keys are encrypted at rest using AES-256 and never leave your server. See Security & Privacy for details.

Defaults tab

Set global defaults that apply to all new slides. These can be overridden per slide.

AI model settings:

Setting	Description
Default provider	Which LLM provider to use by default
Default model	The model to select by default, grouped by provider with pricing badges
Temperature	Creativity level, from 0 (deterministic) to 2 (creative). Slider with 0.1 increments.
Max tokens	Maximum response length (1 to 128,000)

Default authoring tool:

Which authoring tool the code generator should target by default:

Articulate Storyline
Adobe Captivate (beta)
Lectora / ELB Learning (beta)
DominKnow | Claro (beta)
iSpring Suite (beta)

Chat mode automatically uses the embeddable HTML widget regardless of this default.

Widget appearance defaults:

Setting	Description	Default
Accent color	Header, buttons, and user message bubbles	`#4f46e5`
AI bubble color	Background of AI message bubbles	Theme-dependent
AI text color	Text color inside AI bubbles (for contrast control)	Theme-dependent
Theme	Light or dark	Light
Border radius	Rounded corners for bubbles and inputs (0—24 px)	12 px
Show header	Display the header bar in the widget	Yes

These defaults follow a cascade: URL parameter > slide-level override > global default > hardcoded fallback. See Widget URL parameters for details.

Advanced tab

Log retention — Number of days before API call logs are automatically deleted (7 to 365 days). A daily cron job handles the cleanup.

Learner memory retention — How long to keep inactive learner memory records (GDPR/Loi 25 compliance):

Option	Behavior
Keep forever	Keep data indefinitely
30 / 90 / 180 / 365 days	Auto-purge records with no activity after this period

Anonymous session lifetime — How long to keep memory data from anonymous sessions (learners without login). Anonymous sessions are identified by a UUID stored in the browser’s localStorage. Options: 1h, 6h, 12h, 24h (default), 48h, 72h, 168h (7 days). A daily cron job purges expired sessions.

Chat rate limit — Maximum API calls per minute, per IP, per slide. Set to 0 to disable. Prevents abuse and runaway costs.

Enable Sandbox — Toggle the Sandbox testing environment on or off.

CORS configuration — See the CORS Management section below.

Widget consent banner — Enable or disable the privacy consent overlay on the HTML Widget. When enabled, learners must acknowledge that their messages are processed by an AI before they can interact. Disable this if your site already manages consent globally (e.g. via a cookie consent plugin).

Response formatting — Two toggles to strip markdown formatting from LLM responses (both enabled by default):

Setting	Description
Strip markdown (Q&A)	Removes markdown (bold, headings, lists, code blocks, etc.) from responses sent to authoring tools. Recommended because Storyline, Captivate, and other authoring tools display raw text — learners would see `like this` instead of formatted text.
Strip markdown (Chat)	Removes markdown from responses displayed in the chat widget. Disable if you plan to render HTML in the widget.

When enabled, SlideMind applies two mechanisms: a preventive instruction appended to the system prompt asking the LLM to avoid markdown, and a server-side regex filter that strips any remaining markdown as a fallback. For structured responses (return variables), only text-type fields are stripped — number, boolean, and enum fields are left intact. The strip runs before auto-save, so learner memory stores clean text too.

SCORM identification — How SlideMind identifies learners from e-learning modules:

Strategy	Description
Automatic	Tries email, username, numeric ID, and common meta keys in sequence
Email	Match by email address
WordPress username	Match by login name
WordPress numeric ID	Match by user ID
Custom meta field	Match by a specific user meta key (enter the key name)

System information — A read-only table showing the plugin version, PHP version, WordPress version, OpenSSL extension status, and the REST API endpoint URL.

License tab

Manage your SlideMind license to unlock paid features. Without a license, the plugin runs on the Free plan with full access to its intended scope (same-origin e-learning).

Plan badge — Shows your current plan (Free, Dialogue, Memory, Pro, or Agency) with a color-coded badge. If a license is active, a status badge (Active, Expired, or Invalid) appears next to it.

Activating a license:

Enter your license key in the input field.
Click Activate.
The plan badge updates to reflect the unlocked plan, and the key is displayed in masked form.

Deactivating a license:

Click Deactivate to remove the license key and revert to the Free plan. Your existing courses, modules, custom templates, memory scopes, and other Pro data remain stored in the database and become accessible again after re-upgrading. This frees up the activation slot so the key can be used on another site.

License keys are encrypted at rest using AES-256, the same way API keys are stored.

Plans and features:

Plan	Price (USD/yr)	What it unlocks
Free	$0	Unlimited Q&A / Chat / Capture slides, unlimited memory variables (global scope), 5 native WordPress profile fields, 6 built-in prompt templates, sandbox, AI-assisted prompt generation, full JSON export, same-origin embed shortcode
Dialogue	$49	Everything in Free + courses, modules, custom prompt templates, LLM comparison in the sandbox
Memory	$49	Everything in Free + LMS / community profile fields (LearnDash, TutorLMS, LearnPress, LifterLMS, Sensei, BuddyPress, Ultimate Member, Profile Builder), Learner Detail page and conversation history
Pro	$89	Everything in Dialogue + Memory + analytics dashboard, debug panel (tokens, cost, latency), External LMS integration (Moodle, Docebo, Cornerstone, SCORM Cloud), CORS whitelist UI, HMAC token generation, xAPI / SCORM identifier resolution, API key per course or module, Bridge Pro bundled (when Bridge plugin is installed)
Agency	$249	Everything in Pro + API key per slide, API key cascade resolution, up to 5 WordPress sites, priority support

All plans include your own LLM API key (OpenRouter recommended). SlideMind never charges per token.

Full feature matrix and comparison: see slidemind.app/pricing.

The Save settings button is hidden on the License tab — license activation and deactivation are handled via dedicated buttons with immediate feedback.

Developer override: Setting define('SM_PRO_ENABLED', true) in wp-config.php unlocks all features (equivalent to the Agency plan) without a license key. Intended for development and testing only.

Data tab

The Data tab mirrors the full Export & Import page. It lets you export any combination of courses, modules, slides, templates, and settings to a JSON file, then import with item-level preview and collision resolution (Skip, Duplicate, or Overwrite per item). For complete documentation, see Export & Import.

The Save settings button is hidden on the Data tab — export and import are handled via dedicated buttons.

CORS Management

Cross-Origin Resource Sharing (CORS) controls which external domains can call the SlideMind API. E-learning modules are often hosted on a different domain (an LMS, a SCORM Cloud instance, or a local development environment) than your WordPress site, so CORS configuration is usually needed.

Why CORS matters

When a learner opens an e-learning module on https://lms.example.com, the JavaScript calls the SlideMind API on https://yoursite.com. Browsers block these cross-origin requests by default. You need to whitelist the origin domain so the browser allows the request through.

Configuring allowed origins

In SlideMind > Settings > Advanced, enter one domain per line in the CORS field:

https://lms.example.com
https://staging.example.com
https://scormcloud.com

URLs must include the protocol (https://).
Trailing slashes are automatically stripped.
Each URL is validated with PHP’s FILTER_VALIDATE_URL.

CORS test mode

For local development and testing (e.g., previewing Storyline files from your hard drive), enable CORS test mode. This temporarily allows all origins for 24 hours:

Click the Enable test mode button.
A countdown timer shows how much time remains.
After 24 hours, test mode automatically expires and normal CORS restrictions resume.

Warning: CORS test mode is not intended for production use. It allows any website to call your SlideMind API while active.

Common CORS errors

Error	Cause	Fix
`Access-Control-Allow-Origin` header missing	Origin not whitelisted	Add the domain to the CORS allowed origins list
Blocked by browser	Trying to call from `file://` protocol	Enable CORS test mode, or use a local web server
Works locally but not in LMS	LMS domain not whitelisted	Add the LMS domain (check the exact URL including protocol)

Learner Data Management

Go to SlideMind > Memory to manage learner data. This page has multiple tabs; the Learner Data tab covers administration.

For memory definitions, slide-defined variables, profile variables, and code generation features, see Learner Memory — Memory Hub.

Learner list

A paginated, searchable table of all learners who have stored memory data:

Column	Description
Learner	Name and avatar (authenticated) or “Anonymous (abc12de8…)” for anonymous sessions
Global variables	Count of global-scope variables
Course variables	Count of course-scope variables
Module variables	Count of module-scope variables
Total	Total variable count
Last activity	Timestamp of the most recent memory update
Actions	View detail, WordPress profile (authenticated only), export, purge

Use the search bar to find learners by name or email. You can also search by session ID prefix to find anonymous sessions. Pagination defaults to 20 per page (max 100).

Learner detail view

Click a learner to see all their stored memory variables:

Filter by scope (global, course, module).
Edit a variable value manually (inline editing).
Delete individual variables.
Purge all data for this learner (with confirmation dialog).
Export all data as a JSON file.

The learner data management tools support privacy compliance:

Action	How
View data	Learner detail page shows all stored variables
Export data	JSON export per learner (for data portability requests)
Delete data	Purge all data for a specific learner
Auto-purge	Configure retention period in Settings > Advanced
Consent	Widget consent banner (Settings > Advanced)

For more on privacy and security, see Security & Privacy.

Next steps

Getting Started — Installation and first slide setup
Core Features — Learner Integration, Sandbox, Templates, Code Generator, Wizard
Authoring Tool Guides — Integration code for each e-learning authoring tool
Learner Memory — Persist data across slides, modules, and courses
Variables — Variable system, profile variables, return variables
Import / Export — Move configurations between WordPress sites
Security & Privacy — Proxy architecture, encryption, GDPR