Bio, background, credentials, personal story, positioning, and how to introduce the expert.
Material Types
Start by sorting expert knowledge into 7 practical material types
Material type answers a simple question: what kind of source is this? It should be easy for experts to understand before they think about any setup details.
Values, beliefs, judgment criteria, stances, and recurring principles.
Frameworks, processes, tools, diagnostic methods, and step-by-step approaches.
Articles, talks, transcripts, newsletters, course notes, and general source material.
Services, courses, products, consulting scope, delivery model, pricing context, and suitability.
Client stories, anonymized examples, before-and-after situations, and practical lessons.
Common questions, standard answers, disclaimers, limits, rules, and unsuitable requests.
Why not classify material by assistant type?
When experts prepare knowledge, they often do not yet know whether a source will be used for a public assistant, a course assistant, a client support assistant, or an internal helper. The safer starting point is the material itself.
Less helpful question
Which assistant will use this source?
Better question
Is this source a profile, principle, method, content item, service note, case, or boundary?
How to use the 7 types
Each material type gives the assistant a different kind of context.
| Material type | Best used for | Common mistake |
|---|---|---|
| Profile | Identity and positioning | Turning it into a full private biography. |
| Views and principles | Judgment criteria and values | Writing slogans instead of usable distinctions. |
| Methods | Repeatable processes | Listing vague advice without steps. |
| Content library | Source material and references | Uploading too much low-signal content at once. |
| Services and offers | Scope, suitability, and next steps | Letting the assistant make business commitments. |
| Cases and experience | Examples and lessons | Using identifiable or confidential client details. |
| FAQ and boundaries | Safety, refusal, and standard answers | Leaving the assistant to guess what is off limits. |