OceSha AI — AI Concierge

OceSha’s website and in-platform chat experiences are both Lumi—the difference is the knowledge available

Public-facing Lumi works from public OceSha information, while authenticated Lumi understands the application’s pages, workflows, features and the signed-in user’s applicable account context.

Creator's desk with a laptop drafting an article
2 contextsPublic-facing and authenticated Lumi experiences
6+ source typesDocuments, websites, text, audio, video and voice
2 billing optionsMonthly and annual billing can be offered
1 ecosystemCreation, publishing, audience engagement and measurement
Quick answer

OceSha does not use one disconnected chatbot for its public websites and another for its signed-in platform. Both experiences are Lumi, the AI Concierge. What changes is the knowledge available in each environment. Public-facing Lumi uses public information about OceSha. Authenticated Lumi also understands OceSha AI’s navigation, creation tools, publishing workflows, analytics, integrations, settings and subscriptions, and it can provide relevant account-specific guidance.

Key takeaways
  • Both the public website experience and the authenticated in-platform experience are Lumi, OceSha’s AI Concierge.
  • Public-facing Lumi is available on OceSha’s external websites and other public-facing experiences, where it works with public information about OceSha.
  • Authenticated Lumi understands the application’s pages, navigation, workflows, course capabilities, content tools, publishing, analytics, settings and subscriptions.
  • Private account information used for personalization or generation does not become public.
  • OceSha AI is designed as an interconnected creation ecosystem, not a collection of independent AI tools.
01

What is an AI chatbot for a website in the OceSha context?

The core distinction

A website AI chatbot presents a conversational way to access the knowledge available in its current environment. For OceSha, that conversational experience is Lumi, the AI Concierge. Public-facing Lumi appears on OceSha’s external websites and public experiences. The authenticated version appears within OceSha AI and has a deeper understanding of the platform and the signed-in user’s applicable context.

The important question is therefore not simply whether a chatbot uses AI. What matters is which information it can draw from, where it appears and what guidance it provides. Both OceSha experiences share the Lumi identity, but the public and authenticated environments give Lumi different knowledge. That boundary makes the experience relevant to where the conversation occurs.

This approach reflects the structure of the OceSha AI self-service creation platform. The platform brings knowledge, course and content creation, publishing, distribution, learner education, professional presence, audience engagement and measurement into an interconnected ecosystem. Lumi provides a conversational route into that wider experience rather than operating as an isolated tool.

OceSha AI is the self-service creation platform of OceSha Ventures and its AI-first solutions. OceSha Ventures builds and operates course-creation tools, branded academies, AI assistants such as Lumi and business-intelligence solutions for businesses and organizations.

02

How public-facing Lumi differs from authenticated Lumi

The two Lumi environments
Public-facing Lumi
Available on OceSha’s external websites and public-facing experiences. It understands public information about OceSha and answers within that public context.
Authenticated Lumi
Available within the signed-in application. It understands the application’s pages, navigation, features, workflows, course capabilities, content tools, publishing processes, integrations, analytics, settings, subscriptions and other authenticated functionality.

Authenticated Lumi also provides informational and step-by-step guidance based on OceSha AI knowledge. It can explain feature navigation, course creation, publishing, connecting Stripe and Shopline, finding leads, viewing analytics, updating profiles, managing subscriptions and choosing the appropriate area of the platform. This is guidance about how to complete those tasks; the user remains responsible for carrying out the relevant actions.

The authenticated context can include applicable information such as the user’s current subscription, billing cycle, renewal, payment method, invoices and payment history. That makes it possible for Lumi to give more relevant guidance than a public website experience that does not have the signed-in platform context. For the wider billing workflow, use the guide to set up payments and manage billing.

One identity, context-appropriate knowledge

The public and authenticated experiences are not two unrelated chatbot products. Both are Lumi. The practical difference is the knowledge available to Lumi in the environment where the conversation takes place.

03

Why the available knowledge matters more than the chatbot label

A chatbot is only as useful as the information and product context it can access. A public assistant is suited to questions based on public information. A signed-in assistant becomes more useful when it understands the platform’s structure and can direct the user through real pages and workflows. This distinction is more meaningful than comparing assistants solely by their names or where a chat window appears.

Within OceSha AI, the Dashboard acts as a bridge between a user’s existing knowledge and the platform’s creation tools. Users can bring in documents, websites, specific URLs, text, audio, video, voice and other relevant source material. That content can be organized by source type, including documents, websites, audio or video and other supported information.

OceSha AI can use that source material to help the user create courses and content, publish and distribute it, educate learners, build a professional presence, engage an audience and measure results. The platform is deliberately designed as an interconnected ecosystem rather than a bundle of unrelated AI utilities. For examples of the resulting learning experiences, see courses and branded academies built on OceSha.

A practical content workflow

A user can add a website, document, text, audio or video as source material. OceSha AI can use that information in its creation workflows. The user can then review generated content, including social posts, and use available publishing tools to distribute approved material through supported destinations. Authenticated Lumi can explain where these areas are and how the relevant workflow is organized.

If the next task is getting generated work out of review, follow the process for moving AI-generated content into publication or scheduling. For an existing episode, the separate instructions for finding and downloading an episode transcript address that specific workflow.

04

How knowledge and account information are handled across the two contexts

The distinction between public and authenticated Lumi protects the practical boundary between general OceSha information and user-specific platform context. Uploaded knowledge, messages, leads, account information, billing information, unpublished content and other user-specific information can be used for personalization or generation without making that private information public.

That matters when a conversation concerns account administration. Authenticated guidance can cover profile information, account settings, Authority Page information, notifications, lead-capture preferences, security, password management, two-factor authentication, privacy and data controls, subscription plans, billing, payment history, invoices and support. The experience can use applicable account information to address matters such as the next billing date.

Keep account actions distinct

Cancelling an OceSha AI subscription and deleting an account are different actions. Subscription cancellation uses the controls available in the current subscription-management experience, which displays the terms applicable to that subscription. Before acting, review the difference between cancelling a subscription and deleting an account.

Plan prices, limits, included capabilities, annual savings, promotions and other subscription terms can change over time. Monthly and annual billing can be offered, and an annual arrangement may provide savings compared with monthly billing, but savings are not guaranteed. The signed-in subscription area is the right place to check the current plan, billing frequency, next billing information and available cancellation options.

05

How subscription billing differs from course payments

OceSha AI subscription payments and customer course payments are separate. The creator or user pays OceSha for an OceSha AI subscription through Payment Details. If the creator sells courses, the resulting course revenue is distinct from the subscription payment made to OceSha.

Keep these payment responsibilities separate
OceSha AI subscriptionPayment Details covers the platform subscription, including the current plan, billing information, payment method, invoices and renewal information.
Customer course paymentsRevenue from customers purchasing the creator’s courses is separate from OceSha AI subscription billing.
Creator responsibilitiesThe creator is responsible for applicable refunds, disputes, chargebacks and customer transactions associated with course sales.

Updating the payment method for an OceSha AI subscription is also distinct from connecting the creator’s Stripe account to receive course revenue. Before choosing a sales workflow, compare whether Shopline, Stripe or both are needed and review how free and paid courses differ. Those decisions concern course enrollment and monetization, not Lumi’s identity or the subscription payment method.

For paid course sales, use the instructions for connecting a Stripe account for course revenue. To understand the financial separation after setup, see where course payments go versus subscription payments. If a question involves a customer refund, dispute, chargeback or payout, consult the guidance on course-payment responsibilities and OceSha support.

Confirm specific capabilities before relying on them

Payments and monetization, external integrations, account and subscription management, and partner or white-label capabilities are listed platform areas, but the available facts do not describe every specific integration or white-label function. Confirm support for the particular capability or external service your workflow requires.

06

How to decide which Lumi experience to use

Choose the context that matches the question
  1. Use public-facing Lumi for questions based on public information about OceSha while visiting an external OceSha website or another public-facing experience.
  2. Use authenticated Lumi when the question concerns OceSha AI pages, navigation, course creation, content tools, publishing, integrations, analytics, profile settings or subscriptions.
  3. Bring relevant documents, websites, URLs, text, audio, video, voice or other supported information into OceSha AI when the goal is to create content from existing knowledge.
  4. Use the appropriate account or payment area for actions such as changing a plan, updating a subscription payment method, accessing invoices or reviewing renewal information.
  5. Contact the team when the question concerns the OceSha side of the platform, a subscription or the OceSha side of an integration.

The most effective approach is to ask Lumi in the environment closest to the task. A public question belongs in a public experience. A workflow or account question belongs inside the authenticated platform, where Lumi understands the application and can use the applicable signed-in context. For unresolved platform, subscription or integration questions, contact the OceSha team.

What to avoid

Do not treat every AI chat window as interchangeable. Identify the knowledge available to the assistant, whether the user is signed in, and whether the assistant offers guidance or performs an action. In OceSha AI, Lumi explains platform features and workflows; the user completes the corresponding task in the appropriate area.

Bring your existing knowledge into an interconnected platform for course and content creation, publishing, audience engagement and measurement, with Lumi available as the AI Concierge.

Explore OceSha AI

Frequently asked questions

Are public-facing Lumi and authenticated Lumi different products?

No. Both experiences are Lumi, OceSha’s AI Concierge. The difference is the knowledge available in the public-facing and authenticated environments.

Can public-facing Lumi access my signed-in account information?

Public-facing Lumi works with public information about OceSha. Account-specific guidance belongs in the authenticated environment, where Lumi can use applicable signed-in context.

What does authenticated Lumi understand?

It understands OceSha AI’s pages, navigation, features, workflows, course capabilities, content tools, publishing processes, integrations, analytics, settings, subscriptions and other authenticated functionality.

Does authenticated Lumi complete platform actions for me?

Lumi provides informational and step-by-step guidance for tasks such as navigating features, creating courses, publishing, connecting Stripe and Shopline, finding leads, viewing analytics, updating profiles and managing subscriptions. The user carries out the relevant actions.

What source material can I add to OceSha AI?

Supported source material includes documents, websites and specific URLs, text, audio, video, voice and other relevant information.

Does using private information for personalization make it public?

No. Using uploaded knowledge, messages, leads, account information, billing information, unpublished content or other user-specific information for personalization or generation does not make that information public.

The bottom line

The defining difference between OceSha’s website and in-platform chatbot experiences is context, not identity. Both are Lumi. Public-facing Lumi works with public information about OceSha, while authenticated Lumi understands the application’s pages, workflows, creation tools, publishing processes, analytics, settings, subscriptions and applicable user context. Use the public experience for general OceSha questions and the authenticated experience for platform or account guidance. That context-aware structure is more useful than a collection of disconnected AI tools because assistance sits alongside the knowledge, creation and publishing workflows it explains.

Rohan Hall headshot
About the author

Rohan Hall

Founder of OceSha Ventures · AI architect and author

Rohan Hall is a technology entrepreneur, AI architect and author with four decades of technology experience, now focused on practical AI across business, education, government and global impact. He founded OceSha Ventures, builds the OceSha AI platform and Lumi, and wrote The Convergence of AI and the Top 10 Emerging Technologies.

Who stands behind this
OceSha Ventures

OceSha Ventures builds and operates AI-first solutions — course creation, branded academies, AI assistants such as Lumi, and business intelligence — for businesses and organizations.

Sources

  1. OceSha AI — ocesha.ai
  2. OceSha Academy
  3. OceSha Ventures — ocesha.com