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Adding a New Student and Completing the Intake Interview

Every student in Primer starts with an intake interview: a short, guided set of questions that tells the app who they are, what they're interested in, where they currently stand academically, and how they learn best. This article walks through adding a student and completing that interview from scratch, using a new sixth-grade student as an example.

Step 1: Add the student

From the Family Dashboard, click the + button.

Add a Student modal open over the dashboard

Fill in the student's first name and date of birth, then click Create Student.

Add a Student modal filled in

Step 2: Start the intake interview

A new student lands on a simple prompt to begin their interview.

New student prompted to start their intake interview

The interview has ten steps. You can go back and change any answer later from the student's Profile, Curriculum, or Accommodations tabs, so nothing here is permanent.

1. How Primer Uses AI

The first step explains, in plain language, how AI is used to generate lessons and requires you to check off that you understand and consent before continuing.

AI disclosure and consent step

2. Basics

Set the student's primary language, grade level, and any general accessibility needs.

Basics step with grade level set

3. Strengths & Interests

Pick topics and activities the student enjoys. These directly shape the examples and hooks used in generated lessons later (a student who loves animals might get a fractions lesson framed around feeding a litter of puppies, for instance).

4. Where They Are Now

For each core subject (Math, Reading, Science, History), expand the row and select the specific skills the student is currently working on or ready for.

Subject and skill picker with math skills selected

5. Anything That Gets in the Way?

Flag common friction points, like difficulty starting tasks or getting through word problems.

Friction step with a chip selected

6. Learning Profile & Supports

If the student has diagnosed or suspected learning differences (Dyslexia, ADHD, Autism, Anxiety, and so on), note them here, along with anything that's helped in the past. This step is entirely optional: you can leave it blank, which is what we did for this example student.

Learning profile step left blank
This section is explicitly framed as parent-reported context for personalization, not a diagnosis.

7. Triggers & Strategies

Describe what frustration tends to look like for this student and what helps them recover: short breaks, step-by-step hints, encouragement, and so on.

Triggers and strategies step with selections made

8. Goals

Choose big-picture goals (like "better math reasoning") and optionally spell out specific topics that must or must not be covered.

Goals step with must-cover topics filled in

9. Standards Alignment

Decide whether lessons should be checked against academic standards (Common Core, NGSS, C3, or your state's framework), and how strictly.

Standards alignment step with frameworks selected

10. Safety & Permissions

Set preferences for things like whether external videos can be used in lessons, and how much say the student gets in choosing their own topics.

Safety and permissions step, final question

Step 3: Review and complete

After the last step, Primer generates a short written summary of everything you entered, so you can sanity-check it in plain English before finalizing.

Review screen with AI-generated summary and Complete button

If something looks off, you can type a correction into the "Describe a change" box and click Apply Change, or go back and edit a specific step. When it looks right, click Complete.

Completing intake immediately makes the student's Curriculum, Path, and lesson generation available. That's covered next in From Intake to First Lessons.