Skip to main content

​
Overview

Courses provide structured learning paths for your team with multiple modules, text content, and agent practice sessions. Each course has an intensity preset that controls the number of practice calls required and the minimum score a call must reach to count.

​
Intensity Presets

When creating a course, you select one of three intensity presets that define the training rigor:
PresetCalls per ExerciseMin. Score per CallBest For
Light2 calls≥70%Refreshers, product updates, quick check-ins
Standard5 calls≥80%Ongoing training, skill building
Intensive10 calls≥85%New hire onboarding, certification programs
Intensity presets are locked—you select a preset and cannot customize individual values. This ensures consistent training standards across your organization.

​
Creating a Course

Course creation is a 2-step process: first configure the course details, then build the module structure.

​
Step 1: Course Details

1

Navigate to Courses

Go to Team Management → Courses in the main navigation and click Create Course.
2

Set Title & Description

Configure the basic course information:
  • Title: Enter a clear, descriptive course name (minimum 3 characters)
  • Description: Summarize what learners will achieve (minimum 3 characters)
Example:
  • Title: “Sales Fundamentals Bootcamp”
  • Description: “Master consultative selling through interactive lessons and practice sessions with AI prospects.”
3

Select Intensity Preset

Choose the training intensity that matches your course goals:
  • Light: Quick refreshers with 2 calls per exercise, each call must score ≥70%
  • Standard: Regular training with 5 calls per exercise, each call must score ≥80%
  • Intensive: Rigorous programs with 10 calls per exercise, each call must score ≥85%
Start new hires with Intensive courses for thorough onboarding, and use Light for periodic product updates.
4

Select Target Groups (Optional)

Choose which groups this course is designed for. This filters the available agents and users to only show those relevant to the selected groups.Why use target groups?
  • Focus on specific teams or departments
  • Filter agents trained for those teams
  • Pre-filter users when enrolling
5

Enroll Users

Select which team members should be enrolled in this course. If you selected target groups, only users from those groups will be shown.
You can add or remove users later directly from the course card—no need to edit the course.
6

Continue to Modules

Click Next to proceed to building your course modules.

​
Step 2: Build Modules

1

Add Modules

Click Add Module for each major topic in your course. Each module is a collapsible section containing related steps.For each module, provide:
  • Module Title: The name of this section (e.g., “Discovery Fundamentals”)
  • Module Description: What participants will learn in this module
Modules appear in the order you create them. Click on a module to expand or collapse its steps.
2

Add Steps to Each Module

Inside each module, click Add Step and choose the step type:Text Step: Educational content, instructions, or reference materials
  • Title: Name of the step
  • Description: Optional additional context
  • Content: The actual text content for learners to read
Agent Call Step: Practice sessions with AI agents
  • Title: Name of the practice session
  • Agent: Select which bot learners will practice with (filtered by target groups if selected)
The number of calls required is automatically set by your course’s intensity preset. For example, a Standard course requires 5 calls per agent step.
Alternate between text steps (learning) and agent call steps (practice) for better retention.
3

Save Course

Click Create to save the course and make it available to enrolled users.

​
Step Types

​
Text Step

Text steps deliver written educational content to learners. Fields:
  • Title: Name of the step (required, minimum 3 characters)
  • Description: Optional additional context
  • Content: The actual text content learners will read
Use Cases:
  • Introduction to concepts
  • Theory and frameworks
  • Best practices guides
  • Scripts and talk tracks
  • Reference materials

​
Agent Call Step

Agent call steps require learners to complete practice conversations with AI bots. The number of calls and the minimum score per call are determined by the course’s intensity preset. Fields:
  • Title: Name of the practice session (required, minimum 3 characters)
  • Agent: Select which bot learners will practice with (required)
Pass Criteria:
  • Each call must score at or above the preset’s minimum (≥70%, ≥80%, or ≥85%) to count toward completion
  • Accumulate the required number of passing calls (2, 5, or 10 depending on preset)
Use Cases:
  • Applying learned techniques
  • Building muscle memory
  • Handling specific scenarios
  • Skill practice and assessment

​
Managing Enrollment

​
Adding Users to a Course

You can add users directly from the course card without editing the course:
1

Expand Enrolled Users

On any course card, click Enrolled People to expand the enrolled users section.
2

Click Add User

Click the + Add User button at the top of the enrollment list.
3

Select User

Search for and select the user you want to enroll. They’ll be added immediately.

​
Removing Users from a Course

1

Expand Enrolled Users

On the course card, expand the enrolled users section.
2

Remove User

Hover over the user row and click the X button that appears to remove them from the course.
Removing a user from a course does not delete their progress—if re-enrolled, their progress will be restored.

​
Example Course Structure

Here’s a complete example of a well-structured course:
Intensity: Standard (5 passing calls per exercise, each call must score ≥80%)Module 1: Discovery Fundamentals
  1. Text Step: “Introduction to Consultative Selling”
  2. Text Step: “The SPIN Questioning Framework”
  3. Agent Call Step: Practice discovery calls (5 passing calls with “Friendly Prospect”)
Module 2: Qualifying Prospects
  1. Text Step: “BANT Qualification Framework”
  2. Text Step: “Reading Buying Signals”
  3. Agent Call Step: Qualification practice (5 passing calls with “Mixed Signals Prospect”)
Module 3: Presenting Solutions
  1. Text Step: “Features vs Benefits”
  2. Text Step: “Tailoring Your Pitch”
  3. Agent Call Step: Pitch practice (5 passing calls with “Technical Buyer”)
Module 4: Handling Objections
  1. Text Step: “Common Objections and Responses”
  2. Text Step: “The Feel-Felt-Found Method”
  3. Agent Call Step: Objection handling drills (5 passing calls with “Skeptical Prospect”)
Module 5: Closing Techniques
  1. Text Step: “Recognizing Buying Signals”
  2. Text Step: “Trial Closes and Assumptive Closes”
  3. Agent Call Step: Full cycle role plays (5 passing calls with “Ready-to-Buy Prospect”)

​
Managing Courses

​
Viewing Courses

Navigate to Team Management → Courses to see all courses with:
  • Course title, description, and intensity preset
  • Number of enrolled users
  • Total steps across all modules
  • Overall progress percentage
  • Enrolled user details and individual progress

​
Editing a Course

To update an existing course:
  1. Click the Edit icon on the course
  2. Update course details:
    • Title
    • Description
    • Intensity preset
  3. Save your changes
Changes to intensity preset affect the call requirements and minimum score per call for all steps going forward. User enrollment is managed directly on course cards.

​
Tracking Progress

For each course, you can monitor:
  • Enrollment count: How many users are enrolled
  • Overall progress: Average completion percentage across all users
  • Individual progress: Each user’s completion status and average score
  • Completed steps: Number of steps each user has finished
  • Module completion: Which modules users have completed

​
Best Practices

Match Intensity to Goals

Use Intensive for critical skills (onboarding, certification), Standard for ongoing training, Light for refreshers.

Start with Theory

Begin each module with text steps explaining concepts before practice.

Alternate Learning & Practice

Alternate between text (learning) and agent calls (practice) for better retention.

Progressive Difficulty

Start with easier scenarios and gradually increase complexity.

Use Target Groups

Filter agents and users by group to ensure relevant practice scenarios.

Bite-Sized Modules

Keep modules focused on one skill to avoid overwhelming learners.