Set Up a Course

Create comprehensive training courses with modules, steps, and automated enrollment

Overview

Courses provide structured learning paths for your team with multiple modules, text content, and agent practice sessions. You can set deadlines and track progress through each step.

Creating a Course

1. Navigate to Courses

   Go to Team Management → Courses in the main navigation.

2. Create a Course

   Click Create Course to start building a new course from scratch.

3. 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.”
4. Add Modules

   Organize your course content into logical modules. Click Add Module for each major topic.

   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.
5. 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
   • Call Goal: Number of calls required to complete this step (minimum 1)

   Alternate between text steps (learning) and agent call steps (practice) for better retention.
6. Set Course End Date (Optional)

   Optionally set a deadline for course completion to drive urgency and track progress.

7. Enroll Users

   Select which team members should be enrolled in this course. You can:

   • Select multiple users at once
   • Add more users later after creation

   Enrolled users will see the course on their dashboard immediately.
8. 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.

Fields:

• Title: Name of the practice session (required, minimum 3 characters)
• Agent: Select which bot learners will practice with (required)
• Call Goal: Number of practice calls required to complete this step (minimum 1)

Use Cases:

• Applying learned techniques
• Building muscle memory
• Handling specific scenarios
• Skill practice and assessment

Example Course Structure

Here’s a complete example of a well-structured course:

Sales Fundamentals Bootcamp - 2 Week Course

Module 1: Discovery Fundamentals (Days 1-3)

1. Text Step: “Introduction to Consultative Selling”
2. Text Step: “The SPIN Questioning Framework”
3. Agent Call Step: Practice discovery calls (3 calls with “Friendly Prospect”)

Module 2: Qualifying Prospects (Days 4-6)

1. Text Step: “BANT Qualification Framework”
2. Text Step: “Reading Buying Signals”
3. Agent Call Step: Qualification practice (3 calls with “Mixed Signals Prospect”)

Module 3: Presenting Solutions (Days 7-9)

1. Text Step: “Features vs Benefits”
2. Text Step: “Tailoring Your Pitch”
3. Agent Call Step: Pitch practice (3 calls with “Technical Buyer”)

Module 4: Handling Objections (Days 10-12)

1. Text Step: “Common Objections and Responses”
2. Text Step: “The Feel-Felt-Found Method”
3. Agent Call Step: Objection handling drills (5 calls with “Skeptical Prospect”)

Module 5: Closing Techniques (Days 13-14)

1. Text Step: “Recognizing Buying Signals”
2. Text Step: “Trial Closes and Assumptive Closes”
3. Agent Call Step: Full cycle role plays (3 calls with “Ready-to-Buy Prospect”)

Managing Courses

Viewing Courses

Navigate to Team Management → Courses to see all courses with:

• Course title and description
• 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. Navigate to the course you want to edit
2. Update course details (title, description, end date)
3. Modify modules (add, edit, remove)
4. Adjust enrolled users
5. Save your changes

Changes to course structure affect all enrolled users going forward.

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
• Completed steps: Number of steps each user has finished
• Module completion: Which modules users have completed

Best Practices

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.

Bite-Sized Modules

Keep modules focused on one skill to avoid overwhelming learners.

Clear Objectives

State learning outcomes upfront so learners know what to expect.

Provide Resources

Include reference materials learners can return to after completion.