Learning Management

Assignments are how you put a specific piece of practice in front of specific people. Instead of hoping reps practice on their own, you choose the exact scenario, decide whether it counts toward their scores, and give it a due date, so practice is targeted and trackable.

To create a new assignment:

1. In the admin dashboard left sidebar under 'Team Management', click on Assignments
2. At the top of the page, you'll see the 'Create New Assignment' form
3. For Type, choose the kind of practice you want to assign:
   • Discovery: Practice uncovering needs with strong questions
   • Messaging / Pitch: Practice delivering a clear value proposition
   • Outbound & Inbound: Practice opening cold or warm conversations
   • Objections: Practice handling pushback and finding the real concern behind it
   • Play: Practice running a multi-step sales motion end to end
   • Management Practice: Practice a coaching or performance conversation, where the bot plays the salesperson (or colleague) and the assignee is the manager (available when the Management module is enabled)
4. For Mode, decide how the practice should count:
   • Practice: Skill-building without a score, lower pressure for newer reps
   • Scored: A graded attempt for performance evaluation and reporting
5. Configure the specific parameters for your selected assignment type
6. Click the 'Create' button to finalize your assignment

Note: Each type has its own configuration options because each rehearses a different skill, but the create-then-assign workflow is the same throughout.

Keep track of all assignments you've created and monitor their usage.

To view and manage existing assignments:

1. In the admin dashboard left sidebar under 'Team Management', click on Assignments
2. Scroll down to the 'All Existing Assignments' section
3. Assignments are organized by type (Discovery, Messaging / Pitch, Objections, and so on)
4. For each assignment, you can see:
   • The assignment name
   • The associated persona
   • The buyer attitude
   • The assignment type
   • The creation date
5. Click on any assignment to view detailed information

Creating an assignment defines the practice; assigning it is what puts it on someone's plate with a deadline. The same assignment can go to a single rep or a whole team, so you can roll out consistent practice across the group instead of setting it up person by person.

To assign practice to team members:

1. In the admin dashboard left sidebar under 'Team Management', click on Assignments
2. Find the assignment you want in the 'All Existing Assignments' section
3. Click it to open its details
4. Scroll down to the 'Assign to Users' section
5. Check the boxes next to the people who should complete it
6. Set a due date, which drives their queue and the overdue reporting you see later
7. Click 'Assign to Users' to send it out

Learning paths allow you to create structured training programs that combine multiple assignments and resources.

To create a new learning path:

1. In the admin dashboard left sidebar under 'Team Management', click on Learning Paths
2. On this page you will see the 'Create New Learning Path' form
3. Fill in the required fields:
   • Name: Enter a descriptive name for your learning path
   • Description (optional): Provide details about the learning path's objectives and content
   • Cover Image (optional): Upload an image to represent your learning path (supported formats: JPEG, PNG, WebP, max 5MB)
4. Click 'Create Learning Path' to save

You can organize your learning path content into sections and add various types of content.

To add content to your learning path:

1. From the learning path overview page, click the 'Edit' button
2. Scroll down to the 'Sections' area
3. Click 'Add New Section' to create a new section:
   • Enter a section name
   • Add a description (optional)
   • Set a time estimate in minutes
4. Within each section, you can add:
   • Assignments
   • Tests
   • Resources

Note: You can reorder sections and content items by dragging and dropping them into the desired position.

You can control who has access to your learning paths and track their progress.

To manage enrollments:

1. From the learning path overview, click 'Enrollments'
2. View currently enrolled users and their progress in the 'Enrolled Users' table
3. To add new users:
   • Scroll down to the 'Assign New Users' form
   • Select users from the list by checking the boxes next to their names
   • Set a due date for completion
   • Click 'Assign Users' to enroll them

Additional Settings:

• Published: Toggle this setting to make the learning path visible to users
• Self Enrollment: Enable this to allow users to enroll themselves

Due Date Indicators:

When users view their learning paths, they will see status indicators based on due dates:

• Due soon: Appears when a learning path is due within 3 days
• Overdue: Appears when the due date has passed
• Completed: Shows when the learning path has been finished