Test Management

Salesably gives you three kinds of tests, and the right choice depends on what you are trying to verify. All three live under People & Training in the admin sidebar.

Choose the test type first

Type	Use it to check	How reps answer
Multiple Choice Tests	Factual recall and judgment: product facts, pricing rules, process steps, "what would you do here" scenarios	Pick from answer options
FAQ Tests	Whether reps can answer the questions buyers actually ask, in their own words	Type or speak a free-form answer, scored by AI
Glossary Tests	Command of your terminology: what a term means, how and when to use it	Type or speak a free-form answer, scored by AI

Multiple Choice Tests are built from scratch, question by question (or generated from a resource). FAQ and Glossary Tests are different: they draw on the FAQs and glossary terms you have already defined for the studio, so the test stays in sync with your source of truth. Build that content first under FAQs and Glossary, then a test is just a matter of selecting which entries to cover.

To create a multiple choice test

1. Go to Multiple Choice Tests.
2. In Create a new test, enter a Name and an optional Description.
3. Click Create test. You land on the edit page, ready to add questions.

The name is what reps and reviewers see in their assignment list and in reports, so make it specific ("Q3 Pricing & Packaging" beats "Pricing Test"). The description is optional but worth a sentence on what the test covers and why it matters, since it sets expectations before someone starts.

FAQ and Glossary Tests follow the same first step from FAQ Tests and Glossary Tests: name it, then move to the edit page to choose which FAQs or terms it covers.

The content of a test is where you decide exactly what "knowing it" means. Spend your time here, because a test is only as good as its questions.

Test details and the passing score

On the edit page, Test details holds the name, description, and the passing score. The passing score is the bar a rep has to clear, and the two test families set it differently.

• Multiple Choice Tests: the passing score is a count of correct answers, shown with its percentage (for example, 16 correct (80%) on a 20-question test). Pick the count that reflects real competence. A high bar signals the material is non-negotiable. A lower bar treats the test as a learning checkpoint. You can only set a passing score once the test has at least one question.
• FAQ and Glossary Tests: the passing score is a percentage from 0 to 100, since each free-form answer is graded by AI and the result is an overall score.

Building a multiple choice question set

From the edit page you have three ways to add questions, and they serve different needs.

• Generate from a resource: point at a studio resource (plain text, PDF, Word, or any public webpage) and choose how many questions to draft (5 to 50). This is the fastest way to turn an existing playbook, one-pager, or pricing doc into a draft test. Always review and edit the generated questions. They are a starting point, not a finished test.
• Single question: a standalone multiple-choice question. Write the question, add at least two answer options, and mark at least one as correct. You can mark more than one option correct when several answers are valid.
• Multi-step question: a group of related questions that share one description or scenario shown before them. Reach for this when you want to test judgment against a realistic situation ("Here is the deal context. Now answer these three questions about it") instead of isolated facts.

Good questions test understanding, not trivia. Favor plausible distractors (wrong options a real rep might actually choose) over obviously silly ones, and keep each question focused on a single idea.

Building an FAQ or Glossary test

These tests have no question-writing step. On the edit page you select which FAQs or glossary terms the test covers (use Select all to include everything), and the questions are generated from that content. Because answers are free-form, you can also assign a Persona for spoken answers, so a rep can practice saying the answer out loud the way they would to a buyer, not just typing it.

Linking resources

The Resources tab lets you attach the studio materials a rep should study to pass. This turns a test into a study guide: the rep sees exactly what to review. Resources are organized by the studio's standard sections (Know, Say, Show, Do, and Training), so reference docs, talk tracks, and demos each land where reps expect them.

Creating a test does nothing on its own. Assigning it is how the test reaches your team, sets a deadline, and starts producing the completion and score data you act on.

Who you can assign to

Most assignments go to studio members. You can also create dedicated test takers: people you add by name and email who only take tests and are not full studio members. This is useful for candidates, partners, or contractors you want to assess without giving them the rest of the platform. Admins manage them from Manage test takers on the Multiple Choice Tests page.

To assign a test

1. Open the test and click Manage assignments (from the test overview or the edit page).
2. The page has two parts: Current assignments (everyone who already has it) and Assign new test takers.
3. Under Assign new test takers, select the people to assign by checking their names.
4. Set a due date. The due date drives reminders and the overdue flags that show up in reports, so set one even for low-stakes tests.
5. Confirm to create the assignments.

People who already have an open (not yet completed) assignment for this test are filtered out of the list, so you will not double-assign the same test to the same person.

Tracking and nudging

Current assignments is your live status board for the test. For each person you can see status, score, and due date, and you can resend the assignment email, reset an attempt so someone can retake it, adjust a due date, or remove an assignment. Use the resend and due-date tools for gentle follow-up before escalating, and use reset when a retake is genuinely warranted rather than as a routine do-over.

Results are the payoff: they tell you whether the knowledge landed, who still has gaps, and which questions trip people up. Read them at two levels.

Per-person results

For a single test, open it and go to Manage assignments. The Current assignments list shows each person's status and score, and you can open an individual result to see how someone answered. A completed assignment with a low score is a coaching signal, not just a number. Look at which questions were missed to see whether the gap is in the material, the messaging, or the rep's understanding.

Patterns across people

When the same question is missed by many reps, the problem usually is not the reps. It often means the underlying content is unclear, out of date, or never taught well. Treat a widely-missed question as feedback on your enablement, then fix the source material or the question itself.

Team-wide reporting

For results across many people and tests at once, use the test reports in the studio's reporting area rather than checking tests one by one. That view is built for spotting trends, completion rates, and outliers across the team, which is what you need when you are reporting on readiness rather than coaching one person.