From “who can do what?” to a plan for every person
The setup wizard walks you through it in a few short steps. After that, training stays focused on each person's real gaps.
The five steps
Choose jobs and skills
Pick the departments and jobs you have. Starter packages suggest skills and topics you can keep, remove or add to.
Check current abilities
A short skills check shows what each person already does well, before anyone sits through training they don't need.
Assign personalized training
Each person gets lessons and practice for their own gaps. Supervisors approve plans; employees can ask for changes.
Practice realistic situations
Scenarios put people in real work moments: an unhappy customer, a failed backup, a tricky sale. They choose what to do and explain why.
Review progress with AI and supervisors
AI can suggest a first-pass grade. A supervisor reviews and approves it. Only approved results count.
Choose jobs and skills
Tell the setup wizard about your business and which kinds of work your team does. It suggests jobs and training topics from starter packages. Keep what fits, remove what doesn't, and add your own.
A skill can be shared by several jobs (for example “Listening to customers” for both sales and support), so you never maintain the same content twice.
Check current abilities
A short skills check shows where each person already is. Harder questions count for more than easy ones, and answering the same question twice doesn't inflate anything.
If something hasn't been checked yet, it says Not tested yet. It's never shown as a low score.
- Listening to customersStrong area
- Handling objectionsNeeds practice
- Product knowledgeMeets expectations
- Follow-up and CRM notesNeeds a fresh check
- NegotiationNot tested yet
Assign personalized training
Each person gets recommended practice for their own gaps, plus the basics that unlock harder material. Supervisors approve plans; employees can ask for adjustments.
Practice realistic situations
Scenarios put people in the moments that matter: a frustrated customer, a request that bends the rules, three urgent jobs at once. They choose what to do and briefly explain why.
Practice allows hints and retries. Independent tests have no coaching, and a supervisor reviews them before results are released.
Customer (fictional): "This is the third time my order arrived wrong. What are you going to do about it?"
"I need the details before I promise a fix, and they need to know I heard that it's the third time."
Review progress with AI and supervisor feedback
If you've added an AI key, AI can suggest a first-pass grade and point to the parts of the answer it's based on. The supervisor sees the answer, the suggestion and the reasoning, then sets the final grade and approves it.
Only supervisor-approved results count toward someone's skills.
- Employee answer"I'd check whether others can print before sending anyone on site."
- Suggested grade (AI, not final)Strong: scoped the problem first · 80/100
- Supervisor grade85/100 · "Good scoping. Also mention telling the customer when you'll call back."
- Approve
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.