Skip to content

Trainer

The Trainer role is designed for content creators - the people who build training courses, define scoring rubrics, organize learners into groups, and assign work.

What can a Trainer do?

  • Create and edit courses (AI simulation scripts) - from scratch, by importing a PDF, PowerPoint, Word, or Markdown file (the import shows a cost preview before it runs), or via Generate with AI
  • Group blocks into modules (chapters) and reorder them with drag-and-drop
  • Preview a draft as a learner before publishing - without billing AI usage or starting a real session
  • Publish and re-publish course versions, and move learners onto the latest version
  • Duplicate a course as a fresh draft, or spin a new course up from a saved template
  • Regenerate templates with AI to adapt them to a new audience
  • Define grading criteria on each roleplay, with weighted scoring
  • Manage the workspace's tags so courses can be categorised in the catalog
  • Author the workspace's Branding Intro - a leading set of slides that play before every course in the workspace - and opt individual courses out of it
  • Use Ask Aimee - the topbar navigation assistant - to find any screen in the workspace
  • Post and reply in the workspace Forum - answer learner questions, follow threads, mark your own threads resolved
  • Create and manage groups of learners
  • Assign courses to individual learners or entire groups
  • Browse the Marketplace to lease courses and learning paths published by other workspaces, and list your own courses there
  • View the dashboard with workspace metrics, including any pending course updates
  • Launch simulations (for testing purposes)

Typical workflow

In a new workspace, the Dashboard shows a Set up your first course card until the first assignment exists. It lists the same steps as below in short form: add a course, invite a learner and assign the course, then read the results in Analytics.

graph TD
    A[Create a course] --> B[Configure runtime settings]
    B --> C[Define grading criteria on each roleplay]
    C --> P[Preview as a learner]
    P --> D[Publish the course version]
    D --> E[Organize learners into groups]
    E --> F[Assign to individuals or groups]
    F --> G[Monitor progress on dashboard]

1. Create a course

  1. Navigate to Content Library in the sidebar and make sure you're on the Courses tab.
  2. Click New Course. The course wizard opens and asks how you want to start.
  3. Choose a starting point and click Next:
    • Generate with AI - enter a title, click Next, and answer a few guided questions. Aimee drafts the slides, questions, and narration for you.
    • Start with a blank course - enter a title, click Create course, and build the content yourself.

If you'd rather start from a template or duplicate an existing course, see Course Management.

2. Build Course Content

Click on the course row to open the Course Editor. The editor groups every per-course setting into a row of tabs:

Tab What it's for
Overview Course title, description, tags, default voice - the at-a-glance card.
Settings Learner brief and the underlying runtime configuration the AI uses during the course.
Content Build the slides, roleplays, quizzes, and other blocks the learner moves through.
Constraints Pre-publish gates the course must pass (e.g. has at least one block, every block is configured).
Playback How the learner experiences the course at launch - autoplay, narration locks, and Branding Intro opt-in.
Questions Configure the Knowledge Check that runs at the end of the course (count, source material, difficulty).
Marketplace List the course on the Marketplace, set its price, or unpublish it.
AI Review Run an AI-powered review of the whole course - audience fit, structural issues, weak slides, tone problems. Open any slide straight from a suggestion, let the AI draft the fix, and tick off what you've handled.
Course Context Set the course's intended audience, out-of-scope topics, and prerequisites so AI features stay grounded in your audience and scope.

A Recovery tab also appears, but only when an AI generation or import has failed and a block needs attention. It stays hidden on a healthy course.

The day-to-day flow lives mostly in Content and Settings. The other tabs are touched at publish time or when you need to course-correct.

  1. In the Content tab, use Import Content to pull in a PDF, PowerPoint, Word or Markdown file. Aimee turns every format into the same kind of course blocks: slides, knowledge checks, checklists, matching blocks and charts. It also adds a mix of interactive blocks, and it puts final-test questions into the question pool. Images in the file stay. Speaker notes in a PowerPoint file become voice narration. See Courses for the details.

    The import shows a cost preview before it runs, so you know what it will draw from the workspace's AI usage before you commit.

  2. Or add blocks by hand from the Add Block menu. The menu groups the blocks as Present & Explain, Media & Files, Practice & Assessment and Learner Input. The blocks are Accordion, Acknowledgement, Chart, Checklist, Feedback, Flip card, Matching, Media, Quiz, Resource, Roleplay, Scenario, Slide, or Stepper. A Stepper shows a procedure or a history one step at a time. A Chart is a pie, bar, or line chart over a small set of values; charts you import from PowerPoint become editable charts automatically. Slides also include a syntax-highlighted code snippet block and a chart button on the rich-text toolbar, so you can place a chart inline alongside the slide's text.

  3. Click + Module in the toolbar to add a chapter. Drag blocks between modules to organise them, drag a module's grip handle to reorder chapters, and rename a module by clicking its title.
  4. Drag and drop blocks to reorder them within their module.
  5. Click the Microphone icon on a slide block to add Voice Narration - write your own script or click Generate with AI. For roleplays, open the Roleplay Editor and click Generate voice on the Details tab. To narrate every Slide and Roleplay block in the course in one pass, click Generate All Voice in the toolbar.

3. Edit and configure

  1. Switch to the Settings tab.
  2. Select a Default Narration Voice for the course.
  3. Fill in the Learner Brief - the instructions the learner sees before launching.
  4. Configure Runtime Config (JSON) - the AI character setup, conversation flow, etc.
  5. Set a Retry Limit and Pass Threshold.

Then switch to the Completion tab to decide how the course ends:

  • Require reviewer approval - off by default. Switch it on when finishing the course should not count until a reviewer has signed off. Completions then wait in Analytics → Reviews for a workspace owner, trainer or reviewer to approve or return them, and the learner is emailed the decision. Leave it off and the course completes the moment the learner finishes.
  • Completion certificate - whether learners can download a certificate from their results page, plus its wording, accent colour and imagery.

The two settings are independent

A course can require approval without issuing a certificate - approval then simply confirms the completion. If it does issue one, approval is also what releases it, and the learner still has to meet the pass mark.

4. Define grading criteria on each roleplay

  1. Open the roleplay from the Content tab and switch to its Scoring tab
  2. Add criteria (e.g., "Empathy", "De-escalation", "Policy Adherence")
  3. Set a weight for each criterion (relative importance within that roleplay)
  4. Every roleplay needs at least one criterion before the course can be published

5. Get a second opinion with AI Course Review

Before previewing, you can run an AI Course Review from the Course Editor. Aimee reads the whole course and flags structural issues, missing prerequisites, audience mismatch (against the AI context you set on the Settings tab), tone problems, and weak slides. Each finding deep-links to the offending block. Use the review like a code review - it suggests, you decide.

6. Preview before publishing

Click Preview in the Course Editor to walk through the course as a learner would. Voice narration plays, slides render exactly as the learner sees them, and quizzes show their answer key so you can spot key mistakes - but no real session is created and no AI cost is billed. Click Exit Preview to come back to the editor.

Spot something to change while you're reviewing? Click Edit this slide in the preview banner to open that slide in its editor, then Back to preview to return to the same slide and carry on. See Previewing a course for the slides this doesn't apply to.

7. Publish

  1. Make sure the course has at least one tag in the Settings tab - published courses without a tag are rejected at publish time.
  2. Click Publish. Aimee shows the pre-publish readiness panel, which lists any blockers (must-fix) and warnings (likely-but-not-certain mistakes). Click any item to jump to the offending block. Fix the blockers, then confirm.
  3. Label the version (e.g., "v1.0").
  4. Published versions become available for assignment.

Each course has one editable draft and any number of locked published versions - edits always go into the draft, so your live learners aren't affected while you work. See Course Management for the full draft / publish / discard lifecycle.

8. Assign to learners

  1. Navigate to Assignments in the sidebar
  2. Click Assign Learner
  3. Select a course from the dropdown
  4. Choose Individual or Group assignment mode
  5. Select the learner or group
  6. Optionally set a due date
  7. Click Assign

9. Move learners onto a newer version

After you publish a new version of a course, learners already assigned to the previous version keep seeing the old one until you switch them. Use the Course Updates Available panel on the Dashboard to move affected learners one at a time - or all at once - to the latest published version. See Course Management.

Using the Marketplace

As a Trainer you can also bring in finished courses and learning paths from other workspaces instead of building everything yourself.

  • Open Marketplace in the sidebar to browse listings, search by title, workspace, or tag, and use Lease or Purchase to add content to your workspace's Content Library.
  • When you're happy to share one of your own courses, open it in the Course Editor, switch to the Marketplace tab, turn on Publish to Marketplace, and set a Listing Price Per Seat (leave it at the minimum to list the course as free).

See the Marketplace guide for a full walkthrough.

Tips

Test your courses

Before assigning to learners, launch the simulation yourself to verify the conversation flow and scoring work as expected.

Use groups for batch assignments

If you have a new cohort of trainees, create a Group first, add all members, then assign the course to the group in one action.