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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, 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 rubrics with weighted scoring criteria
  • 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 floating navigation assistant — to find any screen in the workspace
  • 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

graph TD
    A[Create a course] --> B[Configure runtime settings]
    B --> C[Define a rubric with criteria]
    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. Enter a title in the inline create form and click Create Course.
  3. Choose a starting point:
    • Blank course — build the content yourself.
    • Generate with AI — answer a few guided questions and Aimee drafts the slides, questions, and narration for you.

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

2. Build Course Content

  1. Click on the course row to open the Course Editor.
  2. In the Content tab, use Import Content to pull in a whole file:
    • PDF — one block per page.
    • PowerPoint (.pptx) — one block per slide; speaker notes become voice narration.
    • Word (.docx) — one block per Heading 2 (falls back to Heading 1 when there is no H2).
    • Markdown (.md / .markdown) — one block for every # or ## heading.
  3. Or add blocks by hand from the Add Block menu — Acknowledgement, Matching, Media, Quiz, Resource, Scenario, or Slide.
  4. 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.
  5. Drag and drop blocks to reorder them within their module.
  6. Click the Microphone icon on a slide block to add Voice Narration — write your own script or click Generate with AI. For scenarios, open the Scenario Editor and click Generate voice on the Details tab. To narrate every Slide and Scenario 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.

4. Define a rubric

  1. In the Course Editor, scroll to the Rubric section
  2. Add criteria (e.g., "Empathy", "De-escalation", "Policy Adherence")
  3. Set a weight for each criterion (relative importance)
  4. Add optional guidance text for the AI scorer

5. 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.

6. 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 to create a finalized course version.
  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.

7. 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

8. 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.