Create training from a document
Transform your existing documents into an interactive training course with AI-generated content, quizzes, and action plans.
Step 1 of 24
Click Create Training to begin building a new course.
Let's get started by clicking the Create Training button right here.
Step 2 of 24
Select Create from any 3 files to upload documents like PowerPoint, PDF, or Word files.
You can upload any document format you already have—PowerPoint, PDF, or Word files all work perfectly.
Step 3 of 24
Click Start Fresh to build your course without using a previous draft.
I'll choose Start Fresh so we're building this course from scratch without any previous drafts.
Step 4 of 24
Click the upload area to select and upload your training document.
Go ahead and click this upload area to select your training document from your computer.
Step 5 of 24
Enter your course topic and goals in the description field so the AI can generate relevant content.
In this description field, tell the AI what your course is about and what goals you want learners to achieve—this helps generate the most relevant content.
Step 6 of 24
Select Intermediate as your audience level to tailor the content complexity.
For this example, I'm selecting Intermediate as the audience level, which tailors the content for learners who already know the basics and are ready for deeper concepts.
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Step 7 of 24
Choose Regular Course as the course type to create a standard multi-module learning experience.
I'll choose Regular Course here to create a comprehensive, multi-module learning experience.
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Step 8 of 24
Click Continue to proceed with your course configuration.
Now we'll click Continue to move forward with these settings.
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Step 9 of 24
Select the first learning outcome to define what learners will understand about complaint handling.
The AI has suggested several learning outcomes based on your document—let me select this first one about understanding the core principles of complaint handling.
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Step 10 of 24
Select the second learning outcome to include best practices for resolving complaints efficiently.
I'll also include this outcome about applying best practices for efficient complaint resolution.
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Step 11 of 24
Select the prerequisite to ensure learners have foundational customer service knowledge.
Here I'm selecting a prerequisite to make sure learners have the foundational customer service knowledge they'll need.
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Step 12 of 24
Click Continue to move forward with the defined learning outcomes.
Let's click Continue to confirm these learning outcomes.
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Step 13 of 24
Click Continue again to confirm your settings and proceed to content generation.
One more time, we'll click Continue to finalize all our settings.
Step 14 of 24
Click Generate Course to let the AI create your full training content from the uploaded document.
Now click Generate Course, and the AI will transform your document into a complete training program—this usually takes just a minute or two.
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Step 15 of 24
Your course title screen now displays the generated course name Bank Procedure SOP for Handling Customer Complaints.
Perfect! Your course has been generated with the title pulled directly from your document content.
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Step 16 of 24
This screen shows the Your Context module that sets the foundation for personalized learning.
The first module you'll see is Your Context, which helps personalize the learning experience for each individual taking the course.
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Step 17 of 24
Here you can see the Introduction to Customer Complaint Handling module that opens the course content.
Next comes the Introduction to Customer Complaint Handling module, which sets the stage for everything learners need to know.
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Step 18 of 24
The Knowledge Check module tests learner understanding with interactive questions.
The AI has automatically inserted a Knowledge Check module to test understanding before moving deeper into the material.
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This is the Handling Customer Complaints module where core training content is presented.
This is where the main content lives—the Handling Customer Complaints module walks through all the key concepts.
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The How-To Steps module provides actionable procedures learners can follow.
The How-To Steps module breaks down specific procedures into clear, actionable instructions.
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Step 21 of 24
The Final Quiz assesses overall comprehension of the training material.
A Final Quiz has been automatically generated to assess overall comprehension of everything covered in the course.
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Your Action Plan helps learners apply what they've learned to real-world scenarios.
After completing the quiz, learners get a personalized Action Plan to help them apply these skills in their actual work.
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Step 23 of 24
The Congratulations screen celebrates course completion and summarizes key takeaways for learners.
Finally, the course wraps up with a Congratulations screen that reinforces the key takeaways.
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Step 24 of 24
Here you can see the course completion screen displaying a trophy icon, congratulatory message, and three key takeaways summarizing what was learned about handling customer complaints in banking.
And here's what learners will see when they finish—a celebration of their achievement along with three key takeaways that summarize the most important lessons.
Your course is ready!
You've successfully created a fully structured training course with content, quizzes, and learning modules generated from your document.
Generated with Saltfish