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Creating a quiz

Test your colleagues on your knowledge

Updated over a month ago

Is there anything better than saving time? We didn’t think so. That’s why we introduced AI Quizzes in Whale — a fast, intelligent way to turn your existing content into engaging assessments. Whether you’re creating training modules, onboarding quizzes, or knowledge checks, Whale’s AI takes the heavy lifting out of question-making.

Just like with AI Assist for SOPs, AI Quiz lets you auto-generate a complete quiz from your existing playbooks or library content — in seconds.


✨ How to Create a Quiz with AI

Step 1: Open AI Quiz

  • Click the ➕ icon in the top-right corner of your Whale screen

  • Select AI Quiz from the dropdown

Step 2: Configure the Quiz

In the AI Quiz pop-up:

  • 📚 Choose the source content (playbook or library page)

  • 🏷️ Give your quiz a title (e.g., CRM Basics Quiz)

  • 🔢 Select the number of questions (up to 20)

  • Choose how many answers per question (e.g., 3 or 4 options)

Step 3: Generate and Review

  • Click Generate and let Whale work its magic

  • Review the AI-generated quiz

  • You can start using it right away — or edit any part to fine-tune the questions

🧠 AI quizzes are perfect for turning existing SOPs into training tools with zero friction.


🛠️ Manual Quiz Creation (If You Prefer Custom-Built)

If you’d rather build a quiz from scratch:

Step 1: Go to the Quiz Tab

  • Click the Quiz icon in the sidebar

  • Choose Create Quiz

  • Name the Quiz

Step 2: Add Questions

  • Enter your question text

  • Add multiple-choice answer options

  • Mark the correct answer

  • Save, and click Add Question to repeat (up to 20 questions)


⚙️ Quiz Settings

Each quiz can be customized with powerful learning features:

  • Show correct answers after submission for faster feedback

  • 🔀 Shuffle questions and answers to prevent memorization

  • 🎯 Set a passing grade (e.g., 70%) — users must meet this to pass

  • ✍️ Edit anytime — tweak content or scoring as needed


📤 Assigning Quizzes

You can assign quizzes in two ways:

  • From the Quizzes menu via the 3-dot options menu

  • As part of a training workflow (great for onboarding or continuous learning)

When assigning, you can:

  • Select individuals or user groups

  • Set a due date

  • Add optional notes

Learners will see quiz progress and results in their Insights tab.


📊 Track Progress with Analytics

In the Analytics section under Quizzes, you can:

  • View completion rates and timestamps

  • Identify who passed or failed

  • Reassign quizzes to users who need a retry


Example Workflow

You just finished creating a new Sales Playbook. With AI Quiz, you generate a 10-question assessment in under a minute. Assign it to the Sales team with a passing grade of 80%, and track their progress in real time through Analytics. No more manual question-writing — just learning that sticks.


Ready to Train Smarter, Not Harder?

Whether you’re building quizzes manually or using AI to auto-generate them from your content, Whale makes testing knowledge fast, reliable, and scalable.

👉 Try out AI Quiz today and give your team smarter ways to learn.

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