Chapter 3.1

Building trainings

Create journeys, lessons and modules in the Training Builder.

Open Training Builder in the sidebar. Trainings are built in three layers:

LayerWhat it isExample
JourneyA complete programFront Desk Onboarding
LessonOne short sitting inside a journeyAnswering the phone
ModuleOne step inside a lessonReading, quiz, or role play

1. Create a journey

Give it a name, then choose:

  • Lesson order — linear (lessons unlock one at a time) or non-linear (any order).
  • Allow repeat — whether learners can retake it after finishing.

2. Add lessons

Keep lessons short — one idea each. Drag to reorder.

3. Add modules to each lesson

  • Text — reading content in the rich-text editor: headings, lists, bold, colors and images from your media library.
  • Test — a quiz. Add questions to check understanding.
  • Role play — an AI practice conversation. See AI Roleplay & customer characters.

Importing in bulk

If you already have training material, the Training Builder can import a CSV/ZIP package of journeys, lessons, modules and questions. Download the template from the import screen to see the expected columns.

Tips

  • Lead each lesson with a short reading module, then check it with a quiz or role play.
  • Write the way you'd explain it to a new hire in person: clear, warm and concise.
  • The fastest way to draft a whole program is with an AI assistant — see Using HoanIt with AI assistants.