Adding a New Lesson to a Course

Summary

Use this guide to add a brand‑new Role play lesson to any course in your AutoTrainer Library. You can either generate a lesson from a prompt, or build one from a template, then fine‑tune details like Persona, Scenario, Customer initial message, and the Hidden playbook.

Terminology

• Customer initial message (optional): If you enter text here, the AI speaks first in the role play. Leave blank if you want your trainee to start the conversation.
• Hidden playbook: Internal behaviors and guidance the AI follows that trainees do not see. Use it to shape the AI’s tone, tactics, and scenario logic.

Before you start

• Confirm you have permission to edit courses in your workspace.
• Identify the course that should receive the new lesson. (You can create a new course if needed.)

Steps

1. Open the Library
   1. In the left navigation, select Training → Library.
   2. Locate the target course. Click Open Course.
2. Click Add lesson inside the course
   1. On the course page, use the Add lesson button in the upper‑right. (You can re-order lessons later with the up/down arrows on each lesson card)
3. Choose how to create the lesson
   1. On Create New Roleplay Lesson, pick one of the Quick create options
      1. Generate and edit from prompt – Describe what you want; AutoTrainer drafts the lesson and you refine it.
      2. Build from template – Start from a pre‑built structure.
   2. If you choose Generate and edit from prompt, type your idea (e.g., “F&I objections: customer believes ‘It’s a quality car’”) and submit.
4. Complete the lesson details
   1. Fill in or review these fields:
      1. Roleplay type – Pick the training track (e.g., F&I).
      2. Persona – Which AI customer persona to roleplay.
      3. Vehicle purchase details – Year/Make/Model, price, purchase type & rate, term, trade‑in. These shape realistic dialogs.
      4. Customer initial message (optional) – If filled, the AI opens the conversation using this message.
      5. Scenario – The visible setup and objectives for the learner.
      6. Hidden playbook – Private guidance for the AI (behavior rules, must‑hit points, allowed concessions, tone). Trainees won’t see this.
      7. Scoring – Click Add new check to define the behaviors you want to evaluate (e.g., “Explains rate vs. APR,” “Handles objection with value statement”).
5. Create the lesson
   1. When ready, click Create Roleplay. The lesson is added to your course immediately.

What’s next?

• Re‑order lessons: Use the arrows on the lesson cards to move the new lesson up or down.
• Publish status: Courses and lessons show a Published or Unpublished badge in the Library. Publish to make them available to learners.
• Assign to learners: From Training → Assignments, create or edit an assignment to include this course so your team can complete it.

FAQ's

Q: Do I have to fill in Customer initial message?

A: No. It’s optional. If you leave it blank, the trainee starts the conversation. If you fill it in, the AI starts.

Q: Will trainees see the Hidden playbook?

A: No. It’s visible only to editors and controls behind‑the‑scenes AI behavior.

Q: Can I copy this lesson to another course?

A: Yes—open the lesson, use available duplicate or template options (if enabled), or generate a new one from a prompt with the same details.

Q: Where do I measure performance?

A: Use Results Explorer in the Library or view Assignments → View Results for completion and scoring.

Related articles

• Create a Course in the Library
• Create and Publish an Assignment