Create Training with AI
This page provides guidance on generating trainings in minutes using Herd’s AI
Generate Training with HerdAI
AI-Generated Trainings make it fast and easy to deliver learning content without starting from scratch. By simply providing a topic or reference material, Herd’s AI builds a structured training for you in minutes.
AI-Generated Trainings are ideal when you need to:
Quickly create onboarding modules for new hires.
Provide fast refreshers on security or compliance topics.
Share updates on new policies, procedures, or emerging risks.
Starting an AI-Generated Training
Creating a training with HerdAI is a conversational experience—you describe what you want in chat and HerdAI builds a draft you can refine. There's no structured form to fill out.
On the left-hand sidebar, click HerdAI, or
From the Trainings Page, click New Training and choose Create with HerdAI (this opens the HerdAI chat with a starter prompt ready to go).
Building Your Content
Step 1: Describe the training you want, or upload a reference document for HerdAI to build around. The more detail you give, the closer the first draft will be. Helpful things to mention:
What topic should the training cover? (e.g., phishing awareness, password security, data privacy, compliance, etc.)
How many steps would you like? (default is around 5–7 steps)
Any quiz questions? Should some steps be quiz questions to test knowledge?
Any specific style or tone? (e.g., formal, casual, scenario-based)
Step 2: Send your message. HerdAI generates a complete training preview right in the chat. Keep chatting to refine it—ask HerdAI to add steps, change the tone, or adjust the title and tags, and the preview updates in place.
Training Content
Your HerdAI Generated Trainings can be found under your company's Training tab within the Trainings Page.
Step 1: Once your training has been generated and published in HerdAI, click View Training to view and manage the content.
When you're on a training’s details page, you're able to make changes to the training title, description, tags, content and structure.
Training Controls
At the top of the training page, the more (…) menu gives you these actions: Preview, Create similar training, Export SCORM, Archive training, and Delete training.
Preview
Click Preview to see how the steps will appear when delivered.
Create similar training Spin up a new draft that reuses the structure and style of this training as a starting point.
Export SCORM SCORM stands for Sharable Content Object Reference Mode. Clicking the Export SCORM button in Herd will allow you to take a training you've built in Herd and export it as a SCORM package so you can use it in other LMS platforms (like Cornerstone, Docebo, Moodle, TalentLMS, etc.)
Delete training This option soft deletes a training. Use it if you no longer need a custom or cloned training.
Step Editor
Step 1: Review and edit the generated content or quiz questions to fit your team’s voice and priorities.
Step 2: To Reorder training steps, click on the 6 dots next to each step and drag it to the desired location.
Step 3: To add more content, scroll to the bottom of the created training and press Add Step.
Step 4: To tailor the content to your organization's goals, click into any of the drafted steps and customize the content your users will see.
Here’s what you can do in the step editor:
Message Body & Preview Type your content into the Message Body box. To preview how the steps will look like, press the Preview button above the training shows how the message will appear in Slack or Microsoft Teams.
Formatting Tips When you click into the step you wish to edit, you’ll find the following formatting shortcuts above:
Bold
Italics
Strikethrough
Click “+ Add Button” to insert response options or quiz prompts.
These buttons help guide users to the next step or capture answers.
Limit: 30 characters to ensure proper display in Slack.
Use the Correct Answer field to select the correct response for quiz steps.
If you do not align the Correct Answer with the corresponding button, users will be marked incorrect even if they selected the right choice. This is essential for accurate scoring—at least one correct answer must be marked.
Step 5: Attach Images or Videos
Upload images, videos, or audio directly into the step to enrich your content. If you don't have organization-specific media, you can use HerdAI to generate image, video, or audio (text-to-speech) content.
Step 6: Your edits save automatically—a Saving… / Saved indicator at the top of the editor confirms when changes are stored. There's no separate Save button to press.
After finalizing, you can preview the AI-Generated Training and then choose to send it immediately or queue it for future release.
Ask HerdAI for a Training in Chat
You don't have to start from the builder—you can simply describe the training you want to HerdAI and get a ready-to-review draft back in the conversation.
Step 1: Open HerdAI from the left-hand sidebar, or use the HerdAI widget on your Dashboard.
Step 2: Type what you want, then send. For example:
"Build a training on phishing awareness."
"Create a 10-step training on password security with 3 quiz questions."
If you'd rather be guided, just say so—HerdAI will ask what topic to cover, how many steps it should have, and anything else it needs before generating a draft.
Step 3: HerdAI generates a training preview right in the chat. The preview card shows the title, description, tags, and every step rendered the way it will appear in Slack or Microsoft Teams, with quiz steps showing their answer options and the correct answer marked.
Step 4: Keep chatting to refine the draft. You can ask HerdAI to regenerate it ("make it funnier"), add steps ("add another step"), change the title or tags, or remove a step—and the preview updates in place.
Step 5: When you're happy with it, press Publish on the preview card (or tell HerdAI to publish it). Once it's published, click View Training to open it on the Trainings page, where you can edit, assign, and send it like any other training.
HerdAI will only publish a training after you've reviewed the preview and confirmed. It won't generate and publish in a single step.
Build on an Existing Training
From a training's detail page, you can hand HerdAI an existing training as a style reference so a new draft matches its structure, tone, and depth. When you start a chat this way, a banner shows which training you're building on, and you can clear it at any time.
Conversational Trainings (Beta)
Alongside standard step-by-step trainings, Herd can deliver Conversational trainings—an interactive, chat-based experience built around learning objectives instead of a fixed sequence of steps. Each objective is either an Info objective (HerdAI teaches a concept, then confirms the learner understood it) or a Quiz objective (the learner has to give a specific answer), and Herd guides the learner through them as a real-time dialogue.
To create one with HerdAI, ask for a conversational training in chat:
"Create a conversational training on social engineering."
"Make a chat-based training with 5 objectives, 2 of them quiz objectives."
HerdAI generates a preview built from learning objectives, which you can refine and Publish the same way as a step-by-step training.
Conversational trainings are labeled with a purple Conversational badge in your Trainings list, and you can use the Conversational / Step-by-step filter at the top of the Trainings page to show only one type.
A few things that make the conversational experience feel natural for learners:
Attachments per objective — when editing a conversational training, each objective can carry up to 10 attachments (images, video, documents, or audio) via Add attachment. The media appears in the chat thread the moment HerdAI reaches that objective.
Pause anytime — a learner can simply say "pause the training" to step away. Herd hands them back to the general assistant and leaves a persistent Resume training button in the thread.
Switching to the assistant — if a learner asks something off-topic mid-training, Herd offers Pause & switch / Keep training so they can get help from the assistant and come back where they left off.
Credit for early answers — if a learner spontaneously answers a later quiz question ahead of time, they get credit for it instead of being re-asked.
Conversational trainings deliver over Slack, Teams, or the browser/email link player, following the same delivery preferences as step-by-step trainings — see Sending Trainings.
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