# Create Training with AI

## <mark style="color:purple;">**Generate Training with HerdAI**</mark>

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

* On the left-hand sidebar, click **“HerdAI.”**

<figure><img src="/files/JBN9igvUGRHUt7WN2CS0" alt="" width="191"><figcaption></figcaption></figure>

## Building Your Content

<figure><img src="/files/RyBPuZbQfdUjWtPFKfk4" alt=""><figcaption></figcaption></figure>

**Step 1:** Input a **topic or upload a reference document** that you’d like the AI to build the training around.

**Step 2: Include information such as**:

1. **What topic** should the training cover? (e.g., phishing awareness, password security, data privacy, compliance, etc.)
2. **How many steps** would you like? (default is around 5–7 steps)
3. **Any quiz questions?** Should some steps be quiz questions to test knowledge?
4. **Any specific style or tone?** (e.g., formal, casual, scenario-based)

**Step 3:** Once your settings are ready, press **Enter.** HerdAI will instantly create a complete training based on your input. You are able to include additional information if you wish to tweak any parts of the initial draft.

## **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

<figure><img src="/files/4OvIq9huZ8wDAsQSjqFC" alt=""><figcaption></figcaption></figure>

At the top of the training page, you’ll find four main actions: **Preview**, **Duplicate Training**, **Export SCORM,** and **Delete**.

* **Preview**

  Click Preview to see how the steps will appear when delivered.
* **Duplicate Training**\
  Create multiple versions of a training by duplicating an existing one.
* **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

<figure><img src="/files/dzkxepVGanyFMRuIEv9I" alt=""><figcaption></figcaption></figure>

**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 follow formatting shortcuts above:
    * **Bold**
    * *Italics*
    * ~~Strikethrough~~
    * [Links](https://example.com)
  * 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.

{% hint style="info" %}
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.
{% endhint %}

**Step 4: Attach Images or Videos**

* Upload **images** or **videos** directly into the step to enrich your content. If you don't have organization specific images, you can use HerdAI to generate image or video content

<figure><img src="/files/R1sBRS44uPBHspIqyrt6" alt=""><figcaption></figcaption></figure>

**Step 5:** Press **Save Changes** to make updates to your chosen step

After finalizing, you can preview the AI-Generated Training and then choose to [**send it immediately** ](/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md)or [**queue it for future release**](/herd-security-docs/trainings/getting-started-with-trainings/queue-trainings.md).


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