Create Training with AI
This page provides guidance on generating trainings in minutes using Herd’s AI
Generate Training with AI
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 “AI Creator.”
Building Your Content
Step 1: Enter a topic or upload a reference document that you’d like the AI to build the training around.
Step 2: Step Configuration: You can let AI decide how many steps and quizzes to include — or take control by setting the following manually:
Total Number of Steps (includes both Informative + Quiz)
Number of Quiz Questions - If you wish to include quiz questions to test user knowledge and reinforce key points.
Technical Difficulty - Adjust to simplify or increase difficulty for intended audiences
Content Creativity - useful if you want to add creativity to your training prompt and generate more engaging material.
Step 3: Once your settings are ready, click “Generate Training.” Herd's AI will instantly create a complete training based on your input. You are able to click Reset Form if you wish to change the configuration or topic of your training.
Training Content
Your AI Generated Trainings can be found as a Custom Training within the Trainings Page.
Step 1: Once your training has been generated, you’ll enter its details page, where you can 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, you’ll find three main actions: Assign, Clone, and Delete.
Assign Users If you’re satisfied with the training content and structure, you can begin assigning it to users or groups. Select the individuals or groups you’d like to complete this training, and they’ll receive it right away.
Clone Training Use this option if you want to duplicate an existing training. This is helpful when you’d like to keep the original intact while making edits to a copy.
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 a 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 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. A Preview panel below shows how the message will appear in Slack or Microsoft Teams.
Formatting Tips Just below the message box, you’ll find formatting shortcuts for:
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.
Step 4: Attach Images or Videos
Upload images or videos directly into the step to enrich your content. Generating images/video via AI coming soon
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 or queue it for future release.
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