Building training from scratch takes time. Describe the training you need, and Opus AI drafts it for you, so you can review, refine, and publish it faster.
Table of Contents:
What Is Training in Opus?
Training in Opus is built from four kinds of content:
Modules: Step-by-step training with a specific outcome.
A series of short Courses, Check-ins, and Resources that helps a Trainee reach a clear goal, like passing a safety certification or mastering the opening shift.
Courses: Quick lessons of 3 to 5 minutes that teach the skills and knowledge needed to reach that goal.
Check-ins: In-person training moments where Managers verify and reinforce what's been learned on the job.
Resources: SOPs, product guides, and job aids your team can refer back to.
Add them to Modules as documents, videos, or other reference materials.
Building Training with the Primary Agent
As an Admin, describe the training you need, and the Primary Agent builds the draft for you.
Click New at the top of the left navigation and choose what to create. You can also click New Module or New Course on a Library page, or New Check-in, New Checklist, or New Audit on the Check-ins, Checklists, and Audits pages.
In the dialog, like Create module with AI, describe your training goals, topics, and Roles.
Click Start building. Opus creates a draft and opens it, and the Primary Agent builds it from your description.
To add your own files, click Attach in the Primary Agent's message box.
Review the draft, then click Publish in the top right corner.
š” Rather build it yourself? Click the from-scratch button at the bottom of the dialog, like New module from scratch.
Building Modules with AI Assist
ā Before you start: This section covers what Managers see. Admins build with the Primary Agent.
What Is the AI Module Builder?
The AI Module Builder creates custom training Modules for you, including:
Clear learning objectives and detailed audience profiles
Structured Course and Check-in outlines
Descriptions and content for each Course and Check-in
š” How the builder is laid out: The left side shows the outline and content AI Assist generates. The right side is where you chat with AI Assist to give feedback, make edits, and refine the content.
How to Open the AI Module Builder
In the Opus dashboard, go to Training > Library and select the Modules filter.
Click New Module. The New Module dialog opens with the Create module with AI prompt box.
Add context (optional but recommended):
Upload files like handbooks, SOPs, or role guides.
Attach existing Resources or Courses.
Or skip this and write a prompt.
Write a clear prompt that describes:
Your training goal
The audience
Key topics
Any special instructions
Review and edit the generated Module outline:
Check the number of Courses, Check-ins, and topics.
Use the chat on the right to adjust the outline or give feedback.
Edit for brand and relevance: Use the editor on the left to refine tone, assessments, and accuracy.
Generate the Module: When you're ready, click Generate module to produce the final training.
Publish: The new Module opens in the editor. Review it, then click Publish in the top right corner.
š” Use current materials: Upload only up-to-date files so your training is accurate.
Tailoring Your Module Outline
Confirm the number of Courses and Check-ins fits your training time frame and depth.
Verify that learning objectives align with your goals.
Check that nothing important is missing.
Use the outline editor to make changes before you continue.
Reviewing Module Details
Make sure instructions and tone match your brand voice.
Check that assessments are realistic and relevant.
Verify the accuracy of policies, terms, and procedures.
Edit details in the left-side editor for clarity and engagement.
Building Courses with AI Assist
ā Before you start: This section covers what Managers see. Admins build with the Primary Agent.
What Is the AI Course Builder?
The AI Course Builder creates single Courses, focused on detailed content and activities for a specific skill or topic.
Use it when you want to build or update individual Courses rather than full Modules.
How to Open the AI Course Builder
In the Opus dashboard, go to Training > Library and select the Courses filter.
Click New Course. The New Course dialog opens with the Create course with AI prompt box.
(Optional) Upload background materials or select existing Resources.
Write a prompt that describes the Course focus and objectives.
Review and edit the generated Course outline.
Click Generate course.
The new Course opens in the editor. Review it, then click Publish in the top right corner.
ā ļø Review before you publish: AI drafts are a starting point. Check facts, policies, and quiz answers before your team sees the training.
Creating Effective Courses with AI
Keep Course content focused and manageable.
Use frequent assessments to check understanding.
Add images and videos for engagement.
Review for brand voice and accuracy.
How to Write Prompts for AI Assist
To get the most out of AI-generated training, start with a clear, specific prompt. Include:
š” Talk it through: Click the microphone (Dictate) in any AI Assist prompt box, describe what you want out loud, then click Stop and transcribe. Your words appear in the prompt box so you can edit them before you generate.
Learning goal: What should your team be able to do after the training?
Audience or Role: Who is the training for?
Key skills or topics: What should it cover?
Special instructions: Formats, assessments, or focus areas.
šÆ Example: "Create a training module for new customer-facing team members to confidently help customers and handle transactions. Include key skills like product knowledge, POS operation, and customer service etiquette. Add two scenario-based check-ins to reinforce learning."
ā”ļø Learn more:
Getting Started: Writing Prompts for Opus AI: how to write prompts that get better results from Opus AI
Generate Images Using AI
When stock photos don't fit, the AI Image Generator creates or updates visuals right inside your Course or Opus Doc. You can:
Edit an image already in your content
Upload and modify a file from your device
Generate a new image from a text prompt
Choose the flow that fits your need.
Enter a prompt that describes the subject and style.
Review the variations and apply the one you like.
From there, refine, retry, undo, or keep editing with other tools.
ā”ļø Learn more:
How to Edit and Generate Images with AI in Opus: step-by-step instructions for each image flow
FAQ
How many Courses should a Module have?
It depends on your learning goals. Include enough Courses to cover the topics without overwhelming your team.
What if AI Assist generates too many or too few Courses?
Adjust the Course and Check-in counts in the outline before adding details. If the outline still seems off, refine your prompt.
How detailed should my prompt be?
The more detail, the better the results. Include goals, Roles, topics, and context.
Can I update training after publishing?
Yes. Open it, click Edit in the top right corner, make changes, and click Publish.
Do I have to add context?
No. But current, relevant context makes your training more accurate.