Platform Documentation

AI-Powered Sales Training Platform

Transform sales consultants into product experts through AI-driven training, realistic simulations, and instant knowledge access.

Knowledge Base

Centralized product specs, sales techniques, and competitive insights

AI Analysis

Automatic generation of training materials from your knowledge base

Realistic Simulations

Role-play with AI buyer personas for hands-on practice

Structured Mentoring

Guided Q&A sessions with instant feedback and scoring

Expert Assistant

Instant answers to any product question with source citations

Actors

The platform serves two primary user roles with distinct capabilities.

👤
Admin
Training Content Manager

Manages the knowledge base and training content for the organization.

Responsibilities

  • •Manage Knowledge Base (create, edit, delete documents)
  • •Create and configure Training Topics
  • •Trigger AI Analysis to generate training materials
  • •Review and publish generated scenarios
  • •Monitor training effectiveness

Permissions

Full access to Admin panel
Create/edit/delete KB documents
Trigger analysis and edit generated content
View all training sessions
🧑‍💼
Sales Consultant
Training Participant

Uses the platform to learn product knowledge and practice sales skills.

Responsibilities

  • •Complete assigned training topics
  • •Practice sales scenarios in simulations
  • •Use Expert assistant for quick answers
  • •Track personal progress

Permissions

Access to Mentor, Simulation, Expert modules
View own training history and scores
Cannot modify KB or training content
Cannot access Admin panel

Modules

Four specialized modules for different aspects of sales training.

⚙️
Admin Module
Content management and platform administration

Key Features

Dashboard

Overview stats, quick actions

Knowledge Base

CRUD documents with categories, tags, versioning

Topics

Training topic configuration

AI Analysis

Generate training materials from KB

Knowledge Base Categories

Product Specs
Sales Techniques
Objection Handling
Competitor Comparison
Financing Options
Customer Service

User Flow

KB Documents → AI Analysis Agent → Training Plan + Scenarios + Evaluation Rubric

Workflows

Step-by-step processes for each user role.

👤Admin Workflow
How administrators create and manage training content
Step 1

Add KB Documents

Create knowledge base articles with product specs, sales techniques, and competitive insights

Step 2

Create Training Topic

Define a focused training area (e.g., "911 Sales Mastery")

Step 3

Link Documents

Select relevant KB documents for the topic

Step 4

Trigger AI Analysis

AI generates training modules, Q&A, buyer scenarios, and evaluation rubrics

Step 5

Review & Edit

Review generated content and make adjustments as needed

Step 6

Publish Topic

Make the topic available for consultants to train

Step 7

Monitor Progress

Track consultant training sessions and performance

Summary Flow

Add KB DocsCreate TopicAI AnalysisReviewPublish

Getting Started

Quick start guides for each user role.

For Admins
Set up training content
1

Create your first KB document

Add product specs, sales techniques, or competitive insights

2

Create a training topic

Define a focused training area for your team

3

Link KB documents to the topic

Select which documents are relevant for training

4

Run AI Analysis

Generate training modules, scenarios, and rubrics automatically

5

Review and publish

Edit generated content as needed and make it available to consultants

For Sales Consultants
Start your training journey
1

Start with Mentor training

Build foundational knowledge through Q&A sessions

2

Complete at least one module

Answer questions and get instant feedback

3

Practice with Simulation

Apply your knowledge in realistic buyer conversations

4

Use Expert for quick answers

Get instant answers during real sales conversations