Welcome to Sales Trainer
Follow this step-by-step guide to configure and manage your sales training program.
Upload Training Materials
Go to the Materials tab. Create knowledge base modules and upload your product PDFs, documentation, and sales playbooks. These documents power the AI's understanding of your product.
Configure AI Agent Personas
Navigate to AI Agents to create realistic prospect personas. Choose difficulty levels, set objection types, and customize the AI's behavior for different training scenarios.
Create Training Courses
In the Courses tab, create courses that link a knowledge base module with an AI agent. Set passing scores and publish when ready for your team.
Configure Global Settings
Visit Settings to set the active training module, default AI persona, and assessment timer. These apply to all reps using the sales rep dashboard.
Monitor & Review
Use Dashboard for performance overview, Transcripts to review call recordings, Evaluations for the leaderboard, and Token Usage to track costs.
Approve Certifications
When reps complete their evaluations, review and approve them in the Approvals tab. You can approve or send them back for another attempt.
Dashboard
Performance overview and key metrics at a glance.
Score by Dimension (averages)
Courses
Create and manage training courses. Link knowledge base modules with AI agent personas.
| Name | Status | Enrolled | Pass Score | Updated | Actions |
|---|
Training Materials
Upload product documents to build your knowledge base. Each module is a self-contained knowledge base that can be linked to courses. Supports PDF, DOCX, TXT, and MD files.
AI Agent Behaviour
Create and manage realistic prospect personas for your sales reps to train against. Configure difficulty, objections, and LLM parameters.
| Name | Difficulty | Rounds | Status | Actions |
|---|
Session Transcripts
Review full voice call transcripts from every mock session. Click on any session to view the conversation.
Loading sessions…
Evaluation Approvals
Learners who finished their evaluation appear here. Approve to certify them, or reject to send them back for another attempt.
| Rep ID | Course | Score | Decision | Submitted | Action |
|---|
Evaluations & Leaderboard
Performance metrics and rankings for all evaluated sessions.
Leaderboard
| # | Sales Rep | Final | Product | Discovery | Objection | Empathy | Closing | Decision |
|---|
Token Usage & Cost
Track LLM token consumption and estimated costs per session.
Usage by Session
| Session | Course | Calls | Tokens | Cost (USD) | Usage vs 50k cap |
|---|
Global Admin Settings
Configure global training parameters that apply to all sales reps using the main dashboard.
📦 Active Training Module
Forces all sales reps to take their assessment on this specific knowledge base module.
🤖 Active AI Persona
Sets the default AI persona prompt for chat and voice bots on the sales rep dashboard.
⏱️ Assessment Timer
Global time limit (in minutes) for assessment sessions. Reps must complete within this window.
🌟 "All Courses" Training Mode Settings
Configuration for when a user selects "All Courses" in the learner portal.
🤖 All Courses AI Persona
The AI Agent to use when the rep is training on all courses simultaneously.
🏆 All Courses Passing Score
The minimum final score required to pass the global assessment.