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Training ManagementModules & Slides

Modules & Slides

Modules are the core building blocks of the training platform. Each module contains a sequence of slides that agents navigate through. See the Training Management overview for the full content hierarchy.

Understanding Modules

A module:

  • Belongs to a specific Training
  • Contains an ordered array of slides (4 types available)
  • Has an estimated duration for display purposes
  • Tracks individual slide completion per agent

Creating a Module

  1. Navigate to Training → Modules in the sidebar
  2. Click Create New
  3. Fill in the basic fields:
FieldDescriptionRequired
TrainingParent trainingYes
NameModule name — localized EN/FRYes
OrderDisplay position within the trainingYes
DescriptionModule overview — localized EN/FRNo
ImageModule cover imageNo
Estimated Duration (min)How long this module takesNo
Is ActiveWhether this module is visibleYes (default: on)
  1. Add slides (see below)
  2. Click Save

Module Edit Form

Slide Types

Each module contains an array of slides. There are 4 slide types available:

1. Video Slide

Displays a YouTube video for the agent to watch.

FieldDescription
Video URLA valid YouTube URL — localized EN/FR

Supported YouTube URL formats:

  • https://www.youtube.com/watch?v=VIDEO_ID
  • https://youtu.be/VIDEO_ID
  • https://www.youtube.com/embed/VIDEO_ID
  • YouTube Shorts URLs are also supported

Video slide as seen by agents

2. Content Slide

Displays rich text content with an optional image.

FieldDescription
ImageOptional header image
Rich TextContent using the rich text editor — localized EN/FR

The rich text editor supports:

  • Headings, paragraphs, lists
  • Bold, italic, underline
  • Links and embedded media
  • Image uploads with alt text and captions

Content slide as seen by agents

3. Quiz Slide

An interactive quiz to test agent knowledge. See Quiz Management for details.

FieldDescription
ImageOptional header image
TitleQuiz title — localized EN/FR
Quiz Modestrict (must pass) or informative (no pass requirement)
QuestionsArray of questions with answer options

Quiz slide as seen by agents

4. Interactive Map Slide

Embeds an interactive map with points of interest.

FieldDescription
Rich TextIntroductory text — localized EN/FR
MapLink to an Interactive Map

Interactive map slide as seen by agents

Reordering Slides

Slides within a module are ordered by their position in the array. To reorder:

  1. Open the module for editing
  2. Use the drag handles on each slide block to reorder
  3. Click Save

Important Behaviors

Automatic Duration Update

When you save a module, the parent training’s total duration is automatically recalculated.

Cascade Deletion

When a module is deleted, all associated slide progress records are automatically cleaned up. This means:

  • Agent progress data for that module is removed
  • This is irreversible — be careful when deleting modules with existing progress

Module Reassignment

If you change a module’s Training assignment (move it to a different training), both the old and new training durations are recalculated automatically.

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