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About this resource

This scenario-based learning experience walks you through the end-to-end content authoring workflow in InsightAI, designed for financial services and similar organizations. You will practice identifying the correct steps: building a knowledgebase, uploading documents such as PDFs and Word files, providing prompts to synthesize training content, reviewing generated synopses, and updating materials when source documents change. The interactive format reinforces the right sequence and corrects common misconceptions about how the platform works.

Questions this resource answers

What is the first step in using InsightAI to create training content?
The first step is to build a knowledgebase by uploading your organization's documents, policies, procedures, and compliance files to the InsightAI platform.
What file formats can I upload to InsightAI?
You can drag and drop or directly upload files such as PDFs and Word documents, which InsightAI then synchronizes and analyzes.
How do I start generating training content after uploading documents?
You provide a prompt instructing InsightAI to analyze the uploaded documents and synthesize a synopsis of relevant information for your desired training topic.
How does InsightAI handle updates to source documents?
You can upload new documentation to replace outdated files, then batch or individually re-author the training steps that need updating to keep materials accurate.