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From a goal to a course plan: how to brief Vidext in one message

Alejandro Marco
Alejandro Marco
Growth Engineer
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From a goal to a course plan: how to brief Vidext in one message

 

A good brief for Vidext answers three questions in one message: who the course is for, what they must be able to do afterwards and what material already exists. Vidext's agents turn that into a course brief and a structure, and you approve both before anything is built.

To brief Vidext, you write one message in the chat saying who the course is for, what those people should be able to do when they finish and which material you already have, and you attach that material. Vidext's agents read it, ask what is still missing, and come back with a course plan for you to approve.

The message is short, but what you put in it decides how many questions come back and how close the first plan is to what you need. In this guide we explain what a good brief contains, what happens after you send it and how to choose where the agents stop to ask you.  

What a good brief for Vidext contains

A brief that works answers three questions. One honest answer to each is enough.  

QuestionWeak answerStrong answer
Who is the course for?"Warehouse staff""Agency pickers joining for peak season, most of them on their first warehouse job"
What should they be able to do afterwards?"Know the safety rules""Choose the right walkway and spot the forklift exclusion zones on our site"
What material do you have?Nothing attachedThe site safety procedure (PDF) and a recording of the shift lead walking the floor

  The second row is the one that makes the biggest difference. Vidext's agents design a course backwards from what learners must be able to explain, identify or choose, because that is something a question inside the course can check. "Know", "understand" or "be aware of" cannot be checked, so when a brief uses them the agents ask you to turn the topic into a goal first.  

How to brief Vidext, step by step

 

Step 1: Write the request in your own words

Open the chat and describe the course as you would to a colleague. Include the three answers above in one or two sentences. There is no form and no required wording.  

Step 2: Attach the material you already have

Add your procedures, manuals, slides, spreadsheets, recordings or YouTube links to the same message. You can also paste the address of a web page, or bring documents from Google Drive, SharePoint, Teams or Notion once they are connected. Your own material gives the most accurate result, because the agents teach from it.

Where the goal needs public knowledge your material does not cover, the agents research it on their own. If you want the course to use only your documents, say "only my sources" at any point.  

Step 3: Answer the agents' questions

While they read and research, the agents ask about what no document can settle: who the learners are, what they already know, how much time they have and where you want to review. Each question comes with a suggested answer and a few alternatives.

The agents also keep a numbered list of open decisions, each with its suggestion. You can answer by number, correct one or two, or reply "go with your suggestions" to accept them all. What only your organisation knows, such as an internal procedure or a contact, is never invented: the agents ask for it, or leave it as a visible gap.  

Step 4: Approve the course brief

The agents then write a course brief: who the course is for, what they will learn, how long it takes and every decision made along the way, each marked with where it came from (you, a source, or a suggestion you accepted). You can approve it, change it or add information. The course language is settled at this point too.  

Step 5: Approve the structure

From the approved brief, the agents propose the fewest modules that cover the goal. Each module is a short interactive video lesson about one thing the learner can do, usually five to ten minutes including practice and questions. You can split, merge, reorder, rename or remove modules by asking.  

Step 6: Choose what to build

Once the structure is approved, you choose between building the first module to check it before the rest (the recommended option), building all of them, or changing the structure first. Nothing reaches your learners until someone on your team publishes the course.  

An example brief in one message

This is what a complete brief can look like for a logistics team preparing for peak season:

"I need a course for agency pickers who start in our Zaragoza warehouse in November. Most have never worked in a warehouse. After the course they should be able to choose the right walkway, identify forklift exclusion zones and report a near miss. Attached: our site safety procedure and a 6-minute recording of the shift lead walking the floor. They will take it before their first shift, so keep it under 30 minutes in total."

That message already answers the three questions, adds a time limit and gives the agents the two sources they need. With the goal, the learners and the material already stated, what the agents still need to ask is reduced to the decisions only the team can make.  

Choose where the agents stop to ask you

By default, the agents stop twice: once to approve the course brief and once to approve the structure. You can change that in the same message, in your own words:  

If you writeThe agents
Nothing about stopsStop for the brief and for the structure
"Just the brief"Confirm the brief with you, then write the structure and the modules without stopping
"Show me the plan first"Also stop after each module's plan, before its script is written
"Do it directly, don't ask me"Take every suggestion, list them as assumptions and go on to the built modules

  Even when you ask them not to stop, the agents still ask about what only you can decide, such as two requirements that contradict each other, or a company document the course needs. And the course is still not published until a person on your team publishes it.  

Common mistakes when briefing a training course

  • Sending a topic instead of a goal. "Food safety" gets you a question back; "new kitchen staff can identify the five allergens we handle and choose how to label them" gets you a plan.
  • Leaving out who the learners are. A course for experienced operators and one for first-timers on the same topic are different courses.
  • Not attaching the procedure. Without your document, the agents can only work from public good practice and will mark the gaps where your own rules should be.
  • Asking for a document to be converted when you need people to learn something. If you want a course that stays faithful to your document, say so: the agents teach from it alone and add no facts it does not state, but they still build practice and questions around it.

For the full detail of each step, see Vidext's documentation on planning a course and on adding your sources.  

Conclusion: the brief is where the course is decided

Most of the quality of a course is decided before a single screen exists: in who it is for, what people must be able to do and what material it is built from. A brief that answers those three questions saves rounds of corrections later.

Vidext's agents do the planning, research and building from there, and the two approvals keep the decisions with the person who knows the operation. Write the goal as something a learner can show, attach what you have, and the plan that comes back will be one worth approving.  

Frequently asked questions

 

Can I brief Vidext without any material?

Yes. You can start from a description alone, and the agents research the public knowledge the goal needs. For anything specific to your organisation, such as an internal procedure, they ask for it or leave a visible gap rather than inventing it. Your own material usually gives the most accurate result.  

How many files can I attach to a brief?

Up to 20 files per message, including PDFs, Word documents, PowerPoint decks, Excel sheets, images, audio and video files of up to two hours. YouTube links and web page addresses can be added in the same message.  

Do I have to approve every step?

By default you approve two things: the course brief and the structure. You can ask for more stops ("show me the plan first") or fewer ("just the brief", or "do it directly"). Whatever you choose, nothing reaches learners until someone on your team publishes the course.  

What if my request covers several groups of people?

When a request covers audiences with different needs, the agents propose several courses, each with its own goal, instead of forcing everyone into one. A large set first comes as an outline for you to approve or change.  

Can I change the plan after approving it?

Yes. You can ask to split, merge, reorder, rename or remove modules, or change their objectives, at the structure stage and after the first module is built.

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