# How do we set up Content?

### <span style="color: rgb(53, 152, 219);">**1. Overview**</span>

Bsharp Converse Content is a smart tool that lets you quickly create structured training modules from documents, images, videos, and quizzes. With its AI tool, Learnbee, you can instantly convert PDFs into interactive content and publish them with the right user targeting, rules, and reminders.

Module Deployment is the complete process of creating and launching a learning module in Converse. It consists of four core steps:

1. **Module Details** → Define all metadata
2. **Content** → Build the training structure and upload learning materials
3. **Add Users** → Select the learners who will receive the module
4. **Settings &amp; Publish** → Configure notifications and launch the module

Organizations need a scalable way to:

- Create structured training content
- Target specific users or teams
- Track completion and compliance
- Maintain consistent, high-quality learning formats
- Deliver training using multiple channels (in-app, email, WhatsApp, Google Chat)

### <span style="color: rgb(53, 152, 219);">**2. When to Use?**</span>

Use the module deployment process when you need to:

- Launch a structured training program
- Upload learning materials such as PDF, video, quiz, text
- Enforce completion rules (mandatory pages, minimum view time)
- Roll out training to selected teams or regions
- Run compliance, onboarding, product training, or certification programs
- Track completion and engagement reports

Use this feature if:

- You want a structured module instead of ad-hoc files
- You need to track completion
- You want sequential learning (locks)
- You want to reach specific target groups
- You want automated reminders
- You want reporting at module, page, or quiz level

### <span style="color: rgb(53, 152, 219);">**3. Concepts**</span>

##### <span style="color: rgb(53, 152, 219);">Module</span>

A complete learning unit consisting of sections, pages, and content.

##### <span style="color: rgb(53, 152, 219);">Section</span>

Top-level grouping inside a module (e.g., Intro, Core Offering, Summary).

##### <span style="color: rgb(53, 152, 219);">Page</span>

A learning block within a section containing content items.

##### <span style="color: rgb(53, 152, 219);">Content Item (Card)</span>

Individual learning material:  
Text, Image, PDF, Video, Quiz, LearnBee content, SCORM.

##### <span style="color: rgb(53, 152, 219);">Skill / Sub-skill</span>

Categorization tags fully configurable via admin settings.

##### <span style="color: rgb(53, 152, 219);">Product Family / Product</span>

Mapping used for product-based learning setups.

##### <span style="color: rgb(53, 152, 219);">Mandatory Page</span>

Learners must complete this to finish the module.

##### <span style="color: rgb(53, 152, 219);">Lock Page</span>

Learners must complete the previous page before unlocking the next.

##### <span style="color: rgb(53, 152, 219);">Minimum View Time</span>

Timer on PDFs/videos that ensures enough viewing is done.

##### <span style="color: rgb(53, 152, 219);">Attribute Group</span>

Automatically assigns modules based on user properties (country, department, etc.).

##### <span style="color: rgb(53, 152, 219);">Assigned Notification</span>

Message sent when a module goes live.

##### <span style="color: rgb(53, 152, 219);">Reminder Alert</span>

Follow-up messages sent only to users who haven’t completed training.

### <span style="color: rgb(53, 152, 219);">**4. How to Set It Up / Configure It**</span>

To start setting up Content:

1. Click the **menu icon** on the top-left.
2. Select **Content** from the left-side menu.
3. Click **+ Module** on the top-right of the Content page.  
    ![](https://help.bsharpcorp.com/uploads/images/gallery/2026-01/embedded-image-syxp4vdv.png)

The deployment process is divided into **four guided steps**.

### <span style="color: rgb(53, 152, 219);">STEP 1 — MODULE DETAILS</span>

*(Define metadata and classification)*

### <span style="color: rgb(53, 152, 219);">Setup Steps</span>

1. Enter module name and description
2. Choose Skill and Sub-skill
3. Select Product Family &amp; Product
4. Add Tags (optional)
5. Choose Module Type (Training, Policy, Certification, etc.)
6. Select Importance (High/Medium/Low)
7. Select Language
8. Enter Duration
9. Upload Thumbnail image

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-rfc5ynps.png)

10\. Set <span style="color: rgb(53, 152, 219);">**Pre-requisite Module**</span>

A pre-requisite module is a module the learner must complete first before starting the current module.  
This ensures the learner follows the correct learning order.  
Only **one** module can be added as a pre-requisite module.

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-vho3ygyz.png)

**Example:**  
If there are two modules:

- Module – Part 1
- Module – Part 2

Here, **Part 1** is the pre-requisite module for **Part 2**.

When a learner opens **Part 2**, the system will ask them to complete **Part 1** first.  
This is because Part 1 contains the basic information needed before moving to Part 2.

11\. Set ****<span style="color: rgb(53, 152, 219);">Equivalence Module</span>****

An equivalence course is another module that teaches the **same learning content**.  
If two modules are equivalent, completing **either one** will count as completing **both**.  
Only **one** module can be added as a Equivalence module.

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-yoqknqew.png)  
Example:  
If you have:

- **Module A – Glow Air Fryer Overview (PDF)**
- **Module B – Glow Air Fryer Overview (Video)**

You can set Module B as the **equivalent** of Module A.

This means:

- - If the learner completes the **video**, the **PDF** version also shows as completed.
    - And if they complete the **PDF**, the **video** version will also be marked completed.

➡ All configuration options referenced here come from admin settings pages.  
(Example: Skills, Languages, Product Families, and Module Types)

### <span style="color: rgb(53, 152, 219);">STEP 2 — CONTENT</span>

*(Build the actual training journey)*

#### <span style="color: rgb(53, 152, 219);">Structure Overview</span>

A module → contains **Sections** → each contains **Pages** → each holds **Content Items**.

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-gem7u9lc.png)

### <span style="color: rgb(53, 152, 219);">Setup Steps</span>

1. Create Sections (Intro, Core Concept, Summary)
2. Create Pages inside each section
3. Add content items: 
    - Text &amp; Image
    
    
    - PDF (with download control + minimum view time)
    - Video (upload or YouTube link)
    - Quiz (single/multi-select, shuffle)
    - LearnBee content
    - SCORM packages

<span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;">![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-31atx7tp.png)</span>

1. Reorder content by dragging
2. Configure Page settings: 
    - Mandatory
    - Lock
    - Points

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-seqfdcgh.png)

### <span style="color: rgb(53, 152, 219);">STEP 3 — ADD USERS</span>

*(Choose who should receive the module)*

You can assign modules using three methods:

#### <span style="color: rgb(53, 152, 219);">1. Individual Assignment</span>

Pick specific users manually.

#### <span style="color: rgb(53, 152, 219);">2. Assign to All Users</span>

Visible to everyone who has ever logged in.

#### <span style="color: rgb(53, 152, 219);">3. Attribute Assignment (Dynamic)</span>

Create an attribute group such as:

- Country = India
- State = Karnataka
- City = Bangalore  
    OR
- Department = Sales
- Role = Manager

Newly joined users who match attributes are **automatically assigned**.

#### <span style="color: rgb(53, 152, 219);">Setup Steps</span>

1. Go to Add Users
2. Select method (Individual / All / Attributes)
3. For attributes → create group rules
4. Save
5. Review user count

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-n5199bt9.png)

### <span style="color: rgb(53, 152, 219);">STEP 4 — SETTINGS &amp; PUBLISH</span>

*(Configure notifications &amp; launch training)*

#### <span style="color: rgb(53, 152, 219);">Setup Steps</span>

1. Choose channels for **Assigned Notification**:  
    WhatsApp, Google Chat, Email, In-App
2. Enable **Reminder Alerts** for incomplete users
3. If needed, send **Manual Reminder**
4. Preview module
5. Click **Publish**

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-zccqdqcf.png)

#### <span style="color: rgb(53, 152, 219);">System Behavior</span>

- Notification goes out immediately after publish
- Reminders go only to incomplete learners
- Cannot unpublish a module
- Use versioning if changes are required

---

### <span style="color: rgb(53, 152, 219);">**5. User View**</span>

#### <span style="color: rgb(53, 152, 219);">Module Details</span>

Learners see:

- Title
- Description
- Duration
- Thumbnail
- Language

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-rswhi1rf.png)

#### <span style="color: rgb(53, 152, 219);">Content Experience</span>

Learners see:

- Section and Page names
- Cards in sequence
- Locked or mandatory indicators
- Minimum view time prompts

![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-jilhfva2.png)

#### <span style="color: rgb(53, 152, 219);">Assignment</span>

Learners see the module in their **Learning Hub** once published.

#### <span style="color: rgb(53, 152, 219);">Notifications</span>

Sent on selected channels with module title and link.

#### <span style="color: rgb(53, 152, 219);">Reminders</span>

Appear only if learners haven’t completed the module.

### <span style="color: rgb(53, 152, 219);">**6. Reporting**</span>

Reports show:

#### <span style="color: rgb(53, 152, 219);">Module-level</span>

- Total assigned
- Completed
- Pending
- Not started
- Average time spent

#### <span style="color: rgb(53, 152, 219);">Page-level</span>

- Page completion
- Locked/unlocked status
- Minimum view time completion

#### <span style="color: rgb(53, 152, 219);">Content-level</span>

- Quiz scores
- Document views
- Video completion

#### <span style="color: rgb(53, 152, 219);">Filters</span>

- Skill
- Product
- Region
- Designation
- Attribute-based groups

For deeper analysis, cross-link to Reporting pages inside your helpdesk.

### <span style="color: rgb(53, 152, 219);">**7. Best Practices**</span>

#### <span style="color: rgb(53, 152, 219);">Structuring Content</span>

- Use 3–5 sections maximum
- Keep pages short and focused
- Add quizzes after heavy content

#### <span style="color: rgb(53, 152, 219);">Assignment Strategy</span>

- Use attributes for large and growing teams
- Use Individual only for pilots

#### <span style="color: rgb(53, 152, 219);">Engagement Strategy</span>

- Use 2 reminder channels minimum
- Send manual reminders before deadlines

#### <span style="color: rgb(53, 152, 219);">Compliance Strategy</span>

- Use locked pages for linear learning
- Use minimum view time sparingly
- Ensure mandatory pages are clearly marked

### <span style="color: rgb(53, 152, 219);">**8. Troubleshooting / FAQs**</span>

**Module not visible**

**Cause:** Wrong assignment method  
**Fix:** Check Individual/Attributes/Assign to All

**PDF not marking complete**

**Cause:** Minimum view time not finished  
**Fix:** Reduce time or remove timer

**Page not unlocking**

**Cause:** Locked + mandatory content incomplete  
**Fix:** Complete previous page fully

**Reminders not sending**

**Cause:** Reminder channels disabled  
**Fix:** Enable channels in Settings → Reminder Alerts

**Users not receiving WhatsApp notifications**

**Cause:** Integration not configured  
**Fix:** Check WhatsApp integration provider

**Cannot publish**

**Cause:** Missing mandatory fields  
**Fix:** Verify Module Details and Content setup

### <span style="color: rgb(53, 152, 219);">**9. Version Notes**</span>

Last Updated: 12 Dec 2025<script src='//in.fw-cdn.com/30395390/222989.js' chat='true'></script>