How do we set up Content? 1. Overview 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: Module Details → Define all metadata Content → Build the training structure and upload learning materials Add Users → Select the learners who will receive the module Settings & 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) 2. When to Use? 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 3. Concepts Module A complete learning unit consisting of sections, pages, and content. Section Top-level grouping inside a module (e.g., Intro, Core Offering, Summary). Page A learning block within a section containing content items. Content Item (Card) Individual learning material:Text, Image, PDF, Video, Quiz, LearnBee content, SCORM. Skill / Sub-skill Categorization tags fully configurable via admin settings. Product Family / Product Mapping used for product-based learning setups. Mandatory Page Learners must complete this to finish the module. Lock Page Learners must complete the previous page before unlocking the next. Minimum View Time Timer on PDFs/videos that ensures enough viewing is done. Attribute Group Automatically assigns modules based on user properties (country, department, etc.). Assigned Notification Message sent when a module goes live. Reminder Alert Follow-up messages sent only to users who haven’t completed training. 4. How to Set It Up / Configure It To start setting up Content: Click the menu icon on the top-left. Select Content from the left-side menu. Click + Module on the top-right of the Content page. The deployment process is divided into four guided steps. STEP 1 — MODULE DETAILS (Define metadata and classification) Setup Steps Enter module name and description Choose Skill and Sub-skill Select Product Family & Product Add Tags (optional) Choose Module Type (Training, Policy, Certification, etc.) Select Importance (High/Medium/Low) Select Language Enter Duration Upload Thumbnail image 10. Set Pre-requisite Module 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. 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 Equivalence Module 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. 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) STEP 2 — CONTENT (Build the actual training journey) Structure Overview A module → contains Sections → each contains Pages → each holds Content Items. Setup Steps Create Sections (Intro, Core Concept, Summary) Create Pages inside each section Add content items: Text & Image PDF (with download control + minimum view time) Video (upload or YouTube link) Quiz (single/multi-select, shuffle) LearnBee content SCORM packages Reorder content by dragging Configure Page settings: Mandatory Lock Points STEP 3 — ADD USERS (Choose who should receive the module) You can assign modules using three methods: 1. Individual Assignment Pick specific users manually. 2. Assign to All Users Visible to everyone who has ever logged in. 3. Attribute Assignment (Dynamic) Create an attribute group such as: Country = India State = Karnataka City = BangaloreOR Department = Sales Role = Manager Newly joined users who match attributes are automatically assigned. Setup Steps Go to Add Users Select method (Individual / All / Attributes) For attributes → create group rules Save Review user count STEP 4 — SETTINGS & PUBLISH (Configure notifications & launch training) Setup Steps Choose channels for Assigned Notification:WhatsApp, Google Chat, Email, In-App Enable Reminder Alerts for incomplete users If needed, send Manual Reminder Preview module Click Publish System Behavior Notification goes out immediately after publish Reminders go only to incomplete learners Cannot unpublish a module Use versioning if changes are required 5. User View Module Details Learners see: Title Description Duration Thumbnail Language Content Experience Learners see: Section and Page names Cards in sequence Locked or mandatory indicators Minimum view time prompts Assignment Learners see the module in their Learning Hub once published. Notifications Sent on selected channels with module title and link. Reminders Appear only if learners haven’t completed the module. 6. Reporting Reports show: Module-level Total assigned Completed Pending Not started Average time spent Page-level Page completion Locked/unlocked status Minimum view time completion Content-level Quiz scores Document views Video completion Filters Skill Product Region Designation Attribute-based groups For deeper analysis, cross-link to Reporting pages inside your helpdesk. 7. Best Practices Structuring Content Use 3–5 sections maximum Keep pages short and focused Add quizzes after heavy content Assignment Strategy Use attributes for large and growing teams Use Individual only for pilots Engagement Strategy Use 2 reminder channels minimum Send manual reminders before deadlines Compliance Strategy Use locked pages for linear learning Use minimum view time sparingly Ensure mandatory pages are clearly marked 8. Troubleshooting / FAQs Module not visible Cause: Wrong assignment methodFix: Check Individual/Attributes/Assign to All PDF not marking complete Cause: Minimum view time not finishedFix: Reduce time or remove timer Page not unlocking Cause: Locked + mandatory content incompleteFix: Complete previous page fully Reminders not sending Cause: Reminder channels disabledFix: Enable channels in Settings → Reminder Alerts Users not receiving WhatsApp notifications Cause: Integration not configuredFix: Check WhatsApp integration provider Cannot publish Cause: Missing mandatory fieldsFix: Verify Module Details and Content setup 9. Version Notes Last Updated: 12 Dec 2025