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How to Create a Content

1. Overview / What Is Module Deployment?

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

  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 & Publish → Configure notifications and launch the module

https://help.bsharpcorp.com/books/features/page/content

This feature enables admins and content creators to build structured learning journeys, enforceconfigure completion rules, targetdeploy to the righttarget users, and publish training modules with the appropriate notifications and reminders.

What problem does this solve?

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)

Simple example:

A company wants to launch a “Cybersecurity Awareness Training”.
Converse enables the admin to:

  • Set module details → categorize under Skills, Sub-skills
  • Upload PDF, Video, Quiz → lock sequential pages
  • Assign to “All India → Sales Department”
  • Send reminders and publish

All in a guided, step-by-step process.

2. When and Why to Use This?Use?

Use the module deployment process when you need to:

  • LaunchTrain ayour structuredteam trainingon programlatest products, updates, compliance and other contents
  • UploadConvert learning materials such asyour PDF, video, quiz, text as a learning modules
  • EnforceSet completion rules (mandatory pages, minimum view time) to ensure the content is being consumed as you desire
  • Roll out training to selected teams or regions
  • Run compliance, onboarding, product training, or certification programs
  • Track completion and engagement reports

Who should use this?

  • Admins → Responsible for setting up metadata and assigning users
  • Content creators / L&D → Upload content, design learning flow
  • HR / Compliance teams → Assign mandatory or policy training
  • Sales / Service trainers → Deploy product and skill-based training

“Is this for you?” checklist:

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. Key Concepts / Terminology

Module

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

Section

Top-level grouping inside a module (e.g., Intro,Introduction CoreAgenda, Offering,Product Features, Objection handling and Summary).

Page

A learning block within a section containing content items.items (multiple document formats).

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 ViewViewing 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. HowProduct toset Setup It Up / Configure Itguide

The deployment process is divided into four guided steps.

  1. Module Details
  2. Content
  3. Assign Users
  4. Settings

STEP 1 — MODULE DETAILS

(Define metadata and classification)

Setup Steps

  1. Enter module name and description
  2. Choose Skill and Sub-skill
  3. Select Product Family & 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

  1. 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.

  2. 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)

Do’s
  • Match skills/products accurately for reporting
  • Keep names clear (“Product X – Service Basics”)
  • Use the right module type
Don’ts
  • Avoid long titles
  • Don’t skip mapping skills—affects analytics

STEP 2 — CONTENT

(Build the actual training journey)

Structure Overview

A module → contains Sections → each containssection can have multiple Pages → each holdspage can have multiple Content Items.

Setup Steps

  1. Create Sections (Intro, Core Concept, Summary)
  2. Create Pages inside each section
  3. Add content items:

    4.
    • Text & Image (editor + Co-Pilot AI)


      Using Co-Pilot

      You can generate content using AI with two sources:

      • Internet → pulls publicly available information
      • Channel → uses only your internal knowledge base
      • PDF (with download control + minimum view time)
      • Video (upload or YouTube link)
      • Quiz (single/multi-select, shuffle)
      • LearnBee content
      • SCORM packages

  1. Reorder content by dragging

4.Reorder content by dragging
5. Configure Page settings:

    • Mandatory
    • Lock
    • Points

Do’s
  • Use multiple Pages for clarity
  • Keep content bite-sized
  • Use locks for sequential learning
  • Use minimum view time only when required
Don’ts
  • Avoid overloading one page
  • Avoid unnecessary locks
  • Avoid long videos (compress instead)

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 = Bangalore
    OR
  • Department = Sales
  • Role = Manager

Newly joined users who match attributes are automatically assigned.

Setup Steps

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

Do’s
  • Use attributes for large or dynamic teams
  • Use Individual for pilot batches
  • Use Assign to All for mandatory org-wide training
Don’ts
  • Avoid over-narrow attribute rules
  • Avoid Assign to All for targeted training

STEP 4 — SETTINGS & PUBLISH

(Configure notifications & launch training)

Setup Steps

  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

System Behavior

  • Notification goes out immediately after publish
  • Reminders go only to incomplete learners
  • Cannot unpublish a module
  • Use versioning if changes are required
Do’s
  • Use multiple channels for critical modules
  • Preview before publishing
Don’ts
  • Don’t publish without checking assignments
  • Don’t rely on WhatsApp without integration setup

5. How It Appears to the End User

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. How to Track / Report

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 & Expert Tips

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 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

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