Complete AI Training
Sign inGet started

AI agent for erp consultants

Software Training Rollout Agent

Users trained by role before and after launch, with tickets on training gaps falling

LearningPlanningIT and development
See how it worksGet access
Software Training Rollout Agent: what goes in, what the agent does and what you get

What it does

A new system goes live, and the help desk is flooded with how-to questions. This agent builds a training plan by role, such as managers, finance staff and field workers, listing what each role must be able to do. It schedules sessions around calendars, checks attendance afterwards and reads quiz results to see who is ready. After launch, it reads ticket topics and compares them with what training covered. If a topic produces many tickets, it adds a short session or a guide for that area and checks later whether tickets on it fall. The lead approves each change to the plan. Edge case: a group that missed the first session twice is offered a short recorded version and a named contact.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueApprovedNoNo 1 STARTS WHEN Launch date confirmed 2 DOES Build the training plan by role 3 USES A TOOL Schedule sessions using staff calendars 4 YOU APPROVE Lead approves the plan and schedule 5 USES A TOOL Read attendance and quiz results 6 CHECKS THE RESULT Have 85 percent of each role attended and passed? If not: offer another session or a recorded version anda named contact. Back to step 4. 7 USES A TOOL After launch, read ticket topics each week 8 DOES Match top ticket topics to training content 9 CHECKS THE RESULT Is any topic over 5 percent of tickets? If not: draft an extra session or a short guide for thattopic. Back to step 8. 10 YOU APPROVE Lead approves the added training 11 RESULT Training status report
Read the steps as a list
  1. Launch date confirmed
  2. Build the training plan by role
  3. Schedule sessions using staff calendars
  4. Lead approves the plan and scheduleThe agent waits here for your OK.
  5. Read attendance and quiz results
  6. Have 85 percent of each role attended and passed?If not: offer another session or a recorded version and a named contact. Back to step 4.
  7. After launch, read ticket topics each week
  8. Match top ticket topics to training content
  9. Is any topic over 5 percent of tickets?If not: draft an extra session or a short guide for that topic. Back to step 8.
  10. Lead approves the added trainingThe agent waits here for your OK.
  11. Training status report

How it decides

A role is ready when 85 percent of its staff attend and pass the quiz. Ticket topics above a threshold trigger extra training.

  • Plan separate sessions for each role
  • Treat 85 percent attendance and pass rate as ready
  • Add training when a topic exceeds 5 percent of tickets for 2 weeks
  • Offer a recording after 2 missed sessions

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Ready threshold (default 85 percent)
  • Ticket topic limit (default 5 percent)
  • Session length and format
  • Roles and their task lists

What keeps you in control

It always asks you first

  • The training plan
  • Each added session or guide

Hard limits

  • Never schedules staff without the lead's approval
  • Never blocks system access for missing training

It stops when

  • Done: all roles ready and ticket topics under the limit
  • Stop: the launch date moves and the lead pauses the plan

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a new expense system, the agent planned 6 sessions across 3 roles. Attendance reached 91 percent for staff and 62 percent for managers, so the check failed. It added a 30-minute recorded version for managers. After launch, 14 percent of tickets concerned receipt uploads. The agent drafted a 1-page guide and added a session. Two weeks later the topic dropped to 4 percent.

More agents for erp consultants

Risk management · Customer support

Support Migration Checklist Agent

A migration only starts when every prerequisite is verified.

7 steps1 check6 jobs Quality control · Management

Team Knowledge Handoff Test Agent

Handoff guides that someone new can actually follow.

8 steps2 checks6 jobs Communication · Customer support

Training Session Attendance Recovery Agent

Make sure every key user finishes training, either live or through a catch-up path.

11 steps2 checks3 jobs Quality control · Customer support

Integration Setup Verification Agent

Confirm that data flows correctly in both directions before an integration is marked complete.

11 steps2 checks8 jobs