If you sell training, onboarding, or educational content, creating a course can take a lot of time. With AI chat built into your CRM, you can map out your course, write lessons, organize content, add quizzes, and manage course settings in one place so you can get your offer ready much faster.

📌 Why This Matters

For small business owners, courses can help you educate customers, train staff, create a new revenue stream, or turn your expertise into a product. The challenge is that course creation often gets stuck between planning, writing, formatting, and setup. AI chat helps you move from a rough idea to a finished course with less back-and-forth, while still giving you control over the final result.

✨ What’s New

• Course planning in chat: Create complete course outlines with modules and lessons based on your topic, audience, and goals.
• Lesson writing: Generate lesson content in HTML format so it is easier to review, edit, and publish.
• Quizzes and assignments: Build assessments, quizzes, and assignments without starting from scratch each time.
• Course setup tools: Manage drip schedules, lesson locks, publishing settings, instructor details, and branding from the same workflow.
• Offer creation: Set up offers for your course so you can connect your content to sales more easily.
• Step-by-step guidance: Use chat prompts to get help through each stage of course creation and course management.
• Safer editing controls: Confirmation prompts and risk warnings help reduce mistakes when making important changes.

🛠️ How to Use It

1. Step 1: Start with a simple prompt describing your course topic, who it is for, and what you want learners to achieve.
2. Step 2: Ask the AI chat to build an outline with modules and lessons you can review and adjust.
3. Step 3: Generate lesson content, then edit the wording so it matches your business voice and expertise.
4. Step 4: Add quizzes, assessments, or assignments to help learners apply what they have learned.
5. Step 5: Configure course settings such as publishing, access timing, locks, instructor information, and branding.
6. Step 6: Create your offer and publish when everything is ready.

💡 Pro Tip

If you already answer the same customer questions again and again, turn those answers into a short paid course or onboarding series to save time and create an extra source of revenue.