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Cloning and Editing a Course

Cloning and editing an existing Brevity role play course

Cloning a Course

You can clone a course, which creates a copy of the course that you can then manage separately from the original course. As an example, cloning a course allows you to create a new version of a course that you can edit and share while maintaining the existing course. 

To clone a course:

clone course

  1. Click the three-dots menu for the course you want to clone.
  2. Click Clone. Click Yes to confirm that you want to clone the course.

The cloned course appears at the top of the courses list with the text "Copy of" appended to the course name. From here, you can edit, share, and manage the course just as you would any other.

Why clone a course? Cloning is useful if you want to make adjustments to an existing course that is already assigned out to users without disrupting their current practice.

When to make a new course instead of Cloning? Course contexts and personas can be mixed and matched in new courses as many times as you like. If your users need to practice a discovery call but have their own line of business or vertical, create a new course that re-uses the Discovery context and adds in their vertical-specific buyer persona. 

Editing a Course

You can edit existing courses to make them more challenging, relevant, or accurate. Note that when you update a course, any active assignments built from that course will be updated automatically. For more information about editing courses, see:

To edit a course:

edit course

  1. Click the three-dots menu for the course you want to edit.
  2. Click Edit. The Change Course workflow appears where you can change any of the components of the course. For more information about the components of a course, refer to the articles linked above.
  3. After you have made your changes, click Save course.

save course

 

Each component of your course can be edited. Click on the related step, select the Edit button, and make adjustments to the Context (Description, AI instructions, or Milestones), Topics, or Persona (Basic details, Description, or Attributes).

If you don't see an "edit" option for a course, context, topic, or persona, you don't have the necessary permissions to make a change. Members can only make changes to the items they've created, Team Admin can only make changes to their team's content.

When should I Edit a course?

Edit a course to

  • Improve its realism and relevance to your team (Context milestones, Topics to include, Persona Attributes), or

  • Set your team up for success with informative descriptions (Context Description, Persona Basic Information and Description)

When should I make a new course? 

If want another course that is similar to an existing but focuses on a different product, vertical, or sales methodology, (e.g. discovery call with milestones that reflect a different sales framework),

  • Create a new course and use the Context Builder to create a new context that aligns milestones with each step of the framework.

  • Add existing or create new Topics that align with questions that would come up in that specific scenario. 

  • Reuse an existing or create a new Persona so your end-user is talking to a prospect that feels familiar and relevant.