Create an Assignment

 

Creating an Assignment

In this article you will learn:

1. How to access the assignment creator
2. Step 1 - Selecting people for the assignment
3. Step 2 - Selecting role play course(s) for the assignment
4. Step 3 - Selecting assignment settings
5. Best Practices for Assignment creation and management
   1. Choose the right scope: All Team vs. Group
   2. Target the right audience (Step 1 – Select People)
   3. Keep content focused and intentional (Step 2 – Select Role Plays)
   4. Set realistic requirements and support levels (Step 3 – Final Details)
   5. Design for reuse and scale
6. Troubleshooting and FAQs
   1. Who can create assignments?
   2. Can I create an assignment for admin as well as members?
   3. Can I include multiple role plays in a single assignment?
   4. What’s the difference between creating an assignment from Assignments vs. Courses?
   5. Where do I change requirements (number of conversations, frequency, support mode, etc.)?

Access the Assignment Creator

You can open the Assignment Creator in two ways:

Option 1: From the Assignments tab

Use this when you want to build an assignment from scratch.

1. Go to Assignments.
2. Click Create assignment.

The Assignment Creator opens at Step 1 – Select people (no role play pre-selected).

Option 2: From the Courses tab

Use this when you want to create an assignment from a specific course/role play.

1. Go to Courses.
2. Click Actions button (⠇) on the course of interest
3. Click Create assignment.

The Assignment Creator opens with that course’s role play already selected in Step 2. You can still add additional role plays in Step 2 if needed.

---

Step 1 – Select People

Step 1 is where you choose who will receive the assignment. This step is designed for fast bulk selection using search and filters.

View and search your member list

1. Use the search bar at the top of the list to quickly find individuals by name.
   
2. Use filters to narrow down your list of users
3. Filter by Group membership
   1. Common use cases:
      1. Assign only to the Onboarding group for new-hire training.
      2. Assign to a specific region or segment that has unique messaging.
4. Filter by Role - simplify your list by removing admins, if desired
5. Filter by Assignment Status (“Not assigned to…”)
   1. Use this to find people who are not yet assigned to a specific course/role play.
   2. Common use cases:
      1. You’ve launched a new course and want to catch everyone who missed the original assignment.
      2. You’ve added new hires and want to make sure they’re added to existing programs.
6. Select people
   1. Use checkboxes to select individual users.
   2. Combine multiple filters (e.g., Group = Onboarding + Role = Member + Not assigned to = Objection Handling) to build a very targeted list.
   3. You can select as many people as you need for a single assignment.
7. When you’re finished selecting people, click Next to move to Step 2 – Select role plays.

---

Step 2 – Select Role Plays

Step 2 is where you choose what users will practice.

If you launched the Assignment Creator from Courses > Actions > Create assignment:

• The associated role play is pre-selected in Step 2.
• You can:
  • Keep that single role play, or
  • Add more role plays by checking additional boxes in the list.

1. Find role plays using search
   1. Use the search bar at the top of the role play list to search by role play name.
   2. Helpful when you know the exact scenario you want (e.g., type “Discovery – Mid-market”).
2. Find role plays using Filters

3. Filter by Folder

   1. Folders help you organize and quickly find the right content. You might have folders like:

      1. By role: Inside Sales, AEs, CS

      2. By call type: Qualification, Discovery, Negotiation

      3. By training program: Onboarding, Q1 Sales Play, Renewals

      4. By initiative: New Product Launch, Competitions

   2. Common use cases:

      1. Assign all role plays in your Onboarding folder to a new-hire group.

      2. Pull all Negotiation scenarios when running a focused skills sprint.

4. Filter by Creator

   1. Use this when you want to focus on official, team-owned content and/or filter out member-generated role plays.

   2. Common use cases:

      1. Exclude member-created content (e.g., created via Ella or the course builder) when you’re setting up formal training.

      2. Quickly find all role plays created by your enablement team or a specific program owner.

5. Select one or multiple role plays

   1. Check the box next to each role play you want to include.

   2. You can assign one role play or multiple role plays in a single assignment.

   3. When you select multiple role plays, remember you’ll set requirements (e.g., how many conversations and how often) in Step 3.

6. When you’ve selected your role plays, click Next to move on to Step 3 – Final details.

Step 3 - Final Details

The assignment settings tab allows you to designate assignees and customize the parameters of the role play for users. See below for a breakdown of every configurable field in the Assignment Settings window.

1. Scripts
   • When enabled, AI-scripts are generated and presented to the user during the role play assignment. In "Scripts mode", users are assessed against how closely they follow the provided script. Brevity recommends disabling scripts except in specific cases.
2. Hints
   1. When enabled, AI-generated hints are presented to the user during the role play assignment. These hints help guide the user through the milestones.
3. None
   • When enabled, users can choose to not show other support texts (scripts and hints).
4. Languages
   • For Teams where Multi-lingual is enabled, language options will be available per-assignment. The displayed default languages are inherited from group or team settings, but they can be customized for each assignment. For more information, see: Managing Languages for your Team
   • In the Languages drop-down menu, select the languages in which users can complete the role play conversation.
   • Goals determine the frequency with which users should complete the assignment. These goals appear to users in digest emails, and they contribute to the Goals widget on the Brevity Analytics tab. To adjust goals:
     • Click the plus icon to add a goal. Each assignment can have multiple goals.
     • Click the minus icon next to a goal to remove that goal.
     • For each goal:
       • Reps: Adjust the goal number of repetitions for the assignment
       • Metric: Adjust the metric being tracked for the assignment. The options are Conversations, Minutes, or Wins.
       • Frequency: Adjust the timeframe within which the reps should be achieved. The options are Day, Week, and MonthAssignment Requirements
5. Make Available for Phone-Based Role Play
   • When enabled, this assignment will be available to users of Brevity phone-based role plays.
6. User can Mute the AI
   • When enabled, the User will see a mute button appear when hovering over the AI Persona's image inside the practice screen. Use of this feature requires that "Support" is set to "None".
7. AI can end the conversation
   • When enabled, the AI persona can end the role play conversation. This is useful in many scenarios, and Brevity recommends enabling this option in most cases
8. Create assignment(s)

Assignment Best Practices

1. Choose the right scope: All Team vs. Group

Before you even start Step 1, make sure you’re working in the correct environment.

• All Team environment

  • Shows everyone on the team and all role plays.

  • Best for:

    • Company‑wide or org‑level programs (e.g., global product launch).

    • Assignments that should apply across multiple groups.

• Group environment

  • Shows only people in that group and role plays that belong to that group.

  • Best for:

    • Team‑specific or region‑specific training (e.g., SMB AEs, EMEA, CS – Renewals).

    • Managers or group admins who only own a specific segment.

Best practice: Before creating an assignment, check your environment (All Team vs. specific group). If you want the assignment to be limited to one group, switch into that group’s environment first; if you want it to be team‑wide, stay in All Team.

---

2. Target the right audience (Step 1 – Select People)

Once you’re in the right environment:

• Start broad with groups, then refine

  • In All Team:

    • Use the Group filter (e.g., Onboarding, Mid‑Market AEs) to narrow down to a segment.

  • In a group environment:

    • You’re already scoped to that group; use additional filters (e.g., Role) for finer control.

• Use Role to control who is included

  • Filter by Role (e.g., Members only) to:

    • Avoid unintentionally assigning training to admins.

    • Or intentionally include leaders in key programs.

• Use “Not assigned to…” to avoid gaps and duplicates

  • When rolling out or reusing content, always check:

    • Not assigned to [Course/Role Play]

  • This ensures:

    • New hires and late joiners get added.

    • People who already have the assignment aren’t double‑enrolled.

• Separate materially different audiences

  • Create separate assignments for audiences with different:

    • Messaging (e.g., SMB vs. Enterprise).

    • Languages or regions.

    • Responsibilities (e.g., AEs vs. CS).

---

3. Keep content focused and intentional (Step 2 – Select Role Plays)

• Avoid overloading a single assignment

  • General guidance: 1–3 role plays per assignment works best for most teams.

  • Too many scenarios at once can dilute focus and reduce completion.

• Group role plays by a clear theme

  • By stage: Discovery, Objection Handling, Negotiation.

  • By program: Onboarding Week 1 vs. Week 2.

  • By initiative: New product launch, Renewal motion, Competitive takeout.

• Use folders as your “program containers”

  • Maintain a simple, consistent folder structure (e.g., Onboarding, Core Motions, Product Launch – Q3, Competitions).

  • In Step 2, filter by Folder to quickly pull the right scenarios for that program.

  • In a group environment, combine Folder with that group’s scope for very targeted, team‑level assignments.

• Prefer vetted content for core programs

  • Use the Creator filter to:

    • Focus on content created by enablement/admins for formal training.

    • Exclude member‑generated or experimental role plays for foundational programs.

  • Reserve member‑created content for optional practice, coaching, or advanced users.

---

4. Set realistic requirements and support levels (Step 3 – Final Details)

Even though Step 3 is described in another article, these principles should guide your configuration there.

a. Match volume and frequency to reality

• Ramp / intensive practice

  • Use higher volumes for short, focused periods:

    • Example: 3–5 conversations per day during onboarding week or a challenge.

• Ongoing reinforcement

  • Use lighter, sustainable cadence:

    • Example: 1–3 conversations per week to keep skills sharp.

• When multiple role plays are assigned

  • Lower per‑role‑play expectations so total volume stays manageable.

  • Clearly communicate expectations (e.g., “2 runs per scenario per week”).

b. Use support modes as a learning progression

• Start with more support, then taper

  • Scripts:

    • Best for new hires or brand‑new messaging.

    • Gives exact examples of strong language.

  • Hints:

    • Best once reps understand the basics but still need guardrails.

  • None:

    • Best for certification, final checks, or realistic rehearsal.

• Align support mode with audience

  • New hires / new motion: Scripts or Scripts + Hints.

  • Tenured reps / refreshers: Hints only.

  • Advanced reps / assessments: None.

• Plan progression across assignments

  • Early program: Scripts → Mid program: Hints → Later program: None.

c. Configure advanced options intentionally

• Language (if multilingual is enabled)

  • Choose the language that matches:

    • The customers they talk to.

    • The region or group environment (e.g., EMEA group).

• Phone‑based role plays (if enabled)

  • Turn on for roles where phone is the primary channel or when you want more realism.

• Mute AI

  • Use for drills where you want reps to:

    • Practice monologues (e.g., value pitch) without interruptions.

• AI can hang up

  • Turn on when you want:

    • More realistic calls that end when milestones are met.

  • Turn off when you want:

    • Reps to keep going regardless of “completion” to practice longer or explore alternate paths.

---

5. Design for reuse and scale

• Name clearly and consistently

  • Use a pattern like:

    • Audience – Program – Topic

    • Example: Onboarding – Week 1 – Discovery Basics or EMEA AEs – Q3 Launch – Objection Handling.

• Standardize by environment

  • In All Team, create company‑wide programs with clearly labeled assignments and folders.

  • In specific group environments, mirror that structure but tailor:

    • Role plays.

    • Language.

    • Requirements to that group’s reality.

• Make new‑hire catch‑up easy

  • Reuse the same assignments and:

    • Regularly use Not assigned to… to pull in new people to core programs.

    • Avoid rebuilding the same assignment over and over.

Troubleshooting & FAQs

1. Who can create assignments?

Typically:

• Team admins and group admins can create assignments.
• Standard members can create assignments but their permissions may be altered based on Team settings. If you don’t see the Create assignment option, check with your team admin.

---

2. Can I assign a role play to admins as well as members?

Yes. In Step 1, the list includes team admins, group admins, and members. Use the Role filter if you want to intentionally include or exclude admins.

---

3. Can I include multiple role plays in a single assignment?

Yes.

In Step 2, you can select one or multiple role plays. This is useful when:

• You’re rolling out a multi-part training (e.g., Discovery, then Objection Handling, then Negotiation).
• You want to give a small set of related scenarios as a weekly practice pack.

You’ll configure requirements and support settings for these role plays in Step 3.

---

4. What’s the difference between creating an assignment from Assignments vs. Courses?

• From Assignments tab:

  • You start with no pre-selected role play.
  • Good for combining multiple role plays from different courses or folders.

• From Courses tab:

  • The selected course’s role play is auto-selected in Step 2.
  • Good for quickly assigning a single, known course to a target audience.

---

5. Where do I change requirements (number of conversations, frequency, support mode, etc.)?

Those settings are configured in Step 3 – Final details of the Assignment Creator. This article only covers Steps 1–2.

Refer to: Configuring Assignment Requirements and Support (Step 3) for details.

---

If you still have questions after following these steps and checks, contact your Brevity support team or your internal enablement owner for help.