Knowledge & Training
Access your SOP library, create AI-assisted procedures, chat with the SOP Assistant, and build structured training paths for your team.
Your SOPs and training in one place
The Knowledge & Training page is your central hub for managing standard operating procedures (SOPs) and team training. It brings together everything your practice needs to document workflows, maintain consistency, and onboard new team members.
Navigate to Knowledge from the main sidebar to open this page.
Page layout
The page is organized with a header and two tabs:
- Page header with the title "Knowledge & Training", the subtitle "Your SOPs and training paths in one place", and action buttons that change based on the active tab.
- Training Paths tab -- Browse and manage structured learning sequences for your team (shown by default).
- SOP Library tab -- Browse, search, and organize your standard operating procedures by category.
Switch between tabs by selecting Training Paths or SOP Library in the tab bar below the header.
Header actions
The action buttons in the page header change depending on which tab is active:
SOP Library tab actions
- Create New SOP -- Opens the SOP creation wizard where you can choose how to create your procedure.
- Ask SOP Assistant -- Opens the SOP Assistant AI chat to ask questions about your existing SOPs.
Training Paths tab actions
- Create Path -- Opens the dialog to create a new training path.
- Browse Templates -- Opens the template browser with pre-built training path templates (visible when you already have at least one path).
- Create Category -- Creates a new category to organize your training paths.
What you can do
The Knowledge module provides four key capabilities:
SOP Library
Browse, search, and organize your standard operating procedures by category.
Creating SOPs
Create new SOPs using AI generation, document upload, or manual writing.
AI SOP Generation
Walk through the AI-guided wizard to generate comprehensive SOPs automatically.
SOP Assistant
Chat with an AI assistant that has access to all your SOPs and can answer questions.
Training Paths
Browse structured learning sequences that guide your team through SOPs in order.
Creating Training Paths
Build custom training paths and assign SOPs in a structured learning sequence.
AI usage limits
The Knowledge module has monthly AI usage limits that reset each billing cycle:
| Feature | Monthly limit |
|---|---|
| Detailed SOP Generation | 100 |
| Standard SOP Generation | Unlimited |
Related pages
- SOP Library -- Browsing and organizing your SOPs
- Creating SOPs -- Three methods for creating new procedures
- AI SOP Generation -- Detailed walkthrough of the AI wizard
- SOP Assistant -- AI chat for SOP questions
- Training Paths -- Structured learning sequences
- Creating Training Paths -- Building new training paths