Customer Success & Support template
Customer training hub
Role-based learning, guides and interactive help, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Relay CRM training). Explore it and ask its agent anything.
What's inside
Role-based training: short lessons, guides, quizzes and an AI tutor that answers from the docs. WZRD AI fills these tabs from your material.
Start
Training hub and Choose your roleLessons
Lessons and Your progressCheck
Test yourself and How do I…?Its AI agent: Tutor
Teach users how to do tasks step by step from the guides. Check understanding with a question. Log anything you can't answer for support.
Who it's for
- Made by Account Manager, CSM, Support Leader and Implementation Manager
- For customer sponsor, end users, renewal stakeholders and new customer team
- In Enterprise Software, Services, SaaS and Fintech
When to use it
- At contract signature: a Account Manager sends it to the customer sponsor
- During implementation: a CSM sends it to the end users
- 30 days after launch: a Support Leader sends it to the renewal stakeholders
- Before executive review: a Implementation Manager sends it to the new customer team
- Before renewal: a Account Manager sends it to the customer sponsor
What WZRD needs
- Support history + product guides
- Implementation plan + docs
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a customer training hub for Enterprise Software at contract signature, using my support history + product guides.
Questions
What is a customer training hub in WZRD?
Role-based learning, guides and interactive help, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Classroom.
What do I need to make one?
Usually support history + product guides and implementation plan + docs. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Account Manager, CSM, Support Leader and Implementation Manager, for customer sponsor, end users, renewal stakeholders and new customer team.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a customer training hub for Enterprise Software at contract signature, using my support history + product guides." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.