Training an operative

Teach it how you want work done.

The Train it section lets you sharpen an operative by example — the more you show it, the better it gets.

Ways to train

• Show it a past example — walk it through a job you've done before.
• Learn from a connected tool — study your CRM, inbox or docs.
• Upload a recording or playbook — give it the SOP to follow.

Face-to-face training (coming soon)

Soon you'll be able to hop on a call and coach an operative live, like a new hire, powered by real-time video.