How to use the Customer Education Plan Generator.
Customer education should build toward a useful task. Sequence knowledge and practice around actual user barriers instead of listing every feature.
Make the workflow fit your task.
Choose a useful customer task and identify the knowledge needed to complete it. Sequence explanation, a small demonstration and practice with feedback. Keep advanced features outside the initial lesson unless they are necessary for that outcome.
- What you provide
- User skill gaps and product workflows.
- What you get
- Learning sequence with practical exercises.
See the input and the result.
Illustrative input and output · a teaching example, not a live WebAct run
Example input
Create a 15-minute lesson for customers who understand files but confuse matching keys. Example: two different customers share the name Sam; their customer IDs are C1 and C2.
Completed example
Minutes 0–3: explain that a key identifies a record; a name may not be unique. Minutes 3–6: show Sam/C1 and Sam/C2 as distinct customers. Minutes 6–11: learner matches an update for C2 and explains why name-only matching is ambiguous. Minutes 11–15: review the choice and discuss what to do when an ID is missing. Check: learner selects C2 and flags missing-key cases instead of guessing.
Load this input into the prompt, then copy it to WebAct to try the task. Your result may differ from the illustration.
Decisions and troubleshooting.
Should customer education begin with a tour of every feature?
A task-based lesson is often easier to apply. Introduce features as they become necessary to complete the chosen workflow.
Why can users repeat the lesson but fail with their own data?
The example may omit ambiguity or common errors. Add a practice case requiring judgment and explain the review step.
Try it with your own source.
Replace the example with your material in the task prompt. Keep the requirements you need, then copy the task into WebAct.
Customize and copy the task ↑