Yoodli

Define organization-wide custom keywords so Yoodli transcribes specific words exactly as written.

Create Organization Custom Keywords

Christian Bedoya

Derek Sessions

Anesa Abdullah

Get help if you are an Admin and find what you need for your organization

Organizations and Admins

Build, configure, and manage your organization in Yoodli

Yoodli Organizations Overview

Learn about the available organization settings

Organization Settings

How to swap your experience if you're in multiple organizations in Yoodli

Switching Organizations

Learn how to use Yoodli with an interactive AI help session that walks you through roleplays, programs, and key platform features in real time.

How to start an AI Help Session

Admin View Overview

Learn how admins can control how consistently or variably the AI responds across roleplay sessions.

Response Variety: Controlling AI Response Consistency

Learn how admins can add an external link as an activity step in a Yoodli Program — useful for surveys, worksheets, or reference materials learners must complete.

Adding a Link as a Program Step

Learn how org and content space admins can use Quick Search to find roleplays, personas, goals, and other content across their content spaces instantly.

Quick Search for Content

Enforce a step-by-step sequence in Programs so each activity unlocks only after the previous one is complete.

Program Lock Order

Learn about how to use programs build a learning plan and track members progress through it

Programs

Learn how to upload learning content for members of your organization

Learning Content

Learn how to customize the practice available to members of your organization

Customizing Practice

Learn how to use AI Pre-Read to provide documents that enhance roleplay scenarios with relevant context.

AI Pre-Read

Content spaces let you organize, manage, and take bulk actions on roleplays, personas, custom goals, question banks, and interviews.

How to use Content Spaces

How to create custom goals to give better feedback for your organizations scenarios

Creating Custom Goals

Learn about the Yoodli Coach Bot and how to customize your coaching using it

Customizing your Coach Bot

How to score any screenshare, whether it’s a product demo, sales pitch, or training presentation.

Screensharing Goals

Gather valuable feedback while members' experiences are fresh, leading to more meaningful insights and program improvements.

Program Surveys

Unscored Goals

Learn how to create, manage, and optimize Yoodli Programs to deliver structured, trackable training for your organization.

How to create a Program

Step-by-step guide on how to enable and manage Roleplay Memory in Yoodli programs and tutor scenarios, including what the AI remembers.

How to use Roleplay Memory

Customized, personalized learning journeys for Yoodli members

Loops: Continuous, Personalized Learning

Practice makes progress, and the Builder lets you create highly specific role-play scenarios so you can rehearse exactly what you need.

How to build and customize Roleplays

Create and manage Global Custom Goals that are automatically available for use across content spaces or promote existing content space goals to Global Content for company-wide use.

Global Content

Google Drive Integration: Import files from Google Drive into Yoodli and manually sync updates when new versions are available.

Google Drive Integration

Visual Content lets the AI present slides, PDFs, and images inside a roleplay so learners can learn, practice, and get feedback in one continuous session.

AI Visual Content

How to Set Up Platform Certification in Yoodli

Learn how to embed a single Yoodli recording in your own platform.

Embed a Single Recording

Learn how admins can move or copy programs between content spaces.

Move Programs Between Content Spaces

Learn how to add videos, audio, PDFs, and documents as steps in a Yoodli Program.

Adding Media and Documents to a Program

Create AI-generated card decks from your roleplay source material so learners see the right visual support at the right moment in the conversation.

Create a deck with AI using Cards

Scheduling Programs and Activities in Yoodli

Create chat-based roleplays

Create and manage custom practice content, goals, and coaching bots for your organization.

Content and Builder

Learn how you can share Yoodlis within your organization

Sharing Yoodlis Within Your Organization

Are you an organization admin? Learn more about the different permissions associated with roles within your organization

Roles in Yoodli organizations

How to invite Members to your Organization

Learn about how to organize users via groups in your organization

Groups

Schedule automatic member access end dates for your organization.

Member Expiration

Learn how org admins can use Mirror Member View to see Yoodli from a member’s perspective.

Mirror Member View

Alan Camperson

Add, remove, and organize users, roles, and groups

Managing Seats and Members

Learn how to enable LMS (learning management system) integrations for your organization

LMS Integrations

Learn how to sync your org chart with Reporting teams

HRIS Integrations

Learn how to embed content onto your site for your organization

Web Embed

Learn more about how you can setup SSO, SCIM, and configure the sign up options for your organization

SSO and Sign-in Options

How to integrate the Yoodli Web Embed into Salesforce Lightning.

How to Add Yoodli to Salesforce Lightning

Learn how to connect Gong to Yoodli, set up rules for importing calls, and apply custom goals for scoring.

Connect Gong to Yoodli

Access the Yoodli Developer Portal to manage users and organizations programmatically using secure REST APIs.

Yoodli Developer Portal

Fix how company names, product terms, and acronyms are pronounced in Yoodli by creating custom pronunciation rules at the organization level.

Custom Pronunciation Dictionary

SCIM in Yoodli

Set up Yoodli’s Slack integration, connect admin settings, match users, and see what learners experience once it’s enabled.

Slack Integration Setup Guide

Yoodli + Claude — MCP Integration Setup Guide

Learn how enterprise customers can manage Yoodli users and groups with SCIM 2.0.

Setting up SCIM 2.0

Richard Lee

Connect Yoodli to SSO, LMS, HRIS, and web embeds for seamless logins and data flow.

Integrations

Learn about how you can automate delivering reports to different destinations

Scheduled Reports

Team Dashboard gives team leads and managers visibility into their team’s progress without requiring administrative access to Yoodli.

Team Dashboard

Analytics Hub overview: how to view organization, program, goal, and member performance data in Yoodli

Admin Analytics Hub

Learn how to use the Reports tab in the Admin Analytics Hub to download detailed data on member usage, engagement, and progress across Yoodli.

Admin Analytics Hub: Reports

Track engagement, speaking metrics, and program impact with downloadable dashboards.

Analytics & Reporting

Yoodli Site Status

Links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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