Yoodli

Derek Sessions

Christian Bedoya

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

Admin View Overview

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 how to create and use custom goals for scenarios as part of your Enterprise organization

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.

Create Custom Roleplays with The Builder

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

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

Richard Lee

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

Integrations

Learn about how you can get reports on usage and progress of members of your organization

Organization 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

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

Analytics & Reporting

Yoodli Site Status

Links

Find answers and get help from Intercom Support and Community Experts

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