LEARNING CENTER
Turn what you know into training that works.
Turn your company’s knowledge, documents, and processes into employee training with Whitby AI. Build courses, assign them, and track progress in one place.
Turn what you know into training.
Start with a document, SOP, or training idea. Whitby helps turn your knowledge into structured courses, lessons, and assessments you can review, edit, and assign.
01INPUT
START WITH WHAT YOU KNOW
“Create a training course for new account managers using our client onboarding procedures. Include lessons and a short assessment.”
02WHITBY
Client Onboarding Essentials
Based on Client Onboarding Procedures- 01Lesson 1 — Understanding Client Onboarding
- 02Lesson 2 — Collecting Client Information
- 03Lesson 3 — Preparing the Client Workspace
- 04Lesson 4 — Coordinating the Client Handoff
- ★Assessment — 8 Questions
I've drafted four lessons and an eight-question assessment based on your onboarding procedures. Review and edit before publishing.
03TRAINING
READY FOR YOUR TEAM
Client Onboarding Essentials
Build training around your team
Create onboarding, process training, professional development, and internal learning tailored to your team, your responsibilities, and how you work.
- 01
Onboarding
Help new team members learn the processes, tools, and responsibilities they need.
- 02
SOPs & Processes
Turn documented procedures into structured learning.
- 03
Skills Training
Teach your team essential skills, tools, and competencies needed to succeed in their roles.
- 04
Role-Based Training
Create learning tailored to different roles and responsibilities.
- 05
Professional Development
Support ongoing skill development and learning.
- 06
Custom Programs
Organize related courses and training into structured programs.
Start with ours. Build your own.
Learn how to use Private Attaché with our platform courses, or create training tailored to your organization's people, processes, and goals.
Private Attaché Courses
Ready-made courses to help customers learn and use Private Attaché.
- Getting Started with Private Attaché
- Managing Workplans & Tasks
- Working with Whitby AI
Your Organization
Create courses using your company's knowledge, procedures, and training materials.
- New Employee Onboarding
- Customer Service Standards
- Leadership Development
Getting Started with Private Attaché
Managing Workplans & Tasks
Drafting 5-step Workplan...
Working with Whitby AI
Your OrganizationNew Employee Onboarding
Your OrganizationCustomer Service Standards
Your OrganizationLeadership Development
Assign learning. Know who's completed it.
Assign training to your team, track individual progress, and see what's completed, underway, or needs attention.
- New Employee OnboardingOct 18
Jordan P.Completed - Customer Service StandardsOct 25
Priya S.60% - Working with Whitby AIOct 28
Sam O.35% - Leadership DevelopmentNov 3
Alex R.Not Started
Individual Assignments
Assign courses to individual employees.
Team Learning
Manage training across your team.
Programs
Organize related courses into structured learning programs.
Progress Tracking
Monitor participation, completion, and assessment results.
Give your team access to the training they need.
Give learners access to assigned courses, assessments, and progress tracking — without requiring a full platform membership.
- 01
Access Learning
Open assigned courses, lessons, and training programs.
- 02
Complete Training
Work through lessons, assessments, and required learning.
- 03
Track Progress
View individual learning progress and completion records.
Learner Seats can be added to Free or paid platform accounts. Course creation, publishing, assignments, and administration depend on the account's plan and permissions.
Frequently Asked Questions
Yes, on eligible plans. Create courses and training programs using your organization's processes, procedures, documents, and learning goals. Assign them to employees, vendors, partners, or other learners.
Whitby AI can help draft course structures, lessons, learning objectives, and assessments from your instructions and supported source materials. You can review and edit the content before publishing it.
Eligible plans support learning assignments, progress tracking, assessments, and completion records. Available assignment, administration, and reporting capabilities depend on your plan and the supported product features.
Learner Seats give employees and other participants access to assigned courses and training without requiring a full Work Center membership. Course creation and administration are separate capabilities.
Yes. Private Attaché courses focus on helping customers use the platform, including Workspaces, Workplans, Tasks, Client Portals, and Whitby AI. Available courses appear in the Learning Center catalog.
No. You can use the Learning Center independently. Assistance with course development, training creation, or setup is optional and separately arranged.
