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Programs let you combine multiple training activities into a single, structured learning path. Instead of assigning roleplays, videos, and surveys one at a time, you bundle them into a program with clear timelines and track everyone’s progress in one place.
Programs list showing programs with status, participants, and timeline

When to Use a Program

Use programs when you need to:
  • Run cohort-based training with start and end dates
  • Combine multiple activities like roleplays, surveys, videos, and coaching into one path
  • Track completion across participants and components
  • Issue certifications automatically when participants finish
For one-off roleplay practice, you do not need a program. Just assign scenarios directly.

What Goes Inside a Program

Programs are made up of components - the individual activities participants complete. You can mix and match eight types:

Announcement

Share information or instructions with participants. No action required from them.

Participant Survey

Capture feedback or assess knowledge with custom questions.

AI Roleplays

Practice with AI-powered conversation simulations. Set completion criteria like minimum rank or number of attempts.

Video

Assign a video for participants to watch.

Article

Assign an article or document for participants to read.

Action Items

Give participants tasks or assignments to complete.

1:1 Coaching

Connect participants with expert coaches for personalized sessions.

Group Meeting

Schedule group sessions with a shared meeting link.
Each component has its own launch date, due date, and close date. You can set prerequisites so participants must complete one component before unlocking the next.
Program dashboard showing available component types
Learn how to add components ->

How Programs Work

1

Create a program

Give it a name and a target launch date. Optionally link a certification to issue when participants finish.You can also generate a full program with AI - describe what you want and Exec builds the components for you.Create a program ->
2

Add components

Build out the learning path by adding the activities your participants will complete. Set dates, choose participants, and configure prerequisites.Add components ->
3

Enroll participants

Add participants by email. Schedule enrollment emails for launch day.Manage participants ->
4

Launch

When everything is ready, launch the program. Participants receive enrollment emails and can start working through their assigned components.Launch your program ->
5

Track progress

Monitor completion rates, view survey responses, check roleplay performance, and send reminders to participants who fall behind.Track progress ->

Program Lifecycle

Every program moves through a series of statuses:
StatusWhat it means
In DesignYou are building the program. Components and participants can be added freely.
Launch ReadyThe program has at least one component and participants. Ready to go live.
LiveParticipants have been notified and can see their assigned components.
CompleteThe program has ended. All ongoing components are closed and completion statuses are finalized.
ArchivedThe program was removed before launch. Scheduled invitations are cancelled and reserved credits are restored.
The transition from In Design to Launch Ready happens automatically when you have added at least one component and enrolled participants. You control the transitions to Live, Complete, and Archived. Learn more about the program lifecycle ->

Roles

Programs have two roles:
RoleWhat they can do
Program LeadCreate and edit components, manage participants, launch the program, grant deadline extensions, view all analytics.
ParticipantView assigned components, complete activities, track their own progress.
Workspace admins can access all programs regardless of role.

Programs and Certifications

When you link a certification to a program, participants who complete all required components are automatically certified when the program ends. You can track certification progress in real time through the pipeline dashboard. Learn about program certifications ->

Getting Help

Need help setting up a program? Contact us at [email protected].