Learning with training lessons

New to Flyte, or new to one part of it? The Flyte assistant can teach you in short lessons, one step at a time, at your own pace. It's a good companion to the Getting Started tour for someone's first week.

#Step by step

1. Open Messages → Support → Ask Flyte.
2. Say what you want to learn, or that you're new. For example:
   • "I'm new. Teach me how the order journey works."
   • "Train me on purchase orders."
   • "Give me lessons on setting up customers."
3. The assistant explains one part, gives you the steps, then ends with a line offering the next lesson, such as "Say next for Lesson 2: sending a visual for approval."
4. Type next when you're ready to carry on.

#How lessons work

• One part at a time. Each lesson covers a single idea with its steps, so it's easy to follow along in the portal.
• No quizzes. The assistant doesn't set tests or questions. You move on when you're ready.
• Ask questions any time. If something in a lesson isn't clear, ask. The assistant answers it on its own, without dragging you back into the lesson.
• You decide when to continue. The assistant won't bring up an earlier lesson or remind you where you were. Say next whenever you want to carry on.

Tip

Keep the portal open beside the chat and try each step as you go. The lessons name every page, tab and button exactly as it appears on screen.

#Good areas to learn

• The order journey from enquiry to delivery
• Visuals and getting designs approved
• Confirming orders and the customer's confirmation page
• Purchase orders and working with factories
• Panel prints and pre-production samples
• Shipments and freight
• Setting up a customer: people, sub groups and who sees what
• Who receives which email

#For managers

When someone joins your team, point them at the assistant with a suggested first request, such as "I'm new here. Teach me how an order moves from enquiry to delivery." Pair it with the order journey article for a reference they can come back to.