How-To
How AI Agents Help People Learn a New ERP
An illustrative look at AI agents for in-app help, role-based learning paths and go-live training readiness.
How-To · Episode H17
Presented by an AI presenter. Written and reviewed by Cendien.
3 steps in this how-to
- Help in the moment — A user asks how to reverse a journal entry and the agent walks them through the steps on the screen they are already on.
- Learning paths — The agent builds a training plan for each role, based on the tasks that person actually performs in the system.
- Readiness — Before go-live, it tracks who has finished training and who needs a follow-up, so no one is left behind.
Read the transcript
How can AI agents help your people learn a new system? Here's an illustrative look at three ways. First, help in the moment. A user asks how to reverse a journal entry, and the agent walks them through the steps, on the screen they're already on. Second, learning paths. The agent builds a training plan for each role, based on the tasks that person actually performs in the system. Third, readiness. Before go-live, it tracks who has finished training and who needs a follow-up, so no one is left behind. Your trainers stay in control of the content and the assignments. Planning training for Infor CloudSuite? Talk to Cendien at cendien.com.
New systems succeed when people know how to use them. AI agents can help users in the moment and help trainers see who is ready, while trainers stay in control of content and assignments.
*This video is an illustrative mockup. The screens are a generic ERP workspace, not actual product screens, and all names and numbers are sample data.*
Watch the one-minute video, then read the summary below.
1. Help in the moment
A user asks how to reverse a journal entry and the agent walks them through the steps on the screen they are already on.
2. Learning paths
The agent builds a training plan for each role, based on the tasks that person actually performs in the system.
3. Readiness
Before go-live, it tracks who has finished training and who needs a follow-up, so no one is left behind.
What stays with people
Every agent action is logged. Your team decides which actions only suggest and which run automatically, and anything that posts, sends or changes a record can require approval.
Frequently asked questions
Where do the answers come from?
From your approved procedures and training content, so answers match how your organization works.
Who assigns training?
Your trainers. The agent drafts learning paths and reminders for them to approve.
Talk to us
Cendien is an Infor partner and supports ERP, AI and automation work. Talk to our team or explore our AI services and ERP services.
Related services
- ERP Services — Implementation, upgrades and managed ERP support.
- Managed IT Services — Help desk, monitoring and co-managed IT.
- AI & Automation — AI strategy, automation and analytics.
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