Checklist: 10 Questions to Ask Before Creating a Training AI Agent

AI agents for employee training are a powerful tool. But to ensure they deliver real value, it's important to ask the right questions in advance. This checklist will help you avoid common mistakes and launch a useful, understandable, and effective assistant.

1. Who will the agent train?

• New team members?
• Experienced employees?
• Managers or sales reps?

Why it matters: The role and experience level of the employees directly affect how information should be delivered.

2. What tasks should the agent perform?

• Product training?
• Soft skills development?
• Knowledge testing?
• Answering frequently asked questions?

Why it matters: The agent’s tasks determine how you structure content and design learning scenarios.

3. At what stage of the training funnel will the agent be used?

• Onboarding?
• Continuous learning?
• Supporting the launch of a new product?

Why it matters: So the agent provides the right amount of help—neither too little nor too much.

4. What sources of knowledge do we already have?

• Presentations, guides, call recordings, FAQs?
• Do we need to create content from scratch?

Why it matters: An AI agent is only as good as the quality of the content it’s trained on.

5. What questions do employees already ask most often?

• Do we have a database of frequently asked questions?
• What causes the most confusion?

Why it matters: The agent should address real pain points, not just abstract topics.

6. Where will the agent “live”?

• In a messenger like Slack or Teams?
• On an internal portal?
• Inside a CRM or LMS?

Why it matters: Easy access increases usage.

7. Does the agent need to integrate with other systems?

• CRM, customer database, knowledge base?
• Or will it operate as a standalone assistant?

Why it matters: Integrations make the agent more useful but also add complexity.

8. How will we measure the agent’s effectiveness?

• Time spent on training?
• Test results?
• Engagement and feedback?

Why it matters: Metrics help you improve the agent and demonstrate its value.

9. Who will maintain and update the content?

• Is there a content owner?
• How often will updates happen?

Why it matters: Outdated content is the biggest enemy of any training system.

10. Are we ready to start small and iterate?

• Are we launching with an MVP?
• Are we open to testing and feedback?

Why it matters: No agent is perfect on day one—iteration is the key to success.

Creating a training AI agent isn’t just about technology—it’s about having a structured, thoughtful approach. This checklist will help you define the right direction and avoid costly rework. Start small, be honest with your answers, and you’ll end up with a tool your team will actually want to use.