Module admin guides on HeyLoopy · Daily 60-second drills so your team still knows the SOP at month six

How to Create a New Module on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Creating a New Module

The Module Builder guides you through creating a learning module step by step. You can upload reference documents, define learning objectives, and let AI generate the initial content.

Step-by-step

From the Staff Portal, click Module Builder in the navigation.
Click New to start a new module builder draft.
Follow the wizard steps:

Step 1: References

Upload documents (PDFs or other files) that contain the knowledge for your module.
Add website URLs as additional reference sources.
Wait for documents to finish processing before proceeding.

Step 2: Objectives

Define the learning objectives for your module: what should members know after completing it?

Step 3: Wizard (AI Generation)

Click Build to let AI generate a module template based on your references and objectives.
Wait for the generation to complete. This may take a few minutes.

Step 4: Review

Review the generated template, which includes suggested lessons and question structures.
Edit the template to adjust lesson names, topics, or structure as needed.
Save your changes.

Step 5: Build

Click Build to generate the final module with lessons and questions.
Wait for the build to complete.
Once finished, your module is ready for review in the Staff Portal.

Tips

Upload high-quality reference documents for better AI-generated content.
You can always edit, add, or remove questions after the module is built.
You can also create modules manually without the Module Builder by going to Staff Portal > Create Module and adding lessons and questions one at a time.

How to Add Lessons to a Module on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Adding Lessons to a Module

Lessons are the organizational units within a module. Each lesson groups related questions around a specific topic.

Creating a New Lesson

From the Staff Portal, open the module you want to edit.
Click Lessons in the module menu.
Click Create Lesson.
Enter the lesson name and any optional settings.
Save the lesson.

Adding Lesson Instructions

Open the lesson from the module’s lesson list.
Click Instructions in the lesson menu.
Click Edit to write or update the lesson instructions.
Instructions are shown to members when they view the lesson details.
Save your changes.

Reordering Lessons

From the module’s Lessons page, click Order.
Drag and drop lessons to rearrange their order.
Save the new order.

The lesson order determines how they appear in the module for members.

How to Generate Questions with LoopyAI

Mon, 01 Jan 0001 00:00:00 +0000

Generating Questions with LoopyAI

LoopyAI can automatically generate assessment questions for your lessons based on uploaded knowledge base documents. This speeds up content creation significantly.

Prerequisites

Before generating questions, you need:

A module with at least one lesson.
Knowledge base documents uploaded to the lesson or module. LoopyAI uses these documents as the source material for generating questions.

Step-by-step

From the Staff Portal, open your module and navigate to the lesson.
Ensure the lesson has knowledge base documents attached. If not, go to Knowledge Base in the lesson menu and upload documents first.
Click Generate in the lesson menu.
LoopyAI will process the documents and generate questions. This may take a few minutes depending on the amount of content.
Generated questions appear in the Staging area for your review.

Reviewing Staged Questions

Click Staging in the lesson menu to see the generated questions.
Review each question for accuracy and quality.
Delete any questions that are not suitable.
Click Deploy to activate the approved questions. Deployed questions will appear in members’ loops.

Question Types

LoopyAI can generate several types of questions:

How to Upload Knowledge Base Documents on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Uploading Knowledge Base Documents

Knowledge base documents are the source material that LoopyAI uses to generate questions. You can upload files or add website URLs to your knowledge base.

Uploading Documents

From the Staff Portal, navigate to Knowledge Base in the main navigation.
Click Upload to add a new document.
Select a file from your computer (PDF and other document formats are supported).
Wait for the document to finish processing. HeyLoopy extracts and indexes the content automatically.
Once processed, the document is available to assign to modules and lessons.

Adding Websites

From the Knowledge Base, click Add Website.
Enter the URL of the web page you want to use as source material.
HeyLoopy will fetch and index the content from the URL.

Assigning Documents to Modules and Lessons

Documents can be assigned at the module level or the lesson level:

How to Manage Module Members on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Managing Module Members

As a module admin, you can view and manage the members enrolled in your modules, track their progress, and control their access.

Viewing Module Members

From the Staff Portal, open the module you want to manage.
Click Members in the module menu.
View the list of all enrolled members with their activity summary.

Viewing Individual Progress

From the members list, click on a member’s name.
View their detailed progress, including:
- Overall performance in the module.
- Lesson-by-lesson breakdown.
- Recent activity and learning history.
Click History to see their complete session history.

Managing Member Roles

Make Module admin: Promote a member to module admin role for this module. They will be able to manage content and view all member data.
Make Member: Change a module admin back to member role.

Removing Members

From the member detail page, click Remove.
Confirm the removal. The member will be unenrolled from the module.

Tips

Use the member list to identify members who may be struggling and need additional support.
Module admins can be assigned to help manage content without needing full team admin access.
Members can also self-enroll via the catalog if self-enrollment is enabled for the module.

How to Create a Broadcast Lesson on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Creating a Broadcast Lesson

Broadcast lessons let you push targeted learning content to all members enrolled in a module. Use broadcasts to introduce new material, reinforce key concepts, or share time-sensitive information.

Step-by-step

From the Staff Portal, open the module where you want to create a broadcast.
Click Broadcasts in the module menu.
Click Create to start a new broadcast.
Configure your broadcast content. You can include questions and reference material.
Review the broadcast before sending.

Deploying a Broadcast

From the broadcast detail page, click Deploy to send the broadcast to all enrolled members.
The broadcast questions will appear in members’ next loop sessions.

Managing Broadcasts

Archive a broadcast when it is no longer needed. Archived broadcasts stop appearing in member loops.
Delete a broadcast to remove it entirely.
Restore a previously deleted broadcast if needed.

Tips

Broadcasts are ideal for introducing new topics or addressing common mistakes you have observed in member performance.
Deployed broadcasts preempt regular spaced-repetition questions, so members see them in their very next loop.
You can view the status of each broadcast to see whether it has been deployed, archived, or is still in draft.

How to View Module Analytics on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Viewing Module Analytics

HeyLoopy provides analytics for each module so you can track how your members are performing and identify areas that need attention.

Step-by-step

From the Staff Portal, open the module you want to analyze.
Click Analytics in the module menu.
View the analytics dashboard with metrics including:
- Submission data: Total questions answered by members.
- Performance trends: How accuracy is changing over time.
- Member engagement: Who is actively studying and who is falling behind.
- Question difficulty: Which questions members struggle with most.

Module Activity

Click Activity in the module menu to see recent activity.
View a chronological log of member interactions with the module.

Submission History by Lesson

Open a specific lesson within the module.
Click Submissions in the lesson menu.
View all member submissions for that lesson, including their answers and whether they were correct.

Tips

Use analytics to identify lessons or questions that need improvement: if many members get the same question wrong, the question or its reference material may need revision.
Check the activity feed regularly to stay engaged with your members’ learning progress.
Compare performance across lessons to see where members excel and where they struggle.

How to Edit and Manage Questions on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Managing Questions

Questions are the core assessment content on HeyLoopy. You can create questions manually, edit existing ones, and control which questions are active for members.

Viewing Questions

From the Staff Portal, open a module.
Click Questions in the module menu to see all questions across the module.
Or navigate to a specific lesson and click Questions to see that lesson’s questions only.

Creating Questions Manually

Open a lesson within a module.
Click Questions, then click Create.
Select the question type:
- Multiple Choice: Members select the correct answer from options.
- True/False: Members determine if a statement is true or false.
- Fill in the Blank: Members complete a sentence.
- Sorting: Members arrange items in the correct order.
- Pairing: Members match related items.
- Image Selection: Members select the correct image.
Enter the question content, answers, and any explanations.
Save the question.

Activating and Deactivating Questions

Activate a question to make it appear in member loops. Click the activate button on the question.
Deactivate a question to temporarily remove it from loops without deleting it.

Editing Questions

Click on a question to open its detail page.
Click Edit to modify the question content, answers, or explanations.
Save your changes.

Previewing Questions

Click Preview to see how a question will appear to members before activating it.
Use Live Preview for an interactive test of the question.

Deleting Questions

Click Delete on the question you want to remove.
Confirm the deletion. This action is permanent.

Tips

Always preview questions before activating them to catch formatting issues.
Use a mix of question types within a lesson for more effective learning.
If members report a question, review and fix it promptly to maintain content quality.

How to Add Reference Material to Lessons on HeyLoopy

Mon, 01 Jan 0001 00:00:00 +0000

Adding Reference Material

Reference material provides members with context and supporting information that appears alongside questions during their loops. You can add text content, links, and images as reference material.

Adding Reference Material to a View Group

View groups are sets of answer variations within a lesson. Each view group can have its own reference material.

From the Staff Portal, open a module and navigate to a lesson.
Click View Groups in the lesson menu.
Click on a view group to open its detail page.
Click Reference > Edit to add or modify reference material.
Enter the reference text that members should see when answering questions in this view group.
Save your changes.

Adding Images to References

From the view group reference edit page, click Add Image.
Select an image from your uploaded gallery or upload a new one.
The image will be displayed alongside the reference text during member loops.

Adding Links to Lessons

Open a lesson within a module.
Click Links in the lesson menu.
Add URLs that are relevant to the lesson content.
Members can access these links when viewing the lesson details.

Adding Files to Lessons

Open a lesson within a module.
Click Files in the lesson menu.
Click Add to upload a file.
Members can download these files when viewing the lesson details.

Tips

Good reference material helps members understand why an answer is correct, not just what the correct answer is.
Keep reference text concise and focused on the specific questions in the view group.
Images are especially effective for visual subjects or when the question relates to a diagram or chart.