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3 min

Tutorials

Tour the manager dashboard

Everything a manager needs in one place, from project stats to trainee analytics and the content libraries.

In this video

01

Your workspace at a glance

The Manager Dashboard gives you a complete overview of your current projects, the total number of trainees, monthly training usage, recent session activity and the trainees who trained most recently. A New Project button lets you start a new training program straight from this page.

Every section shown in the video sits in the left sidebar, grouped under Workspace and Library, so you can move from one to the next in a single click.

02

Projects

The Projects section lists all your training projects in one place. From a project card you can edit the project, duplicate it or create the same training program in a different language.

In the video, the menu on a project card opens Duplicate and translate. You pick the target language, for example Portuguese (Portugal), and confirm to get a copy of the program in that language.

03

Trainees and their progress

The Trainees section gives you access to all trainee data in one place. The overview lists every trainee with their ranking, number of sessions, average score and status.

Open a trainee to see their training rating, feedback, practice time, skill scores, current strengths and next training priorities. Further down, the profile breaks performance down by skill and lists each training session with its transcript and notes.

04

Team and usage

The Team section lets you add team members and give them access to the Manager Dashboard. The list shows each member's name, role and join date.

The Usage section tracks the minutes used during the current month, the minutes still available on the account and the total hours included in your training pool, along with the minutes used by each trainee.

05

The libraries

The Contact Library imports and manages trainee email addresses, for example from a CSV or TXT file, which makes it easier to invite participants to training programs.

The Knowledge Library stores your project materials in folders so you can manage and reuse your training content. The Visual Library creates project visuals with AI assistance, so each training program can be supported with relevant visual material.

The Client Library holds client portfolios: business context, rules and conditions, vocabulary and important terms for each client or training scenario. Together, these sections give managers one central view of projects, trainees, content, usage and client information.

Step-by-step guide

01

Train and monitor

Trainees practice, then managers review progress and adjust the setup if needed.

Progress data shows whether the training is used and where people need support.

What to do

  • Trainees start voice role-play, quizzes, or Expert Tutor.
  • Review sessions, scores, and feedback from the project page.
  • Use Reports for KPIs, printable reports, and CSV exports.

Check before continuing

  • Trainees can access the project.
  • The expected practice tools are visible.
  • Scores appear after the first sessions.
02Optional

Share via ChatGPT or Claude (MCP)

Connect AI assistants to Replio, for you or for your clients.

A client can follow their project's results, or even set it up, directly from ChatGPT or Claude, without a Replio account.

What to do

  • As a manager: add the MCP server URL in your assistant and sign in with your Replio account.
  • For a client: generate an access code (reporting or full setup) from the project page or the MCP page.
  • Send the client the share link: it shows their code and the setup steps for their assistant.

Check before continuing

  • The code appears in the codes table with the right project and type.
  • The request journal shows activity once the client is connected.