AI Consulting Training Management Agent

How Cassidy automates ILT/VILT scheduling and enrollment using AI

Step 1: Trigger on workforce events

The Workflow activates automatically when your HRIS signals a new hire, role change, or certification approaching expiration—ensuring the right training is assigned at the right time without manual intervention.

Step 2: Build sessions and assign resources

Cassidy generates ILT/VILT sessions using your templates, auto-matches instructors based on availability and qualifications, reserves rooms or virtual meeting links, and resolves time-zone and scheduling conflicts across regions.

Step 3: Enroll learners and manage communications

The Workflow applies eligibility rules to enroll the right cohorts, sends branded confirmations and calendar invites, delivers prework materials, and manages waitlists with automatic backfill when seats open.

Step 4: Capture attendance and completions

Cassidy syncs attendance data from rosters, badge scans, or conferencing platforms to your LMS, records assessment scores, issues certificates and badges, and updates CPD/CEU transcripts—all without manual data entry.

Step 5: Monitor compliance and escalate risks

Real-time dashboards flag at-risk learners and missed deadlines. Cassidy triggers escalation workflows to managers and HR when SLAs are breached, documents exceptions with approvals, and generates audit-ready evidence packs on demand.

Step 6: Human-in-the-Loop review

For exceptions—deferrals, equivalency requests, or capacity overrides—Cassidy routes decisions to the appropriate approver with full context, maintains audit logs, and continues the workflow once approved.