How the experts are using AI to transform learning experiences—and the practical workflows you can implement today
The response to our recent “Hands-on AI: Tactics, Tips, and Practical Advice for CEd Professionals” workshop exceeded all expectations. With attendees joining from around the world, the appetite for actionable AI advice — rather than a high-level discussion of theoretical use cases — was unmistakable.
As our host Annie Reiss noted in her opening remarks, “Every time I see a webinar on AI, I say, ‘Oh my God! How can I remember all that?’ So I truly believe we need a practical session.” That’s exactly what industry veterans Kristine Kukich (The Training Sherpa) and Josh Cavalier (JoshCavalier.ai) delivered: real workflows you can implement immediately.
The Five-Category AI Framework
Kristine opened with a framework she’s been refining for four years, organizing AI applications into five practical categories.
Personalization remains the starting point—leveraging existing LMS capabilities to create dynamic learning paths and personalized in-app guidance. But the real breakthrough comes in gamification, where AI can automate reward systems and motivational feedback (although, as Kristine admitted, getting demoted on Duolingo for missing her daily practice still stings).
Assessments emerged as perhaps the biggest AI success story so far. “The scenarios we work with in building out assessments can be the most complex,” Kristine explained. She showed how AI can generate comprehensive quiz questions with realistic distractors in minutes, a process that previously took hours of manual work.
The framework’s final categories — content development and data analytics — are where AI’s impact on customer education becomes transformative, not just convenient.
Multi-Tool Workflows: The Real Game Changer
Josh Cavalier’s demonstration was nothing short of superb. Using what he calls the “TRACY” prompt structure (Task, Role, Audience, Create, Intent), he showcased a complete end-to-end workflow for creating scenario-based training videos.
The process was simple, yet sophisticated: ChatGPT generated the script and scene descriptions, Midjourney created photorealistic character images, and Google’s Veo 3 brought everything to life with 8-second video clips featuring natural dialogue and camera movements.
“I didn’t even ask for the Zoom at the end,” Josh marveled as his AI-generated customer service representative delivered a perfectly timed dramatic close-up. “The camera zoom! Come on, that’s pretty crazy.”
Josh also provided valuable transparency about costs and limitations. Premium AI subscriptions run to $200+ monthly, video clips are currently limited to 8 seconds, and the technology still requires human oversight and editing to achieve professional results.
The Practical Details That Matter
Both experts emphasized working primarily with free versions of AI tools to start with, recognizing that most organizations are still at the beginning of their AI journeys. Kristine also stressed the importance of a systematic approach. She maintains an Airtable database organizing all her prompts by category and tool type, ensuring consistency and allowing for easy iteration.
Her prompt structure focuses on seven key elements: understanding your audience, providing clear context, defining the specific task, setting constraints, specifying format requirements, establishing the right tone, and planning for iteration. “It may not be right the first time,” she noted, “we may have to continue to ask more questions to get it detailed the way that we want.”
The workshop also tackled concerns around copyright and legal implications. Josh’s advice was pragmatic: internal use cases present fewer risks, but external-facing content requires careful review. “The U.S. Copyright Office says that a certain percentage — which has not been determined — of your created content needs to be human-adjusted or modified, or you cannot copyright it.”
The Personal Learning Imperative
Perhaps the workshop’s most important message came during the wrap-up discussion. Josh’s observation about hiring trends was particularly striking: “What I’m hearing out in the marketplace regarding hiring… it’s starting to bubble up where the requirements for individuals coming on board — they must have AI experience, regardless of the function.”
This led to perhaps the session’s most actionable advice: everyone needs a personal AI learning plan for 2025. As Annie shared, she’s implemented mandatory twice-weekly AI learning sessions for her team, scheduled directly into their calendars.
“The only way you’re going to be able to assess that is really getting your hands dirty with this,” Josh emphasized. “Please take the second half of the year and jump in. You should be doing something every day, or at least every week.”
Your Next Steps
The workshop demonstrated that AI in customer education has moved well beyond content creation basics. Today’s leading practitioners are building sophisticated, multi-tool workflows that deliver enterprise-grade results at unprecedented speed and scale.
But success requires more than just access to AI tools — it demands a systematic approach, continuous experimentation, and commitment to improvement. The experts also recommended following the #AICEd hashtag on LinkedIn to stay connected with the community’s latest discoveries and discussions.
Ready to implement professional multi-tool workflows in your customer education program? We’ve created a comprehensive playbook featuring workflows for all five key CEd categories, complete with tool recommendations and specific prompts.
