Taskade Genesis builds a partner training portal from a single prompt — with module checklists, a quiz-ready AI agent, completion automations, and a certification tracker — so you scale your partner programme without scaling your headcount.
What Is a Partner Onboarding Training Portal?
A partner onboarding training portal is a structured learning workspace where new resellers, affiliates, or technology partners work through product training modules, pass knowledge checks, and earn credentials — all tracked automatically rather than via spreadsheets and email.
Why Use a Partner Onboarding Training Portal?
Give partners a professional, self-paced experience that reflects well on your brand and drives faster time-to-revenue.
- Self-paced modules: Partners progress through training at their own speed; automations unlock the next module on completion.
- AI tutor on demand: An embedded agent answers product questions in real time using 34 built-in tools and persistent memory from your knowledge base.
- Certification tracking: A Table view shows every partner's progress, pass/fail status, and certification date linked through the Relationship field.
- Automated credentials: When a partner completes all modules, an automation sends their certificate and unlocks partner-tier resources.
- Custom domain access: Business+ plans let partners log in at your branded URL, reinforcing the programme's professional feel.
Who Should Use a Partner Onboarding Training Portal?
- Channel teams onboarding dozens of new resellers each quarter.
- Alliance managers certifying technology integration partners.
- Franchise operators standardising brand and process training across locations.
- Developer relations teams getting ISVs up to speed on your platform APIs.
- Training managers replacing static PDF manuals with an interactive, trackable alternative.
How To Set Up a Partner Onboarding Training Portal?
- Click Use Template to clone the portal — fully structured and ready for your content in seconds.
- Paste your training materials; the AI agent organises them into modules and drafts quiz questions.
- Configure module-unlock automations in automations so progression happens on autopilot.
- Use databases to link partner records to their training progress and tier status.
- Publish the portal to partners via a custom domain and track cohort completion in a Gantt view.
See partner programme examples in /community or explore /agents for AI tutoring add-ons.