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Onboarding Quiz Generator

Short answer: Onboarding Quiz Generator turns helio support — tier-1 sop: refund workflow (confluence page) into quiz csv, quiz json, answer key pdf, per-module checks. Built for Customer Success / Support Enablement — Support team leads quizzing new agents on internal SOPs and tooling.. Outputs are editable PPTX, CSV, and Markdown. Free preview — no sign-up.

Generate onboarding quizzes from training docs.

Real example

What this generator actually produces

Source: Helio Support — Tier-1 SOP: Refund Workflow (Confluence page)

Input excerpt

Tier-1 Refund SOP. Refunds under $50 may be issued by any Tier-1 agent without escalation. Refunds between $50–$500 require a team-lead approval in Zendesk macro `refund-tl-approve`. Anything over $500 routes to the Billing queue and a CS Manager.

Slides produced

  1. 1.Refund authority by amount
  2. 2.How to use the Zendesk approval macro
  3. 3.When to escalate to the Billing queue
  4. 4.Knowledge check — Refund SOP

Quiz preview (4 of 4 questions)

  1. 1. A customer asks for a $40 refund. As a Tier-1 agent, you should:

    • Escalate to your team lead
    • Issue the refund directly
    • Route to Billing queue
    • Deny it

    Refunds under $50 are within Tier-1 authority; no escalation needed.

  2. 2. A $250 refund requires:

    • No approval
    • Team-lead approval via the Zendesk macro
    • Manager approval
    • Routing to Billing

    Refunds in the $50–$500 band require team-lead approval via `refund-tl-approve`.

  3. 3. What happens to refund requests over $500?

    • Tier-1 issues with macro
    • Team lead approves
    • Routes to Billing queue + CS Manager
    • Auto-denied

    Over-$500 refunds route to the Billing queue and require a CS Manager.

  4. 4. Which Zendesk macro handles team-lead approvals?

    • `refund-tl-approve`
    • `refund-csm`
    • `refund-billing`
    • `refund-auto`

    The SOP specifies the `refund-tl-approve` macro for team-lead approvals.

Flashcards

  • Tier-1 refund authorityUp to $50 without escalation
  • TL approval band$50–$500 via `refund-tl-approve`
  • Over $500Billing queue + CS Manager

Facilitator note

Run this quiz at the end of Day 3, after the agent has shadowed two real refund tickets. Anyone scoring below 100% should not be put on solo refund duty in week 2.

Built for: Customer Success / Support EnablementSupport team leads quizzing new agents on internal SOPs and tooling.

A quick knowledge check is the difference between "they read it" and "they understood it." Kompyl turns any onboarding document into a multiple-choice quiz in seconds.

  • Multiple-choice with 4 options each
  • Marked correct answers + explanations
  • CSV export for any LMS
  • Adjustable question count and difficulty
  • Works on handbooks, policies, SOPs, role docs

What you get

Quiz CSV

Drop into spreadsheet or LMS

Quiz JSON

For programmatic imports

Answer key PDF

For the facilitator

Per-module checks

Embedded in slide deck

How it works

  1. 1

    Paste or upload

    Bring your existing document — handbook, policy, SOP, or wiki page.

  2. 2

    Pick outputs

    Choose slides, quiz, flashcards, study guide, or facilitator guide.

  3. 3

    Download the kit

    Editable PPTX, CSV, and Markdown files in under a minute.

Frequently Asked Questions

How is this different from a handbook quiz generator?

Same engine — different focus. Use this when your starting document is broader than just an employee handbook (training videos, SOPs, manuals).

Can I generate true/false or open-ended questions?

The default is multiple-choice. True/false and open-ended are on the roadmap.

Will the quiz match my LMS format?

CSV and JSON exports work with most LMS platforms. SCORM/xAPI is on the roadmap.

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