Meet Your AI-powered co-author!
Expected Time to Complete Module: Approximately ~60 mins
Purpose
Learn how to use ReX to streamline your discovery, design, and prototyping process. This module is structured to help you:
Collaborate with ReX to draft key content, including Learner Persona, Learning Objectives, Topical Research, and Learner Journey
Leverage well-defined, fit-for-purpose prompts based on the Regis design approach
Optimize ReX outputs for high-quality results
Practice validating and refining outputs to meet design standards
Start Here
👀 Watch this video before you dive in!
Hands-On Activity: Using a ReX Smart Template for Discovery and Design
"Seeing something once is better than hearing about it a hundred times, but doing it once is better than seeing it a thousand times." ~ Unknown
Learn to Fast-Track Your Discovery and Design!
💭 Think of ReX as your apprentice and thought partner, helping you co-author, organize, and align each step of your design to your goals.
💡 The goal here is practice: focus on learning how to use a ReX Smart Template, not on creating a perfect training scenario.
➡️ Choose a familiar topic and learner from a past project. It helps you move through prompts faster, stay focused on the tool, and validate content easily using your existing expertise.
🚀 Let's Get Started!
Step 1: See What's Possible
✨ It’s always helpful to see what you’re working toward before you begin.
Spend 5–10 minutes clicking through a Demo Project to get a feel for what’s possible with the Microlearning Template.
Click the button to access the demos as a learner!
Microlearning: AI Prompt Engineering for Instructional Designers |
In this 15–20 minute, hands-on experience, you’ll use AI tools to spark ideas, craft smarter prompts, and design with impact—walking away ready to prompt like a pro in L&D. |
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Step 2: Create Your First ReX Project
When you log in to Portal, click on Blue "+" Icon to create your new project from a Smart Template.
Choose the Microlearning Smart Template to begin your practice project.
Feel free to explore this link to better understand the design, use-cases and benefits of this particular template!
📣 There are many smart template options to choose from, here is a helpful matrix to compare and understand their individual use cases.
Click "Use this template" when you've made your selection.
Name your project using the pencil icon to the right of the template name. We suggest something like "My Design Module Practice Project" since you might come back to this project later in your training journey!
Click on "Discovery & Design"
Your newly created project automatically opens!
💡 Want to Understand the Power Behind the Microlearning Template’s Prompting?
💡 Want to Understand the Power Behind the Microlearning Template’s Prompting?
Discover how the template’s purpose-built prompts generate high-quality draft content—designed to align seamlessly with your learning goals and deliver a focused, effective experience.
Click the arrow to expand this section and watch a video demo!
Step 3: Use ReX Prompts to Streamline Discovery
The “Prerequisites” section in your project includes a series of prompts designed to streamline discovery and establish a solid foundation for your course design. Consider this section as your “Designer due diligence,” where you’ll generate ideas and content to collaborate and align with your internal teams on your course strategy.
💡 Effective design starts with a robust discovery process that:
Defines clear learning objectives, audience gaps, and organizational goals
Aligns training with learner needs, business priorities, and stakeholder expectations
Lays the foundation for impactful, scalable, and measurable learning solutions
Answer the Prerequisites
📝 In your newly created project, follow the steps below to start working your way through the Prerequisite template prompts.
⚠️ NOTE! Learners do NOT see any content generated in the "Prerequisites" section!
The "Prerequisites" section of the tool uses guided prompts to streamline discovery and build a strong course foundation that is focused on your learner and business needs.
Once your prerequisites are set, the "Learning Experience" section allows you to create learner-facing content, structure, and flow. These pages can then be exported to SimGate Studio for prototyping or development—covered in the section below!
💡 TIP: Follow these Best Practices
Practice maximizing the utility of the fit-for-purpose prompting and content generation by following these best practices:
🌟 Click the arrows to expand each section - HIGHLY RECOMMENDED!🌟
Be Specific when you answer the Prerequisites!
Use the TIP below to help maximize your prompting.
Use the TIP below to help maximize your prompting.
In the first section of Prerequisites, follow the directions provided at each step and thoughtfully answer each question prompt.
Click on The PLAY ICON when you have answered each question and are ready to generate your ReX outputs.
💡 TIP: Maximizing Prompts
Give ReX the details and specificity it needs to generate contextually relevant and meaningful outputs.
Avoid basic, one-word answers…
Provide descriptions, characteristics, nuances, adjectives, and context… more is often better!
Ex. Bring your main character to life by describing who they are in detail to ensure your main character’s situation feels relatable to your target learners.
If you didn't get an output you like, add more details to your answer and regenerate the response! How to: Editing, Regenerating, and Saving your ReX Content
Ensure Your Outputs are "Just Right"!
Before moving to the next set of prerequisite prompts, as a co-author, you’ll need to vet and refine the results. Here's how:
Before moving to the next set of prerequisite prompts, as a co-author, you’ll need to vet and refine the results. Here's how:
Review the output to make sure it matches your vision because it will inform all subsequent content ReX generates in this project!
If it doesn’t align just yet, you have the power to adjust and steer the direction - use the TIP below to refine your content before moving on.
💡 TIP: Refining Content
Remember, ReX relies on your input and can't work without your guidance!
Ask ReX to help refine your learning objectives into your company's preferred format and style.
Use Rex's " Ask AI button" to help you edit and refine generated text!
Highlight the text on any generated content to view the rich text editor and click the "Ask AI" button.
Click one of the default options "make it shorter, summarize, etc." OR prompt ReX to alter the tone, context, or structure of the output.
Example prompt to coach ReX on Learning Objectives:
“Please rewrite this as a learner-centered objective with clear, specific, observable, and measurable learner actions, including condition, performance, and criteria. Ensure it highlights the “WIIFM” by emphasizing the skills learners will gain and how they will benefit.”
How ReX Delivers Quality Output
A common question is: How can I trust the outputs ReX provides? Here’s how:
A common question is: How can I trust the outputs ReX provides? Here’s how:
Advanced Prompt Engineering
Prompt engineering involves asking specific questions or giving clear instructions to guide AI in generating accurate, relevant content that aligns with your goals.
ReX leverages thousands of hours of prompt engineering to deliver learning design outputs grounded in best practices and 20+ years of expertise.
Its structured approach aligns naturally with a designer’s mindset, generating relevant content without requiring you to master prompt writing.
Your design expertise is key—ReX works as your co-creation partner to enhance your creative process.
Human-in-the-Loop Process
ReX is here to accelerate your work, not replace your expertise. It thrives on a “human-in-the-loop” approach, ensuring quality and alignment with your organization’s needs.
Always fact-check critical or technical content and upload source documents to enhance accuracy and relevance.
💡 TIP! Check out this chart to visualize the prompting process and build confidence in the content you're generating!
SUMMARY: Keep these best practices in mind:
Be specific: Add details, adjectives, and keywords to your prompts to help ReX understand the specifics of your focus and to generate context-rich responses.
Experiment with variations: If you’re not satisfied with the initial outputs, try different prompts, add descriptors, or provide extra context to explore diverse perspectives on a topic.
Review and refine: Take time to polish ReX's outputs for optimal alignment with your goals, needs, and storyline.
Human Input: Remember that ReX is your co-author, a tool meant to assist human users. Your input, validation, and refinement play a crucial role in shaping the quality and relevance of the generated outputs.
Step 4: Generate Learner-Facing Content
Once you’ve completed the prerequisites, you’re ready to build out the pages and activities that make up your learning experience.
DIY Steps
Use the same approach you used for the prerequisites to complete the Simulation Activity template prompts and generate content for your project. More info here: How To: Simulation Activity and Page Templates in ReX
Follow the same cadence as before—work through each page or activity prompt to generate your project’s content.
Validate and refine ReX’s outputs to ensure accuracy, clarity, and alignment with your learning goals.
Finalize your edits in ReX. These pages become the foundation for your learner-facing content.
➤ Flow and Activity Structure
The chart below outlines the structure of the microlearning course and how each page or activity supports the learning journey.
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💡 TIP: It’s helpful to visualize these page types before diving into this section. Take five minutes to do a Quick Scrolling Tour of Studio—browse screenshots of pages, activities, reports, and templates to see layouts, configurations, and design options at a glance. It’s a fast way to spark ideas and understand what’s possible.
🌟 TIP: Download Your Draft Discovery & Content Document!
📃 Unlock the full potential of your co-authoring experience - easily download your thoughtfully crafted content from ReX into a convenient .doc or .pdf format.
Effortless Feedback Collection: Share your content with users outside of ReX for valuable feedback.
Collaborate with SMR’s: Streamlining the iterative process from discovery and research to drafting storylines and sourcing content.
Secure Your Work: Preserve your hard work by saving a copy of your content.
DIY STEPS
DIY STEPS
Click the download button near the prerequisites (top left) at any point of the project during content generation.
In the popup modal, select the pages you’d like to include or exclude from the download, and select the format you’d like to download.
When you’re ready, click download.
The file will download to your computer.
Open it up for review!
Click the arrow to expand this section for your DIY steps!
Now you can easily share this doc with SMR/SMEs, Clients, or Stakeholders to collaborate, review, and edit before moving on!
Step 5: Exporting to SimGate Studio 🌟
Quickly turn your ReX content and activities into ready-built pages in Studio—no copy-paste, just a few clicks!
✅ Once you have a green check mark next to all of your completed activity pages...you are ready to export!
⚠️ NOTE! Before you can successfully export ReX content - you MUST run all the steps to generate and validate the content for EACH of your chosen activities and pages. (e.g. welcome, intro, scenario, list builder etc). If you don't have a green check mark ✅ , it isn't complete!
When you create your ReX project from the home page (which you did if you followed the steps above!!), it’s automatically linked to Studio!
After completing all of the prerequisites and activities in ReX:
A confirmation modal will appear.
Click "Export to SimGate Studio" and your project will automatically open in Studio Preview Mode.
You can Preview your project from here OR close out of preview mode and begin to further develop your course in Studio.
⚠️ We recommend gaining a basic understanding of Studio BEFORE attempting to do further edits! You can do that by completing the Foundations of Development with SimGate™ training!
Congratulations on creating your first prototype with SimGate ReX Smart Templates!
"You may learn by watching, but you will understand by doing."
~ Unknown
🎉 Thanks for exploring ReX!
ReX Resources + FAQ
Where do I find more ReX Resources?
Where do I find more ReX Resources?
Bookmark these for future reference!
Go Here for a growing collection of help articles: ReX AI
Is ReX auto-generated AI content ready to be published?
Is ReX auto-generated AI content ready to be published?
No. While all of the content generated in our SimGate tools is unique and purposefully prompted to give you valuable content, ALL auto-generated content must be reviewed for accuracy and its fit for purpose. ReX will not give you final learning content, but rather is a place to start. While much faster than generating content from scratch, final learning content requires human involvement and therefore is ultimately a unique creation of the designer/developer.
Can ReX provide source information for generated content?
Can ReX provide source information for generated content?
No, content generated by standard GPT models does not include source information, as it generates original content without directly quoting pre-existing materials.
However, ReX allows users to upload source documents to leverage the LLM for creating new expressions based on those documents, enabling access to the underlying references.
Is ReX separate from SimGate Studio?
Is ReX separate from SimGate Studio?
Yes, while ReX operates independently, it seamlessly integrates with Studio. The integration involves a simple export-import process. The integration process generates the flow of the sim in Studio, placing your content into the appropriate pages.
🙋♀️🙋♂️Have any questions or feedback you want to share? Send an email to: [email protected]
Your feedback, insights, and suggestions are invaluable!
