ReX is fast, smart, and powerful—but it works best when paired with your expertise.
With these six principles, you’ll lead the way...guiding ReX to create smarter, sharper, and more impactful learning from day one.
6 Principles to Maximize Your ReX Results
Get the most from the tool—these are the key thinking moves that elevate your project from “good enough” to “wow.” By following them, you’ll make sharper decisions, ask smarter questions, and guide your AI co-author toward stronger outputs. The result? A purposeful design and a high-quality prototype that’s 70% done on day one.
🚀 Skip the blank page. Start designing smarter.
✅ A rapid prototype in hours
✅ Early drafts ready for SME or stakeholder feedback
✅ A streamlined jump from idea to design doc
New to Smart Templates? Learn more here!
🧭 1. Start with Clarity: Define Your Target and Goals
Why it matters: ReX is only as effective as the guidance you provide. Clear prompts stem from a clear vision—if you’re vague, ReX will be too. Defining your learner and their intended outcomes sharpens every response and sets the foundation for high-quality outputs.
What to do: Think before you prompt. Just like you'd conduct discovery before designing a course, before you open ReX, take a moment to clearly define who your learner is and what specific skills, behaviors, or knowledge shifts you want to see by the end of the learning experience.
Example:
Instead of: “Teach them about AI.”
Try: “Enable new marketing hires to identify and explain three key benefits of using our AI-powered analytics dashboard to improve campaign performance.”
This level of detail helps ReX generate content that’s aligned, actionable, and relevant.
🧠 2. Template Alignment: Choose the Right Starting Point
Why it matters: Each ReX Smart Template is intentionally designed for a specific type of learning experience. Using the wrong template can create friction and reduce the effectiveness of your design. To get the best results, consider factors like seat time, your learners’ experience level, the overarching learning goals (based on Bloom’s taxonomy), and the kind of feedback or experience you want your learners to have.
What to do: Match your learning goals and content scope to the structure of the template. Choosing the right template upfront ensures ReX’s prompting works as intended—generating content that fits your objectives and reduces the need for heavy edits later. Check out the matrix below to get started!
Example:
The Microlearning template is designed for one focused skill, delivered in a 15–20 minute experience with a 50/50 split between knowledge and application.
✔ Use it to build a quick, targeted module on one software feature.
✘ Avoid using it to cover multiple soft skills or complex decision-making scenarios—that’s a better fit for a multi-round simulation template.
💡 Check out this matrix to help decide which template is right for you!
📚 3. Establish Authority: Declare Your Knowledge Source
Why it matters: ReX can’t invent credible content. It needs you to define the "source of truth" so its outputs reflect what your organization stands behind. This provides transparency and allows for informed review by stakeholders.
What to do: Upload internal docs, frameworks, or declare industry research. Create contexts in ReX to point specifically to reference this content when generating content.
Examples:
If you're training on a proprietary sales methodology, upload your internal guide as the source.
For AI Literacy for new consultants, citing Sam Altman's perspective could provide a relevant lens.
If you're covering a widely accepted industry standard, name that standard (e.g., ADDIE model).
💡 Check out this "cheat sheet" on when and how to use "Contexts" to get the precise content output you need!
✍️ 4. Add the Human Touch: Be Specific and Descriptive
Why it matters: ReX thrives on detail and uses your input to generate relevant content. The more detail you provide in response to prompts – about your learners, scenarios, and desired outcomes – the richer and more applicable the AI's output will be.
What to do: Avoid one-word answers and instead provide rich descriptions, characteristics, nuances, adjectives, and context.
Examples:
Instead of “a customer service rep,” try: “a remote call center agent supporting elderly customers with limited tech literacy.”
When ReX asks about a challenge your learner might face, don't just say "Time management." Instead, describe a specific scenario: "Sarah, a new sales representative, is struggling to prioritize her tasks and often misses deadlines, leading to lost opportunities."
💡 Check out this example—Give ReX the details and specificity it needs to generate contextually relevant and meaningful outputs.
🔧 5. Think Critically: Vet and Refine Each Output Before Moving On
Why it matters: ReX builds sequentially—each step shapes the next. If the foundation is shaky, the rest of the content will drift. Treat ReX like a co-author: your feedback and adjustments keep the design aligned and strong.
What to do: After each output, pause to review. Does it match your intent? Reflect the context you provided? If not, tweak the prompt, regenerate, or refine directly in the editor. Active vetting keeps your project on course.
Examples:
If the learning objectives miss the mark, use the inline editor to ask ReX to help refine your learning objectives into your company's preferred format and style or rephrase your previous prompt with more detail and regenerate.
If a scenario feels too basic, add more nuance to your prompt and click “regenerate” or, use the inline editor to ask ReX to "level up the scenario for executives" or "add complexity to the situation".
💡 Check out how you can use Rex's " Ask AI button" to help you edit and refine your generated text to get closer to your desired output!
🔄 6. Iterate Intelligently: Plan for Human Refinement
Why it matters: ReX is a powerful accelerator, but it's not a replacement for your instructional design skills. Your expertise is essential for polishing the AI-generated content into a final, impactful learning experience.
What to do: Plan to iterate. Test your content with Subject Matter Experts and view it through the learner’s lens. By using ReX to quickly generate content and activities, then exporting to Studio for a working prototype, you can bring your course to life faster and streamline the entire refinement process.
Examples:
Always fact-check technical details and leverage your own expertise.
Use your working prototype in Studio as a dynamic alternative to a static storyboard—share reviewer links to easily gather feedback from stakeholders.
Consider how each of the generated learning activities fits into the overall learning flow. Is the level of challenge appropriate for your target audience? Do they align with your desired skills and measured metrics?
🔄 Co-authoring means collaborating—iteration is part of the process. 🔄
💡 TIP! Use your working prototype in Studio as a dynamic alternative to a static storyboard!
