AEVO ADA Certification Course

Lesson 1 • Account Setup and Configuration

Walks through account creation, role assignment, and initial configuration steps. Trainers learn to replicate setup for new users efficiently.

Lesson 2 • Platform Overview and Purpose

Introduces Aevo/Ada's design philosophy, target users, and core value proposition. Grounds trainers in the why before the how.

Lesson 3 • Core Terminology and Concepts

Defines platform-specific vocabulary and conceptual frameworks used throughout training. Ensures consistent language between trainers and learners.

Lesson 4 • Interface Navigation Essentials

Covers dashboard layout, menu structures, and primary navigation paths. Enables trainers to guide learners through the UI confidently.

Lesson 1 • Search, Filter, and Reporting

Demonstrates advanced search operators, saved filters, and standard report generation. Connects data management to actionable insights.

Lesson 2 • Importing and Exporting Data

Covers supported file formats, import templates, and export configurations. Trainers learn to troubleshoot common data transfer errors.

Lesson 3 • Data Architecture Fundamentals

Explains how data is structured within Aevo/Ada, including entities, relationships, and hierarchies. Provides the mental model needed for all data tasks.

Lesson 1 • Team and Group Structures

Teaches how to create teams, assign members, and configure group-level permissions. Connects organisational structure to platform access design.

Lesson 2 • Role-Based Access Control

Explains role creation, permission sets, and access inheritance rules. Enables trainers to design secure, least-privilege access structures.

Lesson 3 • User Lifecycle Management

Covers onboarding, deactivation, and reactivation of user accounts. Trainers learn to manage the full user journey within the platform.

Lesson 1 • Notification and Alert Configuration

Teaches setup of automated notifications, escalation alerts, and delivery channels. Connects workflow outputs to user communication needs.

Lesson 2 • Workflow Testing and Debugging

Provides systematic methods for testing workflows, reading error logs, and resolving failures. Prepares trainers to diagnose issues in live environments.

Lesson 3 • Conditional Logic and Branching

Covers if/then logic, multi-branch paths, and exception handling within workflows. Enables trainers to build resilient, real-world process flows.

Lesson 4 • Workflow Builder Fundamentals

Introduces the workflow builder interface, trigger types, and action nodes. Establishes the logic foundation for all automation tasks.

Lesson 1 • Advanced Permission Customisation

Explores field-level security, record-level access, and dynamic permission rules. Enables trainers to configure granular access for complex organisations.

Lesson 2 • Custom Fields and Object Modelling

Teaches creation of custom fields, field types, and object extensions. Enables trainers to adapt the platform to unique organisational data needs.

Lesson 3 • Branding and UI Customisation

Walks through logo upload, colour scheme configuration, and custom domain settings. Prepares trainers to deliver white-label or branded deployments.

Lesson 4 • Template Design and Management

Covers document, email, and workflow template creation with dynamic variables. Connects template design to consistent, scalable user experiences.

Lesson 1 • Custom Report Builder

Walks through selecting data sources, applying filters, and formatting custom reports. Enables trainers to produce tailored outputs for diverse stakeholders.

Lesson 2 • Analytics Interpretation Skills

Develops ability to read trend lines, identify anomalies, and draw actionable conclusions. Prepares trainers to coach users beyond data collection.

Lesson 3 • Scheduled and Automated Reporting

Teaches report scheduling, distribution lists, and automated delivery configurations. Ensures trainers can build self-sustaining reporting systems.

Lesson 4 • Key Metrics and KPI Tracking

Identifies platform-native KPIs, metric calculation methods, and threshold alerts. Teaches trainers to align reporting with organisational goals.

Lesson 1 • API Fundamentals for Trainers

Introduces REST API concepts, endpoint structure, and authentication tokens. Equips trainers to explain API capabilities without deep developer knowledge.

Lesson 2 • Integration Troubleshooting

Provides diagnostic frameworks for failed syncs, authentication errors, and data mismatches. Prepares trainers to resolve and escalate integration issues.

Lesson 3 • Integration Architecture Overview

Explains native integrations, middleware options, and data sync models. Provides the conceptual map trainers need before configuring connections.

Lesson 4 • Configuring Native Integrations

Walks through authentication, field mapping, and sync frequency for built-in integrations. Enables trainers to demonstrate end-to-end connection setup.

Lesson 1 • Assessment and Competency Verification

Covers quiz design, practical assessment rubrics, and competency sign-off processes. Ensures trainers can objectively verify learner readiness.

Lesson 2 • Live Training Facilitation Techniques

Teaches platform demonstration techniques, pacing strategies, and learner engagement methods. Builds trainer confidence for live and virtual delivery.

Lesson 3 • Designing Training Programmes

Covers needs analysis, learning objective writing, and curriculum sequencing for Aevo/Ada training. Connects instructional design principles to platform-specific delivery.

Lesson 4 • Certification Exam Preparation

Reviews exam format, high-weight topic areas, and practical scenario practice. Consolidates all prior learning into certification readiness.