Create an assessment — AI wizard
Goal: Build a new live assessment using the guided AI wizard.
Who can do this: Anyone with the Create assessments permission — company administrators, Platform admins, Directory admins, and company staff members whose administrator has enabled the Create assessments toggle for them.
Before you start
- Confirm you have the Create assessments permission. If you see Access restricted when you try, ask your company administrator or Platform admin to enable it.
- The wizard generates AI-suggested questions — plan to review and adjust them before publishing. Treat AI output as a starting point, not a final product.
Steps
1. Open the wizard
Go to Assessments in the sidebar, then click the Create assessment button. This takes you to /assessments/create.
2. AI prompt screen
Describe the assessment in natural language. The more context you give (role, seniority, industry), the better the AI-generated output. Click Continue when ready.
3. Scope
Define the role or programme context for the assessment — for example, "Software Engineer, backend focus" or "Customer Success, mid-level". Click Continue.
4. Level
Select the difficulty or seniority alignment. This shapes how questions are pitched. Click Continue.
5. Skills
Attach skills from the taxonomy. These tie the assessment to your organisation's skills framework and power filtering later. Click Continue.
6. Dependencies
If your programme uses prerequisite assessments (candidates must pass one before taking another), link them here. Leave blank if not applicable. Click Continue.
7. Details
Set the assessment title, timing, and any policy fields shown. These are the settings that appear on the assessment detail page. Click Continue.
8. Review
Preview the AI-generated questions before publishing. You can accept them as-is or go back to adjust the earlier steps. When satisfied, use the publish or save action on this screen.
What happens next
After completing the wizard, you land on the assessment detail page. From here you can:
- Add more questions from the question bank: Question bank — use in an assessment
- Preview the assessment before sharing: Preview an assessment
- Share a stakeholder preview: Create public preview link
Common issues
| Problem | What to do |
|---|---|
| Spinner sticks on a step | Refresh the page. If it persists, capture the browser console and send it to #producttech_cooking. |
| Can't advance to the next step | Scroll down — there may be required fields with inline validation errors. |
| Access restricted when you try to open the wizard | You need the Create assessments permission — ask your company administrator. |