Option A: Preset flow (recommended for recurring clients)
Create a preset once per client company. Reuse it for every course you build for that company.Option B: No-preset flow (quick start)
For one-off courses or low-volume use, skip the preset entirely. The brand is auto-derived from the source material.When to use which
| Use case | Recommended path |
|---|---|
| One-off course for a single client | No-preset |
| Internal proof-of-concept | No-preset |
| Multiple courses for the same company | Preset |
| White-label LMS that serves many clients | Preset, one per client |
| ARESS-style scale (many companies, recurring courses) | Preset, with full setup automation |
Brief vs preset questions
Two questionnaires exist in the API, do not confuse them:- Preset questions (Option A only) capture the company’s sales profile: industry, target buyer persona, pricing model, sales motion. Asked once per preset.
- Brief questions (both options) capture this course’s intent: target audience, learning objectives, tone. Asked once per course.
next + answers loop pattern.
Review checkpoints
By default the pipeline pauses for human approval at up to three checkpoints during generation. See Review Checkpoints for the full model.Async setup operations
Several preset setup steps (brand synthesis, slide style sampling, voice style sampling) are queued. They return202 Accepted immediately. Poll GET /api/v1/presets/{id}/setup-status until each artifact reaches ready status before proceeding.
queued, running, ready, failed.