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Creating Audiences

This page explains how you define learning groups in Mention — each with its own glossary and playbook — and what to do after you create one.

What an audience is

An audience is a named group of people who share:

  • One glossary (concepts and related learning)
  • One playbook (processes and interactive SOPs)

Examples: “New hires,” “Support tier 2,” or “Sales — West.” Progress is tracked per audience, so the same person in multiple audiences has separate progress for each.

For the full model, see Audiences.

Create an audience

You can create audiences in two places:

  1. During onboarding — one of the wizard's steps asks for your first audience's name and description.
  2. After onboarding — open Audiences from the sidebar and click Create audience. If you already have audiences, you can also use the + button in the audience list.

When creating an audience you also choose its kind: a workflow audience whose playbook holds operational procedures its members perform, or a capability audience whose playbook holds product capabilities its members must understand and explain (useful for sales and customer-success groups). See Audience kind.

You can also invite teammates by email at the point of creation; they join the new audience as learners. You can promote anyone to owner later from the audience's Members tab. See Roles.

You can optionally rank which sources this audience should prefer when Mention builds its glossary and playbook. Drag your connected sources — and Research reports, the reports your team generates inside Mention, which default to the highest priority — into priority order, where higher means more preferred. This is a soft signal: relevance still wins when one source is clearly the best match. If you skip this, Mention uses pure relevance. You can change the order later from the audience's Source preferences menu. See Source preferences.

What Mention sets up for you

When you save a new audience, Mention provisions:

  • A glossary tied to that audience
  • A playbook tied to that audience

You do not create those objects separately; they come with the audience.

Describe the audience

Right after creating the audience, Mention sketches a persona — an internal profile of a typical member — from the audience's name and description. Most of the time it has enough to write the profile straight away and advances automatically to start building; occasionally it asks one or two multiple-choice clarifying questions (pick an option, or write in your own answer) first. Your answers, together with the sources you've activated, build the first version of the glossary and playbook. See Building with Personas.

What to do next

After the audience exists:

  1. Invite members — by email or by adding people already in the org. See Inviting members.
  2. Connect sources and activate assets if you have not already, so there is content to learn from. See Connecting sources and Managing assets.
  3. Curate the glossary — review which concepts are included and trigger fresh articles. See Curating glossaries.
  4. Curate the playbook — choose and reorder which extracted processes belong in this audience's playbook. See Curating playbooks.