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Learning Processes

This page explains how to learn operational processes through interactive SOP walkthroughs in Mention.

Opening a process

Click a process in the Playbook rail on your learning home. The URL changes to reflect the process you're viewing within your current Audience.

SOPs (Standard Operating Procedures)

When you open a process, Mention generates a personalized SOP for you — an interactive, step-by-step walkthrough of the operational workflow.

First-time generation

The first time you open a process, the SOP is generated on demand. You see a brief loading indicator while Mention creates it. After generation, the SOP is saved and loads instantly on future visits.

The walkthrough

An SOP is a step-by-step walkthrough of the process. You move through it task by task:

  1. Read the task content, which explains what this step involves (it may include callouts — notes, warnings, tips).
  2. Take the task's knowledge check — a short multiple-choice quiz — to demonstrate your understanding.
  3. Move to the next task.

Some tasks are purely informational and can be marked as read instead of taking a quiz.

Many SOPs branch: a task can present a decision, and the path you take leads to different next steps — and ultimately to different outcomes (for example, completed, escalated, or deferred). An outline lets you jump between tasks and see where you are in the flow. A process is fully reviewed once you've worked through every task on your path.

Regenerating the SOP

If the source material has changed, use the Regenerate SOP action to get a fresh walkthrough. This resets your progress on the process, so use it deliberately.

When an SOP references terms from your Glossary, those terms are automatically linked. Click one to jump to the concept's article if you need more context.

While working through an SOP, use the Q&A footer at the bottom of the page to ask a question. Unlike concept Q&A (which is scoped to the whole concept), process Q&A is scoped to the process and the specific task you're on, for more focused answers. Answers come with their source documents — see Asking Questions.

Completing a process

A process is complete when you've finished all of its tasks — by passing the knowledge check or marking the task as read. Your progress shows as a ring on the Playbook rail, and a checkmark once you're done.