Finding your way around

Your workspace is branded for your organisation, so colours, names and the coach's face will not match a screenshot from anywhere else. The structure underneath is the same.

#The coach home

Where you land. It holds three things worth knowing about.

Coach selectorTop left. Switches between the coaches your account runs. Your history stays with each coach, so switching does not lose a thread. The platform remembers your last selection, so if a screen looks wrong, check which coach you are on.

Button rowAbove the composer. Prepared ways in, specific to your account and your current role. See Coach buttons.

ComposerThe message box. Typing is one of two ways to work; the other is a call.

#The call

The live spoken conversation. The coach appears on camera and you talk to it. This is the default way to bring a deal, not an advanced mode. See Bring a deal to a call.

You will be asked for microphone access the first time. If the browser blocks it, nothing tells you loudly; the call simply never starts properly. See Troubleshooting.

#The Training Lab

Where roleplays live. You pick a roleplay, pick the persona, and run a spoken conversation against a buyer. Afterwards you get a graded read.

What you see there is what is configured for the coach you are currently on, so if the list looks unfamiliar, check the coach selector before anything else.

#Configuration

Administrators get a configuration area covering users and teams, the knowledge base, personas, products, scorecards and roleplays. It is described through the Administration section.

Some parts of a coach, its prompts, its button set and which skills it carries, are configured by your provider rather than in this area. See Coach configuration.