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Coach reads conversations that have ended, grades them, and looks for the same weakness happening repeatedly. When a pattern is solid enough to act on, it proposes a specific change, with quotes from your own leads as the argument.

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Open Coach

Coach is an optional page. Switch it on first: Campaigns → your campaign → Options → Sections → Coach. It then appears in the campaign’s sidebar as Coach. A client campaign does not offer Coach.

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The three modes

Pick the mode in Coach mode at the top of the page. It applies to that campaign only.
Conversations are still graded and weaknesses are still tracked. Nothing is proposed and nothing changes.Measuring costs you nothing, and switching Coach on later starts with everything it has already learned.
Suggestions are listed for you. Nothing changes until you press Try it on one.
Coach starts testing a rewording of a question by itself, against your original wording, without waiting for you. Suggestions that need a person still wait for you: a detail to add to your documents, and a change to what you collect.Only you can choose this mode, on the campaign’s Coach page. The Assistant cannot switch it on for you.While an A/B test is running on the campaign’s funnel, Coach does not start tests by itself. Suggestions it did not test stay in the list for you.

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What Coach shows you

At the top of the page: Below that, Questions your leads skip most, with how many conversations missed each one. A question nobody answers is usually a question worded badly rather than a lead who was not interested. Then Being tested lists the changes under test, and Suggestions lists what Coach proposes.

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Kinds of suggestion

Each suggestion says which kind it is: Every suggestion shows Now and Suggested side by side, and the reason for it. Open quotes from your conversations to read the exchanges behind it.

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Added detail shows its source

Under From your own notes you see the sentence in your documents the fact came from. Coach only adds facts your documents already state. Coach never edits your documents. For an added detail the button reads I’ve added this: add the text to your notes yourself, then press it. Coach then does not suggest it again.

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What you collect

Coach suggests this kind only when rewording the question did not help. If the test wins, you make the change yourself: Coach never changes what is collected.

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How a change is tested

Pressing Try it does not replace your wording. It starts a test:
1

Both versions go live

Leads get one or the other at random.
2

Coach compares them

Each version needs 30 conversations before the difference counts. Until then the row under Being tested reads still gathering, then enough data.
3

The better one is kept

If the new wording does better, it replaces yours. If it does worse, your original stays. If the result is unclear, nothing changes.
A campaign can start at most 3 tests a week from Try it, so you still recognise your own campaign. While an A/B test is running on the campaign’s funnel, Try it waits. The page says An A/B test is running on this funnel. New wording tests wait until it ends.

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When Coach has nothing to say

The page says why it is empty:
  • Coach is switched off for this campaign: it measures, but proposes nothing.
  • No conversations have finished yet: Coach only learns from conversations that ended.
  • Coach is watching, but hasn’t seen enough: a weakness is tracked but has not recurred often enough yet. The page says how close it is.
  • Nothing worth changing right now: enough conversations graded, no pattern found. This is a good result, not an error.

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Dismissing a suggestion

Press No thanks, write why it isn’t right, and press Dismiss. Coach does not suggest that change again.