The Inactive User Alerts help you identify and re-engage team members who haven't used Coach Pilot recently.
Where to Find It
Inactive alerts appear on the Admin Dashboard, in the Team Insights section.
What Triggers an Alert
A team member appears in this section when:
They haven't sent any messages for 7+ days
Their account is still active (not deactivated)
Alert Information
Each alert card shows:
Field | Description |
Name | Team member's name |
Days Inactive | How long since their last activity |
Last Active | Date of their most recent message |
Onboarding Status | Whether they completed setup |
The Nudge Feature
Click the "Nudge" button to send an automated re-engagement email:
What the Email Contains
Friendly reminder about Coach Pilot
Link to log in and start a conversation
Highlights of features they may have missed
When to Use Nudge
✅ Team member was previously active but dropped off
✅ They completed onboarding but haven't returned
✅ It's been 7-14 days of inactivity
When to Take Different Action
⚠️ Never completed onboarding - Schedule personal walkthrough
⚠️ 30+ days inactive - Have a direct conversation
⚠️ New employee - May need training, not just a nudge
Viewing Individual Insights
Click on the inactive user's name (highlighted in orange) to see their full profile, including:
Historical activity patterns
Which agents they used (or didn't)
Coaching indicators that suggest why they stopped
Re-engagement Best Practices
Short-term Inactivity (7-14 days)
Send a nudge email
Follow up in your next team meeting
Share a relevant use case they might benefit from
Medium-term Inactivity (14-30 days)
Reach out directly via Slack or email
Offer a quick refresher session
Ask what's preventing them from using the tool
Long-term Inactivity (30+ days)
Schedule a 1:1 conversation
Understand root causes (too busy, don't see value, technical issues)
Consider if re-training or role changes are needed
Preventing Inactivity
Proactive steps to keep engagement high:
Set expectations during onboarding
Include Coach Pilot in weekly workflows
Share success stories from active users
Create team challenges or friendly competitions