Coach Pilot

Get started with your AI sales coaching platform

Welcome to Coach Pilot

Getting Started

Save valuable insights so the AI remembers them in future sessions.

Saving Knowledge from Chats

Keep your memory bank organized and relevant.

Managing Saved Knowledge

Set persistent information about yourself for consistently personalized coaching.

About Me - Personal Context

Learn how to make Coach Pilot custom to you

Memory & Personalization

Create a custom design with text, images, and links

About us

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Volume, creators and topics for your company.

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Skip the search. Describe what you’re trying to do and get a grounded answer.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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