Chat Features
Learn how to use our chat features
13 articles
Chat Basics
Learn the basics of how to use chat with Coach Pilot
- Understanding AI ResponsesCoach Pilot responses include helpful indicators to understand how advice was generated.
- Using File AttachmentsUpload files to get coaching on specific documents, calls, or situations.
- Web Search in ChatsSome agents can search the web for current information to enhance their coaching.
- Managing Your ConversationsKeep your coaching sessions organized for easy reference.
- Sharing ConversationsShare valuable coaching sessions with your team.
Skills & Objectives
Learn how to use the skills and objectives chats
- Introduction to Skills ModeUnderstand Skills mode vs Coaching mode and when to use each.
- Selecting and Using a SkillThe Skills welcome screen provides a streamlined interface for executing specific sales tasks.
- The 3-Phase Skills WorkflowUnderstand Discovery, Confirmation, and Generation phases.
- Skill Categories ReferenceA complete guide to the six skill categories and when to use each.
Slash Commands
Learn how to use slash commands in chats
- Using the /research CommandDeep-dive company research for pre-call preparation
- Using the /meeting-prep CommandGenerate structured meeting agendas with discovery questions
- Using the /meeting-notes CommandConvert call transcripts into structured meeting notes
- Using the /proposal CommandGenerate multi-section proposals from discovery context