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