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How To Use Coaching Autopilot

Coaching Autopilot automatically identifies skill gaps from call scorecards and creates personalized AI roleplay training—without manual effort. Works for sales, customer service, and recruiting conversations.

How It Works #

Step 1: Calls Are Evaluated #

When calls are evaluated and scored, Coaching Autopilot:

  • Analyzes the scorecard results
  • Identifies skill gaps and low-performing areas
  • Recognizes where team members need improvement

Step 2: Training Is Auto-Created #

Coaching Autopilot automatically:

  • Creates a roleplay training session targeting the specific skill gap
  • Builds realistic scenarios for practice
  • Assigns it to the team member who needs it

No manual work required – training is generated automatically from scorecard results.

Step 3: Review Recommended Trainings #

For supervisors or training managers:

  1. Go to the Trainings section
  2. View Recommended Trainings
  3. See all auto-generated training sessions
  4. View which team members each training was created for

Step 4: Test and Review #

Before approving, you can:

  • Test the training yourself
  • Experience the roleplay scenario
  • Verify it addresses the skill gap appropriately
  • Check quality and relevance

Step 5: Approve or Reject #

For each recommended training, you can:

  • Approve – Training is created and assigned automatically
  • Reject – Training is not assigned

Step 6: Learners Are Notified #

Once approved:

  • Training is automatically created
  • Relevant learners receive email notifications
  • They can access and complete their assigned training
  • Practice the specific skills they’re struggling with

Where to Access Coaching Autopilot #

For Managers/Supervisors:

  1. Go to Trainings section
  2. Look for Recommended Trainings
  3. Review, test, approve, or reject auto-generated trainings

For Team Members:

  • Receive email notification when training is assigned
  • Access training through their training dashboard
  • Complete personalized roleplay sessions

What Gets Auto-Generated #

Coaching Autopilot creates training for:

  • Sales conversations – Discovery, objection handling, closing gaps
  • Customer service calls – Case management, de-escalation, product knowledge
  • Recruiting conversations – Interview skills, candidate assessment

Training is based on actual performance gaps identified in call scorecards.

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