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Smart Coach

1. Overview

Smart Coach is an AI-enabled learning feature that allows admins to create guided, scenario-based learning experiences using uploaded documents, evaluation rubrics, and AI-driven interactions.

It enables learners to practice through Knowledge Cards, Quiz Cards, and Role Plays, helping them build skills through both knowledge and real-world application.

2. When to Use

  • When admins want to create guided, AI-driven learning experiences for teams

  • When learners need scenario-based practice instead of static content

  • When managers and mentors need visibility into learning progress and quality

  • When AI-based evaluation is required for knowledge and scenario responses

3. Concepts

  • Smart Coach – AI-driven learning module created by admins
  • Knowledge Base – Uploaded document used by AI for learning
  • Evaluation Rubrics – Criteria used to evaluate responses
  • Knowledge Cards – Informational learning content
  • Quiz Cards – Questions to assess understanding
  • Role Plays – Scenario-based activities for practical application
  • Completion Criteria – Defines required completion conditions
  • Answer Mode – Defines response type (Text, Audio, Video)
  • Progress Tracking Message – Shows real-time learner progress
  • Reattempt / Regenerate – Allows retry or new role play generation
  • Company Tab – Admin view of all Smart Coaches
  • Team Tab – View for managers, trainers, and mentors

4. Set Up Guide

Access Smart Coach

  1. Click the left-side menu bar.

  2. Select Smart Coach to open the Smart Coach page.

Create a Smart Coach (Admin Only)

  1. Click Create on the top-right corner.

  2. Enter the Coach Name (mandatory).

  3. Enter the Description (optional).

  4. Select Skill, Sub-skill, Product Family, Product, Language, and Estimated Time.

  5. Add Prerequisite Learning or Equivalence Learning if required.

  6. Click Edit under the icon section to select or upload an avatar.

  7. Click Next to proceed to setup.

Setup Smart Coach

  1. Enter Background

    • Add objectives, target audience, and context for the Smart Coach


  2. Upload Knowledge Base documents

    • You can upload up to 3 files
    • Ensure each file is within the allowed size limit


  3. Review and configure Evaluation Rubrics

    • Default rubrics include:
      • Relevance
      • Clarity
      • Completeness
    • Add custom rubrics if required


  4. Click Add Custom Rubric (optional)

  5. Add Custom Role Plays

    • Click to add role plays for learner practice
    • Enter:
      • Scenario (role play situation)
      • Expected answer (optional reference)

Passing Criteria Setup
  1. Define completion requirements:
  • Knowledge cards to view
  • Quiz correct answers
  • Role plays to complete
  1. Select Response Types (Answer Mode):
  • Text
  • Audio
  • Video
    (Select one or multiple options)
  1. Select Scenario Order:
  • Randomize
  • In order
Add Users

  1. Choose one of the following:

    • Assign to all users

    • Add individual users

    • Add users by attributes

    • Add users by Flex

  2. Click Save and then Next.

Settings and Publish

  1. Select notification channels: WhatsApp, Google Chat, Email, In-app.

  2. Configure Training Reminder Alerts for incomplete users.

  3. Edit reminder message if required.

  4. Click Publish to make the Smart Coach live.

Filters

Filters help admins quickly find and manage Smart Coach content based on specific criteria.

  • Product Family / Product – Filter Smart Coach content based on the associated product family or product.

  • Module Type – Narrow results by the type of learning module configured.

  • Module Importance – Filter coaches based on importance levels such as High, Medium, or Low.

  • Skill / Sub-skill – View Smart Coaches mapped to specific skills or sub-skills.

  • Language – Filter Smart Coaches created in a selected language.

  • Published Status – View Smart Coaches based on their status, such as Published or Draft.

  • Search – Quickly locate a Smart Coach by entering keywords in the search bar.

5. User View

Smart Coaches appear in a dedicated Smart Coach section on the homepage.
Newly published coaches appear at the top, and users can open a coach to complete Knowledge Cards, quizzes, and role-play-based learning.

6. Reporting

  • Smart Coach reports are available from the Reports option inside Smart Coach.

  • Reports include Single Module Completion Report with completion percentage, ratings, and delivery score.

  • Company Tab shows full organization data for admins.

  • Team Tab shows mapped user data for managers, trainers, and mentors.

  • User completion status and document consumption details can be downloaded.

7. Best Practices

  • Upload clear and structured documents for accurate AI responses

  • Define rubrics carefully to ensure consistent evaluation

  • Use scenarios to encourage applied learning

  • Enable reminders to improve learner completion

Q: Who can create a Smart Coach?
Only admins can create Smart Coaches.

Q: Who can view the Team tab?
Managers, trainers, and mentors with access permissions.

Q: Can more than one document be uploaded?
No. Only one document can be uploaded per Smart Coach.

9. Version Notes

Last Updated: 10 Apr 2026

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