# 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)
3. Click **Create** on the top-right corner.
4. Enter the **Coach Name** (mandatory).
5. Enter the **Description** (optional).
6. Select **Skill**, **Sub-skill**, **Product Family**, **Product**, **Language**, and **Estimated Time**.
7. Add **Prerequisite Learning** or **Equivalence Learning** if required.
8. Click **Edit** under the icon section to select or upload an avatar.
9. Click **Next** to proceed to setup.
##### Setup Smart Coach
10. Enter **Background**
- Add objectives, target audience, and context for the Smart Coach
11. Upload **Knowledge Base documents
- You can upload **up to 3 files**
- Ensure each file is within the allowed size limit
12. Review and configure **Evaluation Rubrics
- Default rubrics include:
- Relevance
- Clarity
- Completeness
- Add custom rubrics if required
13. Click **Add Custom Rubric** (optional)
14. Add **Custom Role Plays**
- Click to add role plays for learner practice
- Enter:
- Scenario (role play situation)
- Expected answer (optional reference)
##### Passing Criteria Setup
15. Define completion requirements:
- **Knowledge cards to view**
- **Quiz correct answers**
- **Role plays to complete**
16. Select **Response Types (Answer Mode)**:
- Text
- Audio
- Video
(Select one or multiple options)
17. Select **Scenario Order**:
- Randomize
- In order
##### Add Users
19. Choose one of the following:
- **Assign to all users**
- **Add individual users**
- **Add users by attributes**
- **Add users by Flex**
20. Click **Save** and then **Next**.
##### Settings and Publish
21. Select notification channels: **WhatsApp, Google Chat, Email, In-app**.
22. Configure **Training Reminder Alerts** for incomplete users.
23. Edit reminder message if required.
24. 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
### **8. Related Links / FAQs**
**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