⚙️Configuring your AI Coach

The more context you give your AI Coach, the more relevant its responses will be. This configuration is done from Settings > AI Coach, across three tabs: Persona and Context (global settings, for all your playbooks) and Playbooks (settings specific to a playbook).

Persona tab (global)

Proactivity

• Proactive messages: enables the AI Coach's ability to spontaneously suggest content.

• Two-way conversations: enables free conversation with the user.

If conversational mode is disabled, you can still edit all the elements on this page, but they won't be used by the Coach.

Conversation

• Coach name: the name displayed to your users.

• Tone of voice: Professional, Friendly, Technical, or Concise.

• Avoid topics: topics to avoid.

If you answered the MeltingSpot agent's questions when creating your Spot, these fields are already pre-filled. Edit them at any time from this page.

Context tab (global)

Company

Provide:

• Your company name

• Website URL

• Company LinkedIn URL

Guidelines

• Introduction and objectives: describe your Spot and its objectives.

• Audience: who are your target users?

• Maturity level: Beginners, Intermediate, or Experts.

• Use cases: how do you want the AI Coach to support your users?

These guidelines apply by default to all your playbooks. Complete them with specific context from the Playbook tab.

Playbook tab (per playbook)

Select the playbook to configure via the selector at the top of the tab. The Open playbook button takes you to its management page (👉 more information here).

Fallback

Enable a fallbakc to a human or external resource in case of uncertainty: 1-1 discussion, channel, forum, or external link (👉 more information here).

Guidelines (specific to this playbook)

Complete the global context with details specific to this playbook:

• Introduction and objectives

• Use cases

• Avoid topics

Testing your configuration

The Test AI Coach button opens a test window reflecting the actual behavior for the selected playbook, fallback included.