Preview as a member
In addition to the generic AI Coach test, you can preview your AI Coach exactly as a specific member of your Spot would see it: their access rights, their resources, their history.
Starting a preview
You can start a preview from your Spot or from the browser extension.
From your Spot:
From Settings > AI Coach, Playbook tab, click Test AI Coach.
In the test window, click Open preview as a member.
Choose the playbook to preview, then search for and select a member (any accepted member of the Spot, including yourself or another admin).
Click Open preview as a member.
A new browser tab opens on the chosen playbook's site: the AI Coach runs there exactly as the selected member would see it.
From the browser extension:
Open the extension popup and click Preview as...
What's restricted in preview
The fallback (redirect to a human) is disabled.
Navigating the displayed content is disabled.
A "Preview as [member name]" badge stays displayed on the AI Coach, with a cross to quit the preview.
Changing member during a preview
From the extension popup, on the tab where the preview is running, click Change member to relaunch the preview on another member without closing the current session.
Quitting the preview
Click the cross on the "Preview as [member name]" badge, or Quit from the extension popup.
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