User experience

This section describes what your users experience once the AI Coach is in place on your product, regardless of any admin configuration.

The AI Coach window appears when hovering over a hotspot, when loading a targeted page, or on the coach's own initiative. It displays a preview card, then the full content when clicked. If two-way conversation is enabled, the window remains permanently visible on all the playbook's pages, and the user can ask their questions whenever they want.

To avoid repeatedly prompting the user about the same content, the AI Coach applies automatic triggering rules (auto-dismiss, temporary muting based on previous actions). This behavior is fixed and applies to all Spots.

The AI Coach window: appearance, triggering, moving, and behavior.

Triggering the AI Coach: the two states (beacon / full content), auto-dismiss, and muting rules.

Conversations with the AI Coach: what the coach can do, how it adapts, and when it redirects to a fallback.

Proactive messages: when the coach steps in on its own initiative, and what it suggests.