📝What is Coach AI?

The AI Coach is MeltingSpot's conversational assistant. It appears directly in your software or website, in the form of a floating window. It offers training resources at the right moment, answers user questions, and guides them step by step through the product - without them needing to leave their interface to look for help.

The AI Coach is available on certain MeltingSpot plans only. If you don't have access to this feature, contact us.

👀 The AI Coach is not available on mobile or tablet.

💡 You can rename your AI Coach from your Spot's settings. This documentation uses the generic term "AI Coach"; your users will see the name you've given it.

Key concepts

Playbook: the website or application on which the AI Coach is integrated. You can have several playbooks (for example, a web app and a documentation site).

Page: a specific URL within a playbook. Targeting rules allow a single page to cover several similar URLs.

Hotspot: a visual anchor point on a page. It targets a specific interface element or applies to the entire page.

Intent: training content associated with a hotspot. It links the hotspot to a resource in your Spot (course, live session, document, forum...) and has a status: draft (not visible), published (active), or pending (created via the extension, not yet linked to content).

What the AI Coach does

• Displays a training resource when hovering over a targeted element.

• Automatically triggers content when a user lands on a given page.

• Answers questions, guides step by step, and recommends resources, if two-way conversation is enabled.

• Proactively steps in to resume ongoing content or introduce a new resource.

• Redirects to a human (admin, channel, forum, external link) when it can't answer.

What the AI Coach does not do

• It does not perform actions on behalf of the user.

• It does not make decisions for the user.

• It does not invent information.

Setting up the AI Coach

1. A developer installs the AI Coach script on your site, via the Deploy your coach button (👉 more information here).

2. From the MeltingSpot Chrome extension, you place your pages, hotspots, and intents in point & click mode (👉 more information here).

3. From Settings > Playbooks, you manage your playbooks, pages, and intent content (👉 more information here).

4. From Settings > AI Coach, you configure the conversational context — optional, a playbook works perfectly well without conversation enabled (👉 more information here).

5. Create the content that will serve as the foundation for your Coach.

💡 During your first visit to the Admin Dashboard, MeltingSpot's conversational assistant asks you a few questions to pre-fill this configuration (name, tone, project description...). You can find and edit this information from Settings > AI Coach.