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Manage Your AI Coaches

Updated

Overview

The main administration page lists all AI coaches created in your workspace. You can search, filter, create, and delete coaches from this page.

Coach List

Each coach displays: its name (with emoji icon), number of learners, creator name, creation date, and status (Ready / Processing / Error).

Create a New Coach

Click Create coach. Forge asks "How do you want to start?" and offers two options, both leading to the same editor:

  • From scratch — Forge your coach: define your own objectives and add your own content. Click Start building.
  • From marketplace — Pick your coach: start from a ready-made template. Click Browse marketplace.

Start from a marketplace template

The coach marketplace offers a catalog of templates covering sales, onboarding, compliance, leadership, safety, wellbeing and more.

  1. Filter templates by category or use the search bar.
  2. Click View template to see its details: available languages, expertise, industries, target audience, sample situations, KPIs and integrations. Use the Preview in selector to preview the template in another language.
  3. Click Use this template. Forge tailors the coach to your workspace, which usually takes under a minute.

The tools recommended by the template are pre-selected. The resulting coach is fully editable: you can swap content, retune objectives or change the knowledge mode at any time.

Prerequisite: the marketplace is available to workspace administrators only.

Create a coach from scratch

Creation takes a few steps. The "Step X of Y" indicator at the top of the page shows where you are.

  1. Identity — Enter the coach's Name (with its icon), Purpose and Audience. Keep them concise: these texts are sent with every coach reply, and longer descriptions slow response time. Then choose the Coach mode:
    • Coaching plan — structured coaching associated with a coaching plan, guiding users through focus areas and skills;
    • Ask me anything — the coach only answers questions, without following a coaching plan or tracking progression.
    Note: the coach mode cannot be changed after creation.
  2. KPI & context — Define the context the coach should gather about each user (role, experience level, goals…) and configure the KPI used to track performance. The coach asks about these items gradually, only when they are relevant to the conversation. This step is skipped in "Ask me anything" mode.
  3. Tools — Select the tools the coach can use to take action and retrieve information on behalf of users. Each user grants access the first time the coach uses a tool. We recommend selecting 3 to 4 tools for the best coaching quality.
  4. Knowledge base — Choose the knowledge source ("Content + AI knowledge" or "Content only"), then add content: files (PDF, DOC, DOCX, PPT, PPTX, TXT, up to 2 GB per file), URLs or connections to your tools. See Manage Coach Content.

Available Actions

  • View details (eye icon) — Access the coach detail page.
  • Edit — Edit coach settings.
  • Delete (trash icon) — Permanently delete the coach, after confirmation. If the coach serves Rise Up trainings (workspace linked to Rise Up), the confirmation dialog shows a warning with the number of trainings concerned: deleting the coach releases those trainings on the Rise Up side, and they will no longer have a coach.

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