AI Onboarding Call and Business Training Brief

AI Onboarding Call and Business Training Brief

The AI onboarding call helps a new Org Admin give Oliver the business context it needs before the team starts training. Oliver asks a short set of questions, then turns the answers into an editable Business Training Brief.

Oliver works best when it understands your team, your sales motion, and what you want to improve.

Who Sees This Step

This onboarding step is for customer-side Org Admins. In this version, managers, employees, and superadmins do not complete the AI onboarding interview.

The call is required setup, but it is not a hard trap. You can:

• Complete the AI voice call
• Use text setup instead
• Choose Do this later, which keeps onboarding incomplete and leaves a setup reminder visible

What Oliver Asks

Oliver asks one question at a time and keeps the call short. The goal is to understand:

• What your business sells
• Who your team sells to
• Your usual sales motion
• Why you are trying Oliver now
• Where reps or managers struggle today
• Common buyer objections
• What would make the trial successful
• Who should use Oliver first
• Product, tone, brand, or compliance constraints
• The first training priorities Oliver should help with

At the end, Oliver summarizes what it heard and asks you to confirm whether it got the important points right.

What Gets Saved

After the call, Oliver creates a draft Business Training Brief with these sections:

• Business summary
• Target customers
• Sales motion
• Products or services
• Common objections
• Training goals
• Trial success metrics
• First training priorities
• Tone and compliance notes

The transcript is evidence for the draft. The approved structured brief is the memory Oliver uses later. Raw transcript text is not injected into Coach Chat.

Editing and Approval

Before the brief is used by Coach, you can:

• Edit any section
• Save a draft
• Retry the voice call
• Switch to text setup
• Approve the brief

Only approved briefs feed Coach context. If extraction fails, the setup screen stays recoverable and you can retry extraction, use text setup, or approve an edited manual brief.

Who Can Use the Brief

Owner and Org Admin Coach can use the approved brief to understand your goals, sales motion, products, objections, success metrics, and setup constraints.

Store manager Coach can use a safer enablement subset such as sales motion, product context, common objections, and first training priorities. It does not receive private owner notes or trial-commercial details.

Employee Coach does not receive owner or admin onboarding context in this version.

Privacy Boundaries

Oliver should not invent private facts, revenue, team size, or business goals unless you said them in the call or edited them into the brief.

The brief is organization-level setup context. It helps Oliver personalize advice, but it is not treated as current performance data.

When to Update the Brief

Update the brief when your sales motion changes, you add a new product line, your trial goals change, or the team starts training on a different type of conversation.