How to use the role-aware Coach panel from the top navigation
The Coach panel is a compact chat drawer that opens from the Coach button in the top navigation. It gives you quick coaching help without leaving the page you are on.
Use it when you want a fast answer, a coaching note, a next-practice suggestion, or help interpreting a result you are already looking at.
The panel can stay open while you move through the app. If you start from a call result, the panel opens with that result's summarized context.
The panel title and intro copy change based on your role:
| Role | Panel title | Empty-state focus |
|---|---|---|
| Employee | My Coach | Review your calls, pick one skill, or prepare for the next scenario |
| Store manager | Team Coach | Spot who needs attention, prepare a 1:1, or choose practice to assign |
| Owner | Org Coach | Compare locations, find adoption risks, and set coaching priorities |
| Org admin | Admin Coach | Check setup, permissions, product readiness, usage, and content gaps |
| Superadmin | Platform Coach | Spot customer health signals, trial risks, usage anomalies, and setup gaps |
This keeps the same Coach button useful for every persona without exposing data outside that person's normal permissions.
Before you send a message, the bottom of the panel shows role-aware quick actions.
For example:
Clicking a quick action sends the question for you. You can keep chatting after the first answer.
On the Call Results page, click Chat with Coach to open the panel with the current call summary.
The wording changes based on what you are reviewing:
The Coach uses the result summary, not the raw transcript, unless transcript access is added in a later version.
The panel includes a history control in the header. Use it to reopen previous Coach conversations, start a new conversation, or delete old conversations.
Start a new conversation when you switch topics. This keeps the context focused and helps Oliver answer with less noise.
Use the panel for short, practical requests:
If you need a deeper session, keep the panel open and ask follow-up questions. Oliver will use recent conversation history along with your role-safe summarized context.
The Coach panel uses the same permissions as the rest of Oliver AI.
The panel does not show or use raw transcripts by default. It also does not perform write actions such as assigning training, changing permissions, editing products, or updating settings.