As part of an Enterprise organization, you customize the feedback that Yoodli gives by creating and maintaining your own Coach Bots. Coach Bots control the “Strength” and “Growth Area” feedback given on each Yoodli. This gives you a personalized AI solution to scale training via your company’s materials.
Creating a Coach Bot
You can create your Coach Bot here. Click “Get Started” to go through the wizard to create your Coach Bot.
There are two types of Coach Bots: default and scenario. The default Coach Bot is used for all Yoodlis done in your organization. Scenario Coach Bots, on the other hand, are used only for the scenarios they are assigned to and take precedence over the default Coach Bot. By using both you can create customized feedback for all of your training.
After creating a Coach Bot, you can assign it a “Visibility.” Visibility controls which Yoodlis this Coach Bot is used for:
Nobody will effectively disable the Coach Bot
Admins Only will have the Coach Bot only apply to organization owners and admins. This allows you to test the Coach Bot before enabling it across your organization.
Everybody (recommended) will enable the Coach Bot across your organization
Best Practices
Coach Bots are flexible and are capable of understanding many different types of content. However, there are some recommended best practices for content uploaded to the Coach Bot.
Content Formatting
The best content includes a few paragraphs on a single topic, describing a training framework (e.g., GROW, BANT, SPIN Selling, Miller Heiman) or a customer case study.
The next best is a longer document that includes the above description plus examples of content (written, audio, video) that follow or don't follow the framework.
Content Types
The following types of content are best:
PDFs
Audio files
Video files (e.g. courses, Gong calls)
The following types of content are usable, but not preferred:
Worksheets with a lot of detail in their instructions (Coach Bot will learn from instructions, but can be confused by the noise)
Examples of good pitches (written), with annotations on what makes them good
The following types of content should not be uploaded:
Content on delivery (e.g. a piece of content that tell you how to inflect certain words, have stage presence)
Documents (e.g PDFs/PowerPoint/Slides presentations) containing visuals. Coach Bot cannot understand visual aids
Guidance and Testing Your Coachbot
Once your Coachbot is setup and configured, you can give it guidance to help ensure it behaves exactly like you want it to.
On the Coachbot page, add Guidance in the Settings. In this page, you can assign freeform instructions to the Coachbot (which you should refer to as "you".) For example, you can write something as simple as "Focus on always giving feedback on the STAR framework", "Always focus your feedback on these topics", or brand guidance like "In your coaching, always refer to the speaker as the Hero." Write as much as you need!
Once you've added your coaching notes , you can use the "Generate feedback preview" to test how the feedback will look. The dropdown will allow you to select from recent Yoodlis in your library - you can generate feedback on those speeches based on the latest guidance. Note that feedback may take a minute or two to load!