Setting Up Coach Bo for Your Organization
Updated
by
Amy Thomas
By following these steps, you will help Coach Bo provide personalized guidance and support to your team members.
Populate your Organization Guide
Navigate to the Admin Console, then select Organization Settings. Go to your Organization Guide.
Add comprehensive information about your company culture, values, and policies.
Configure Data Integration
Ensure your team members are completing EPP assessments and TEAMscans for maximum effectiveness. Coach Bo will automatically leverage this data when appropriate.
Set Privacy Controls
Go to Admin Console, then select Settings. Go to AI Features.
Toggle "Enable Coach Bo Memory" on or off for organization-wide settings.
Educate Users
Tell your team members about their individual controls:
- Enabling/disabling conversation history
- Deleting individual chats from their history
Best Practices
- Regular Updates: Keep your Organization Guide current to ensure Coach Bo provides up-to-date advice.
- Comprehensive Information: The more context you provide in your guides, the more tailored Coach Bo's responses will be.
- Encourage Utilization: Promote the use of Coach Bo across your teams for consistent, AI-powered support.
- Monitor and Iterate: Regularly review Coach Bo's effectiveness and adjust settings or guide content as needed.
Remember, Coach Bo is a powerful tool for fostering a culture of continuous learning and development. By leveraging these admin features, you can ensure Coach Bo aligns perfectly with your organization's unique needs and values.
