Coach Bo: Admin Guide
Updated
by
Amy Thomas
Coach Bo is Develop's AI-powered coaching assistant, designed to provide personalised guidance and support to your team members 24/7. As an admin, you have unique capabilities to enhance Coach Bo's effectiveness across your organisation.
Organisation Guides
- Customisation: Add content to your Organisation Guide to inform Coach Bo about company-wide information.
- Impact: This knowledge is applied across all of Coach Bo's interactions within your organisation.
- Examples: Include company values, mission statements, founding story, big goals, and more.
Personalisation and Data Integration
- EPP Data: Coach Bo utilises individual Employee Personality Profile (EPP) data when launched from Workplace Insights Guides, Manager Guides, and Collaboration Guides.
- TEAMscan Data: When launched from TEAMscan reports, Coach Bo incorporates relevant team performance data.
Data Access and Privacy
- Respect for Permissions: Coach Bo only accesses data that the user has permission to view.
- Organisation-Level Memory Control: Enable or disable Coach Bo's memory feature for the entire organisation in admin settings.
- Individual User Control: Users can manage their own conversation history and delete individual chats.
By following these steps, you will help Coach Bo provide personalised guidance and support to your team members.
Setting Up Coach Bo for Your Organisation
Populate your Organisation Guide
Navigate to the Admin Console, then select Organisation Settings. Go to your Organisation 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 organisation-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 Organisation 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 Utilisation: 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 organisation's unique needs and values.
