Virtual Coach Evaluation Scope - User Guide

Purpose

The Virtual Coach Evaluation Scope text box allows you to provide company-specific information that the Virtual Coach needs to properly evaluate sales conversations. This information supplements the Virtual Coach's built-in knowledge of general sales practices.

 

Sections

• When to Use
• Best Practices
• Tips
• Common Mistakes to Avoid
• Note About Current Implementation
• Complete Example

 

When to Use

Use this text box when your scoring criteria include evaluation of:

• Product features and specifications
• Company-specific sales methodologies
• Internal processes or frameworks
• Brand-specific terminology
• Company value propositions
• Proprietary concepts

 

Best Practices

Keep Information Focused:

• Include only what the Virtual Coach needs for evaluation
• Be specific and concise
• Use clear, straightforward language
• Organize information logically

Suggested Structure:

1. Product Information
2. Key Terminology
3. Methodology Details
4. Evaluation Points

Example Format:

PRODUCT INFORMATION [Product Name]: [Brief description] Key Features:

• Feature 1 with specification
• Feature 2 with specification

KEY TERMINOLOGY

• Term 1: Definition
• Term 2: Definition

SALES METHODOLOGY Process Steps:

1. Step 1 description
2. Step 2 description

EVALUATION POINTS Must demonstrate:

• Point 1
• Point 2

Tips

• Stay within 2000 character limit
• Use plain text formatting
• Prioritize most important information
• Update as product/processes change
• Match information to scoring criteria

Common Mistakes to Avoid

• Including unnecessary background information
• Using formatting that won't transfer
• Adding information not related to evaluation
• Being too vague or general
• Duplicating built-in knowledge

 

Note About Current Implementation

Current Version (Simplified)

This text box implementation is a simplified first version that requires manual input of company-specific information. Users need to:

• Summarize key information
• Format it clearly
• Paste it into the text box
• Stay within character limits

Future Enhancement

We plan to make the Virtual Coach "content aware," which will allow:

• Direct linking to company documents
• Automatic extraction of relevant information
• Larger knowledge base access
• More comprehensive evaluation capabilities

Current Best Practice

For now, we recommend:

1. Identify key documents containing evaluation information
2. Extract the most relevant points
3. Summarize in clear, concise language
4. Paste into the Virtual Coach Evaluation Scope text box
5. Test evaluation results and adjust as needed

Complete Example

VIRTUAL COACH PRODUCT SUMMARY

Core Product Overview: Virtual Coach (VC) is an AI-powered solution revolutionizing sales training review processes. Currently in demo phase, it focuses initially on RolePlay exercises with plans to expand to standard coaching exercises. The system can either fully automate reviews or complement human reviewers for complex scenarios.

Key Features:

• Automated Review: AI-driven analysis of completed RolePlay sessions
• Instant Feedback Generation: Comprehensive feedback provided immediately
• Customizable Scoring Criteria: Uses existing assessment frameworks
• Performance Tracking: Matches standard reviewer reporting
• Learning Completion Integration: VC scores apply to learning requirements
• Flexible Review Options: Supports VC-only, human-only, or hybrid review approaches
• Progressive Training Paths: Enables basic practice with VC before advanced sessions

Business Problems Addressed:

1. Manager Bottlenecks: Delays in training progression due to review backlogs
2. Inconsistent Reviews: Varying feedback quality across different managers
3. Administrative Burden: High overhead in managing review processes
4. Scalability Issues: Difficulty scaling coaching programs without increasing manager load
5. Time Management: Delays in feedback affecting training effectiveness

Implementation Options:

1. VC-Only Review: For routine exercises and basic skill practice
2. Combined VC/Human Review: For critical exercises needing both AI insights and human expertise
3. Progressive Training: Series of VC-reviewed exercises leading to human-reviewed assessments

Current Status:

• Demo version available
• Initially focused on RolePlay interactions
• Text-based analysis (audio/video analysis planned)
• Feature expansion planned for coaching exercises

Business Value:

• Optimizes training efficiency through automated reviews
• Improves sales performance via faster feedback cycles
• Provides data-driven training insights
• Enhances training ROI through automation
• Enables scalable learning programs
• Creates consistent feedback standards
• Reduces manager workload while maintaining quality