Assign a Virtual Coach

The Virtual Coach automatically evaluates a participant’s coaching activity take as soon as it is submitted, so the seller doesn’t have to wait for a live reviewer. Learners get instant feedback and managers benefit from a reduced workload.

See how it looks

Assign a virtual coach.png

Key features

  • Automatically evaluates a participant’s take as soon as it is submitted
  • Removes the need for a live reviewer on every coaching activity
  • Configured once at the company level, then assigned to any coaching activity
  • Delivers instantaneous feedback to participants

You need this to succeed

  • Plan: Bigtincan Elite, Bigtincan Readiness, or Bigtincan RolePlayAI
  • Roles and Privileges: Company administrator, learning administrator, or learning manager
  • Prerequisites: A dummy user created to represent the Virtual Coach, and a coaching activity to assign it to.

Do this step by step

Add a Virtual Coach in your company

  1. Go to Administration.
  2. Create a dummy user to represent the Virtual Coach.
  3. Click Coaching from the left navigation menu.
  4. Click Coaching Settings from the expanded menu.
  5. Scroll to the Virtual Coach section.
  6. Click the down arrow on the search bar.
  7. Find the user you created, then click on it.
  8. Click Save Changes.

Assign a Virtual Coach to your coaching activity

  1. Go to the Coaching tab from the top navigation menu.
  2. Find the coaching activity you want to assign a Virtual Coach to.
  3. Hover over the activity name and click the three dot icon that appears on the right.
  4. Click Edit to open the coaching activity in edit mode.
  5. Scroll to the Reviewer section and click Select.
  6. Select the virtual coach you added earlier as the company reviewer.
  7. Click Save.

Note: Automated Feedback and reviewer assignment are separate settings. Assigning a reviewer, including Virtual Coach, doesn’t generate automated feedback on its own. If Automated Feedback is off, submissions wait for a human reviewer, even when Virtual Coach is listed as a reviewer.
Turn on Automated Feedback before you invite participants. Submissions made while it was off won’t be evaluated, even if you turn it on later.

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