Building your firm's playbook into the coach

You'll be able to: give the AI coach your firm's own procedures so staff get answers that match how your firm runs intake. On Group, the coach is loaded with your firm's procedures at onboarding. That turns it from a general intake coach into one that answers "what do we do when..." the way your firm does.

This is how the lesson opens. The full lesson and its knowledge check are in the academy, with an account.

See every lesson in Intake Across Offices