AI-Powered Coaching Has Arrived in Elevate

Great coaching starts with great conversations. But preparing for those conversations often means gathering information from multiple places, reviewing activities, checking goals, assessing pipeline health, and deciding what to focus on next.

With this release, we're making that process dramatically easier.

Ask AI is now available throughout Elevate, bringing AI-powered coaching assistance directly into the places where coaching happens. Whether you're reviewing a coachee, updating a coaching plan, or reviewing coaching activities, AI is now only a click away.

Smarter Coaching Plans

Ask AI is now built directly into Coaching Plans, giving both managers and reps instant coaching support without leaving the plan they're working on.

Using the context of the coaching plan, Ask AI can help you:

• Identify areas for improvement
• Suggest coaching priorities
• Recommend next steps
• Generate questions to guide your next coaching conversation

Instead of starting with a blank page, you'll have intelligent suggestions tailored to the current coaching context.

AI Support Inside Coaching Activities

Coaching doesn't just happen during scheduled sessions. It happens every day. That's why Ask AI is now available directly within Coaching Activities.

Whether you're reviewing a completed activity or preparing a new one, Ask AI can help generate insights and recommendations based on the activity and the surrounding sales context.

It's a faster way to turn observations into meaningful coaching actions. 

AI That Understands Each Individual

Ask AI is now available directly from an Individuals Coachee Page, giving managers and coachees coaching guidance that's grounded in the individual's current performance and development.

When you start a new Ask AI session, Insight Engine automatically builds context using information such as:

• Active coaching plans
• Goal attainment and progress
• Prospecting performance
• Active Pipeline health
• Account Growth performance
• Recent coaching activities
• Team and role information

Every new AI session also suggests three coaching prompts, chosen at random from topics such as:

• Performance
• Habits & Behaviors
• Learning & Growth
• Coaching Plan Progress
• Good vs. Improvement Needed
• Self-Coaching Questions

Whether you're preparing for a one-to-one, reviewing performance, or helping someone overcome a challenge, you'll always have meaningful coaching conversations ready to go.

Empower Better Self-Coaching

Ask AI isn't just a tool for managers. It can also help Individuals take ownership of their own development. By using the context available on the Coachee Page, Ask AI can provide personalized guidance that encourages regular self-reflection, helps reps prepare for coaching conversations, and identifies practical opportunities for continuous improvement.

• Reflect on recent performance and identify strengths and areas for improvement
• Prepare for coaching sessions with personalized insights and discussion points
• Receive practical suggestions for what to focus on next
• Track progress against coaching plans and personal goals

We hope these new AI-powered coaching capabilities help your managers spend less time preparing and more time helping their teams grow, improve, and reach their potential.