Creating a guide for clients of your AI

Some coaches like to create a short guide to help their audience get the most from their AI. If you want to make one, here are some ideas you can use and adapt as you wish.

When a guide might be helpful

A guide could be useful to your audience when:

• Your AI is designed to support your clients or members
• You find you're often fielding the same questions
• You are offering paid regular AI coaching
• Your audience isn't familiar with AI or chatting online in general

It's less relevant for an AI used for lead generation, where the goal is to get prospective customers curious and chatting quickly, rather than reading more information first.

For an engaged audience, a supplementary guide can help them get even more value from your AI. Alternatively, there might be a few ideas in this that you simply incorporate into an existing AI landing page.

What your guide could include

If you decide to make a guide, here are some ideas for topics you could cover. Pick what's most relevant to your audience. Keep it simple and succinct, with clear formatting, so it's quick and easy to read.

🧭 Your AI's purpose

Start with a short, clear explanation of what your AI is designed to help your audience with.

🔎 Example uses

You could share some examples of how clients commonly use your AI, with some prompts they can copy straight into the chat. For example:

• Goal-setting: "Ask me questions to help me set a goal that really matters to me"
• Decision-making: "Ask me one question at a time to help me get clarity on this decision"
• Offering perspective: "Give me a few different ways of looking at this situation based on your methods"
• Exploring options: "Help me explore some options I haven't considered yet"
• Getting unstuck: "I feel stuck with [detail]. Help me work through this"

You'll likely think of much more specific ones for your audience.

Choose examples that will complement your starter prompts, which will appear directly in the chat window.

🧠 How your AI is trained

It's worth highlighting that your AI is trained on your unique expertise, methods, and frameworks. It isn't a generic AI that gives generic answers. It's built specifically with your clients in mind. For example:

"My AI is trained on my own coaching methods and [x] years of experience working with [your audience] to achieve [describe types of results], not just general AI knowledge."

🚀 How to get started

Let them know how easily they can sign up and start chatting with your AI.

You might reassure them that they don't need any prior knowledge to get started.

✨ Getting the most from your AI chats

You might want to add a few pointers on getting the most from a conversation, such as being specific and telling the AI their goal. Your pointers will be unique to your work and your AI's use.

You could reassure them there's no right or wrong way to chat with your AI; they can chat in natural language by typing or dictating their message.

💬 Prompt ideas

It can be helpful to give your audience prompts to use with your AI for specific scenarios. For example:

• If you have trained your AI to talk clients through the results of a scorecard or questionnaire they've completed, you could give prompts to help them share their answers and reflect on what came up.
• If your AI is designed to help clients with particular types of writing, you might provide prompts that help clients apply your writing frameworks and methods.
• If your clients wish to practise their communication, you could include prompts asking your AI to role-play a particular character in a specific situation.
• If your AI is a companion to your course, you could list prompts for each module to help clients review what they've learned. You might incorporate these into the guide or the course itself.

👋 Wrapping up a conversation

Your AI is designed to continue being as helpful as possible for as long as someone keeps chatting, so it won't always naturally wrap up on its own. You can give clients a prompt to paste in when they're ready to wrap up, for example:

"I'm finished with this session. Can you summarise our conversation and any next steps?"

You can support this by adding a note on when to wrap up to your coaching methodology summary and setting your AI's sign-off phrases in the style and tone room.

📝 Disclaimer

It's good practice to include a short disclaimer, just as you would on your AI's share page or landing page. Remind clients that your AI is an artificial intelligence model, not a real person, and to use their own judgement.

✉️ Further support

You might want to let clients know what other support is available to them, for example:

• Whether they can contact you directly, if needed, and how and when.
• Any other resources you'd like to share, such as links to your website, content, or booking page.
• Where to go if they need more specific or urgent support, such as mental health support, if relevant to the nature of your work.

This will all depend on the type of work you do, so include whatever feels relevant for your audience.

ℹ️ FAQs

A few quick answers to common questions can save you from answering the same message repeatedly. Make use of these, adapt them as you wish, and add your own, including anything from earlier in this guide that you think might sit better as an FAQ.

(Note: Only include this Q&A if you have switched on chat history in your AI settings. Drop the second sentence if you're charging for access via our Stripe integration, since clients in that setup already create a password-protected account when they register.)

(Note: See our data privacy FAQs if you want to add more information about this topic.)

(Note: If you have linked your own privacy policy in your AI settings, you could also link to this in the answer.)

(Note: Read more about using your AI in multiple languages here.)

(Note: Leave this Q&A out if you have disabled the speech-to-text functionality in your AI settings.)

💡 Other topics

There might be other questions you find clients are regularly asking you about your AI that you want to cover in the guide. It can also be worth looking at what's coming up in your chats with your AI directly.

If you have connected Claude or ChatGPT to your Coachvox account, you can ask it to read through your conversation summaries and see if there are any relevant questions.

Get AI to write your guide

You could get Claude or ChatGPT to write the guide for you by following these steps:

1. Copy the prompt below into a new chat.
2. Add the above content from this article.
3. Press send. It will ask you a few questions before drafting your guide.
4. Check the draft guide, make any edits, then share.

Help me write a short guide for my clients on using my AI coach, to encourage them to engage and help them get the most from their conversations. 
I am including guidance on what it could cover, from an article written by Coachvox. 

1. Use what you know about me and my AI coach, made with Coachvox, from our chats or project files. If you can access my Coachvox AI coach through a connector, also read its settings: who you are, personality and tone of voice, style sliders, coaching methodology and starter prompts. Don't change anything. If I have more than one AI, ask which one the guide is for.

2. Summarise what you understand about my AI's purpose and my clients. Then ask me what you need to know to tailor the guide, in one short numbered list covering: which sections to include (suggest the best fit), which features I've switched on/off, how clients access my AI, what other support I offer, and the format I'd like. Skip anything you can already answer confidently. Wait for my answers.

3. Write the guide from me to my clients, in my voice. Keep it succinct and easy to skim. Make example uses and prompts specific to my work, and different from my AI's starter prompts, which clients already see in the chat. Use the guidance's FAQ answers where relevant. Only mention the software my AI is built on if an FAQ answer needs it. Don't guess details such as prices or links - mark them for me to fill in or ask me.

[Insert or attach the article guidance]

Where to share your guide

Once your guide is written, share it in a format to suit your audience - a new web page, a section of your AI's landing page, a link from your AI's share page, a post in your membership community. You could even split the content into a series of welcome emails for new clients.

We hope this guidance inspires your own guide ✨