How your AI engages

This page explains the engagement training room settings that support your AI to begin and hold engaging, helpful conversations in your style.

Starter prompts

Let's begin with the building blocks of great client conversations that we call starter prompts.

These friendly conversation starters appear above the chat input box, giving your clients a clear way to begin their chat with your AI.

Example starter prompts

Writing your starter prompts

In the engagement training room, type each starter prompt in the text field. Click the plus icon to add a new row.

Starter prompt field

Tips for writing effective starter prompts:

  • Think about the questions your clients are likely to ask your AI.
  • Consider specific topics you want to encourage users to ask about.
  • Write questions or statements from your client's point of view.

Displaying your starter prompts

You can display up to four starter prompts at once, as we find this is an optimum number for users to select from.

  • Switch the toggle to "on" for the prompts you want to display.
  • Press "save" to keep your changes.

You may want to switch different starter prompts on and off when you wish to support specific programmes of work, promote limited-time offers or resources, or try out different conversation starters without deleting them.

Once clients start selecting your starter prompts, you'll see usage counts appear. This means you can see how popular they are.

Training your AI to answer your starter prompts

Important: It's now essential to make sure your AI knows how to respond to each of your starter prompts 🙂

Here's how to train your AI on your ideal response to each conversation starter:

  • Add each starter prompt and your ideal completion directly to your training data.
  • Test the prompts in fine-tuning.
  • If changes are needed, make the changes to your original training data and re-test.

Advanced coach mode

Use my coaching methodology

You can choose to give your AI specific instructions about your coaching methodology.

Toggle on this setting and define your coaching method, philosophy or technique, or a specific framework you want your AI to follow.

Describe your methodology and include when it should be used and who it's best for, so your AI knows exactly how to apply it.

Use my coaching methodology - on

Summarising your methodology

If your written information about your methods is long and detailed, here's a prompt you could use with ChatGPT to quickly create a summary:

"I will paste in a detailed description of my coaching methodology. Your job is to create a direct and punchy methodology summary in fewer than 1000 characters. Write it as if I, the coach, were explaining my method to my clients. Keep the flow practical and action-oriented. Include the step-by-step structure of the method with numbered or bulleted steps, not just a general description. Avoid fluff, abstract terms, or references to sources. The output should feel clear and instructive, ready for clients or an AI version of me to use.

Input: [paste methodology here]

Output: [summary in <1000 characters with steps clearly laid out]"

Following coaching guidelines

If you're an ICF-accredited coach, you can add details to the coaching methodology field to ensure your AI follows the ICF guidelines, including their core competencies, code of ethics, and AI coaching standards.
Add this line:

"I strictly follow the ICF coaching guidelines, including the core competencies, the code of ethics, and the AI coaching framework and standards."

This takes up 143/1000 characters, then you're free to use the rest as you see fit!

This should work for any other coaching federations too - just sub out "ICF" for yours.

Related articles