Skip to main content

Coach Behaviour & Knowledge

Your coach has two things that make it yours: the rules it follows when it talks to people, and the documents it can reference when answering questions. These are configured in two separate places in the Build dashboard.

Coach behaviour​

Behaviour is shaped through the Refine Coach tab. You chat with your coach in natural language — testing how it responds and telling it how to change. The system maintains a structured list of plain-English rules ("be direct", "open with a goal question", "avoid medical advice") and applies them every time a subscriber chats with your coach.

You can see every rule your coach currently follows by pressing What your coach knows at the top of the Refine Coach panel. Press the trash icon next to a rule to remove it, or just tell the coach to change something and a change card appears in the chat.

For the full walkthrough, see Refining Your Coach.

tip

You do not need to write a system prompt by hand. The Refine Coach editor does that for you — every change is reversible and the structured rules keep your coach's voice consistent.

Coach Knowledge​

The Coach Knowledge section lets you upload documents that your coach can reference when answering questions. This uses Retrieval-Augmented Generation (RAG) technology.

How it works​

  1. Upload your documents in the Coach Knowledge section
  2. Content is automatically processed and made searchable
  3. When a user asks a question, the coach retrieves the most relevant information from your documents
  4. The coach uses this information to provide accurate, grounded answers
tip

Coach Knowledge is what turns your coach into a true domain expert. Upload guides, frameworks, FAQs, research, or any specialist content that your audience would find valuable. The Refine Coach editor handles the behaviour and tone, while Coach Knowledge handles the content and expertise.

Behaviour vs knowledge — which one do I use?​

  • Add to Refine Coach for rules about how the coach speaks, what it asks first, what to avoid, signature phrases, frameworks it should mention by name
  • Add to Coach Knowledge for source material the coach should be able to quote or summarise — articles, transcripts, FAQs, guides, anything content-heavy

If a subscriber asks "what does your coach think about X?", that should come from behaviour. If they ask "what did chapter 3 of your book say about X?", that should come from knowledge.