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Shareable Articles

Shareable articles are documents your coach can hand to a client mid-conversation — worksheets, guides, templates, plans. You upload the document and describe when it should be offered; your coach makes the call in the moment and shares it with a short introduction in your voice.

Articles are different from Coach Knowledge. Knowledge is source material your coach quotes and summarises when answering questions. An article is a finished document the client receives as their own copy — they can read it in the chat and download the original file.

You'll find them in the Build dashboard under Shareable Articles, between Coach Knowledge and Refine Coach.

Uploading an article​

  1. Open Shareable Articles for your coach and press Upload article.

  2. Choose a file — PDF, Word (.docx), text or Markdown, up to 10MB.

  3. Fill in the details:

    • Title — what the client sees on the card (we suggest one from the filename; change it to something friendly).
    • What it covers — a one- or two-line summary. The client sees this too.
    • When to share it — the moments in a conversation when your coach should offer this document. Clients never see this.
    You don't have to start from scratch

    As soon as you pick a file, Guidance reads it and drafts the title, summary, sharing moments and introduction for you. The form unlocks once the drafts are in — usually a few seconds — and everything is yours to edit before you save. If the document can't be read, the form simply unlocks empty for you to fill in yourself.

    • What your coach should say — optional. How your coach introduces the article when sharing it, woven into its reply in your voice.

  4. Optionally tick Also add to coach knowledge if you want your coach to draw on the document's content when answering questions, not just offer it as a download. This copy counts toward your 50MB knowledge limit, and is removed automatically if you later delete the article.

  5. Press Save article.

tip

We extract a text version of your document for the in-chat reader. Scanned PDFs with no selectable text are read automatically where possible, but a text-based PDF always gives the cleanest preview. The client's download is always your original file, exactly as you uploaded it.

Writing good "when to share it" conditions​

This field is the whole game — it is how your coach decides whether the moment is right. Write it the way you'd brief a human assistant:

  • Describe the client's situation, not the document. "When a client is preparing for their first week in a new role" beats "this is an onboarding document".
  • Name the trigger moments. "When they say they're overwhelmed by their task list", "when we've just finished setting quarterly goals", "if they ask for something to work through between sessions".
  • Say when not to share it too. "Not in a first conversation — only once we've discussed their goals" is a perfectly good condition.
  • Be specific about topics. If a client directly asks for material on a topic your article covers, your coach will offer it — so make the topic explicit.

Your coach follows some firm rules on top of whatever you write:

  • It never lists or names your available documents unprompted — clients can't browse your library or fish for what exists.
  • If someone asks "what documents do you have?", your coach declines warmly in its own voice and steers back to the conversation.
  • It never offers the same article twice in one conversation.

Test it before your clients see it​

Chat with your own coach from its coach page — as the owner, you're in test mode. Your coach will offer articles exactly as it would to a client, but nothing is recorded and no feedback prompt appears. If it offers too eagerly or not at all, adjust When to share it and try again.

Managing your articles​

Each article row shows its status, current version, file details, and its tallies: how many times it's been shared, and how many clients marked it useful or not useful.

  • Edit (pencil) — change the title, summary, sharing conditions or introduction at any time. The file stays the same.
  • Hide / unhide (eye) — hiding stops your coach offering the article, without deleting anything. Clients who already received it can still read and download it. Unhide to make it available again.
  • Replace (refresh) — upload a new version of the file. The card in every chat updates to the new version, and clients who downloaded the old one see a notice offering the latest version next time they visit. The title, summary and sharing conditions carry over.
  • Delete (bin) — permanently removes the article, every uploaded version, and clients' access to download it. If you ticked "Also add to coach knowledge", that copy is removed too. This cannot be undone — if you just want to pause sharing, hide it instead.

Reading the feedback​

When your coach shares an article, the client's card includes a one-time Useful? 👍 👎 prompt. The tallies on each article row tell you what's landing:

  • A high share count with low "useful" votes usually means the article is being offered at the wrong moments — tighten When to share it.
  • "Not useful" votes on a well-timed article suggest the document itself needs work — replace it with a revised version rather than uploading a duplicate.

What your clients see​

The article arrives as a card inside the chat, alongside your coach's message. Clients can press Read to open a text preview right there in the conversation, or Download to save your original file. See Receiving Documents from Your Coach for the client's view.