AI Coach

AI Coach is a conversational AI that knows your live OKR data. You can ask it questions, get help writing KRs, discuss blockers, and draft OKRs, KPIs, or initiatives — which you can save directly to your active cycle without leaving the conversation.

Opening the coach

Click Coach in the sidebar. If you're on Launch plan, you'll see an upgrade prompt. On Scale or Expand, the coach opens directly.

Opening message

When you start a session, the coach reviews your current cycle data and surfaces up to 4 insights — behind-pace KRs, suggestions, OKR writing tips, and wins to celebrate. Click any insight card to start a conversation about it.

Context pills

At the top of the chat, toggle context pills to control what data the coach can see: your active cycle, your own OKRs, all teams, KPIs. Narrowing context helps the coach give more focused answers.

Creating OKRs, KPIs, and initiatives from chat

When the coach drafts an OKR, KPI, or initiative, it appears as a structured card in the conversation. Review the details and click Save to [cycle name] to create it in OKRs Tool immediately. You can then find it on your Goals page.

Session memory

The coach remembers your conversations within a session. Use + New session in the header to start fresh. Previous sessions are not saved after you close the tab.

What to ask

• "Why is KR2 behind and what should I do?"
• "Help me write a better key result for customer retention"
• "What should I focus on this week?"
• "Draft Q3 OKRs based on what we learned this cycle"
• "Which team is most at risk right now?"