Identify and add course items for a virtual coach
Define filters and add course items for automated virtual coaching. When a coaching assessment is triggered, the course items are automatically attached to the assessment.
Before you begin
Role required: sn_coaching.admin
About this task
Typical assigned course item content includes micro trainings, best practices, tips, knowledge articles, videos, and community links.
Procedure
Navigate to Coaching > Virtual Coach > All and click New to create a record.
Fill in the fields on the form.
| Field | Description |
|---|---|
| Table | The table from which a coaching opportunity is generating assessments. |
| Course Items | Course items you want to associate with the virtual coaching record. This could include a message, a link, a video, or source code.Note: The course items are automatically attached to the coaching assessment when the conditions in the virtual coaching record are met. You can also access course items by navigating to Coaching > Course items. |
| Advanced | Enable to set advanced conditions. See Scripts for more information on scripting. |
| Condition | Set filter conditions that trigger virtual coaching. |
| Autofill fields | Set one or more fields and the value for each value that you want to automatically populate. |
Coaching admin sets up learning content
| Field | Description |
|---|---|
| Number | CVC0000106 |
| Short Description | Virtual Coach for the Incident Process |
| Table | Incident \[Incident\] |
| Course Items | Core Java |
| Active | Selected |
| Advanced | Cleared |
| Condition | - Assigned to changes - Configuration item is empty |
| Autofill fields | - State Resolved - Performance rating N/A |
| Field | Value |
|---|---|
| Number | CR0000106 |
| Title | Increase customer satisfaction by solving issues faster |
| Active | Selected |
| Category | Customer Experience |
| Content | Watch this video to increase customer satisfaction by solving issues faster. |
Parent Topic:Configuring Coaching
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