Coach Studio lets you customize Databook's core AI coaches to match your sales motions, brand voice, and preferred workflows, without needing engineering support.
What is a coach?
A coach is a guided, multi-step AI workflow built for a specific sales motion. Whether you need to prepare for an upcoming meeting, build a targeted prospecting sequence, or construct a Command-of-the-Message narrative, coaches help you execute these motions efficiently. Databook ships a library of base coaches that are pre-built and tested end-to-end.
What is Coach Studio?
Coach Studio lets Builders, Strategists and Organization Admins clone any base coach and customize it. You can rename it, adjust its steps, change the data it pulls in, and reshape its output. The original base coach stays live and unaffected for the rest of your organization unless a Strategist or Organization Admin publishes a custom version for everyone.
What you can do with it?
Clone and customize base coaches: Instead of starting from scratch, begin with a proven base coach and tailor it to fit your exact process.
Edit using natural language: Using the Composer panel, simply describe the changes you want in plain English. Databook will automatically update the coach's configuration, tasks, or output based on your request.
Add, update, or remove steps: Need to change the workflow? Ask the Composer to add new tasks, remove unnecessary ones, or reorder the sequence of steps your coach walks through.
Change the output: Adjust the tone, structure, or format of what the coach produces—whether you need a written text summary, a formatted document, or a generated slide deck.
Preview before publishing: Test your customized coach exactly as an end-user will experience it to ensure it is perfect before taking it live.
Roll back changes with ease: Every saved version of your coach is stored in its history. If a change doesn't work out, you can restore a previous version.
Who Can Use Coach Studio?
Coach Studio is available to Builders, Strategists and Organization Admins. What you can publish depends on your role:
Role | Build and preview coaches | Publish a coach for |
User | No | Not available |
Builder | Yes | Only me |
Strategist | Yes | Only me, or Everyone in my organization |
Organization Admin | Yes | Only me, or Everyone in my organization |
As a Builder, you can try out coaches for your own work without changing what your colleagues see. Strategists and Organization Admins decide which custom coaches become your organization's standard. For more on roles, see User roles in Databook.