Note: If you used earlier versions of the Coach Editor, you will notice a shift from making edits by directly filling in fields to using the Composer. While the underlying panels (general settings, task list, task detail) still exist, the Composer is now the recommended starting point for most changes.
Using the Composer
When you open a coach for editing, the Composer appears as a chat-style panel with a prompt: "Describe what you want to build or change...". Type a description of the change you want, and DatabookAI will work through it — you'll see it "thinking" and executing the research or configuration steps needed, then it applies the update.
Examples of the kinds of requests you can make:
"Reorder the output document so the section about the person I'm meeting comes first."
"Add a step that checks for recent leadership changes before drafting outreach."
"Remove the pricing objection step — we don't need it for this coach."
"Make the tone of the output more direct and less formal."
Composer makes changes to your coach based on your natural language instructions.
What the Composer can change
The Composer is a powerful and flexible AI capability that can change almost any aspect of a coach. Here are just a few examples of the changes you can make with the Composer.
Area | What you can ask for |
General coach configuration | Update the coach name, description, and overall setup |
Tasks (i.e. steps in the workflow) | Add a new task, update an existing task's behavior, or remove a task entirely |
Output | Change the tone, structure, or content of what the coach produces — whether that's natural-language text or a generated asset (document or slide deck) |
Detailed coach configuration behind the Composer
If you prefer to make targeted manual adjustments alongside the Composer, a coach's underlying configuration is still visible and directly editable.
General settings — coach name, description, and purpose.
Task list — the sequence of steps the coach runs through, shown as a flow.
Task detail — opening an individual task shows its title, description, instructions, and the tools it uses. You can type "/" in the instructions field to browse and attach specific tools directly.
You can access this by switching to the three-column view in Coach Editor, using the two-column / three-column view toggle in the Coach Editor header bar.
The three-column view provides details of the coach configuration.
General coach configuration
This allows you to edit the general setup of the coach:
Coach name - Up to 40 characters long.
Coach description - A slightly longer overview of what the coach does.
Coach purpose - A concise summary of the use case that the coach serves.
Selectors - What an end user needs to select when running the coach:
Account only - The coach just needs the end user to select a company in Databook.
Account and professional - The coach needs the end user to select a company and then a professional at that company.
Navigating the coach configuration
You can click on boxes in the flowchart in the central panel of the Coach Editor to view the configuration of different tasks in the coach.
The coach flowchart is clickable to allow you to view specific tasks in the coach
Specific task configuration
You can view or edit the underlying prompt for a task by viewing its configuration in the central panel of the three-column view.
You can:
Delete the task.
Edit the task instructions, including adding new tools to retrieve specific insights or data.
View of detailed task configuration
Previewing a coach
Before publishing your changes, you can test the coach exactly as an end user would experience it.
Use the Preview capability in the righthand panel of Coach Editor to test the coach as an end user would experience it.
This starts the coach's conversation—for example, prompting for a target account and any necessary context—and displays the resulting output so you can verify your changes before you publish anything.
To preview the coach, you will be asked to follow the same flow as an end user
Publishing a coach
When you're ready, select Set live. Databook runs an automated end-to-end test of the coach before publishing:
Display Note:"We'll run an automated end-to-end test to make sure it works. If it passes, we'll publish it for your organization automatically. You can keep working — we'll notify you when it's live."
If the coach passes, it goes live automatically and replaces the base coach for your organization. You can continue working on other coaches while the test runs.
Reverting changes
If an edit doesn't work out the way you intended, don't worry. Every saved version of a coach is kept in your History. Simply open the History tab to review previous versions and restore an older one.
Next step
See Data sources and insights you can add to coaches for the types of information you can direct a coach to use when researching or drafting output.