Databook

Complete Walkthrough of the Databook Coach Studio

Databook Coach Studio Guide

Coach Studio enables your organization to customize Databook's core AI coaches that can be matched your specific sales motions, brand voice, and preferred workflows — without needing engineering support.

AI Studio: Coach Studio

This article covers where to find the Coach Studio and how the clone-and-edit model works

Getting Started with Coach Studio

The Composer is the primary way to edit a cloned coach. Instead of manually configuring each field, you can describe the change you want to make in plain language, and…

Editing Coaches with the Composer

When you ask the Composer to change what a coach researches or includes, this article provides relevant information to know the types of insight Databook can pull in.

Data Sources and Insights you can Add to Coaches

This page is for customer admins who want to understand how well their coaches are being used across their go-to-market team.

Tracking Adoption of Your Coaches

Geetanjali Sharma

Create guided interactive agents that help sellers navigate complex GTM workflows

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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