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.

Avant de commencer

Role required: sn_coaching.admin

Pourquoi et quand exécuter cette tâche

Typical assigned course item content includes micro trainings, best practices, tips, knowledge articles, videos, and community links.

Procédure

1. Navigate to Coaching > Virtual Coach > All and click New to create a record.
2. 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. Remarque : 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

Tableau 1. Virtual Coaching form

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

Tableau 2. Training form

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.

Référence associée

• Coaching field descriptions