Coaching Documents

You have the option to upload documents to help the AI Coach better get to know you, your background, learning style, and goals. Documents you may choose to upload include performance reviews, assessments, objective and key results (OKR), development plans, or project materials.

Upload documents

You have two different options for uploading resource documents, upload via chat or from the documents page.

Upload via chat

To upload a coaching document via chat:

  1. From the left navigation, select Chat.
  2. From the chat box, select the Upload document icon Plus sign.
  3. Give your document a Title and Short description.
  4. Choose a file from your computer or drag and drop a file in the upload field.
  5. Select Save. Your AI Coach automatically adds the document to your Coaching documents page.

Upload via the upload documents page

To upload a document directly from the Coaching documents page:

  1. From the left navigation, select Insights, then Upload & view documents.
  2. Select the Upload documents button.
  3. Give your document a Title and Short description.
  4. Choose a file from your computer or drag and drop a file in the upload field.
  5. Select Save. The document now displays under Uploaded documents.

Manage documents

Once you have uploaded documents, you can view and manage them from the Coaching documents page. To access this page, from the left navigation, select Insights, then Upload & view documents. For each of your uploaded documents you can do the following:

  • Conversation bubble with star in the upper right corner Chat about this document: Select this icon to open a new chat with your AI coach about this specific document.
  • Pencil icon Edit: Select this icon to edit the title or description of the uploaded document.
  • Trash can icon Delete: Select this icon to delete an uploaded document.