Identify and add course items for a virtual coach

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    Role required: sn_coaching.admin

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

    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.
      Hinweis:
      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

    Tabelle : 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
    Tabelle : 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.