AI Coach (Chat) settings
Turn the AI Coach chat on or off and upload the documents it can search.
Open Settings → AI Coach (Chat) to turn the chat on or off and upload documents it may search.
Owners and Admins turn access on or off. Owners, Admins and Content Managers manage the documents.
Access
General access under Access turns the chat on or off for the workspace. The switch is on by default. Changes apply immediately. Turning it off removes the chat from the navigation.
Documents for the coach
AI Coach Knowledge contains documents for the coach's search, such as product information or training guides.
Upload documents
- Click Upload Document.
- Select the files.
- Click Next: Access.
- Choose Visible to everyone or Limited visibility.
- Add teams and people under Add teams or people... for limited visibility.
- Click the button with the file count, such as Upload 2 files.
The upload continues after the dialog closes. Completed in the Status column means the coach can use the document. Failed indicates an upload or processing failure.
| Limit | Value |
|---|---|
| File types | PDF, Word (.docx), Text (.txt), Markdown (.md), CSV |
| File size | Up to 50 MB per file |
| Files per upload | Up to 10 |
| Documents per workspace | Up to 100 |
Tip
Check the type and size if a file is missing after selection. Invalid files are skipped without a visible message.
Edit a document
- Open … on the document.
- Click Edit.
- Change Title under General.
- Change sharing under Access if needed.
- Click Save changes.
Visibility shows sharing. Hover over it to see people and teams.
Preview, download and delete
| Action | Result |
|---|---|
| Click the file name | Previews PDF, Text, Markdown and CSV. Word files are downloaded. |
| Download | Downloads the original file. |
| Delete | Permanently removes the document from the coach's search. |
A new file with the same name replaces the existing document. The list search matches file names. The counter below the list shows usage of the 100 document slots.
Permissions
Teamleads and Members cannot open this page.
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Last updated on 14 November 2026