How Pippify Works: Ask Coach

Summary

Overview: You can ask Coach any question about how Pippify works, in plain language. For example: what the Review Queue is for, how lead scores work, or the difference between the mission and guidance rules.

Prerequisites:

• Access to Pippify Coach.

How Coach Decides

1. Questions about how Pippify works are answered from Coach's built-in product knowledge. Coach does not search your knowledge base for these, because your knowledge base holds your own business information.
2. If the answer depends on your workspace (for example "Is my automation level set to Full auto?"), Coach reads your live settings before it answers.
3. If the question leads to a change, Coach prepares a Proposed change card for the Admin, or explains the steps if it's something Coach can't change.
4. Coach answers briefly unless you ask for more detail.

Limits

• Coach's product knowledge covers the main flow (channels, leads, scoring, replies, quotes and booking links, the Review Queue, follow-up sequences, settings and roles). It may not know every detail of every screen. These help guides are the full reference.
• Coach cannot see your billing details. For plans, prices and usage, check Settings › Billing.

Step-by-Step Instructions

Step 1: Ask your question

1. Open Pippify Coach.
2. Click the How does Pippify work? card, which asks "What is the difference between mission, guidance rules, and brand voice?", or type your own question.

Step 2: Try these example questions

• "What happens when a new email arrives?"
• "Which replies wait in the Review Queue?"
• "What is the difference between Supervised and Full auto?"
• "How does Pippin decide a lead is hot?"
• "When do follow-ups go out?"
• "What can a Sales Manager do that a Sales Rep can't?"

Step 3: Follow up

1. Ask a follow-up question in the same conversation, for example "Show me my current setting for that."
2. To start a new topic, click + (New chat) under Chat history.

Verify It Worked

Success criteria:

• Coach answers your question in the conversation.
• If you asked about your own setup, the answer matches what you see in Settings.

Troubleshooting

Common errors

• "Coach couldn't finish that answer." or "Coach could not finish that turn.": Coach hit a problem while answering. Fix: send the question again.

Limitations & considerations

• Coach names screens in its own words. If a screen name doesn't match what you see, use the left menu: Settings contains Business type, Channels, Branding, Connectors, AI Studio, Users and Billing.
• If an answer and a Settings screen disagree, the Settings screen shows what is really saved.

Next Steps & Related Resources

• Next steps:
  • What Coach Can Look Up and Change
• Related articles:
  • What Happens When a New Email Arrives
  • Why Some Replies and Follow-Ups Wait for Approval
  • What Each Role Can Do
  • How to Use Pippify Coach

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026