How to Apply or Dismiss a Change Coach Suggests

Summary

Overview: When you ask Coach to change a setting, it shows a Proposed change card with the current and new values. Nothing changes until you click Apply. You can also click Dismiss to throw the suggestion away.

Prerequisites:

• You are the workspace Admin.
• You asked Coach for a change, for example "Set my tone to friendly" or "Add a guidance rule to always mention our free airport pickup".

How Coach Decides

1. Coach reads the current values of the setting first, so the card is based on what is really saved.
2. Coach includes only the fields that would change. Fields you didn't ask about are left out of the card and are not touched.
3. Coach checks the new values against the same rules the Settings screens use. If a value is not allowed (for example, a hot score that is not higher than the warm score), Coach corrects it or tells you what the value must be. You get a card only for values that pass.
4. Coach adds one sentence explaining why it suggested the change.
5. When you click Apply, Pippify checks the card again before saving:
   • If the card is more than 7 days old, it is not applied.
   • If someone changed the same settings after the card was made, it is not applied, so their change is not overwritten.
   • If the card was already applied or dismissed, nothing happens a second time.

Limits

• Only the Admin can apply or dismiss. Other roles never get a change card; Coach tells them the Admin has to make the change.
• Coach can suggest changes only to the settings listed in What Coach Can Look Up and Change. It cannot connect channels or calendars, upload files or manage users.
• Plan limits still apply. For example, Full auto is available on the Growth plan and up.

Step-by-Step Instructions

Step 1: Ask Coach for the change

1. Open Pippify Coach and describe the change in plain words, for example "Make Pippin's answers shorter" or "Change our sending window to 9:00 to 18:00 New York time".
2. Wait for "Preparing a change for you to review…" to finish.

Step 2: Read the Proposed change card

1. Find the card labelled Proposed change. The top right names the area of settings it changes.
2. Read Coach's reason under the heading.
3. Check each row. The left value is what is saved now, and the value after the arrow (→) is what will be saved. A dash (—) means empty or not set. on and off show switches.

Step 3: Apply or dismiss

1. To make the change, click Apply. The button shows Applying…, then the card shows Applied.
2. To throw the suggestion away, click Dismiss. The card shows Dismissed.
3. To change the values, don't apply the card. Tell Coach what to adjust, and it will prepare a new card.

Step 4: Check older cards

1. When you reopen an older conversation, each card shows its current state: Waiting for you to apply., Applied., Dismissed., Too old to apply — ask Coach to propose it again. or These settings changed since this was proposed — ask Coach again.
2. Only cards that are still waiting show Apply and Dismiss.

Verify It Worked

Success criteria:

• The card shows Applied.
• The matching Settings screen shows the new value. For example, after a tone, mission or guidance change, check Settings › AI Studio. After a sending window change, check the Follow-up sending window on the Sequences page.
• You can also ask Coach "What is my tone set to now?" and it will read the live value.

Troubleshooting

Common errors

• "Too old to apply — ask Coach to propose it again.": the card is more than 7 days old. Fix: ask Coach for the change again and apply the new card.
• "These settings changed since this was proposed — ask Coach again.": someone changed the same settings after Coach made the card. Fix: ask Coach again so the new card starts from the current values.
• "That change couldn't be applied. Try asking Coach again.": the change was refused when saving. A common reason is a plan limit, such as choosing Full auto on a plan that doesn't include it. Fix: check Settings › Billing for your plan, or ask Coach again.
• "Couldn't dismiss that just now.": the dismiss did not go through. Fix: try again.
• Coach says only the Admin can make the change: you are not the Admin. Fix: ask your Admin to make the change.

Limitations & considerations

• Adding a knowledge document through Coach starts the upload. The document can be searched only after Pippify finishes reading it. Check its status in Settings › AI Studio.
• Turning a follow-up sequence on or off through Coach changes only that one sequence. It does not create, edit or delete sequences.

Next Steps & Related Resources

• Next steps:
  • What Coach Can Look Up and Change
• Related articles:
  • How to Use Pippify Coach
  • Why Did Coach Refuse My Change?
  • What Each Role Can Do
  • Why a Feature Is Locked and What Read-Only Means

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

Last Updated: 10/13/2026