How to Review Your Setup With Coach

Summary

Overview: Coach can walk you through how Pippin is set up right now and tell you what to fix first. It reads your live settings and runs a setup check, then suggests changes for the Admin to apply.

Prerequisites:

• Access to Pippify Coach.
• To apply fixes, you must be the Admin.

How Coach Decides

1. Coach starts from the setup check that runs when you open it. Checks marked as needing attention come first, then suggestions, then what is already fine.
2. Coach reads each area of your settings before describing it, for example your brand voice, mission, business type, automation level, guidance rules, lead scoring and channels.
3. If you say you just changed something, Coach runs the setup check again instead of trusting the earlier result.
4. For a fix it can make, Coach prepares a Proposed change card for the Admin.
5. For a fix it can't make (connecting Gmail or Zoho Mail, SMS, voice, Messenger, Facebook Lead Ads or a calendar, or managing users), Coach explains the steps and names the settings screen to use.

Limits

• Sales Managers and Sales Reps see only the checks they can act on. Checks about the mission, guidance rules, automation level and sending window are shown to the Admin only.
• Only the Admin can apply a change.
• The setup check does not cover every setting. It looks at the knowledge base, email, calendar, mission, guidance rules, automation level, sending window and follow-up sequences.

Step-by-Step Instructions

Step 1: Start the review

1. Click Pippify Coach in the left menu.
2. Click the Review my setup card. Coach sends "Walk me through how my AI is set up right now, and what I should fix first."
3. You can also type your own question, such as "What should I fix first?"

Step 2: Use the setup check buttons

1. Look at the buttons under the welcome title. Each one is a setup check:
   • An alert icon (! in a circle) means it needs attention.
   • A light bulb means it is a suggestion.
   • A check mark means that part is fine.
2. Hover over a button to read more about it.
3. Click a button to ask Coach about it. For example, clicking Your knowledge base is empty sends "My knowledge base is empty — what should I add first, and can you help me add it?"

Step 3: Act on what Coach finds

1. If Coach shows a Proposed change card, the Admin can click Apply or Dismiss.
2. If Coach points you to a settings screen, go there to finish the step. For example, connect your email inbox in Settings › Channels or a calendar in Settings › Connectors.
3. After you fix something, tell Coach "I just changed it, check again" so it runs a fresh check.

Verify It Worked

Success criteria:

• After your fixes, the welcome screen shows fewer items needing attention, or "Your setup looks good. Ask me anything about it."
• Start a new chat to see the updated checks. Checks can take up to a minute to refresh.

Troubleshooting

Common errors

• "I couldn't check your setup just now, but you can still ask me anything.": the setup check failed to load. Fix: reload the page later. You can still ask Coach to review your setup.
• Coach says only the Admin can make the change: you asked for a change but are not the Admin. Fix: share Coach's explanation with your Admin.

Limitations & considerations

• The welcome checks refresh about once a minute, so a change you just made may not show right away.
• Coach describes your settings in its own words. The Settings screens are the final word on what is saved.

Next Steps & Related Resources

• Next steps:
  • What the Coach Setup Checks Mean
  • How to Apply or Dismiss a Change Coach Suggests
• Related articles:
  • How to Use the Complete Your Setup Checklist
  • How to Fill Your Knowledge Base With Coach
  • How to Connect Gmail
  • How to Connect Your Calendar (Cal.com or TidyCal)

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

Last Updated: 10/15/2026