What Coach Can Look Up and Change

Summary

Overview: This guide lists what Pippify Coach can read, what it can suggest changing, and what it can only explain. Coach never changes anything by itself: every change waits on a Proposed change card until the Admin clicks Apply.

Prerequisites:

• Access to Pippify Coach.

How Coach Decides

1. Before it describes or changes a setting, Coach reads the live value.
2. Coach reads only the fields listed below. Passwords, tokens, API keys and other secrets are never shown to Coach.
3. For a change, Coach picks the matching settings area, includes only the fields that change, and checks the values against the same rules the Settings screens use.
4. If the change is in the "can only explain" list, Coach gives you the steps and the settings screen to use instead.
5. If you are not the Admin, Coach explains the change and says an Admin must make it.

Limits

• Only the Admin can apply or dismiss changes.
• Coach never sends messages to customers, never edits or deletes leads, and never changes anything without a click on Apply.
• Plan limits still apply to changes made through Coach. For example, Full auto needs the Growth plan or higher.
• Coach can add guidance rules for any channel. In AI Studio, you can't choose Messenger or web chat as a rule's channel.

Step-by-Step Instructions

Step 1: Know what Coach can look up

Any role can ask Coach about:

1. Branding and brand voice: company name, sender name, reply-to address, tone, answer length, formality, default currency, colors, email signature, quote and intro instructions, and voice settings such as traits, opening and closing phrases and words to avoid. The default currency and the quote and intro instructions are on the Quotes tab of Settings › AI Studio.
2. Mission and business type.
3. Routing and automation level: whether Pippin prefers quotes, prefers meetings or lets the AI decide, and whether replies use Review every reply, Supervised or Full auto.
4. Business profile: company name, what the business does and its industry.
5. Guidance rules and lead attributes, including weights.
6. Hot and warm score thresholds.
7. Follow-up sending window and your follow-up sequences (name, on or off, default, number of steps and channels).
8. Knowledge base summary of your most recent documents: which are ready, being processed or failed.
9. Connection status: whether your email inbox (Gmail or Zoho Mail), SMS, voice and Messenger pages are connected, and whether a calendar is connected.
10. Leads: finding a lead by name, company or email, reading a lead's conversation, and listing quiet leads.

Step 2: Know what Coach can change (Admin applies)

Ask Coach to prepare a change for:

1. Branding and brand voice (not the logo).
2. Mission.
3. Business type. Changing it from Travel Agency to a B2B type also turns costed quoting back to Catalog.
4. Routing (Prefer quotes, Prefer meetings, Let AI decide) and automation level (Review every reply, Supervised, Full auto).
5. Business profile.
6. Guidance rules: add, edit or remove one rule at a time.
7. Lead attributes: add, edit or remove one attribute at a time.
8. Hot and warm score thresholds. The hot score must be higher than the warm score.
9. Follow-up sending window: start time, end time and time zone. Start and end can't be the same time.
10. Turning one existing follow-up sequence on or off.
11. Adding to the knowledge base: pasted text or a public web page.

Step 3: Know what Coach can only explain

Coach gives steps and points you to the right screen for:

1. Connecting Gmail or Zoho Mail, SMS, voice, Messenger or Facebook Lead Ads (Settings › Channels).
2. Connecting a calendar (Settings › Connectors).
3. Inviting or removing users (Settings › Users).
4. Uploading files to the knowledge base, and editing or deleting knowledge documents (Settings › AI Studio).
5. Creating, editing or deleting follow-up sequences, or putting a lead on or off a sequence (Sequences).
6. Generating a full set of lead attributes at once (Settings › AI Studio).

Step 4: Ask Coach

1. Open Pippify Coach and ask, for example "What are my hot and warm thresholds?" or "Turn off my holiday sequence."
2. If Coach shows a Proposed change card, the Admin checks it and clicks Apply or Dismiss.

Verify It Worked

Success criteria:

• Coach's answer matches what you see on the matching Settings screen.
• After Apply, the card shows Applied. and the Settings screen shows the new value.

Troubleshooting

Common errors

• Coach says only the Admin can make the change: you are not the Admin. Fix: ask your Admin.
• "That change couldn't be applied. Try asking Coach again.": the save was refused, for example by a plan limit. Fix: check Settings › Billing, or make the change on the Settings screen.

Limitations & considerations

• Coach can't draft or send quotes and can't book meetings.
• Coach's lead tools search every lead in the workspace.

Next Steps & Related Resources

• Next steps:
  • How to Apply or Dismiss a Change Coach Suggests
• 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: 10/19/2026