What the Coach Setup Checks Mean
| Feature Availability | User Permissions | Business Type | Time to Complete | Skill Level |
|---|---|---|---|---|
| All plans and the free trial | All roles (some checks are shown to the Admin only) | All business types | About 5 minutes | Beginner |
Summary
Overview: When you open Pippify Coach, it checks your workspace and shows buttons for anything missing or worth improving. This guide explains each check, why it matters and how to fix it.
Prerequisites:
- Access to Pippify Coach.
How Coach Decides
- The check runs each time you open the Coach welcome screen. It is a fixed list of checks on your saved settings, so it is the same every time for the same setup.
- Each check gets one of three levels, shown in this order:
- Needs attention (alert icon): something that stops Pippify from working as expected.
- Suggestion (light bulb): something that would make Pippin work better.
- OK (check mark): this part is fine.
- The line under the welcome title counts the checks that need attention.
- Checks that only the Admin can fix are hidden from Sales Managers and Sales Reps.
- Clicking a check sends a question to Coach about it, and Coach helps you fix it.
Limits
- The checks look at your knowledge base, email, calendar, mission, guidance rules, automation level, follow-up sending window and follow-up sequences only.
- The results are kept for a short while, so a fix may take a moment to show.
- Only the Admin can apply fixes that change settings.
Step-by-Step Instructions
Step 1: Read the checks
- Open Pippify Coach. The checks appear as buttons under the welcome title.
- Hover over a check to read its explanation.
Step 2: Understand each check
| Check | Level | What it means | How to fix it |
|---|---|---|---|
| Your knowledge base is empty | Needs attention | Pippin has no documents to answer price, inclusion and policy questions from. | Add documents. See How to Fill Your Knowledge Base With Coach. |
| N knowledge-base documents indexed | OK | Pippin can use these documents in its answers. | Nothing to do. Click it to ask what your knowledge base covers. |
| No email inbox connected | Needs attention | No email inbox (Gmail or Zoho Mail) is connected, so Pippify can't see email leads. | Connect Gmail or Zoho Mail in Settings › Channels. Coach can't connect it for you. |
| No calendar connected | Needs attention when Pippin is set to aim for meetings or to let the AI decide; otherwise a suggestion | Pippin is meant to offer booking links but has no calendar to book into. | Connect Cal.com or TidyCal in Settings › Connectors. |
| No mission set (Admin only) | Suggestion | Pippin is using the built-in template for your business type. | Ask Coach to help write a mission, then apply it. |
| No guidance rules yet (Admin only) | Suggestion | Pippin has no standing instructions from you. | Ask Coach to suggest and add guidance rules. |
| You have approved every booking link so far (Admin only) | Suggestion | You're on Supervised, your plan includes Full auto, and you have approved a number of booking links by hand. | Consider Full auto, which sends booking links itself. Quotes still wait for approval either way. |
| Quiet hours are still the default (Admin only) | Suggestion | Your follow-up sending window is still the default: follow-ups only go out 08:00–20:00 Asia/Manila time. | If your customers are in another time zone, change the Follow-up sending window on the Sequences page, or ask Coach. |
| No follow-up sequence is running | Suggestion | No sequence is turned on, so leads who go quiet are not chased. The sequence the setup wizard prepares (Follow up quiet inquiries) starts turned off, so this check shows until you turn it on. | The Admin can turn on or create a sequence on the Sequences page. |
Step 3: Fix a check
- Click the check. Coach sends a question about it, for example "How do I connect my email inbox?"
- Follow Coach's answer. If it shows a Proposed change card, the Admin can click Apply.
- When you're done, start a new chat (+ under Chat history) to see the updated checks.
Verify It Worked
Success criteria:
- The fixed check no longer appears, or changes to OK.
- When nothing needs attention, the welcome line reads "Your setup looks good. Ask me anything about it."
Troubleshooting
Common errors
- "I couldn't check your setup just now, but you can still ask me anything.": the check didn't load. Fix: reload the page later. Coach still works.
Limitations & considerations
- Quiet hours are still the default also shows if you deliberately chose 08:00–20:00 Asia/Manila. If that's right for you, you can ignore it.
- The You have approved every booking link so far check only appears when your plan includes Full auto. Plans that include it are Growth and up. See Settings › Billing.
- The checks don't cover SMS, WhatsApp, voice, Messenger, Facebook Lead Ads, web chat or web forms.
Next Steps & Related Resources
- Next steps:
- How to Review Your Setup With Coach
- Related articles:
- How to Use the Complete Your Setup Checklist
- How to Choose Quotes or Meetings and the Automation Level
- How to Set the Follow-Up Sending Window
- How to Create a Follow-Up Sequence
Need more help? For more information and assistance, please send an email to support@pippify.ai.
Last Updated: 10/19/2026