Chat AI Setter Coach

/dashboard/chat?tab=ai-setter published

Summary: Open AI Setter Coach mode for conversation and lead-follow-up guidance.

Prerequisites

  • Signed-in dashboard session
  • Access to `/dashboard/chat?tab=ai-setter`

Steps

Open AI Setter Coach tab

Visit `/dashboard/chat?tab=ai-setter` from AI Tools.

Expected result: AI Setter Coach context loads in the chat workspace.

Screenshot path: output/playwright/help-center/chat-ai-setter/01-chat-ai-setter.png

FAQ

Is AI Setter tied to Auto DM?

It complements lead handling flows and can be used alongside Auto DM strategy work.

Troubleshooting

AI Setter context does not appear

Verify the URL tab parameter and reopen from AI Tools navigation.

Guide Markdown

Guide Goal

Help users access the AI setter conversation workflow.