Getting Started with CoachAI
Set up your CoachAI account quickly and configure your first goals and commitments to start building accountability.
Prerequisites
Before starting, ensure you have:
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A valid email address for account verification
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Access to
https://dashboard.example.com(CoachAI dashboard) -
Optional: Team member emails for invitations
Create and Verify Your Account
Follow these steps to get your CoachAI account up and running.
Verify Email
Check your inbox for the verification email from CoachAI.
Click the link to activate your account.
Log In
Return to https://coachai.au/login and sign in with your credentials.
You'll land on the onboarding dashboard.
Onboarding Walkthrough and Initial Setup
Complete the guided setup to configure your workspace.
Set Up Client Dashboard
Name your workspace (e.g., "My Coaching Practice").
Add your first client via email invite.
Enable CoachAI Chat
Toggle CoachAI in settings.
Customise nudges for check-ins.
Define Team Priorities
Enter weekly outcomes and initiatives.
Set due dates for key metrics.
Configure Automated Check-ins
Schedule weekly nudges for your team.
Select report format (short/long).
Add Your First Client or Team Member
Invite others to collaborate seamlessly.
Navigate to Team
From the sidebar, select Team or Clients.
Send Invite
Enter their email and assign a role.
Set permissions (view/edit).
Onboard New Member
They accept the invite and complete profile.
Assign them to your first initiative.
Invites expire after 7 days. Resend if needed from the Pending tab.
Complete Your First Commitment and Check-in
Test the system end-to-end.
Create Commitment
Go to Commitments > New Commitment.
Add: Task (Finish Q1 report), Due Date, Metric (Submitted by EOD).
Run Check-in
Trigger a manual check-in or wait for automation.
Log progress: 80% complete, blocker: data access.
Review Progress
Check the dashboard for visibility.
Use CoachAI chat for nudges if stuck.
Next Steps
Authentication
Secure your account with API keys and webhooks.
Advanced Features
Explore commitments engine and reporting.
Changelog
Stay updated with latest releases.
Help Center
FAQs and troubleshooting.
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Email not received? Check spam folder or resend verification.
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Invite failed? Ensure email domain allows external invites.
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Check-in not triggering? Verify automation settings in
Rhythms.
Last updated Mar 4, 2026
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