Before your first call
1
Install the extension
Install Coach by Doris Labs from the Chrome Web Store. The Get the extension button on the Enablement page opens the same listing.
2
Sign in
Open the side panel and sign in with your Doris account. The extension has no separate account and no settings. It uses the settings of your workspace.
3
Turn on coaching for yourself
Select Enablement in the sidebar. Turn on Coach me on my calls. It applies only to calls you own.
4
Check the status line
The line below the switches says “Coaching is on for you.” or “Coaching is off for you.”, and gives the reason.
During a call
Coaching runs only on a call that the Doris notetaker has joined. The notetaker joining starts the coaching session. The notetaker leaving ends it. The panel cannot start a session. To make sure the notetaker joins, see Prepare for a call.1
Open the side panel
When the meeting starts, open the side panel from the Chrome toolbar.
2
Wait for the catch-up
The panel says “Waiting for a call” until the notetaker joins. Then Doris needs a short time to read what was already said.
3
Keep the panel open
Doris coaches only while the panel is open. If you close the panel for more than about 90 seconds, coaching stops until you open it again.
- Coverage — each part of the framework, marked covered or not yet, with a count and a bar
- The evidence — point at a part to see the buyer’s own words that covered it, or what it still needs
- The question — one question at most, about the part the conversation has just opened
What counts as covered
A part is covered only when the buyer gives a full answer that meets the framework’s standard. Doris quotes the buyer’s words back to you. These do not count as coverage:- The seller talks about the topic
- A question gets no answer
- The buyer mentions the topic only in passing
How often a question shows
Questions are rare on purpose. You are in a conversation, not a quiz.
A question is a suggestion, not a task. It goes away on its own. Dismissing it only clears your screen sooner.
Which framework the panel uses
- When an admin has set coaching for the workspace, the panel uses the framework that the admin picked. You can turn coaching off, but you cannot choose a different framework.
- When no admin has set it, you can still turn on Coach me on my calls. The panel then uses your own preferred framework.
- When nobody picks a framework, the panel uses MEDDPICC.
Turn coaching off
Turn off Coach me on my calls on the Enablement page. Nothing counts against you when you turn it off. Doris still processes your calls as before. Coaching is a view of a call, not a condition of it. When an admin turns coaching off for the workspace, the setting applies to every rep. Your switch is then disabled and says “Your workspace has coaching turned off.”For admins
An admin controls coaching for the workspace in the Live coaching section at the top of the Enablement page.1
Turn on for the workspace
Turn on Turn on for the workspace. Coaching is then on for every rep. A rep can still turn it off.
2
Pick a framework
Select a framework in Framework. The list shows your active frameworks. It unlocks after you turn on the workspace switch.
Troubleshooting
The panel says 'Waiting for a call' and the notetaker is already in the meeting
The panel says 'Waiting for a call' and the notetaker is already in the meeting
Check the status line on the Enablement page. If it says “Coaching is off for you”, Doris did not open a session. Doris opens a session only when coaching is on for the owner of the meeting at the time the notetaker joins.Turn coaching on, then start a new call. Doris does not open a session for a notetaker that is already in the meeting.
Coaching stopped in the middle of the call
Coaching stopped in the middle of the call
Check that the side panel is still open. Doris stops coaching about 90 seconds after the panel closes. Open the panel again to continue.
Coverage stays at zero for the whole call
Coverage stays at zero for the whole call
Usually the call is internal, or the buyer said little. Only what the buyer says can mark a part covered.It also happens when Doris cannot tell who is on which side. Doris treats a guest who joins from an unknown account as unknown, not as the buyer.
Sign-in fails
Sign-in fails
Install the extension again from the Chrome Web Store listing. A copy loaded from a folder cannot sign in.
The panel shows a different framework than I expected
The panel shows a different framework than I expected
See Which framework the panel uses. When the workspace has a framework, all reps use it. A team that coaches on two frameworks cannot compare its own calls.
What live coaching does not do
- It never sends anything to the buyer
- It does not speak, unmute or show in the meeting. Only the notetaker you invited is in the meeting
- It does not score the rep. Coverage is not a performance measure
- It has no settings in the panel. All settings are on the Enablement page