Building and Organizing Coaching Tools with Tool Builder

Tool Builder is the administrative module used to create interactive, AI-driven coaching tools. Toolkits extend this functionality by grouping related tools and supporting attachments into structured collections, making them easy for your sales team to discover and use.

This module helps transform your organization's unique sales methodologies into guided, conversational AI experiences.

Please note: Tool Builder is used strictly to configure and organize tools. It is not a reporting engine, activity builder, or static content repository.

How-To Guides for Administrators

How to Access Tool Builder

To start building or organizing tools, navigate to the administrative workspace:

1. Locate the collapsible primary navigation ribbon on the left side of your screen.
2. Click on Tool Builder.

How to Create a Toolkit

Toolkits are logical containers used to group related tools based on a specific purpose or sales scenario:

1. Navigate to Tool Builder.
2. Open the Toolkits sidebar.
3. Click on Create Toolkit.
4. Enter a name and description for your toolkit.

How to Manage Tools and Attachments in a Toolkit

Once your toolkit is created, you can customize the tools and files associated with it:

1. Locate your toolkit and click the three-dot menu to edit.
2. Select the interactive tools you want to group together. You can add tools from your main Tools page or directly from within an individual Tool's configuration page.
3. Upload supporting Attachments (such as worksheets, cheat sheets, or templates) that you want to make available to users while they are using the tools.
4. Click save to apply your updates.

How to Delete a Toolkit

If a collection of tools is no longer needed:

• Locate the toolkit on your Tool Builder page.
• Click the three-dot menu (vertical ellipsis).
• Select Delete Toolkit and confirm the removal.

How-To Guides for Users and Managers

How to Launch and Use a Tool

Standard users and managers do not have access to the administrative Tool Builder, but they can easily launch active tools directly inside their conversational workspace:

1. Navigate to Chat from the left-side navigation ribbon.
2. Click on the Tools tab and select Toolkits.
3. Browse and select the toolkit you want to use.
4. Choose a specific tool from the collection and click Launch.
5. The AI will automatically open a new chat window and guide you step-by-step through the interactive coaching conversation.

Key Concepts and Vocabulary

• Tool: An interactive, AI-guided coaching conversation designed to walk a seller through a specific workflow (such as call planning or discovery preparation).
• Toolkit: A collection of related tools grouped together in one folder for easy discovery.
• Attachment: Supporting files (such as reference documents) that are attached to a toolkit to help users complete the tools.

Frequently Asked Questions (FAQs)

What is the difference between a Tool and a Toolkit?

• Tools are the actual interactive conversations you have with the AI.
• Toolkits are the organizational folders used to group those tools and their supporting files together by sales stage, methodology, or team focus.

Can standard users or managers edit toolkits?

No. Creating, editing, and deleting toolkits is an administrative function. Standard users and managers can only browse, launch, and interact with the toolkits that administrators have made available in Chat.

Do toolkits force users to complete tools in a specific sequence?

No. Toolkits are purely organizational. They do not alter how an individual tool behaves, nor do they enforce a specific order of completion. Users are free to launch any tool in the toolkit at any time.

Why is tool organization so important?

Poorly organized toolkits can make it difficult for your sales representatives to find the coaching they need. Grouping tools logically (for example, by pipeline stage or sales skill) and uploading highly relevant attachments will greatly improve user adoption.