Discovering and Launching Tools
The Tools module is the user-facing interface designed to help you easily locate and launch interactive, AI-driven coaching tools in Jenius. These tools are delivered as guided chat experiences and are organized into logical Toolkits so you can quickly find and apply the right coaching methodology at the appropriate time in your sales cycle.
Please note: This module is strictly for browsing and launching tools. Creating, configuring, or managing tools is done in the administrative Tool Builder module.
How-To Guides
How to Browse and Discover Tools
To find the coaching tool you need, browse the categorized collections:
- Navigate to the Tools module from the collapsible left-side ribbon.
- Browse the available Toolkits, which are logical categories grouping related tools by specific purposes or sales stages.
How to Start and Complete a Guided Coaching Tool
Once you find the right tool, you can initiate the chat experience:
- Select the specific tool you want to use from within a Toolkit.
- Click Start to launch the interactive, chat-driven experience.
- Follow the guided prompts provided by the AI as it walks you step-by-step through the structured methodology.
- Complete the interaction to generate your final structured results, or exit the chat at any time.
How to Manage Tools and Attachments in a Toolkit
Once your toolkit is created, you can customize the tools and files associated with it:
- Locate your toolkit and click the three-dot menu to edit.
- 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.
- Upload supporting Attachments (such as worksheets, cheat sheets, or templates) that you want to make available to users while they are using the tools.
- Click save to apply your updates.
Key Concepts and Vocabulary
To make the most of this module, it helps to understand these platform terms:
- Toolkit: A logical category or folder that groups related tools together based on a specific sales use case or objective.
- Tool: The actual interactive, chat-driven coaching conversation designed to help you work through a specific scenario.
- Tool Prompt: The underlying instructional logic and rules that govern how the AI guides your conversation.
- Tool Output: The final structured summary or document generated upon the completion of a tool interaction.
Frequently Asked Questions (FAQs)
What is the difference between a Tool and a Toolkit?
A Toolkit is an organizational category or folder, whereas a Tool is the actual interactive, guided coaching conversation you launch to practice or plan.
Can standard users or managers edit Toolkits?
No. Toolkits are managed entirely by administrators. Standard users and managers have view-only permissions to browse and launch tools.
Do Toolkits enforce a specific sequence of tools?
No. You do not have to complete tools in any particular order. You can select and launch any tool within a Toolkit at any time based on your immediate sales needs.
Do tools share information or conversation state between sessions?
No. Each tool session runs independently. Unless explicitly designed, individual tools do not share data or status with other tools.
