Help center
Koachly help center, in plain words.
Short answers on setting up Koachly, an AI sales coach: running Live coaching on Zoom, Google Meet and Microsoft Teams, uploading calls, plans and billing, privacy and quick fixes.
By the Koachly team · Last updated
How to use Koachly, by topic
Start here
How to use Koachly: your account, your first call and your team.
Using Koachly
Live coaching on Zoom, Meet and Teams, uploads and the apps.
- Live coaching on Zoom, Meet and Teams Start Live coaching, share your call tab with sound and read tips only you see.
- Upload a recording File types, size limits, upload minutes by plan and what you get back.
- Desktop, extension and phone apps The Koachly browser extension, desktop app, and iPhone coaching app — what each one does and how to get started.
- Team playbooks How managers create call scripts and share them with the team so Koachly coaches reps against each step live.
- Live manager dashboard Watch every rep's active call in real time: live score, duration, and the last coaching tip they received.
- Extension auto-start Let the Koachly extension start coaching automatically whenever it detects a Zoom, Meet or Teams tab.
- Phone coaching on iOS Get live coaching tips during regular phone calls on your iPhone using speakerphone mode.
Teach Koachly
Bring your prices, answers and rules, from documents, voice notes and AI chats.
- Teach Koachly in 10 minutes What to gather, what to upload and how review works.
- Prepare for Teach Koachly A list to send your team before you start.
- Export your ChatGPT history Download your ChatGPT data and import the sales chats.
- Export your Claude history Download your Claude data and import the sales chats.
- Export your Gemini activity Use Google Takeout to download Gemini Apps activity.
- Export your Microsoft Copilot activity Download Copilot activity from your Microsoft account.
- Connect Koachly to your AI assistant Use Koachly inside ChatGPT, Claude, Gemini or Copilot.
- Upload sales documents Price sheets, battle cards, playbooks and policies.
- Voice notes and recordings Talk through how you sell, or upload a training.
- Paste notes Paste rules, answers or a chat as text.
Account and billing
Plans, the free live call, extra hours, payments and privacy.
Fix a problem
Quick fixes when something doesn't work.
FAQ
Quick answers about Koachly
Koachly is an AI sales coach. It preps you before a sales call, shows short private tips during it on Zoom, Google Meet and Microsoft Teams, and scores the call after from 0 to 100 with 3 fixes.
Yes, there is a Free plan with no card and no time limit: 5 calls a month, practice with an AI buyer and one 30-minute live coaching call per account. Pro is $49 per user a month.
Chrome or Edge on a computer. Live coaching needs them to hear your call tab. Desktop, extension and phone apps are coming soon.
No. Only you see them. No bot joins your call. Koachly listens on your side, and you tell the other person you use a coaching tool.
Koachly support: still stuck?
Write to us and pick Support. A real person reads every message. For live coaching problems, start with Koachly troubleshooting.
Get help on your next call.
Works with Zoom, Google Meet and Microsoft Teams.
Free account. No credit card.