AI Agents

Coaching Agent

Analyze how the last training meeting with the client went.

Coaching Agent

I am analyzing the meeting transcript and the messages exchanged, looking for patterns in engagement and effectiveness in the agent's communication.

I identified that the client showed hesitation and prolonged silence when the 'Reports' module was explained, suggesting that the functionality was not yet understood.

I recommended a video support material specifically focused on Reports to be sent to the client. I suggested a more consultative approach to the agent for the next call, focusing on practical use cases." • +60%

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What this Agent solves for you

What it does

Evaluates interactions between the service agent and the customer, provides feedback, and suggests more effective approaches.

Automated activities

Analyzes messages and meetings to identify engagement patterns
Recommends communication improvements based on best practices
Suggests quick responses and support materials for the Customer Success team.

Agent Subfunction

Training and Adoption

Results and impact

67%

less onboarding time

+60%

engagement during onboarding

90%

fewer errors in handoffs between sales and customer success.

Your life gets faster with Pipefy AI Agents

67% faster

Traditional path

1–2 weeks

With Pipefy AI Agent

2+ days

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Coaching Agent and how does it work?

The Coaching Agent is a specialized AI Worker within Pipefy's AI-Powered Client Onboarding solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Coaching Agent in Pipefy?

The cost of the Coaching Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Coaching Agent and manual processes?

While manual processes rely on manual intervention at every step, the Coaching Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Coaching agent for my company?

To choose the right Coaching agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.