Coach

Tune your agent’s instructions, skills, and knowledge through an interactive chat panel.

Coach is an interactive chat panel that helps you refine an agent after it’s created. Instead of hand-editing CLAUDE.md, you describe what you want in plain English - Coach proposes concrete changes, and you apply or reject each one.

Open the Coach panel

1. Go to the agent’s detail page
2. Click Coach in the top-right - the panel slides in from the right
3. The panel stays open across tabs; close it with the × at top-right

Ask in plain English

Tell Coach what you want the agent to do. Examples:

Help me build a weekly metrics router - route questions about
revenue to the data team and product metrics to PM.

This agent keeps paraphrasing user questions before answering.
Make it lead with the answer, then show the SQL.

Coach reads the current system prompt, skills, memories, and knowledge, then streams a reply.

Attach a file

Click the paperclip icon in the composer to attach a document. Coach will read it and reference it when drafting proposals — useful for sharing a style guide, a sample conversation log, an API spec, or any context you want Coach to reason from.

[attach: slack-log.txt]
The agent gave this response but it's too long. Make it punchier.

Supported types: PDF, Markdown, text, CSV, JSON, YAML, XML, HTML — up to 20 KB of extracted text per message.

The file is session-only — it’s not stored. If you want the content available to the agent permanently, add it as a wiki source in the Knowledge Library.

Attaching a PDF style guide and asking “does this agent match our tone?” is a fast way to audit and tighten instructions in one pass.

Review proposal cards

Coach’s changes arrive as proposal cards - one per distinct change. Each card shows:

• What will change (system prompt, a skill, or a memory)
• A diff preview (green = added, red = removed)
• Apply and Reject buttons

You can apply some cards and reject others. Nothing changes until you click Apply.

What Coach can change

Proposal kind	What it is
System prompt	Rewrites the agent’s instructions
Skill	Adds, edits, or removes a skill (slash command)
Memory	Adds, rewrites, or removes a saved fact/rule

Every applied change is snapshotted automatically, so you can restore via History if something goes wrong.

Wiki access (read-only)

Coach can read the agent’s assigned wiki folders for context — list_file_sources shows what file content is available across the agent’s folders, and read_file_source returns the verbatim text of one source. This lets Coach audit claude.md or skills against actual reference material.

Coach cannot add, edit, or delete wiki sources. Wiki content is shared across many agents and belongs to the folder owner — edits go through the Knowledge Library so the owner stays in control.

Looking things up

Coach can browse the web while drafting a proposal - useful when you ask it to pull in an API shape, a canonical reference, or a public doc you mentioned.

Close mid-stream

If you close the panel while Coach is still streaming, the turn still persists. Reopen the panel later and pick up where you left off - proposals that were mid-flight either landed as pending cards or were discarded cleanly.