The Team tab is for the team owner and Admin seats. Reps don’t see it. Open Coaching in
your sidebar and you land on Team.
The tiles
Owners and admins aren’t counted on the Team tab, even if they dial.
What Ari suggests
Ari suggests shows up to three cards for the week, each one a fixed rule that fired on your team’s calls. The cards only propose: nothing reaches a rep until you act. They’re made on Monday morning, or on your first visit that week, and the section is hidden when no rule fired.
Click × on a card to hide it for the rest of the week.
Skills on real calls
The heatmap has one row for each rep with a scored real call in the range. There’s a column for each skill your team scores, plus Practice this week and Trend. Colors run from under 60 to 80+. Click a column header to sort.- Click a score to open that rep’s calls in Call history for the same range, sorted lowest on that skill first.
- Click a rep’s name to open their My coaching, read only.
- Practice this week shows a red none for a rep who dialed this week but didn’t practice.
- Trend compares the rep’s overall score with the range before. Within 1 point it reads flat.
- Rep group filters the rows. It shows when you have saved groups of reps.
Training plans in progress
One card for each training plan with open assignments. A bar shows how many reps finished, are on track or are behind, with the soonest due date. Click a card to open the plan’s progress. See Assign training plans.Nudge a rep
Nudge a rep from an Ari suggests card or from a training plan’s progress. The rep gets a notification in the app right away, such as “Taylor asked you to fit in a practice call today”, with today’s focus. A copy goes by Slack or email between 8 am and 6 pm their time. You can nudge each rep once a day. You can’t nudge another owner or admin.Your Monday digest
On Monday morning, owners and admins who assigned a training plan with Monday digest to me: who practiced, who improved switched on get “Your team’s coaching this week”. The switch is on by default. The digest says:- who practiced last week and who didn’t
- who improved most on real calls
- which training plans are due this week, and who’s behind
- new certificates
- the top Ari suggests card
A weekly rhythm that works
These are suggestions built on what the product does. Change the rhythm to fit your team.
Pick one thing at a time. “Get past “Just send me an email”” is something reps can practice. “Get
better at calls” isn’t.
Good to know
Why is a rep's cell a dash?
Why is a rep's cell a dash?
The rep needs 10 scored real calls in the range, and 5 of them that show the skill. A call is
scored when a person answered, it lasted longer than a minute and it was recorded, unless your
team changed those rules. See Score calls with your team’s rubric.
Why is Ari suggests empty?
Why is Ari suggests empty?
No rule fired this week. Small teams, and teams with few scored calls, may not see cards every
week.
Does Ari assign practice on its own?
Does Ari assign practice on its own?
No. Ari’s cards only propose, and every practice call Ari drafts opens for you to check before
any rep sees it. A training plan is assigned automatically only when you switch that on for the
plan.
How fresh are the numbers?
How fresh are the numbers?
A rep’s numbers update each time one of their real calls is scored, and a catch-up runs every
night.
Can I see a rep's practice recordings?
Can I see a rep's practice recordings?
Only the attempts they submit to you. You see every rep’s best score on each training plan
step, and their scores on real calls.
Next steps
Assign training plans
Give reps practice calls in order, with a due date and a certificate.
Build a practice call
One sentence or a real call becomes a practice call in about 10 seconds.