Choose the coaching setup
Open Settings → Live Coach and review the available coaching controls for your workspace. Enable the feature only for teammates who should monitor or assist live calls.
Live coaching is for active team calls; it does not rewrite the AI agent or change completed-call records. Explain the workflow to participants and follow your organization’s recording and monitoring policies.
Verify before relying on it
Use a company-controlled test call. Confirm the coach can find the active call, the caller experience remains normal, and the teammate knows how to leave the session. If a live call is not visible, check the call status, the teammate’s permissions, and whether the call is on the supported workspace number.