Sales Coach is a Frannie AI agent that helps lead owners handle objections, prepare for calls and convert more leads. This guide shows admins how to give users access, load the documents it learns from, and keep it sharp.
You need a Corporate Administrator role, or a role with Can Access AI Chatbot › Can Access Chatbot Settings. Have your sales playbooks, scripts and FDD extracts ready in the Hub Library or on your computer (files under 100 MB; upload transcripts for videos).
Step-by-Step Instructions
Follow these steps to set up the Sales Coach AI Bot
Give users access to Sales Coach
Open the role, search for the Can Access AI Chatbot permission, enable Can Access Sales Coach Chatbot and save.
Open the Sales Coach settings
Click the Frannie star icon in the menu bar, click Settings in the top-right corner and select Sales Coach.
Add data sources
Click the Data Source icon, then Add New Data, and pick files from the Hub Library or Upload from File, confirm your selection and click Upload.
You can also send a Hub file straight to the agent: open its ⋮ menu, choose Save to AI Agent and pick Sales Coach. Updating a Hub document automatically replaces the old version in the knowledge base.
Every file added as a data source is visible to all Sales Coach users, regardless of Hub permissions. Sales Coach answers only from these documents; anything else returns an "I don't know" response (wording customizable via FranConnect Support).
Check processing status
Files show as Queued and usually process within a minute; filter by Failed and use Retry or Delete from the ⋮ menu as needed.
Monitor and improve answers
From Frannie › Agent Settings › View Conversations, review "I don't know" answers and thumbs-down feedback, then add or consolidate documents to fill the gaps.
Keep the agent library lean: one authoritative file per topic, remove obsolete files, and add a monthly-reviewed glossary or support-routing document. Strong sources include FDD sections you can legally share, qualification guidelines, buyer personas, call and objection scripts, follow-up templates and FTC compliance guidance.
Train lead owners
Show lead owners the Sales Coach button in Lead Management for an instant lead assessment, and coach them to give context: lead stage, persona, objections and last touchpoint.
Encourage pre-call role-play (ghosting, budget mismatch, hesitant spouse), compliant wording for earnings and territory questions, and persona-tailored scripts. Sales Coach currently reads only the lead's Primary Info tab.
FAQs
Does Sales Coach follow Hub file permissions? Not yet — knowledge-base access control is planned. Can I rename the agent? Yes, via your Account Manager or FranConnect Support; avatars cannot be changed. Is it on mobile? Yes, Frannie agents are available in the FranConnect mobile app.