> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Set up an AI deal coach
> Create a deal coach, scope it to the right partners and deals, and refine its stage guidance, objections, enablement, and rules so partners get the right coaching on every matching deal.
A deal coach is a playbook scoped to the deals you choose, that surfaces stage guidance, objection handling, enablement, and rules of engagement on every matching deal, and that the partner support agent can deliver on demand. Introw drafts the first version with AI from your motion type, then you refine it. Reach for this when partners stall mid-deal because they do not know the next right move, and you want your best reps' playbook applied at scale instead of one deal at a time.
## What you'll achieve
A live deal coach: scoped to a pipeline, the right partner segments, and the right deals, with stage-by-stage objectives and guidance, objection responses, attached enablement assets, and your rules of engagement. When a partner works a deal that matches the scope, the coaching appears on the deal and the partner support agent can deliver the same guidance when asked.
## Before you start
Deal Coaching is on by default. If you do not see it under **Engage**, the module is not enabled on your plan.
Know which deal pipeline this coach covers; the coach pulls its open stages from that pipeline.
Decide which partner segments the coach applies to, and have any enablement assets you want to attach already in your asset library.
## Watch it
## Steps
### Create the coach
Go to [Deal Coaching](https://app.introw.io/deal-coaching) and select **Create Deal Coach**.
In the **Create Deal Coach** dialog, set:
* **Pipeline** - the deal pipeline this coach covers. The coach builds its stage guidance from this pipeline's open stages, so choose the one partners actually work these deals in.
* **Start from template** - the motion the coach is built for, which shapes the AI's first draft. Choose **Reselling Coach** when the partner owns the customer journey and you enable them, **Co-Selling Coach** when you and the partner run a joint sales process, or **Referral Coach** when the partner refers leads and influences your process. The default is **Reselling Coach**.
Select **Create**. Introw generates a first-draft playbook from your company details and the chosen motion, then opens the coach. Generation takes a moment; the page updates itself when the draft is ready.
### Scope who and which deals it covers
On the coach, select **Configure** to open the **Configure Deal Coach** dialog. Scope decides which deals the coaching appears on.
* **Name** - a clear name so the coach is easy to find in the list (for example "EMEA Reselling - Enterprise").
* **Partner segment** - limit the coaching to partners in the selected segments. Leave it empty to apply to all partners; set it when, say, only certified or tier-1 partners should get this playbook.
* **Deal property segmentation** - add filters on deal properties so the coach only applies to matching deals (for example a region, product line, or amount threshold). Leave it empty to cover every deal in the pipeline.
Select **Save Changes**. The coach now matches only the partners and deals you defined.
### Refine the playbook
On the **Stage Guidance** tab, work through each pipeline stage. Per stage set:
* **What must be achieved** - the objective for that stage, the exit criteria before a deal should advance. This is what tells a partner whether they are really ready to move on.
* **How to achieve it** - the concrete guidance on what the partner should do to hit that objective, mirroring how your best reps work the stage.
* **Email template** (under **Show email template**) - an optional ready-to-send email for that stage, so partners are not drafting outreach from scratch. Leave it empty if you do not want a template for a stage.
On the **Objection Handling** tab, select **Add Objection** for each common objection and fill in:
* **Objection** - what the prospect is likely to say.
* **Response** - how the partner should answer it.
Capture the objections partners actually hear so they are never caught off guard and stop escalating every pushback to you.
On the **Enablement** tab, select **Add Assets** and choose the materials partners should reach for during these deals (one-pagers, case studies, decks). They surface in the moment of need instead of partners hunting through a library.
On the **Rules of Engagement** tab, write the guardrails partners must respect, what they can promise, when to involve you, what to avoid, and stakeholder or escalation rules. This keeps partners empowered without going off-script.
Select **Save Changes** to publish your edits. The AI draft is only a starting point, so review every tab before partners rely on it.
## Verify it worked
Open a deal that matches the coach's pipeline, segment, and deal filters. The coaching view appears on the deal with the current stage's objective and guidance, the objections, the enablement assets, and the rules of engagement, and the partner support agent returns the same guidance when a partner asks about the deal. If nothing shows, the deal does not match the coach's scope, so revisit the pipeline, partner segment, and deal filters.
## Related
Settings, tabs, prerequisites, and limits for deal coaching.
Manage the enablement assets a coach surfaces.