Overview

Coach Pilot uses a role-based access model with three distinct roles. Each role builds upon the previous one, meaning permissions are cumulative — a Company Admin can do everything a Selling Manager and Seller can do, plus additional administrative capabilities.

Seller

The Seller is the core end-user role in Coach Pilot. Sellers interact with AI coaching during and after sales calls, manage their own deal pipeline, and use the Workspace to execute sales tasks with AI assistance.

Key capabilities include:

• Personal Dashboard with deal overview, calendar, meetings, and coaching nudges

• Full access to the Workspace, including all 6 skill categories and conversational coaching

• Pre-call briefs and AI-generated meeting agendas

• Call recording with real-time coaching sidebar

• Post-call coaching scorecards and AI coaching conversations

• Personal Action Hub with AI-suggested follow-ups, CRM updates, and tasks

• Personal deal pipeline and forecast view

Selling Manager

The Selling Manager has all Seller capabilities plus team-level oversight and coaching tools. This role is designed for anyone who manages one or more Sellers.

Additional capabilities beyond Seller:

• Team Filter bar on the Dashboard with Territory and Role filters

• Ability to identify at-risk reps, team forecast alerts, and coaching opportunities

• Access to any direct report's post-call page and coaching scorecard

• Team-level call review dashboard with total calls, average playbook score, objection trends, rep comparison, scorecard trends, and coaching effectiveness metrics

• Manager Action Hub with coaching action cards (Deal at Risk, Objection Handling Score Dropped)

• Team Forecast view with rep-submitted vs AI forecast, gap to target, and per-rep breakdown

• Forecast Delta view ranking deals by the largest rep-to-AI forecast gap

• Kanban-style team deal pipeline view

Company Admin

The Company Admin is the primary administrator for a customer organisation. In addition to all Seller and Manager capabilities, Company Admins manage platform configuration, users, and organisational settings.

Additional capabilities beyond Selling Manager:

• Full Seller/Manager Dashboard plus a Notifications section with release notes and platform announcements

• Team Member Management — invite users, assign roles, generate domain-locked invite links, manage access

• Sales Methodology selection and configuration

• Playbook assignment to the organisation, teams, or individual sellers

• Skills & Objectives visibility controls

• CRM & Connector configuration (Salesforce, HubSpot, Microsoft Dynamics)

• Recording & Compliance settings

• Agentic Action settings and CRM field whitelisting

• Deal Health & Briefing configuration

• Organisation-wide Analytics with adoption health scores and activity tracking

Role Inheritance

Roles in Coach Pilot are cumulative. A Selling Manager inherits all Seller permissions, and a Company Admin inherits all Selling Manager (and therefore all Seller) permissions. This means you never lose access to features as your role grows — you only gain additional capabilities.