Nine triggers. Six action types. Coaching that scales.
When a client misses a check-in, send a message. When a halo score drops, notify the coach. When a streak hits 7, celebrate. Automations let coaches scale their attention without losing the personal touch.
The Client Halo View
Coaches see the full picture, not just a number. Ring chart. Pillar scores. 30-day trend sparklines. Adherence bars. Anomaly alerts. The Client Halo View gives coaches deep context on every client's balance across Body, Mind, and Soul.
Anomaly detection
Coaches see anomalies before clients mention them. A sudden drop in soul completion. An unexpected sleep pattern change. The system detects unusual patterns and surfaces anomaly alerts. Proactive coaching, powered by data.
AI triage
Not all clients need the same attention at the same time. The AI-powered triage queue ranks clients by urgency. Recovery needed? Check-in overdue? Halo score dropping? Coaches attend to the right person first.
AI-drafted messages
Writer's block when messaging a client? AI handles the draft. The system drafts a contextual message based on the client's recent data, check-ins, and progress. The coach edits and sends. Faster communication. Still personal.
Session summaries
15 minutes of notes reduced to 15 seconds. After a coaching session, the system generates a draft summary. Key points, action items, follow-ups. The coach reviews and sends. AI that saves time, not replaces judgement.
Conditional check-in forms
Conditional logic in a check-in form. Built for coaches. Drag-and-drop form builder. Show question B only if the answer to question A is "Yes." Multiple field types. Fully customisable.
Guided audio from text
Beautiful audio from text. Authored by coaches. Guided meditation. Breathwork. Body scan. Visualisation. Sleep stories. Morning rituals. Coaches write the script. ElevenLabs synthesises the voice. Professional audio without a recording studio.
Live video sessions
Live video coaching sessions. Built in. Video rooms, recording consent, meeting URL integration. Ready for practitioners who want to add telehealth to their practice without a separate tool.
Voice notes
Sometimes a 30-second voice note lands better than a paragraph of text. Coaches record and send voice messages to clients. Personal, warm, and fast.
Learning that sticks
Coaches build learning modules with embedded recall questions. Spaced repetition ensures retention. Because learning is not a one-time event. It is a rhythm.
Prompt sequences
Structure for the mind, delivered one step at a time. Coaches author sequences of prompts for learning, attention training, and cognitive resets. Each prompt builds on the last. Progressive cognitive development, not information dumps.