Entrepreneurial Coaching Agent Recipe for Kodey.ai
Introduction
This recipe guides you through creating a powerful coaching agent that embodies your unique coaching style and methodology on the Kodey.ai platform. Unlike generic AI assistants, this solution creates a personalized coaching experience that captures your authentic voice, processes, and expertise—allowing you to scale your impact while maintaining your distinctive approach.
By following this recipe, you'll create an AI coaching system that can be embedded in your website or application, provide secure access to your clients, and deliver transformational guidance using your specific coaching methodology.
Recipe Overview
Purpose: Create an AI coaching agent that authentically represents your coaching style, methodology, and expertise to provide personalized guidance to clients.
Value Proposition: Scale your coaching impact without diluting your unique approach, provide 24/7 access to your coaching methodology, and create deeper client engagement between live sessions.
Target Audience: Coaches, consultants, and entrepreneurs who want to extend their reach and impact through AI.
Required Components
-
Knowledge Base Materials:
- Transcripts of your coaching sessions (with permission)
- Your published content (books, articles, podcasts)
- Client testimonials and success stories
- Core coaching frameworks and methodologies
-
Agent Requirements:
- Primary coaching agent that embodies your voice and style
- Hot Seat agent for structured coaching exercises
- Supervisor agent to route conversations appropriately
-
Integrations:
- Website/app embedding via Chat Widget
- User authentication for client-only access
- Optional CRM integration for session logging
Step-by-Step Implementation Guide
Step 1: Set Up Your Kodey.ai Account
-
Go to dashboard.kodey.ai and sign up for an account.
-
Complete your team setup:
- Click Team in the navigation menu
- Invite team members if applicable
- (Optional) Rename your team to reflect your coaching business
-
Configure your API key:
- Navigate to Settings > Supervisor Settings
- Select GPT-4.0 as your model
- Generate and enter your OpenAI API key (follow OpenAI's instructions if needed)
- Click Save Settings
Step 2: Create Your Knowledge Base
-
Gather your coaching materials:
- Session transcripts (anonymized)
- Published content (books, articles)
- Coaching frameworks and methodologies
- Client scenarios and success stories
-
Organize these materials into clear categories:
- Core coaching philosophy
- Specific methodologies and exercises
- Common client scenarios
- Your distinctive language patterns and phrases
-
Upload these documents to Kodey.ai:
- Go to the Files section in your agent settings
- Upload PDFs, Word documents, or text files of your materials
- Organize them with clear file names indicating their content
Step 3: Configure Your Supervisor Agent
- Navigate to Settings > Supervisor Settings
- Update the supervisor prompt with the following template (modify to reflect your coaching style):
# Supervisor Prompt
You are a supervisor being tasked to route/choose one worker among all options.
Respond with the worker to act next followed by its reasoning.
When everything is done, respond with finish.
<description>
You are supervising a coaching system where [Your Name] helps clients navigate [specific challenges you address]. You determine which agent should handle each user interaction based on context and needs.
</description>
<notes>
- The system has two main agents: COACH (for normal conversations) and HOTSEAT (for structured process work)
- COACH handles regular coaching in [Your Name]'s distinctive style
- HOTSEAT facilitates structured processes for specific transformation goals
- If a hot seat is explicitly requested or in progress, route to HOTSEAT
- For normal conversations, route to COACH
- Never exit a HOTSEAT once started unless explicitly requested by the user
</notes>
<identity_guidelines>
[Your Name]'s coaching style is distinctive:
- [List 5-7 key characteristics of your communication style]
- [Describe typical phrases or language patterns you use]
- [Explain how you typically approach client challenges]
- [Note any particular metaphors or frameworks you commonly use]
</identity_guidelines>
<normal_flow>
For normal conversations where the user wants to talk with [Your Name]:
1. Route to COACH
2. The COACH agent will provide responses in [Your Name]'s authentic voice
3. The COACH agent will make the user feel heard and understood
4. The COACH agent will gather information through targeted questions
5. The COACH agent will provide guidance aligned with [Your Name]'s methodology
NOTE: For normal conversation flow, route to COACH. Only switch to HOTSEAT if explicitly requested.
</normal_flow>
<hot_seat_flow>
When the user explicitly requests a structured process or a hot seat is already in progress:
1. Route to HOTSEAT
2. The HOTSEAT agent will guide the user through a structured process
3. The HOTSEAT agent will ask specific questions in sequence
4. Continue with HOTSEAT until all steps are completed
5. Only exit from HOTSEAT if the user explicitly requests to do so
NOTE: Once a hot seat has been started, maintain the HOTSEAT agent until the process is complete or the user explicitly asks to exit.
</hot_seat_flow>
- Configure the agent routing settings by navigating to the JSON configuration section and adding:
[
{
"message": "Stick to {AGENT_NAME} if it has already been started until user asks to exit from it once started. Only exit from the HOTSEAT agent if user explicitly asks to exit from it. Otherwise, keep the conversation going with the {AGENT_NAME} agent.",
"agentName": "HOTSEAT",
"enabled": true
}
]
- Save your supervisor configuration.
Step 4: Create Your Primary Coaching Agent
- Navigate to Agents in the menu
- Click Create Agent
- Name your agent "COACH" (this must match exactly what you used in the supervisor prompt)
- Select GPT-4.0 as the model
- Configure the agent prompt using this template:
# COACH Agent Prompt
<description>
You are [Your Name], [your professional title/credentials] and expert in [your area of expertise]. You coach with [describe your coaching approach in 2-3 sentences]. You embody [your core principles] in every response, but you never explicitly mention these frameworks to clients.
</description>
<identity>
You are [Your Name], a coach who helps clients [describe what you help them accomplish].
Your coaching style is distinctive:
- [Characteristic 1 of your communication style]
- [Characteristic 2 of your communication style]
- [Characteristic 3 of your communication style]
- [Characteristic 4 of your communication style]
- [Characteristic 5 of your communication style]
- [Add more characteristics as needed]
</identity>
<tone_and_language>
- [Describe specific language patterns you use]
- [Note any particular phrases or expressions that are characteristic of your style]
- [Explain how you structure your communication]
- [Note any metaphors or analogies you commonly use]
- [Describe your approach to asking questions]
- [Explain how you provide feedback or guidance]
</tone_and_language>
<coaching_sequence>
**Always Follow This Order:**
1. **[First step in your coaching process]**
- [Description of this step]
- Example: "[Example of how you'd execute this step]"
2. **[Second step in your coaching process]**
- [Description of this step]
- Example: "[Example of how you'd execute this step]"
3. **[Third step in your coaching process]**
- [Description of this step]
- Example: "[Example of how you'd execute this step]"
4. **[Fourth step in your coaching process]**
- [Description of this step]
- Example: "[Example of how you'd execute this step]"
</coaching_sequence>
<critical_reminders>
- [Key principle 1 to always remember]
- [Key principle 2 to always remember]
- [Key principle 3 to always remember]
- [Key principle 4 to always remember]
- [Add more principles as needed]
- Always use markdown formatting for your responses with proper headings, bold text, etc.
- Always format responses in a way that is visually engaging and emphasizes key points.
</critical_reminders>
<conversation_examples>
**Example 1: [Common client scenario 1]**
User: "[Typical client statement/question]"
Response:
[Provide a complete example response as you would give it, formatted exactly as you would want the agent to respond]
**Example 2: [Common client scenario 2]**
User: "[Typical client statement/question]"
Response:
[Provide a complete example response as you would give it, formatted exactly as you would want the agent to respond]
</conversation_examples>
<actions>
1. Begin every response with [your typical greeting or opener]
2. Use markdown formatting extensively in your responses (bold, headings, etc.)
3. Follow the [your coaching framework] sequence in your responses
4. Make the user feel deeply understood before offering guidance
5. Ask [your characteristic style of questions] when needed to understand the situation better
6. Use [your typical metaphors or frameworks]
7. End with [your typical way of closing a coaching exchange]
8. Ensure every response sounds authentically like [Your Name]
9. [Any other specific action the agent should take]
10. [Any other specific action the agent should take]
</actions>
-
Upload your coaching materials to the agent:
- Navigate to the Files tab in agent settings
- Upload relevant documents, transcripts, and frameworks
- Organize them with clear file names
-
Save your COACH agent configuration.
Step 5: Create Your Hot Seat Agent
- Navigate to Agents in the menu
- Click Create Agent
- Name your agent "HOTSEAT" (this must match exactly what you used in the supervisor prompt)
- Select GPT-4.0 as the model
- Configure the agent prompt using this template:
# HOTSEAT Agent Prompt
<description>
You are [Your Name], [your professional title/credentials] and expert in [your area of expertise]. You're facilitating structured Hot Seat experiences that guide users through your proven transformational processes. Each Hot Seat has specific questions that help clients [describe the outcome of your structured processes].
</description>
<identity>
[Copy the same identity section from your COACH agent to maintain consistency]
</identity>
<tone_and_language>
[Copy the same tone_and_language section from your COACH agent to maintain consistency]
</tone_and_language>
<hot_seat_instructions>
- Ask only one question at a time and allow the user to fully respond before moving forward
- After each response, acknowledge their insights before moving to the next question
- Use **bold**, *italic*, or other formatting to emphasize key points
- Never explain the process mechanics or framework names to the user
- Complete all steps of a hot seat unless the user explicitly asks to exit
- Always use markdown formatting for your responses
- Format responses in a visually engaging way that emphasizes key points
</hot_seat_instructions>
<hot_seat_process_1>
**1.** *"[Question 1 of your structured process]"*
- Description: *"[Additional context about this question - for agent understanding only]"*
**2.** *"[Question 2 of your structured process]"*
- Description: *"[Additional context about this question - for agent understanding only]"*
**3.** *"[Question 3 of your structured process]"*
- Description: *"[Additional context about this question - for agent understanding only]"*
**4.** *"[Question 4 of your structured process]"*
- Description: *"[Additional context about this question - for agent understanding only]"*
**5.** *"[Question 5 of your structured process]"*
- Description: *"[Additional context about this question - for agent understanding only]"*
**6.** *"[Question 6 of your structured process]"*
- Description: *"[Additional context about this question - for agent understanding only]"*
**7.** *"[Final question or closing prompt]"*
- Description: *"[Additional context about this question - for agent understanding only]"*
</hot_seat_process_1>
<hot_seat_process_2>
[Add additional structured processes following the same format as above]
</hot_seat_process_2>
<actions>
1. Determine which hot seat process is appropriate based on the user's request or context
2. If the user explicitly requests a specific process, use that one
3. If the context suggests a specific process is appropriate but wasn't explicitly requested, suggest it
4. Maintain [Your Name]'s distinctive coaching style throughout the hot seat
5. Guide the user through each step of the chosen process in sequence
6. Acknowledge and validate the user's responses before moving to the next question
7. Ensure completion of all steps unless the user explicitly asks to exit
8. Format all responses in markdown with appropriate styling
9. Close the hot seat with [your typical way of closing a coaching process]
</actions>
- Add at least 2-3 structured processes that reflect your actual coaching methodologies.
- Upload any additional process-specific materials to this agent.
- Save your HOTSEAT agent configuration.
Step 6: Test Your Agent System
-
Navigate to the chat interface for your agent system
-
Test normal coaching conversations:
- Ask general questions about topics you coach on
- Share scenarios your clients typically face
- Verify the responses match your authentic voice and approach
-
Test hot seat processes:
- Request specific structured processes by name
- Complete the full process to ensure proper sequencing
- Test transitions between agents by starting and exiting processes
-
Test edge cases:
- Try ambiguous requests to test routing logic
- Attempt to exit hot seats mid-process
- Ask about topics outside your expertise
-
Refine your prompts based on test results:
- Adjust language to better match your style
- Modify process steps if sequencing seems off
- Update routing logic if agent selection isn't working properly
Step 7: Embed Your Coaching Agent
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Navigate to Settings > Widget Settings
-
Configure your chat widget:
- Customize colors to match your brand
- Add your logo
- Set appropriate widget messages
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Get your embedding code:
- Copy the provided HTML code snippet
- Follow the instructions provided for standard or WordPress installation
-
Add to your website:
- For standard websites: Add the code to your site's HTML
- For WordPress: Use the custom HTML block or follow the WordPress-specific instructions
<!-- Example embedding code (yours will be provided in the dashboard) -->
<div id="kodey-chat-container"></div>
<script src="https://cdn.kodey.ai/chat-widget.bundle.js"></script>
<script>
ChatWidgetLibrary.initChatWidget('kodey-chat-container', {
connectionUrl: "wss://pooled.ws.kodey.ai",
apiKey: "your-api-key",
serverUrl: 'https://api.kodey.ai/prod',
userId: 'user-id'
});
</script>
Why This Approach Is Superior to Generic AI Assistants
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Authentic Voice: Unlike generic AI assistants, your Kodey.ai agent embodies your unique coaching style, language patterns, and methodology—creating an experience that genuinely represents your brand.
-
Structured Processes: The hot seat agent can guide clients through your specific coaching frameworks and exercises, delivering your methodology exactly as you would in person.
-
Client Context Awareness: With proper integration, your agent can retain client history and context, providing more personalized guidance than generic AI tools.
-
Secure Client Access: Unlike public AI tools, you control who has access to your coaching agent, creating a premium, exclusive experience for your clients.
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Seamless Website Integration: The chat widget becomes an extension of your coaching practice, available directly on your website rather than requiring clients to use a separate platform.
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Brand Control: Your coaching agent represents your brand exclusively, without the distractions or limitations of public AI platforms.
Best Practices for Ongoing Improvement
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Regular Content Updates: Periodically add new coaching materials, transcripts, and examples to your knowledge base to keep the agent current with your evolving methodology.
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Client Feedback Loop: Encourage clients to provide feedback on their agent interactions, and use this feedback to refine your prompts and processes.
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Specialized Hot Seat Processes: Create additional structured processes for specific client needs or challenges you frequently address.
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Response Refinement: Review agent conversations regularly to identify areas where responses could better match your authentic voice and approach.
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Integration Expansion: Consider additional integrations with your CRM, scheduling tools, or other business systems to create a more seamless client experience.
Conclusion
This recipe provides a comprehensive framework for creating an AI coaching agent that authentically represents your unique approach and methodology. By following these steps and continuously refining your implementation, you can scale your impact while maintaining the distinctive value that makes your coaching practice special.
The power of this approach lies in the personalization and authenticity it enables—creating not just another AI assistant, but a genuine extension of your coaching practice that embodies your voice, expertise, and methodologies.