DelegateWorker

Worker configuration

Coaching & Advisory Worker

Structured coaching, review, advisory, or check-in sessions.

Configuration saves to the app API when available. The page uses workspace context first, then the onboarding draft, then the seeded dev customer fallback.

Dev / advanced workspace
Create session with this worker

Success Output Fields

Session structureClient intake questionsReview/check-in frameworkAction plan formatEscalation triggerssession summaryclient goalsblockersaction planescalation notesfollow-up notes