An AI Assistant to Answer Coaching Leads Whilst You Coach

The enquiry lands when you are in a session

Your most valuable hours are the ones where you cannot look at your phone. That is the job. But the person asking about your work is not on your schedule. Somebody who asks a question today is interested today. A week later they have moved on.

What happens is that you get the first reply right and the timing wrong. You can write a warm, specific answer. You just cannot write it when it matters.

What your Second Self does with it

Your Second Self answers questions from the material you gave it, in your voice, on the page where the question comes up. It handles the first exchange so that the person has an answer in front of them when you are still with a client.

It does not improvise. With the "Only answer from my material" setting on, which is the default, it "Says it does not know rather than improvising" and "Cannot invent a price, a method or an opinion you never gave it". For a coach, that is the setting that matters most, because a lead who gets a confident wrong answer about how you work is worse off than one who got none.

The rest of this page is the setup, in the order that gets the most from it.

Put it where the question gets asked

A link you share once gets a few views and then nothing. The Second Selves that get used sit permanently on a page people already visit. Start with your pricing page, where people are deciding, and your contact page, ahead of the form.

Both are places where a lead has a question and no answer. The chat widget is a snippet you copy and paste once into your site's custom code or embed setting. You can choose a chat bubble, a section inside a page, or a full page.

If your site lives on Kajabi or Skool rather than your own pages, there are guides for adding a Second Self to Kajabi and to Skool.

Make the welcome message earn a second message

The welcome message is the first thing anyone sees, and its only job is to get a second message sent. A blank "How can I help?" leaves people looking at an empty box.

Name two or three things they can ask. Say what it is, too. People work out they are talking to an AI within a message or two, and saying so up front costs nothing and buys trust. Something like this works:

Keep it to two sentences. A long greeting on a phone pushes the input box off the screen.

Teach it the questions leads ask first

Leads ask plain questions: what you charge, how the work runs, whether you are taking on new clients, and whether you can help with their situation. Those are also the questions your Second Self will get most.

Test them yourself before anyone else does, in the Test Arena. It is private, nothing there appears in your Contacts, and practice sessions are free. When an answer is wrong, hedged, or not in your voice, you click "Improve this answer" and give it yours. It answers your way from then on.

Test the awkward ones as well. Ask for a guarantee, ask about something outside your field, and ask whether it is a real person.

Test the questions that expose thin knowledge

The common questions are the easy half. The fifteen-question Test Arena checklist finds most problems in ten minutes, and its second group exposes thin knowledge: "Explain your method in detail", "What is the first thing you do with a new client?", "What do people get wrong about this?", "What would you say to someone who is stuck?", and "Give me a specific example".

If any of those five come back vague, look at the material first, because the settings rarely cause it. Upload the session notes or workshop recordings where you explain that part, then ask again. A lead asking how you work deserves an answer with a specific example in it, and only your own material can supply one.

Give "I do not know" somewhere to go

A Second Self that stays inside your material will sometimes have to say it does not know. It only becomes a problem if the refusal is a dead end.

Use the "Always mention" field on the Guardrails step to send people somewhere useful: book a call, join your list, email you. That way a refusal ends with a next step. Keep that list short. Three items reads as helpful, and ten makes every answer read like an advert.

Every refusal is also a question someone had that you have not covered yet. Check your Conversations and turn the repeats into Q&A entries.

Ask for one thing, an email

Capturing an email is a switch on the Visitors tab, and it is off by default. When you turn it on, the Second Self asks visitors for their email so you can follow up, and anyone who gives one appears under Contacts.

Ask for the email and nothing else. An email alone is usually enough, and asking for a phone number costs you conversations. Most visitors will chat and leave without giving one. Their conversations are still there with the full transcript, which is often more useful than the address would have been. If you want leads to land somewhere other than the dashboard, Personify connects to Zapier, so leads and conversations can go to 9,000+ apps.

When you do write to someone, read what they asked first. "I saw you were asking my AI about pricing for group programmes" reads as a person paying attention. "Thanks for your interest" does not.

Read the list before you write

Contacts shows one row per person: their name and email where given, a status you can edit from a dropdown, which Second Self they spoke to, how many separate chats they have had, and when they were last seen. A row with an email and no name is normal. Whether you get a name depends on what you asked for on the Visitors tab, and the row is still a real contact.

Not everyone on that list is a lead. Plenty of people are curious, doing research, or in your field themselves. The transcript tells you which, and it saves you chasing people who were never going to buy. Search by name, email, or Second Self, and use Export in the upper right to download the list for your email tool or CRM.

What it will not do

Your Second Self answers questions. It does not close a sale, and it is not meant to. The part where you decide whether you and this person are a fit is still yours, and so is the call itself. If you want to tighten that conversation, these discovery call questions are the place to start.

It also cannot create an audience. A Second Self put in front of no traffic gets no conversations. Put it in front of the attention you already have: your email list, your DMs, your existing clients. If the traffic is the real gap, how to get coaching clients is the better first read.

What it does well is narrow. The first reply arrives when you are in a session, and it sounds like you. That is a small thing to hand off, and it is the one that stops a good enquiry waiting until three o'clock.

Frequently asked questions