Frequently Asked Questions

The CoachStudio Coaching Editor defines what the coach says and does: Micro Dialogs, rules, variables, events & actions. The CoachStudio Designer defines what the app looks like and what it contains: app name, logo, colors, coach profiles, onboarding, screens, questionnaires and media.

See The Four Parts of CoachStudio for an overview.

Your account doesn't have access to it yet. Ask a Coaching Admin of your team to give you access – read Access and Access Control to learn how.

Yes, with author accounts: several Coaching Authors can work on their assigned coaching simultaneously. Only one Coaching Admin at a time can work on the same coaching.

That's why every coaching designer usually has both an author and an admin account. See Access Control.

A Coaching Admin creates new team members for their coaching; new Coaching Admin accounts are created by a Global Admin. The steps are described in Access Control.

When an admin user is logged into a coaching, it is locked by that user – for example if someone forgot to log out. Under Account, Reset All Locks logs out everyone currently working in a coaching.

Tell your colleagues before you use it – otherwise unsaved work may be lost.

Set up two-factor authentication (2FA) under Account. There you can also change your password.

Before you edit the Basic Settings and Modules, both the Coaching and the Monitoring must be deactivated.

Several small ones. Smaller Micro Dialogs give you more flexibility: you can duplicate content more easily and rearrange the coaching flow later. Read Micro Dialogs and the best practices on Designing a Coaching Intervention.

Once per day at 00:00. The other execution types – periodic, unexpected message and user intention – are explained in Rules.

Only predefined variables can be used in rules. Create the variable in the Variables tab first – see Only Predefined Variables Can Be Used.

Use the Validate button in the coachings list: the Validation Report lists typical errors such as empty answer options, double spaces or inconsistent commands. The results of your test users help as well – see Troubleshooting.

1. Install the MobileCoach App from the App Store or Play Store.
2. In the CoachStudio Designer, go to Coaching and select your coaching under Coach interactions.
3. Go to App and scan the QR code for development with the MobileCoach App.

All steps with screenshots: Testing Your App.

No. The development version of the app has a debug tool: tap the top bar of the app and jump forward in time – one hour per tap. This way you can test your complete coaching within one day.

In addition, debug mode ($debug = 1) lets you jump straight to a specific dialogue and show messages for testers only. See Use Debug Mode.

Tap the debug panel at the top of the app, tap Reset and scan the QR code again. See Restart a test.

The development QR code connects the app with the debug tool – use it only for testing. The participant onboarding QR code is for real users once your coaching goes live. Both are in the CoachStudio Designer under App.

Images in the chat should be at most 1500 × 2000 pixels; images for service channel news and questionnaires 800 × 450 pixels. See Editing Pictures.

Add it to the Media Library: a permanent collection of audio, videos, links and infocards in the app, filled from your Micro Dialogs with Media Library commands.

Deactivate the coaching, click Internationalization, export Messages & Dialogs as a CSV file, translate it in Excel or another spreadsheet application and import it again.

Never add or delete rows in the export – each row is matched back to the coaching via its identifier. All details: Translating the App and Chat Dialogues.

Many pages of the Designer have a language dropdown next to the Save button. Select the language first, then enter or edit the texts for this language.

In the LLM Hub you connect OpenAI or a self-hosted model via Ollama. You then assign the configuration to an LLM slot in your coaching's Basic Settings.

Yes. The LLM Hub's Cost Controlling shows per coaching and per LLM configuration how many tokens were used and what they cost in EUR. With OpenAI, you can additionally set a monthly budget in your OpenAI account.

Credentials you enter in the LLM Hub are stored securely and are not visible to other users. Never share an API key by email or chat – anyone with the key can use your credit.

Inform Pathmate before you onboard real users: we switch your coaching to the production server and start monitoring it. Then onboard your users with the participant onboarding QR code.

Only if your package includes your own app that is published under your organisation's name. In that case, plan about 2–3 weeks of lead time – read Going Live: App Store Accounts. If your coaching runs in an existing Pathmate app, you don't need store accounts.

In the CoachStudio Designer under Pathmate Cockpit → Data export you download the data of all participants. To export only one or a few participants, use the CoachStudio Coaching Editor. What the export contains: Data Export.

Use the search (press /) – it searches every chapter. You can also send the link to this documentation to ChatGPT and ask your question there. And of course your Pathmate contact person is happy to help.