Coaching / Tip Groups

TIP

Requires a paid plan. Every paid plan includes this - see Plans & Pricing.

At a glance

Location	Sidebar → Coaching (Lightbulb icon)
Plan	Any paid plan
Related features	3

Create and manage coaching content sequences (tip groups) that automatically send tips, lessons, or follow-up messages to enrolled contacts on a schedule. Includes template gallery, sequence builder, enrollment management, group enrollment, response dashboard, and Shabbat-aware scheduling. Tips reach a contact on WhatsApp, by SMS for US numbers where the group allows it, or straight into the Spun inbox of a contact who is themselves a Spun user: that last route is on by default for Spun users, is shown per enrollment as a "Spun" checkbox and badge, and replaces WhatsApp and SMS for that contact rather than duplicating the message. Unchecking it sends them on WhatsApp/SMS like anyone else, and a contact who stops being reachable on Spun falls back to WhatsApp automatically. A Settings tab shows whether SMS delivery is enabled for your organization and lets you choose which account tips are sent from: the shared Spun number (US only, where replies do not reach you) or your own SMS account (your own local number, with replies arriving in your chats; if that account is disconnected, sends fail rather than switching to the Spun number). A tip group can also be shown as rotating tips on the banner at the top of your own inbox; only your team sees them and no contact is messaged. Shabbat-aware delivery follows the organization's Shabbat & Holidays switch. When you have AI write tips or a whole sequence without choosing a language, it writes them in the default language of your organization. The automatic reply to a contact's check-in answer is written in the language the contact replied in, and the reply hint added under a check-in (for example "Reply with a number from 1-10") is in the language the tip is sent in.

How to use

1. Install the Coaching extension from the marketplace.
2. Create a new Tip Group with a sequence of tips.
3. Set the delivery schedule (daily, specific days, time windows).
4. Enroll contacts individually or in bulk by label.
5. Monitor responses and progress in the Response Dashboard.
6. Optionally import pre-built templates from the Template Gallery.
7. On the Enrollments tab, any contact who is also a Spun user shows a "Spun" checkbox, ticked by default, which delivers their tips to their Spun inbox instead of WhatsApp or SMS; untick it to send them over WhatsApp/SMS instead, and use the Spun filter tab to see every enrollment on that route.
8. Use the Settings tab to choose whether coaching SMS goes out from the Spun number or your own SMS account.
9. In a tip group, turn on "Show rotating tips on top banner" to see its tips at the top of your inbox.

Related features

• Campaigns / Broadcasts
• Labels
• Auto-Replies

FAQ

• How do I create a coaching sequence?
• What are tip groups?
• How do I enroll contacts in coaching?
• Can I import coaching templates?
• How does coaching scheduling work?
• Can coaching tips come from my own SMS number?
• Can I show my tips on the inbox banner?
• Which language are AI-written coaching tips in?