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Meet Dot: your AI assistant in Delenta (Beta)

Written by Namrata Raghunath

Dot is Delenta's AI assistant. It helps you set up your account, prepare everyday changes and answer questions about your coaching business, so you spend less time clicking and more time coaching.

Dot is currently in Beta. Features may change as we improve it.

With Dot, you can:

  • Get guided through onboarding, based on how far you've got with your setup

  • Ask Dot to prepare changes, such as a new package or your weekly availability, and review them before anything is saved

  • Ask questions about your clients, sessions and programmes, using the coaching data you have access to

You stay in control

Dot never makes a change on its own. When you ask for something, Dot prepares it and shows it to you first.

  1. Tell Dot what you want to do.

  2. Dot prepares the change.

  3. You review it.

  4. You confirm, and Dot applies it.

Dot also works within what your account allows. If a feature isn't switched on for your account, or your role doesn't have access to it, Dot can't change it for you.

When Dot answers a question, it uses the records you can already see and the session insights that have been saved.

Packages: launch new offers faster

Dot can help you create and manage the packages you sell to clients.

Create a package

Ask Dot to create a free, paid or prepaid package. It can be:

  • One-to-one or group

  • A bundle of sessions or hourly

What happens after you confirm depends on the package type:

  • Paid packages are saved as drafts. You can check them before they go live.

  • Free and prepaid packages go live as soon as you confirm.

Check and update your packages

Dot can:

  • List your packages

  • Show purchases and how far clients have got through their sessions

  • Edit the title and description of packages you own

  • Make some changes to price and to whether a package shows on your profile

To change the price of a live paid package, or how a package is structured, use the package editor.

Sessions: see your week at a glance

Find sessions

Ask Dot to find, filter or count sessions that are:

  • Upcoming

  • Completed

  • Cancelled

  • Rescheduled

  • Overdue

Schedule a free appointment

Dot can schedule one standalone free appointment for an existing client. You review it before it's booked.

To book a session from a package, or to edit or cancel an existing session, use your calendar.

Set your availability

Dot can create or edit your weekly availability for discovery sessions or paid sessions.

Understand your coaching impact

Dot can summarise saved session insights, including:

  • Themes from your sessions

  • Progress towards goals

  • Client engagement

  • Coaching measures, such as ICF and working alliance

Profile: make a strong first impression

Dot can:

  • Draft or revise your headline, bio and introduction

  • Recommend a preset theme during onboarding, and apply it for you

Clients: know who needs you

Dot can:

  • Add a client, and send them an invitation if you choose to

  • Show you clients who may need attention

  • Show you clients who may be due a renewal

Tasks and follow-up: keep clients moving

Dot can:

  • Read your tasks and goals

  • Create tasks for clients

  • Send in-app nudges to up to 10 clients at a time, after you review them

Programme and team insights: see what's working

If you run programmes or manage a team, Dot can:

  • Compare completion and attendance

  • Show participation and engagement trends

  • Show you coach activity

AI agents: start your own assistant

If AI agents are switched on for your account, Dot can help you plan and create a private draft agent. The agent can be for website visitors or for signed-in clients.

Adding knowledge, testing your agent and making it live are separate steps. You do these in Agent Studio.

Onboarding and how-to help: never get stuck

Dot checks your setup progress and suggests the onboarding steps you haven't finished yet.

For other tasks, Dot gives you instructions for the page you need, plus a link to get there. This includes:

  • Setting up payments

  • Connecting your calendar, video and email

  • Adding profile media and sharing your profile

  • Courses

  • Forms and quizzes

  • Contracts

  • Resources

  • Managing your team

  • Settings

For these tasks, Dot shows you the way, and you complete the steps yourself on the right screen.

What to do yourself (for now)

Some tasks still happen outside Dot. Here's where to go.

If you want to...

Do it here

Change the price of a live paid package

Package editor

Change how a package is structured

Package editor

Book a session from a package

Calendar

Edit or cancel an existing session

Calendar

Add knowledge to an AI agent, test it or make it live

Agent Studio

Dot also can't help with:

  • Raw session transcripts

  • Automated email campaigns

  • Revenue forecasts

Try asking Dot

Not sure where to start? Try one of these:

  • "What's left to finish in my setup?"

  • "Create a paid package of six one-to-one sessions."

  • "How many sessions are overdue?"

  • "Set my availability for discovery calls on Tuesday and Thursday mornings."

  • "Which clients might need a renewal soon?"

  • "Rewrite my bio so it sounds warmer."

  • "What themes are coming up across my sessions this month?"

Get started

Ask Dot what's left in your setup. It will guide you through the next step.

Dot is in Beta, so your feedback helps shape it. If something doesn't work as you expect, let our Support team know.

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