1. Connect your business
Choose the guide for your assistant. It walks you through adding CoachIQ, signing in, and selecting your group and access.Connect to ChatGPT
Connect CoachIQ, confirm access, and use it in your ChatGPT workflow.
Connect to Claude
Add the CoachIQ connector, authorize it, and enable it in a conversation.
Check my CoachIQ connection with a small live read. Confirm my business, group, and whether you can read only or make supported changes. Don’t change anything.Continue once it confirms the intended business and a successful live read. Signing in and approving access happen through the connection flow; pasting a prompt or the Help Center URL does not complete those steps.
2. Give it CoachIQ’s feature knowledge
Point your assistant to help.coachiq.io and the AI-readable guide index. The index lists the available articles so it can choose the relevant guides instead of guessing how a feature works. For a specific question, give it the article’s URL. A plain-text Markdown version is also available by adding .md to an article URL, for example the Sheets overview as Markdown. The complete documentation text is available when your tool needs it, but it is large. Start with the index and relevant articles. If your assistant cannot open links, provide the relevant article text or file using its supported attachment controls. Saved copies need refreshing when the product changes.Help Center access explains features; it does not grant access to your account. MCP access is limited to the tools and permissions actually available on your connection. A feature described here may still require you to use the CoachIQ app.