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Once your assistant is connected, start with a specific task and ask it to verify the result. These examples use the CoachIQ tools available to your connection; they do not give the assistant access to every feature in the Help Center. If you still need the connection or your business Project, follow Use CoachIQ with AI. For the assistant inside CoachIQ, see Copilot.

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Confirm the business and access

Paste this before working in a new chat or after reconnecting:
Read-only access supports lookups. Changes require the supported tools and write permission on your connection. If a tool is unavailable, ask for the manual steps instead of treating a conversational answer as a saved change. Name the scheduler and the date range. Ask for the link returned by CoachIQ rather than a guessed URL.
Open the returned link and check that it points to the intended session. A link alone does not prove the session is currently bookable.

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Block a date without changing weekly hours

Review the named template and exact timezone. Changing availability is separate from moving or canceling existing bookings; check any already-booked sessions before assuming they were affected.

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Prepare a booking change for one athlete

For a cancellation, name the exact booking and ask whether returning credits is allowed before approving. Do not assume the assistant can override a restriction or that changing a booking produces a payment refund. Check the saved booking and any permitted credit change separately.

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Find and organize media

Start with a search, then approve changes to the identified file:
The media tools can search by file type, uploader, tag, and date; create or apply tags, including nested tags; and rename files. Ask the assistant to reread the file after a change.
The import tool supports images and PDFs up to 25 MB, and MP4 or MOV video up to 100 MB. These are limits for this AI import tool, not a promise about every upload path. A file requiring a login or private network access is not a public import link.

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Attach media to a program or lesson

Removing that program step or lesson block is different from deleting the source file. The media tools cannot delete files from Media Hub, change file visibility, or perform Video Analysis.

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Check usage without assuming a file is unused

The lookup covers program media and files placed on lesson slides, including supported files shared into the organization. It does not cover every use as a cover image, inside rich text, or on websites, emails, and messages. An empty result does not prove the file is unused.

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Check the outcome

For each change, confirm:
  • The assistant used the intended business group and exact record.
  • You reviewed and approved the supported action.
  • A fresh read shows the saved result, including the relevant dates, amounts, or destination.
  • Anything the assistant could not verify is clearly identified.
Keep using the same business Project for your goals and preferences; use live CoachIQ reads for facts that change. You do not need to repeat the Project setup prompt for every task.