--- title: "AI Live Coach Cards" slug: "ai-live-coach-cards" description: "Explore how Real Time Assist Cards support your agents, acting as their constant companions during calls by offering real-time coaching." tags: ["Assist Card", "Contact Center ", "Dialpad Ai", "Real Time Assist", "real time coaching"] updated: 2026-04-07T17:55:25Z published: 2026-04-07T17:55:25Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dialpad.com/llms.txt > Use this file to discover all available pages before exploring further. # AI Live Coach Cards AI Live Coach Cards provide triggered pop-ups that guide contact center agents through speaking points, workflows, best practices, and more. They help onboard new agents and guide even the most seasoned sales reps through tricky conversations. They also offer incomparable insights on agent knowledge, creating unlimited coaching topics and increased visibility to improvement opportunities. Let's dive into the details. > [!NOTE] > Who can use this > > Dialpad offers a variety of plans and add-ons to match your exact business needs. Features do differ by plan, please check your plan details to see if you can access AI Live Coach cards, and head to our pricing page to learn about more options. ## Language availability AI Live Coach Cards speak your language! Find out which options are available in [your country](/v1/docs/dialpad-ai#ai-language-availability). > [!NOTE] > Notes > > Make sure your Contact Center language is set to the corresponding language (English, Spanish, or French) **before**creating your cards. > > > > AI Live Coach cards created in a Spanish-language contact center won't work in an English-language contact center, and vice versa. > > However, Spanish AI Live Coach cards can still trigger if a Spanish trigger word is detected in mixed-language conversations. The same applies to English AI Live Coach cards in an English contact center. ## Create AI Live Coach Cards To create an AI Live Coach card, head to your **Dialpad Admin Settings.** 1. Select **Dialpad AI** 2. Select**AI Live Coach Cards > Create** [YouTube video player](https://www.youtube.com/embed/P2bQ9s8qLAE?si=8-CD274YNC1Uqgjl) Next, you have the option to use one of our templated AI Live Coach cards, or to create one from scratch. If you choose to create your own, simply fill in the blanks (you'll need to name the card, define the trigger keywords and agent response). Each AI Live Coach Cards requires the following details: - **Name** - Title of your AI Live Coach card - **Language** - Select your desired language (English, Spanish, and French). - All existing AI Live Coach cards are set to English by default. - **Description** - What is this card for? - **Card Content** - What information, links, or answers would you like your agents to see when this card is triggered? - **Trigger words/phrases** - What words and/or phrases will trigger this card? - Will the trigger phrases apply to anyone on the call, just the rep, or just the customer? - Once you add a trigger phrase, the number of calls it’s triggered on in the last week will show up in brackets (ex (7)). This is useful for understanding how useful the trigger phrase will be. - **Assigned Groups** - Which agents’ calls should trigger this moment or card? You can add multiple Contact Centers or Coaching Teams. [Live-coach-card](https://app.vidgrid.com/embed/qhxyKhEOR5dv) > [!TIP] > Learn more > > Don't forget to check out our [Best Practices Guide](/v1/docs/real-time-assist-cards-custom-moments-best-practices) for more information on getting the most out of AI Live Coach Cards. ## Edit AI Live Coach card AI Live Coach cards can be edited at any time. To edit an AI Live Coach card, head to your **Dialpad Admin Settings.** 1. Select **Dialpad AI**>**AI Live Coach Cards** 2. Select**Options**beside the AI Live Coach Card you'd like to edit (that's the 3 vertical dots) 3. Select **Edit** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Edit_live-coach_cards.png) 4. Make the desired change 5. Select**Save** Once an AI Live Coach card is assigned to a group, it can be edited from either the Dialpad AI Admin page or the group’s AI settings. > [!NOTE] > Note > > Once an AI Live Coach Card is created, the language can’t be changed. ## Duplicate AI Live Coach Card To duplicate a AI Live Coach card, go to your **Dialpad Admin Settings**. 1. Select **Dialpad AI**> **AI Live Coach Cards** 2. Select**Options**beside the AI Live Coach card you'd like to duplicate ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/duplicate_live-coach_cards(1).png) 3. Select **Duplicate** 4. Make the desired changes 5. Select **Create Card** ## Delete AI Live Coach card AI Live Coach card can be deleted at any time. Deleting an AI Live Coach card will remove it from all groups using the card. Previous call details and summaries will not be affected. To delete an AI Live Coach card, head to your **Dialpad Admin Settings.** 1. Navigate to **Contact Centers**and select the desired **Contact Center** 2. Navigate to **Dialpad AI**>**AI Live Coach Cards** 3. Select**Options**beside the AI Live Coach card you'd like to delete (that's the 3 vertical dots) ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/delete-live-coach-cards.png) 4. Select **Delete** 5. Confirm by selecting **Yes, Delete** ## AI Live Coach Cards in Dialpad Meetings > [!NOTE] > Requirements > > You must be on a Dialpad Support or Dialpad Sell plan to use AI Live Coach cards with Dialpad Meetings. This feature is not available to standalone Dialpad Meetings users. > > AI Live Coach Cards for Dialpad Meetings are available in external meetings only. To use AI Live Coach Cards in Dialpad Meetings: 1. Make sure **Dialpad AI** is turned on 2. Mark the meeting as [external](/v1/docs/external-meetings) 3. Choose which group you want to assign the meeting to ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/assign-grou-rta-dpm.jpg) 4. When an AI Live Coach is triggered, you’ll see a notification on the right side of your screen ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/RTA Notification(1).png) 5. Select the notification 6. Select the AI Live Coach card that appears in the **Live Coach** tab ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/rta-in-meetings(1).png) 1. You can also access the Live Coach section at any time by selecting AI Notes. > [!NOTE] > Note > > AI Notifications, which display your AI Live Coach cards, are visible to all users when screen sharing. We recommend turning them off before your share your screen—you’ll be prompted to set your preference before your share your screen for the first time. > > > > ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/warning.png) ## Analytics and call review Once you’ve created an AI Live Coach card, you’ll be able to see it in action the same way you can with our other pre-existing moments.

Once the card has been triggered on a call, it will appear in the Moments section of the Call Review, as well as in the Moment Filter in your Conversation History and Analytics.

![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/live-coach-moment-filter(1).png) > [!NOTE] > Note > > If a trigger word is mentioned twice on a call, the card will only pop up the first time the word is mentioned. We still keep track of additional instances where the key phrase occurs, and they’re visible in the call review/analytics.

## Related - [AI Live Coach & Custom Moments Best Practices](/real-time-assist-cards-custom-moments-best-practices.md) - [Real-Time Assist Speech Coaching](/real-time-assist-speech-coaching.md) - [AI CSAT (Customer Satisfaction)](/ai-csat-customer-satisfaction.md)