Coach Spotter

Before you begin

To manage Spotter coaching, you must have the Spotter Access role and one of the following permissions:

Spotter coaching managers can add reference question coaching from the Spotter coaching page.

Go to the Data workspace, then select Reference questions > Add reference question.
Select a data source from the drop-down list. You can Preview data to understand more about the source.
Type a question, then select Next.
Review the AI-generated answer and edit the search tokens, chart, or table until it looks correct.
Select Add context to add a natural language explanation for your changes. Reference specific column names whenever possible.
Context helps Spotter apply the same logic to future answers. For example, if Spotter identified assigned users with an ID, but you always want to include first and last names, add this context: When I ask for 'assigned users,' always include the Activity Assigned User column in the answer.
Select Submit answer to create a reference question.
Optional: In the next step, Spotter predicts which business terms map to search tokens. Edit them if needed, then approve or deny them. To skip this step, select Done.
The reference question and business terms appear on the Reference questions and Business terms pages. To apply the coaching for all users, select More > Change access > Global > Apply.

Spotter coaching managers can map business terms to search tokens from the Spotter coaching page.

Go to the Data workspace, then select Business terms > Add business term.
Enter a business term that's familiar to users and has a consistent meaning.
Select the data source for which you want to define the business term.
In the query search bar, enter search tokens that define the business term.
Select Submit.
The business terms appears on the Business terms page. To apply the coaching for all users, select More > Change access > Global > Apply.

You can export a Spotter coaching from one model and import it into another similar model that you have access to edit.

Go to the Data workspace, then select Reference questions.
Select the check box next to the questions or terms you want to export.
Select Export.
The reference questions TML file downloads to your computer.
Repeat steps 2-3 on the Business terms page.
The business terms TML file downloads to your computer.
Select Data objects.
Select the name of a model that you want to apply the coaching to.
Select More > TML > Import coaching TML.
Upload the TML files.
Edit the file if needed, to adjust for column or naming differences.
To learn more about resolving errors, see the ThoughtSpot documentation: Import and export coaching TML
Select Import.