Answer questions about packages, fees and availability
Common questions can be drafted from the service list. The coach steps in for anything personal.
AI for Career Coaches
Career Coach
Guides clients on career goals, reviews resumes, prepares interview practice, suggests job search strategies, and helps create action plans.
What should stay human.
Keep and amplify
Run a coaching session and help the client decide their next step
Review a client's CV and suggest clearer wording
Draft interview practice questions from a job ad
Automate
Send an intake form and collect career history before the first session
Book sessions and send a short pre-session questionnaire
Send a check-in or rebooking reminder between sessions
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Bookings & calendar
Book sessions and send a short pre-session questionnaire
Scheduling and reminders are routine and can run without the coach.
Send a check-in or rebooking reminder between sessions
A simple reminder at the agreed interval can go out automatically.
Phone & voice
Talk a client through a redundancy or a knock-back
This is a sensitive conversation. It should come from the coach.
Spreadsheets & data
Keep session notes and goals in the client record
Notes can be filed against the client automatically once the coach has approved them.
Documents
Review a client's CV and suggest clearer wording
An agent can flag weak phrasing and draft alternatives. The coach judges what is accurate and what will work in their industry.
Send an intake form and collect career history before the first session
Forms can go out with the booking and be filed when they come back.
Draft interview practice questions from a job ad
An agent can pull likely questions from the ad. The coach chooses what to practise and why.
Write a follow-up note and action list after a session
An agent can draft this from the session notes. The coach checks that the actions are the ones they agreed.
Customer chat
Run a coaching session and help the client decide their next step
This is a judgement-heavy conversation about someone's working life. An agent can prepare notes, but the session should stay human.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Send an intake form and collect career history before the first session
- Book sessions and send a short pre-session questionnaire
- Send a check-in or rebooking reminder between sessions
- Keep session notes and goals in the client record
Where those hours should go
Back into people, and the business.
- CX — Run a coaching session and help the client decide their next step
- CX — Review a client's CV and suggest clearer wording
- CX — Draft interview practice questions from a job ad
- CX — Answer questions about packages, fees and availability
- CX — Write a follow-up note and action list after a session
- CX — Talk a client through a redundancy or a knock-back
- SX — Staff experience: more time for the work that needs a person
- BX — Business experience: more time for the work that needs a person
Seen at
Business types where this role often appears, with a note on how it shows up there.
Business type
AI agents for Career Counselling Services
Guides clients through career planning, resume feedback, skills assessment, and job search strategies based on their goals.
Business type
AI agents for Career Coaches
Runs one-on-one coaching sessions, reviews resumes and applications, prepares clients for interviews, and helps plan job search steps.
Want this set up for you?
If you would like someone to build these career coach flows in your business, tell us a little and we can match you with an agency. We don’t list agencies on this site.