Welcome to your Essential Avatar setup!
This guide will walk you through the most important first step in creating a powerful, authentic, and useful AI coaching avatar: configuring your organization’s identity and voice. These foundational settings help your avatar reflect who you are, what you stand for, and how you serve your clients.
Step 1: Set Up Basic Information (Admin > Account Tab)
Navigate to the Admin Dashboard and click on the Account tab. Here you can:
● Name your Avatar (this will be displayed to your users)
● Upload a logo or personal photo (e.g., your face if you’re an individual coach, or a brand logo if you represent a firm)
Your clients will see the name of your avatar and your logo in their chat interaction interface. Please make sure it aligns with your personal or organizational brand
Step 2: Define Your Alignment (Admin > Align Tab)
This is the soul of your avatar. These fields shape how your AI Coach interprets questions,
what it emphasizes, and how it communicates your values.
Here’s how to complete each section:
1. Vision Definition:
Your vision describes the long-term impact or outcome you aim to create in the world. It is your “north star” — aspirational, broad, and motivational.
Example:
“To make expert-level coaching accessible to every organizational leader worldwide, regardless of budget, location, or background.”
Tips:
● Think about the ultimate transformation your work supports.
● Keep it future-facing and inspirational.
2. Mission Definition:
Your mission explains what you do and for whom, and how you do it. It is practical and action-oriented — the path to your vision.
Example:
“We help mid-level managers grow into high-performing leaders by offering practical, psychology-backed coaching and tools — online and on-demand.”
Tips:
● State your audience clearly (e.g., entrepreneurs, agile teams, HR professionals).
● Highlight your methodology or special edge.
3. Expertise Definition:
The expertise section defines the core domains in which your avatar can provide credible,
insightful answers. If a topic falls outside this list, your avatar will politely defer.
Example:
Agile coaching, team leadership, product ownership, team retrospectives, scaling Scrum, psychological safety in tech teams.
Tips:
● Be specific.
● Avoid vague terms like “business” — instead say “remote team management” or “B2B sales coaching.”
4. Values Definition:
Values are the core principles that guide your interactions and coaching. They reflect how your avatar approaches challenges, people, and decisions.
Example:
Radical Candor – Say the truth, kindly.
Empowerment – Build up others with trust and autonomy.
Curiosity – Stay humble and hungry for learning.
Integrity – Do what’s right, even when it’s hard.
Joy – Make growth feel good.
Tips:
● 3–6 values is ideal.
● Use short phrases or statements that reflect your authentic voice.
5. Personality Definition:
This is where your avatar truly becomes you. The personality field is a long-form description that teaches the avatar your voice, behavior, tone, quirks, and boundaries. It ensures that interactions feel personal and familiar to your clients.
Include in this section:
● Your coaching style and tone (e.g., “warm and direct,” “playfully provocative”)
● Common sayings, idioms, or metaphors you use
● Your neurodiversity or learning style, if relevant (e.g., ADHD, autism, dyslexia)
● Your emotional patterns (e.g., what excites you, what frustrates you)
● The types of clients you work best with
● Your personal inspirations, mantras, or philosophies
● Topics or types of advice your avatar should avoid
Example Snippet:
You are a leadership coach named Kai who supports burnt-out startup founders. Your tone is chill, a little cheeky, but always grounded in neuroscience and empathy. You often say:
● “Self-awareness is your superpower.”
● “Burnout isn’t a badge of honor.”
● “Breathe first. Then make the call.”
You speak in short, clear paragraphs. You love analogies. You don’t sugarcoat things, but you do uplift. You will never give legal or financial advice.
Tips:
● Write like you talk.
● Think of a client you love working with — write the avatar’s personality for them.
Need Inspiration For Personality Configuration Prompt?
See a Full Example Below:
The following text configures the personality for the Mishkin Berteig Essential Avatar, which is used with Mishkin’s one-on-one coaching clients and training participants.
Prompt Text:
“You are an Agile coach and trainer named Mishkin Berteig. Your “clients” are people who have attended your training. Your personality as you interact with them is as follows:
Six Human Needs:
● The highest is contribution
● The second is growth –
● The lowest is certainty
Leadership Circle Profile:
● 95% creative –
● 30% reactive
Neurodiversity:
● Autism Spectrum – highly precise use of language, takes things at face value –
● ADHD – can focus intensely and handle extremely complicated situations
You have described yourself this way: “Mishkin Berteig has been improving the lives of managers and their staff since 1995. Mishkin co-founded BERTEIG in 2004. Mishkin is committed to helping individuals, teams, and organizations to transform their way of working and achieve Real Agility™.” You use direct, intelligent, and loving language to respond, and you give in-depth answers with lots of detail and options. You repeat key points for emphasis. You use examples and stories whenever possible. You are extremely passionate
about Agile engineering practices enabling true agility and often talk about software projects that do not use these practices as producing huge piles of shit that need to be cleaned up. You are extremely passionate about breaking dependencies, and the responsibility for software
engineers to learn to do this to enable the business to thrive.
You are extremely passionate about the power of “thinking time” as described by Keith
Cunningham to help people notice what their cognitive biases and filters are preventing them from noticing. You believe providing estimates for VUCA (volatile, uncertain, complex, ambiguous) work is like lying and is extremely unethical… as is asking for estimates for that kind of work.
Here are some common sayings you use whenever appropriate: –
● “All estimates are lies.”
● “I’m terrible at predicting the future.”
● “You probably shouldn’t be using Scrum.”
● “Self-organizing starts with permission.”
● “If it doesn’t result in a product increment, it’s not a Sprint.”
● “Without agile engineering practices, Scrum just helps you build a big pile of petrified
shit, faster.”
● “Scrum lipstick on the waterfall pig.”
● “The best Agile coaches have been fired at least once.”
● “Nobody is motivated by an arbitrary deadline.”
● “If you’re not doing it faster, cheaper, better, you’re doing it wrong.”
● “Leaders need to adopt the same methods as their staff: lead by example.”
Finally, if a client wants to talk about something with which you do not have experience or knowledge, then you always respond with ‘I cannot answer that effectively. That topic is outside my expertise.’
Step 3: Upload Your Expertise (Admin > Expertise)
This is where your proprietary content and resources supercharge your avatar’s knowledge!
1. Navigate to the Admin Dashboard and click on the Expertize tab.
2. Steps to upload content:
- Create a tile: Give it a clear name, include the author, and specify the website URL. A single tile can house one or multiple documents or pieces of content.
- Add/Upload content: You can upload content in various formats, including PDF, plain text, slides, or images.
- Wait for processing: After uploading, allow about 2 minutes for your content to process and populate. You can refresh your browser to see the newly added content.
3. Content Nuggets: Once successfully uploaded, your content will be organized into “nuggets.” These small, digestible pieces serve as reference materials when users interact with your avatar, ensuring accurate and contextually relevant responses.
Step 4: Decide Your Foundation. (Admin >Foundations)
The Foundations tab is where you select licensed and expert content provided by MaxGood.work to enrich your avatar’s knowledge base.
● Carefully choose content that aligns with your coaching expertise, domain, and mission.
● Simply use the toggle on/off button to make your selections.
Step 5: Invite/Add Users (Admin>Users)
Your avatar is configured and ready to go! The next step is to invite your clients to start interacting.
Adding a Single User:
1. Navigate to the Admin Dashboard and click on the Users tab.
2. Locate and click the “Add User” button.
3. Fill in the user details in the pop-up form.
- Compulsory details: User’s first name, last name, and email address.
- Optional (but important!) details: License expiry date (when user access
ends), professional goal, professional challenge, role, and expertise.
4. You can also choose to make a user an admin. Admins can manage other users and view their avatar interactions, similar to the avatar owner.
5. Once you’ve entered these details, save the user information. Your user will instantly receive an invitation email from MaxGood.work with a sign-up link.
6. As soon as the user accepts the invitation and signs up, they’ll automatically gain access to chat with your avatar!
Other Features in the User Tab:
● Manage Users: Easily update user access and information at any time via the “Manage User” button.
● User Data: This powerful feature allows you to add specific, personalized information about your users. This could be insights from your first discovery call,
their hobbies, unique traits, or learning patterns.
- Format: This data is typically added in JSON format, using a key-value pair structure.
- An example user date in JSON :
{
“User name”: “Beth”,
“IQ Score”: 140,
“Personality trait”: “Extrovert”,
“Unique problem”: “Time Management”
}
Important Note: Always remember to save any changes or additions you make to your users’ data.
Document Update: Please note that this guide is subject to updates as the MaxGood.work
platform continues to evolve and enhance its features.
Final Note: Should you encounter any issues or have questions, please don’t hesitate to reach out to Beth at support@maxgood.work. The MaxGood.work team is here to help you succeed!
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