---
{
  "title": "Coaches: the Agent and AI credits",
  "seo": {
    "description": "The Agent is Straton's assistant for coaches. It answers questions about your clients and business, and prepares routine actions for you to approve. It is included on every coach plan."
  },
  "sidebar": {
    "label": "The Agent and AI credits"
  }
}
---

The Agent is Straton's assistant for coaches. It answers questions about your
clients and business, and prepares routine actions for you to approve. It is
included on every coach plan.

## Where it is

- **Agent** is the first item in the sidebar and the page you land on after
  signing in.
- The page greets you and shows a briefing such as "3 things need your
  attention". Expand it to see each item, act on it, or dismiss it.
- Past conversations are under the conversation history menu. **New thread**
  starts a fresh one.

## Asking the Agent

Type in the box at the bottom. Useful tools:

| Control | What it does |
| --- | --- |
| **@** | Mention a specific client |
| **/** | Open commands |
| Attach | Add a file to your message |

Commands:

| Command | Purpose |
| --- | --- |
| /briefing | Show today's briefing |
| /review-checkins | Walk through pending check-ins |
| /revenue | Monthly revenue snapshot |
| /draft-followups | Draft follow-ups for missed check-ins |
| /onboard | Start onboarding a new client |

A message can be up to 8,000 characters.

## What the Agent can do

**Look things up and analyse**

- Clients: profiles, notes, workout and nutrition logs, exercise history,
  streaks, progress photos, metrics and habit adherence.
- Which clients need attention.
- Pending check-ins and intakes.
- Programs, nutrition plans and resources.
- Payments: revenue, failed payments, a client's payment history, earnings,
  recent refunds and disputes.
- Packages, products, workspace settings and members.
- How to do things in Straton.

**Prepare changes for your approval**

- Clients: add notes, update a profile, change status, invite a client, assign a
  coach, archive a client, approve an application.
- Programs: create programs and workouts, add exercises, assign, reschedule and
  sync client programs.
- Nutrition: create and assign plans, set a plan active, add foods.
- Habits: create and assign habits.
- Check-ins and intakes: assign, request, schedule and review.
- Resources: share or unshare with a client.
- Business: create or update packages and coupons, invite a team member.

## Approvals: nothing changes without you

Any action that changes something stops and waits for you. You can approve it,
deny it, or tell the Agent what to change. Nothing is assigned, published,
requested or sent to a client until you approve it.

In **Settings > Agent**, setting **Confirmations** to **Cautious** makes the
Agent ask for the strongest confirmation on every change.

## What the Agent cannot do

- It does not message clients on its own. It writes drafts for you to send.
- It cannot issue refunds or change your payment setup.
- It cannot permanently delete a client.
- It only sees the clients your role lets you see.
- It cannot be given extra permissions through its settings.
- Its output can be incomplete or wrong. Review anything before using it with a
  client.

## Personalising the Agent

**Settings > Agent** applies to your own conversations only:

| Setting | Options |
| --- | --- |
| Tone | Playful, Casual, Professional, Blunt |
| Detail | Brief, Standard, Thorough |
| Numbers | In components (tables and charts) or In the writing |
| Client voice | Warm, Neutral, Direct, Clinical. Used for drafts meant for clients |
| Intensity | RIR, RPE, Percentage, No preference |
| Nutrition approach | Flexible macros, Whole food, Portions, No preference |
| Units | Metric, Imperial |
| Confirmations | Standard, Cautious |
| Context | Free text about how you coach, up to 1,000 characters |

## Telegram

You can ask the Agent from Telegram.

1. Go to **Integrations**.
2. On the **Telegram** card, click **Connect Telegram**.
3. Telegram opens. Press **Start** to finish.

It connects your own Telegram account. Changes still need your approval.
**Disconnect** removes the link.

## AI credits

The Agent and other AI features use AI credits.

| Plan | Credits per member, per month |
| --- | --- |
| Starter | 500 |
| Pro | 2,000 |
| Studio | 4,000 |

- Each member has their own allowance. Allowances are not shared between
  members and do not roll over.
- Allowances reset on the 1st of each month (UTC).
- Bigger tasks use more credits. A quick question uses a few. Designing a full
  program or meal plan uses many more.
- Credits are only used when a step finishes successfully. Failed or cancelled
  work is not charged.
- The ring in the message box shows credits left. Hover it for "used of limit"
  and the reset date.

### Running out

When your allowance is used up, further usage draws on the workspace's **AI
balance**, a prepaid top-up shared by the whole workspace.

- Top up in **Settings > Billing**. Packs are $5, $10, $25 and $50, or a custom
  amount from $5 to $1,000.
- Only the workspace's billing manager can top up. Others see "Contact the
  workspace billing manager to top up AI credits."
- With no allowance and no balance left, requests stop with "Usage limit
  reached. Top up to continue." along with the date the allowance resets.

AI credits are not cash and cannot be refunded as cash, transferred or
exchanged.

## Roles

Owners, admins, lead coaches and coaches can use the Agent. Staff cannot.

## Common questions

**Does Straton train AI on my clients' data?**
No. Straton does not use coach or client content to train AI models.

**The Agent says it can't do something I asked.**
Either your role doesn't allow that action, or it is something the Agent never
does (see the list above).

**Why did an approval card expire?**
Proposed changes expire if they are left too long, or if the underlying data
changed in the meantime. Ask the Agent again.

**The Agent isn't responding.**
Check the credit ring. If the workspace is view-only because of billing, AI
features are paused until billing is restored.

**Is there an Automations feature?**
Not yet. Automations appears in the sidebar marked "Soon".