How to set up automated coaching reports with AI agents in Demodesk

What and why

Automated coaching reports in Demodesk give sales managers consistent performance data on their team—by individual rep, team, or time range—delivered to their inbox on a schedule. You build the report once under Berichte > Coaching Reports, then configure an agent in the Agent Marketplace to run and email it on a recurring cadence. Scalable AI sales coaching, no weekly admin work.

Who this is for

VP Sales, Head of Sales, and sales managers who want consistent coaching data without spending every Monday compiling dashboards. Most useful for teams of 5+ reps where manual reporting breaks down.

Prerequisites

• Active Demodesk Coaching & AI license
• Admin or manager role with access to Berichte (Reports)
• Reps already recording calls with AI Coach enabled
• Custom scorecards configured (MEDDIC, BANT, or your own methodology)
• An email address for report delivery (your own or a shared team inbox)

Steps

1. Create the base coaching report manually

Navigate to Berichte > Coaching Reportsin the Demodesk app. Every automated report starts here—you build the template once, then automate delivery.

Click New report to open the report builder.

2. Set the scope

Choose who the report covers:

• Whole team—aggregate scores across all reps reporting to you
• Individual hosts—one or more specific reps for 1:1 coaching prep
• Custom group—reps across teams, mixed to fit your structure

For a monthly leadership view, select your full team. For individual coaching prep, create separate reports per rep.

3. Define the time range

Pick the period the report covers:

• Last 7 days—weekly pulse for active managers
• Last 30 days—monthly performance review
• Last quarter—pipeline review and trend analysis
• Custom range—ad-hoc analysis

Monthly cadence aligns with most pipeline review rhythms and gives enough call volume for meaningful scorecard trends.

4. Apply host and meeting filters

Narrow the data with filters:

• Host—which rep(s) hosted the call
• Meeting type—discovery, demo, closing, follow-up
• Scorecard—filter by methodology (MEDDIC, BANT, custom)
• Deal stage—link calls to pipeline stage

Filters matter most when your team runs multiple sales motions. A discovery scorecard tells a different story than a closing scorecard—keep them separate.

5. Save the report template

Save the report with a clear name: “Monthly Team Coaching—DACH AEs” or “Weekly 1:1 Prep—Hannes”. This name is what you reference when you configure the agent in the next step.

6. Open the Agent Marketplace

Go to AI Crew in the left sidebar of the Home view, then click Add to your Crew. This opens the marketplace where pre-built agents and the AI Agent Builder live.

7. Install the Coaching Report agent

Search for Coaching Report Sender. If no pre-built agent covers your exact workflow, use the AI Agent Builder: describe what you want (“Send my Monthly Team Coaching report to me by email on the 1st of every month”) and the builder configures the agent.

8. Configure trigger, scope, and recipient

Set three things on the agent:

• Trigger—schedule (monthly on day 1, weekly on Monday) or event-based (after every call review session)
• Report—select the saved template from step 5
• Recipient—your email, your manager's, or a shared inbox

9. Run a test and activate

Run the agent once manually to confirm the email arrives with the right data. Verify the output, then set the agent to Active. It runs on schedule from there, no further input needed.

Tips

• Start per rep, not per team. Aggregate team scores hide individual coaching opportunities. Build per-rep reports first and add a team rollup later.
• Match cadence to your 1:1 rhythm.Weekly 1:1s? Send the report Sunday night so you're ready Monday morning. Monthly business reviews? Monthly reports.
• Filter out non-sales calls.Internal syncs, project calls, and customer weeklies don't belong in coaching reports. Apply a meeting type filter to exclude them.
• Bookmark standout calls. When you spot a top-quartile call in the report, bookmark it before auto-deletion kicks in. It becomes a coaching reference for the team.
• Keep scorecards tight. Five clear criteria beat fifteen vague ones. Reps act on feedback they can understand.

Related skills and agents

• AI Coach product page— demodesk.com/agents/ai-coach-a-3-0
• AI Crew—build custom agents at demodesk.com/ai-crew
• Marketplace agents—browse pre-built agents at marketplace.demodesk.ai/agents
• Skills for coaching workflows in the Marketplace under Coaching collection