Virtual coach empowers drivers to take control of their safety journey by enabling self-coaching on driving events shared by administrators. This reduces the burden on safety coaches and fosters a driver-led improvement process. Drivers can review and complete guided coaching sessions directly through the Samsara Driver App or Driver Portal.
There are several options for customizing Virtual Coach settings:
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Define any coaching workflows you want to require for self coaching.
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Choose the notification method by which drivers are notified:
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Mobile Device Push Notifications and In-App Cues: (Samsara Driver App users only) Drivers receive both phone alerts and in-app prompts about events to review.
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Driver In-App Cues Only: (Samsara Driver App users only) Notifications are limited to in-app prompts to minimize potential distractions for drivers.
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SMS Notification and In-App Cues: (Samsara Driver App or Driver Portal) Drivers receive a text with a link to access shared events (recommended for Driver Portal users).
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Adjust driver permissions for marking events as coached:
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By default, drivers can mark shared events as coached, determining whether a manager-led conversation is necessary.
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Alternatively, you can enforce that only fleet administrators mark events as coached.
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Select the Settings icon (
) at the bottom of your Fleet menu to view dashboard settings.
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Go to Safety > Coaching. If necessary, enable Virtual Coach.
This will enable virtual coach organization-wide and provide access to its guidance and support; disabling restricts it for all users.
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Configure any of the desired virtual coach settings:
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Configure Workflow to add as a task in Samsara Driver App workflows.
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Choose the Notification Style on how and where to alert drivers.
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Define who can sign off on Coaching events.
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Save your changes,
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You can now share events with drivers and track coaching progress.
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