Identify and add course items for a virtual coach
Define filters and add course items for automated virtual coaching. When a coaching assessment is triggered, the course items are automatically attached to the assessment.
Before you begin
Role required: sn_coaching.admin
About this task
Typical assigned course item content includes micro trainings, best practices, tips, knowledge articles, videos, and community links.
Procedure
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Navigate to Coaching > Virtual Coach > All and click New to create a record.
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Fill in the fields on the form.
|
Field |
Description |
|---|---|
|
Table |
The table from which a coaching opportunity is generating assessments. |
|
Course Items |
Course items you want to associate with the virtual coaching record. This could include a message, a link, a video, or source code.Note: The course items are automatically attached to the coaching assessment when the conditions in the virtual coaching record are met. You can also access course items by navigating to Coaching > Course items. |
|
Advanced |
Enable to set advanced conditions. See Scripts for more information on scripting. |
|
Condition |
Set filter conditions that trigger virtual coaching. |
|
Autofill fields |
Set one or more fields and the value for each value that you want to automatically populate. |
|
Field |
Description |
|---|---|
|
Number |
CVC0000106 |
|
Short Description |
Virtual Coach for the Incident Process |
|
Table |
Incident [Incident] |
|
Course Items |
Core Java |
|
Active |
Selected |
|
Advanced |
Cleared |
|
Condition |
|
|
Autofill fields |
|
Parent Topic:Configuring Coaching
Related topics
--- title: Identify and add course items for a virtual coach description: Define filters and add course items for automated virtual coaching. When a coaching assessment is triggered, the course items are automatically attached to the assessment. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/coaching/cf-identify-learning-content.html release: australia product: Coaching classification: coaching topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Configure, Coaching, IT Service Management] --- # Identify and add course items for a virtual coach Define filters and add course items for automated virtual coaching. When a coaching assessment is triggered, the course items are automatically attached to the assessment. ## Before you begin Role required: sn\_coaching.admin ## About this task Typical assigned course item content includes micro trainings, best practices, tips, knowledge articles, videos, and community links. ## Procedure 1. Navigate to **Coaching** > **Virtual Coach** > **All** and click **New** to create a record. 2. Fill in the fields on the form. <table id="table_v1s_sfr_kwb"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Table </td><td> The table from which a coaching opportunity is generating assessments. </td></tr><tr><td> Course Items </td><td> Course items you want to associate with the virtual coaching record. This could include a message, a link, a video, or source code.**Note:** The course items are automatically attached to the coaching assessment when the conditions in the virtual coaching record are met. You can also access course items by navigating to **Coaching** > **Course items**. </td></tr><tr><td> Advanced </td><td> Enable to set advanced conditions. See [Scripts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/api-reference/scripts/c_Script.md) for more information on scripting. </td></tr><tr><td> Condition </td><td> Set filter conditions that trigger virtual coaching. </td></tr><tr><td> Autofill fields </td><td> Set one or more fields and the value for each value that you want to automatically populate. </td></tr></tbody> </table> ## Coaching admin sets up learning content <table id="table_oz3_qlb_gfb"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Number </td><td> CVC0000106 </td></tr><tr><td> Short Description </td><td> Virtual Coach for the Incident Process </td></tr><tr><td> Table </td><td> Incident \[Incident\] </td></tr><tr><td> Course Items </td><td> Core Java </td></tr><tr><td> Active </td><td> Selected </td></tr><tr><td> Advanced </td><td> Cleared </td></tr><tr><td> Condition </td><td> - Assigned to changes - Configuration item is empty </td></tr><tr><td> Autofill fields </td><td> - State Resolved - Performance rating N/A </td></tr></tbody> </table>|Field|Value| |-----|-----| |Number|CR0000106| |Title|Increase customer satisfaction by solving issues faster| |Active|Selected| |Category|Customer Experience| |Content|Watch this video to increase customer satisfaction by solving issues faster.| **Parent Topic:**[Configuring Coaching](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-configuring-coaching.md) **Related topics** [Coaching field descriptions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-coaching-field-descriptions.md)
| title | Identify and add course items for a virtual coach |
| description | Define filters and add course items for automated virtual coaching. When a coaching assessment is triggered, the course items are automatically attached to the assessment. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-service-management/coaching/cf-identify-learning-content.html |
| release | australia |
| product | Coaching |
| classification | coaching |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | ConfigureCoachingIT Service Management |