General
Compliance checklist
The disclosure items the agent must cover. Label = the chip; phrase = what the agent should say (shown in the teleprompter). CoachPal checks each one during the call.
Triggers
Describe a behavior for CoachPal to listen for, and the action to take when it happens. CoachPal judges the live call by meaning (not exact words), so paraphrases still fire. Color sets the on-call alert: red (violation), yellow (caution), green (note / good).
Standard pricing
The default price list every FMO sees (monthly, per seat). Blank a field to reset it to the built-in default. Changes take effect immediately. Negotiated per-FMO deals are set below.
FMO billing (custom plans)
Set a negotiated deal for a specific FMO — their plan tier, a custom monthly cost, and total seats. A custom monthly cost overrides per-seat pricing; custom seats overrides the tier's seat cap. Look up an FMO by its GoHighLevel Company ID.
Generate a secure payment link for this FMO. Send it to them — they enter a card and their recurring monthly subscription starts on the terms above. No card details touch our servers.
Call scripts
Scripts agents pull up during a call (the Scripts drawer), grouped by condition — promotions, special enrollment periods, back-to-school calls, and so on. Saved here, they appear live on the call, filterable by condition.