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🎤

Your session is still running. Click to turn your microphone back on — Wisdom Shift can't hear you until you do.

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A session with is already running (). A session is running in another tab or window — switch to that tab to carry on. This tab won't use your microphone.

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Unfinished Session Found

A session with didn't finish cleanly last time.

A transcript was recovered. Would you like to generate the post-session report?

No transcript was recovered — you can discard this session.

Recalibrate your effectiveness scores?

Recalibrate your effectiveness scores using your saved anchor sessions? This is recommended every new calls.

End session

Framing and scoring happen in the post-session workspace.

More options

Mark as partial session

Ignore in analytics

Select a reason to continue.

Consider reducing session frequency or switching to a faster model if you are running close to the limit.

Who's who in this session?

This was a face-to-face session, so Wisdom Shift can't tell coach from learner by audio channel alone. Confirm who said each line below — this determines who scoring analyses as the coach.

Add session context

Give Sophia the context the transcript can't show — relationship, mindset, session intent. Richer context = more accurate scoring.

Add a session from notes

For a call that was not captured. It is saved as a full session — in your lists, the learner's history, your check-ins for next time and your hours. It has no recording, so it has no score.

Learner

New learner — they will be added to your learners.

Date

Start time

Length (minutes, roughly)

Speak your debrief

Talk it through as you would after any session — what it was about, what shifted, what was agreed, what to pick up next time. You can correct the words before saving.

Your notes

Type or paste anything you wrote down. Use your notes, your spoken debrief, or both — together they become the record of this session.

Learner's agenda (optional)

For example a Teams or Zoom transcript. If you paste one, the session is analysed and scored from it like a recorded session. A short extract is kept with your notes instead.

Adding a session this way does not use a session credit.

⚡ Fast Reflection < 1 min

Moment Prompts

Setup Walkthrough

Follow these steps to configure Wisdom Shift for your workspace and prepare for your first live session. Follow these steps to get Wisdom Shift ready for your first live session. Some steps are managed by your workspace admin.

✓ All set

Admin view Standard user view

Essential

Required to run your first session

These can only come from you — Wisdom Shift can’t pre-fill them. Do these first.

✓

You’ve got the essentials — you’re ready to run sessions. Everything below just makes Wisdom Shift work better.

You MUST set your meeting app's audio OUTPUT to "Multi-Output Device" — not your normal speakers or headphones.

One-time setup

Open Audio MIDI Setup (search in Spotlight)
Click "+" at bottom left → Create Multi-Output Device
Check both "BlackHole 2ch" AND your speakers/headphones
Name it "WS + Speakers" (optional but helpful)

Before each remote session

In Teams / Webex / Zoom → Settings → Audio → Speaker / Output → select "Multi-Output Device" (or "WS + Speakers")

✓ 🔑

AI Providers

Domain Credentials

Wisdom Shift uses AI models from OpenAI or Anthropic (Google Gemini support is coming soon). Choose whether everyone in your workspace uses the platform keys or your workspace's own keys — workspace keys are stored securely and never written to disk in plaintext.

Your workspace uses: . AI keys are managed by your workspace admin — there is nothing for you to set up.

✓ Done

✓ 🎙️

Audio Setup

Transcription Provider

Choose how Wisdom Shift transcribes your sessions — a real-time cloud service (fastest) or a local model (private, no external key). This is a domain-wide setting, configured in Domain Credentials. Configure at least one transcription method before your first session.

✓ Done

✓ 🧠

Your IP

Wisdom Base

Your personal coaching library — your own frameworks and IP, models from books or courses, questions you ask, and resources you recommend. This is what makes Wisdom Shift sound like you rather than a generic bot: with nothing here, its prompts stay generic.

⚡ Contains prompts — descriptions shape how your AI uses this content

Minimum: add one item to get going. The more of your own IP you add, the more Wisdom Shift sounds like you.

⚠️ Items uploaded — tag them so the AI uses them appropriately

✓ Done

✓ 📅

Automation

Calendar

Connect your calendar so Wisdom Shift automatically detects your coaching sessions, pre-fills the learner selector from the meeting attendees, and starts capturing at the scheduled time — no clicking mid-call. Enter your calendar email and connect once. You can still start sessions manually, but connecting removes almost all of the pre-call setup.

✓ Done

Recommended

Big quality gains — do these next

Optional to start, but each of these noticeably improves how well Wisdom Shift works for you.

✓ 👥

Audience Context

Learner Roles

Define the types of leaders or professionals you coach — their roles, the challenges they face, and what meaningful development looks like for them. Wisdom Shift injects this into every live prompt and post-session output, so the more specific you are, the more relevant its language and observations.

⚡ Contains prompts — these directly shape how your AI thinks

✓ Done

✓ 🧩

Methodology

Frameworks

The methodologies that anchor your coaching — a conversation model, a change framework, a leadership lens, or your own approach. Wisdom Shift ships with sensible defaults so this works out of the box; replace or refine them so it evaluates conversations through the lenses you actually use.

⚡ Contains prompts — these directly shape how your AI thinks

✓ Done

✓ 🧭

Your Voice

Coach Persona

Answer a short, guided interview about how you coach — your style, the questions you lean on, what you believe about development. Wisdom Shift uses your answers to sound like you across live prompts, brand content, and Sophia’s reflections. Stop and return any time; even a few answers help.

✓ Done

Optional

Already set up — review & make it yours

These ship pre-filled with sensible defaults, so Wisdom Shift works immediately. Tune them whenever you like to make it feel like your own.

✓ 🗺️

Journey Mapping

Mindset Journey

Ships with a sensible default set of stages a learner moves through. Review them, rename them to match your model, and add a short description of what someone at each stage actually says and does — richer descriptions make the AI’s stage tracking far more accurate.

⚡ Stages defined — add explanations to complete this step

✓ Done

✓ 🎚️

Leading Behaviour

Engagement Style

Already set to a sensible default (Socratic). Choose how you prefer to coach — Socratic, Challenging, Affirming, or Observational — to shape the tone and framing of every live prompt and summary. Change it any time; it can also differ across learner types.

⚡ Contains prompts — these directly shape how your AI thinks

✓ Done

✓ 💡

Thinking Tools

Mental Models

Unlike the others here, this one starts empty — Wisdom Shift does not ship with pre-filled mental models. Add the specific thinking tools you genuinely reach for; every one is actively considered in live and post-session analysis. Fewer, well-chosen models produce sharper prompts than a long unfocused list.

✓ Done

✓ 📝

Post-Session

Output Templates

Ships pre-filled and working. These templates control what Wisdom Shift generates after each session — effectiveness assessment, mindset journey analysis, summary, key quotes, check-ins, and the learner email. Edit any of them to adjust structure, tone, and length so every output sounds like you wrote it.

⚡ Contains prompts — these directly shape how your AI thinks

✓ Done

✓ 👤

Identity

About Me

Set your display name and upload a profile photo. Wisdom Shift uses your name when it addresses you and signs off learner emails, and it appears on every exported report.

✓ Done

✓ 🎨

Configuration

Branding

Upload your logo and set your primary brand colour so all session reports, exports, and learner emails carry your visual identity. Applied automatically — no extra steps during or after each session.

✓ Done

✓ 📤

Delivery

Outputs & Email

Choose which post-session documents Wisdom Shift generates automatically, set your email delivery preferences and tone, and decide whether output files open when a session ends. Ships with sensible defaults — adjust to taste.

✓ Done

You can return to this page at any time from the sidebar — it won't block you from using the app.

Think Aloud

Speak a free-form thought — WS will transcribe it, categorise each idea, and suggest a concrete action.

How to use Think Aloud

Press Start Recording and speak naturally — no need to structure your thoughts.
WS will identify distinct ideas and classify each into a category.
For each idea, choose Yes, do it to take the suggested action, or Skip to move on.
Everything is saved to your History tab for later review.

💭

Ready to capture your thoughts

🎙

Speak your thought — press Stop when done

Transcribing and analysing your thought…

⚠️

Ideas captured

You said

History

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How to Use Sessions

What each page does, when to use it, and how the AI uses information from it.

My Sessions

🎯

Pre-Session

Prepare the AI for your next session in under two minutes — select your learner, set context, and review a brief from their last session including unresolved themes and a suggested opening question.

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🟢

Live Session

During a session, Wisdom Shift listens and surfaces one targeted prompt when a significant moment is detected — a resistance, an identity statement, a commitment, or a stage transition. Prompts are sparse by design.

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Post-Session

Review, refine, and distribute your AI-generated session outputs — effectiveness scores, mindset journey analysis, session summary, key quotes, next-session check-ins, and a draft learner email.

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Those I'm Teaching

👤

My Learners

Your full coaching roster — each person you are currently working with, their current mindset stage, and their last session date. The starting point for individual and group views.

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Individual Dashboard

A full development picture for one learner — their stage trajectory over time, effectiveness scores by dimension, recent session themes, and an AI-generated insight about their current coaching focus.

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👥

Group Dashboard

See where a cohort sits on the Mindset Journey at a glance. Select learners, click Update Chart, and get an AI-generated cohort insight showing common themes and stage clusters across the group.

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🧭

Learner Journey

Track one learner's progress over time — their mindset-stage progression, session scores across your coaching dimensions, and framework-guided suggestions for where to take them next.

🎯

What Great Looks Like

How the scoring engine works, what it looks for, and what the numbers actually mean at every level — dimension, session, and holistic average.

Every session score is the output of a six-step reasoning chain. Understanding each step helps you understand why context framing isn't optional — it's the difference between the engine seeing a coaching session and seeing a transcript.

Session Intelligence Read

Before any scoring begins, the engine reads your context note, prior session summary, learner stage history, coach context, and delivery mode. This is where it forms its intent model — what kind of session was this meant to be?

Context note Prior session summary Learner stage Delivery mode Coach context

Session Frame Classification

The engine identifies the primary frame (e.g. Identity/Growth, Strategic/Advisory, Performance/Standards). This determines which dimensions are weighted as primary, secondary, or background — so a Performance session isn't judged the same way as an Identity breakthrough session.

⚠️ If you skip frame tagging, the engine defaults to a generic weighting that may penalise dimensions that shouldn't apply — and miss giving credit where it's due.

Phase 1 Reasoning — Session Type, Coaching Model & Discomfort

Before looking at any rubric, the engine reasons about what coaching model was in play, whether good discomfort was present, and what the session's actual developmental intent was. This phase determines the calibration multipliers applied in Phase 2 — a high-challenge session gets different treatment than a supportive processing one.

Dimension Scoring Against Rubric

Each in-scope dimension is scored 0–10 against an evidence-based rubric anchored to the transcript. The engine looks for specific observable behaviours — question structure, reframe quality, identity language, alliance signals. It can only score what it can see. Silence, listening, and invisible rapport are real coaching — but they don't score unless evidenced in speech.

🔑 The single biggest scoring lever: a rich, clear transcript and a detailed context note. The engine is not guessing — it is reading evidence. Give it more to read.

Learner Stage & Identity Shifting Calibration

Scores are recalibrated for where the learner actually is on their journey. A Transformation score of 7 means something very different for a learner in Guarded stage vs one in Identity Shifting. The engine applies stage-aware floors and multipliers so early-stage breakthroughs are valued appropriately.

Weighted Session Score

In-scope dimensions are averaged with 1.5× weight on primary dimensions and 0.5× on background ones. The result is the session overall score. CHQ and SENT are scored separately and always shown — but only SENT is kept outside the overall average as a standalone index.

Bottom line on context framing

A session where you did exceptional work but filed no context note, no frame, and had a patchy transcript will score 1–2 points below its true level. A mediocre session that is richly contextualised will score at its ceiling. Context framing isn't administrative — it's the primary input to the intelligence layer.

Each dimension is scored 0–10 per session. Here's what the engine is looking for at each band — and where a consistently great coach should expect to land.

0–3

Absent or significantly underdeveloped

The dimension is either not present in the session or the evidence is too thin to score meaningfully. Common causes: very short session, scheduling/social call incorrectly typed as coaching, transcript not captured, or a genuine miss in that dimension.

3–5

Developing — evident but inconsistent

The dimension shows up in patches. Some good moments but also missed opportunities, surface-level engagement, or technique applied without clear effect. Worth examining: is this a skill gap, a context mismatch, or a transcript issue?

5–6.5

Competent — working, but gaps visible

Solid coaching is present. The dimension is engaged and generally effective, but the engine found clear moments where the technique was partial, the question didn't land at depth, or the opportunity was seen but not taken. This is the honest floor for a practising coach.

6.5–7

Strong — evidence-based, effective coaching

The dimension is clearly working. Questions are precise, techniques are contextually chosen, the learner is visibly moved. Minor gaps exist but they're not meaningful misses — they're in the texture, not the structure.

7–8

Great coach's home base

TARGET

This is where consistently excellent coaching lives. Every key dimension is working. Questions probe at identity, not just behaviour. Alliance is evidenced by learner vulnerability. Technique is varied and chosen with intent. The engine finds consistent, compelling evidence with only small gaps. Most sessions for a coach at this level should land here most of the time.

8–9

Exceptional — standout performance in this dimension

The engine found rich, compelling evidence with almost no meaningful gaps. This dimension was a genuine strength of the session — not just present, but actively driving the outcome. Expect to see this occasionally (5–10% of sessions) in your strongest dimensions like Alliance or Question Depth when everything aligned.

9–10

Unicorn territory

🦄

The dimension was operating at an extraordinary level. For Alliance: the learner went somewhere deeply personal and the transcript captures both the risk and the safety. For Question Depth: every question was surgical, each one unlocked the next layer, and there's clear evidence of identity-level insight. For Transformation: a genuine, visible, unprompted shift occurred and the learner named it themselves. These scores exist — but they're rare even for elite coaches.

Dimension-specific notes

EXP

Experimentation has structural drag in group sessions and early-stage learners — a 6–7 here is strong. The engine softens expectations when the context doesn't naturally produce commitments.

TRN

Transformation is measured relative to the learner's stage, not against an absolute bar. A 7 for a Guarded-stage learner represents a very different achievement than a 7 for someone in Embodying.

ALLY

Alliance is the dimension most likely to reach 8–9 for an experienced relational coach. High trust is evidenced by learner vulnerability, personal disclosure, and explicit trust signals in the transcript.

SENT

Learner Experience Index is a standalone index — not included in the session overall. It measures how the session felt to the learner based on their language, energy, and engagement. Track it separately as a relational health indicator.

CHQ

Challenge Quality is always scored regardless of frame. It captures whether good discomfort was introduced with skill — not just whether challenge occurred, but whether it landed cleanly and produced movement.

The session overall is a weighted average across all in-scope dimensions. Because it's already an average, it's harder to score high — one weaker dimension pulls the whole session down.

9.0 + 🦄 Session unicorn

Every dimension fired. The transcript is rich, the framing is precise, the learner had a visible breakthrough, and the coaching technique matched every moment. These sessions exist but you'll know when one happened — it felt different in the room too.

8.0 – 8.9 Elite

Outstanding. When you have one of these, review it — understand what you did differently. These sessions should be studied, not just celebrated. Expect a handful per quarter for a coach operating at the top of their game.

7.0 – 7.9 YOUR TARGET ZONE

This is where great coaching practice lives. A consistent 7.0–7.5 means every dimension is working and the session delivered genuine value. High 7s (7.5+) is exceptional — it means you were operating well across all dimensions with only minor texture gaps. If this is your consistent home base across a full client roster, you are in the top tier of practitioners.

6.5 – 6.9 Strong

Solid coaching with clear evidence of skill. The engine found the session working but identified one or two dimensions with meaningful gaps — a question that stayed at behaviour, an opportunity for reframe that wasn't taken, or a moment where the learner's energy dropped and wasn't picked up. Worth reflecting on but not concerning.

5.0 – 6.4 Developing

Competent coaching with gaps the engine could see clearly. Before treating this as a skill reading, check: was the transcript thin? Was the session a scheduling call or social check-in mislabelled? Was there no context note? If the session was real and well-captured, this score is genuine development feedback.

Below 5.0 Check the session type first

Sub-5 almost always means one of two things: the session was a scheduling call, intro, or social interaction that got scored as a coaching session — or the transcript was too short to give the engine enough to work with. Retag these using the Edit button before drawing any conclusions.

Your holistic average is the mean session score across all scored sessions — and it's the hardest number to move. It doesn't just capture your ceiling; it captures your floor, your consistency, and your range. Volume and diversity matter as much as the number itself.

Why the holistic average is the real test

✓

It includes your Guarded-stage learners, not just your Identity Shifting ones

✓

It includes your off days, not just your best sessions

✓

It spans every frame — operational, identity, performance, support — so you can't inflate it by staying in your comfort zone

✓

Volume compounds it — 10 sessions at 8.0 is a good run; 100 sessions at 7.5 is a coaching practice

Sub-6.0

Developing practice

Coaching is present but consistency is the gap. Could also reflect data quality issues — short transcripts, missing context notes, mislabelled session types. Address data quality before treating as a skill reading.

6.0 – 6.5

Good — solid across the board

Consistently good coaching across sessions. Some dimensions or frames are dragging — use the Frame × Dimension matrix to identify where. A learner-mix issue (lots of early-stage clients) can sit here and be completely appropriate.

6.5 – 7.0

Excellent — upper quartile

Strong, consistent coaching across a varied client roster. The engine is finding solid evidence across most dimensions in most sessions. This is a high bar. Most practising coaches, even experienced ones, land here across a real-world client mix.

7.0 – 7.3

ELITE

Elite — top-tier coaching practice

Across 50+ diverse sessions this is genuinely top-tier. You are consistently delivering strong coaching in most frames and stages, your weaker dimensions are still respectable, and your consistency is the differentiator. This is where the best practitioners in a serious coaching practice tend to cluster.

7.3 – 7.6

World-class

Rare. Sustained at this level across 50+ sessions with genuine frame diversity, this would put you in the top few percent of practitioners measured at this depth. The consistency required to hold this average across varied client types and challenging sessions is extraordinary.

7.6+

🦄

Unicorn average — sustained exceptional practice

If you sustain this across 100+ sessions with a diverse client mix, the scoring engine is telling you that you are operating at a level that is objectively rare. Worth asking: what is your floor? Because it's the floor, not the ceiling, that determines the holistic average.

My Leading and Learning

📊

My Leading Effectiveness

Track your coaching effectiveness across key dimensions over time. Scores update after each session and feed directly into your Leader Learning plan, so weaker dimensions automatically get more focus.

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🎓

Leader Learning

A structured weekly learning plan drawn from your Wisdom Base and tied to your lowest effectiveness dimension. Includes activities, reflection prompts, and understanding checks that build over time.

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⚡

Collision of Thought

A structured dialogue format designed to surface tension between two perspectives. The AI synthesises what shifted, what stayed entrenched, and what follow-up conversations the session points toward.

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🏠

My Dashboard

A consolidated overview of your coaching practice — session volume, effectiveness trends, learner stage distribution, and recent activity. Use it to orient yourself at the start of a week or before a planning conversation.

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🪞

My Identity and Beliefs

The core belief statements that define how you lead and coach. Every AI output — live prompts, analysis, emails — is filtered through these. Keeping them current and specific is one of the highest-leverage things you can do.

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🎙️

Think Aloud

Capture free-form thoughts between sessions — observations about a learner, ideas for your practice, or reflections on what's emerging. Wisdom Shift categorises each thought and suggests a concrete next action.

💡

Models Used

Every model used in every session is recorded — taught, applied, referenced or brought by the learner. See which you use most and when, filter by company or learner, and open a clean client view for one company.

🧠

Metacognition Profile

Patterns drawn from your last 30 sessions — your recurring coaching habits, tendencies, and choices. Reflect on and tag each pattern to drive deliberate, self-directed development.

🏷️

Tag Report

Compare your effectiveness across session tags — see which types of session you tend to score highest and lowest on, so you can focus your development where it matters.

📋

ICF Dashboard

See how your coaching maps to the ICF Core Competencies (2019 model) — a credential-aligned view of your strengths and the competencies worth deliberate attention.

My Wisdom Base

📚

My Reading

Personalised book and resource recommendations for your own development, drawn from your Wisdom Base and your effectiveness profile. Weighted toward your own IP before looking outward.

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💡

Wisdom Base

Your full coaching library — your own IP, key frameworks, books, and reference material. This is the primary source the AI draws on for live prompts, post-session analysis, and learning recommendations. Quality and tagging matter more than volume.

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🧩

Frameworks

The coaching and leadership frameworks you work with. Tag your primary frameworks so the AI prioritises them in live prompts and post-session analysis. A clear description per framework significantly improves output quality.

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🔬

Mental Models

The thinking tools the AI draws on when generating prompts and analysis. Add your own models — especially those specific to your practice — and describe them in coaching terms so the AI can apply them to real transcript moments.

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🔄

Review Queue

Wisdom Base items flagged for review — content that hasn't been used recently, scored low in relevance, or that you've marked manually. Work through it periodically to keep your library healthy and the AI's outputs sharp.

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Personal Brand

✨

Coach Persona

Build your coach persona profile through a structured interview. Your answers power your Personal Brand content and help Wisdom Shift sound like you.

🎨

Brand Content

Generate professional bios, positioning statements, and content ideas from your persona profile and Wisdom Base stories.

💬

Learner Quotes

Curate real learner quotes from your sessions. Set rules for what's worth keeping; the engine surfaces and learns from your choices.

Not sure how the AI makes decisions?

How WisdomShift Thinks

A plain-English guide to the AI engines behind live prompts, session analysis, and learning recommendations.

Overview

WisdomShift runs on a handful of engines working together. During a live session, a decision loop decides when a moment is genuinely worth a prompt. Afterwards, two rubric systems read the transcript to assess the learner's mindset journey and your own effectiveness as a coach. A content selection engine chooses what to surface from your Wisdom Base. Sophia, a reflective layer, turns all of this back on you to support your own development. Underneath it all, an AI model layer does the language processing. Understanding how these fit together will help you make better setup decisions — and know why the AI does what it does.

🎧

The Live Session Decision Loop

During a live session, WisdomShift listens to the conversation continuously but speaks rarely. It is event-driven, not timed — it does not prompt on a schedule. Instead, it watches the rolling transcript for genuinely significant moments, and only then considers surfacing a single, pointed prompt.

What counts as a moment worth prompting on

An identity or belief statement — "I'm just not the kind of leader who…"
Fixed-mindset language, deflection, or blame pointed outward
Strong or unresolved emotion the learner keeps circling without landing on
A commitment being made — or a previous one quietly dropped
A stall — the conversation looping, or the mindset stage not moving

When a moment is detected, WisdomShift applies guardrails before it interrupts you: it respects a minimum gap since the last prompt, limits how many prompts it will surface in any short window, skips anything you've marked as out of scope, and stays quiet if you're already exploring the same thing yourself. Only when all of that clears does it surface one prompt — drawn from your Wisdom Base and phrased in your voice.

Why so sparing: A prompt every few seconds would pull you out of the conversation. WisdomShift is built to earn each interruption — a single, well-timed observation you can act on or dismiss with one click, never a running commentary.

🗺️

The Mindset Journey Rubric

The Mindset Journey rubric defines the stages a learner moves through in your coaching practice — you configure these in Settings. During each session, WisdomShift analyses the transcript for specific signals and maps them to the stage descriptions you wrote.

Key signals the AI looks for

How the learner talks about their own identity — "I'm the kind of person who…"
Whether they are questioning existing beliefs or defending them
Whether they are moving toward ownership of change or away from it
The language they use around commitments — "I'll try" vs "I will" vs "I already have"

Setup impact: The more descriptive your stage definitions, the more accurate the placement. A stage defined only by a name gives the AI little to work with. A stage with a description of what someone at that stage actually says and does produces far more reliable assessments.

📊

The Effectiveness Rubric

After each session, WisdomShift scores your performance as a coach across a fixed set of coaching dimensions — alignment to your frameworks, question depth, technique mix, response quality, transformation, alliance, behavioural experimentation, learner sentiment, and challenge quality. Which dimensions count as primary versus background adapts automatically to the session type and intent.

Scores are inferred from what the transcript shows: the types of questions you asked, the balance of speaking time, whether the learner was steered or led, whether commitments were made and owned. The AI does not just count words — it assesses the quality of the conversational moves.

Remember: Scores compound across sessions. A single session is a noisy signal — meaningful patterns emerge across five or more. Use the effectiveness profile as a mirror for your own development, not a verdict on individual sessions.

🧲

The Wisdom Base Selection Engine

When WisdomShift needs to surface a live prompt or recommend a resource, it does not pick at random. It scores every candidate item from your Wisdom Base using a three-axis framework called PCS:

Personalised

How well does this item match this specific learner — their role, their patterns, their history with you?

Contextualised

Is this item connected to the frameworks and themes active in this session?

Situationalised

Does it fit the exact conversational moment — the learner's current mindset stage, and the timing and load of the situation (for example, a quieter stretch versus a high-pressure period)?

When items score similarly on PCS, a priority matrix breaks the tie. Items are ranked by their scope (your own IP vs domain knowledge vs external resources) and importance (core to your practice vs supplementary). Your own frameworks and IP always receive the highest priority — not because they are assumed to be better, but because your practice should first sound like you.

History penalty: Items recommended recently receive a scoring penalty so the AI naturally diversifies over time. A chronically over-used item will only be selected if it is clearly the best match for the moment.

🪞

Sophia — Your Reflective Second Brain

Everything above is aimed at your learners. Sophia is aimed at you. She is WisdomShift's reflective layer — an AI that reads across all of your sessions, your effectiveness trends, and your Wisdom Base to help you develop as a coach, in the same way you help your learners develop.

Sophia is what powers your Metacognition Profile (the recurring habits and choices in how you coach), your Leader Learning plan, and the Reflect feature you can call on during or after a session. Rather than generic advice, she surfaces patterns you may not have noticed and connects them back to your own frameworks and beliefs.

Because Sophia is grounded in your Wisdom Base and your stated doctrine, her observations are meant to sound like your own best thinking turned back on yourself — not an outside voice telling you how to coach.

A mirror, not a scoreboard: Your dashboards and scores measure what happened in a session; Sophia helps you make sense of it and decide what to work on next. Use her the way your learners use you.

⚙️

AI Models and Tiers

Wisdom Shift uses AI models for different tasks at different levels of capability:

Fast

Time-sensitive tasks during live sessions — tracking the current mindset stage, detecting when a prompt threshold is crossed. Low latency is the priority.

Standard

Most post-session analysis — effectiveness scoring, session summaries, mindset journey assessments, and learning recommendations. Balances quality and speed.

Premium

The most nuanced tasks where subtlety and depth matter most. Used selectively for the highest-impact outputs.

You can bring your own API keys for OpenAI or Anthropic (Google Gemini support is coming soon). In Settings → API Keys, you choose one provider, then set two models: a Fast model for live, low-latency work, and a Standard model for everything else. The Premium tier currently uses your Standard model.

🔧

How Your Setup Shapes Everything

The AI does not improvise from nothing — it works from what you give it. Every configuration choice has downstream effects on output quality:

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Learner Roles narrow the context for live prompts — the AI knows who it's prompting for.

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Engagement style sets the conversational register — Socratic prompts are structured differently from Challenging ones.

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Frameworks inject a lens that the AI applies when deciding whether a moment is worth prompting on.

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Mindset Journey stage definitions determine how accurately the AI places learners and detects transitions.

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Wisdom Base content is the raw material for all live prompts and recommendations — richer, well-tagged content produces more targeted outputs.

→

Output templates control the structure and tone of every post-session document — customise them once and benefit every session.

A sparse setup produces generic outputs. A well-curated setup produces outputs that feel like they were written by you.

Ready to configure?

Pre-Session

Prepare context before your session

Missed capturing a call?

PRE-SESSION

WHAT THIS IS: Your starting point for every coaching session. Select who you're coaching, confirm consent, and review what Wisdom Shift knows about this person from previous sessions — including unresolved themes and suggested opening questions.

WHY IT EXISTS: The more context the AI has before a session begins, the more precise and relevant its live prompts will be. Spending 30 seconds here meaningfully improves what surfaces during the conversation.

HOW TO USE IT: Select your learner, confirm consent, check any check-in items from the last session, then click Start Session. If you've set a Today's Focus, it will be injected into every live prompt during the session.

Microphone

Using:

This looks like a phone or virtual microphone, not the one on your computer. Choose your computer or headset microphone above before you start.

Is this the right learner?

The calendar invite is for , but you're starting a session with .

⚠

Session could not start

Consent

All participants have been informed that AI is listening and assisting this session.

Learner

Name

Very similar learner exists: — did you mean them?

On this invite:

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Create new learner:

Last session:

New learner — first session will be created

Select a learner to start the session.

Learner's agenda (optional)

Saved — it will be attached to this learner's session.

Primary Learner

Last session: — change if needed

Session active — changing this updates the live session immediately

Gender

A line or two on the people around this learner — their manager, sponsor, anyone you also coach — lets Wisdom Shift judge safety and challenge against the real stakes.

Learner Consent Record

Record Learner Consent

Consent Scope

Method

Jurisdiction

Group Session

Audience *

Group Name (optional — defaults to audience name)

Outputs will be saved to

Call Type

Collision of Thought session

Collision of Thought sessions save a transcript for your own learning analytics only. No learner records or post-session outputs are created.

🎙 Browser capture Active

Session type

Auto-detected Auto-detected

Virtual call

Teams, Webex, Meet, Zoom

In person

Same room — mic captures all

Your microphone only. The learner is captured just well enough that your mic can hear them through your speakers — on a headset they will not be recorded at all.

Capture the learner properly this session — your browser will ask you to share a screen or tab each time you start. Reliable, but it collides with screen sharing inside Teams or Webex.

When you start, your browser will ask what to share — choose the meeting tab or your whole screen and tick “share audio”. Never pick a single window: windows carry no audio.

Call audio is capturing. Your mic captures you, the call captures the learner, and anything picked up twice is removed automatically.

The learner is not being captured. Screen sharing was cancelled, so only your microphone is recording. You shared a screen but no audio came with it — re-share and tick “share audio”, and pick a tab or your whole screen rather than a single window. Your browser refused the request. Unless you are on speakers loud enough for your mic to hear them, their side of this session will be missing.

Mic only — system audio not used. Speaker diarisation separates your voice from the learner's automatically.

Microphone ready Microphone blocked — sessions will have no audio Click Test mic → choose "Allow while visiting the site" Click Test mic → choose "Allow while visiting the site"

Fix microphone access:

Open System Settings → Privacy & Security → Microphone
Make sure Google Chrome is in the list and enabled
Quit and reopen Chrome, then click "Test mic" again

Captures your microphone only. Use this if browser capture isn't available on your device.

✦ First session with

Check In From Last Session

Threads With

Pre-Session Brief

Personal Goals

achieved · parked

Last Session Recap

Review the most recent session for a client before you dial in next.

SESSION RECAPS

WHAT THIS IS: A curated brief of everything Wisdom Shift knows about a learner — their current Mindset Journey position, key themes from the overall coaching relationship, what needs following up from the last session, and watch-fors for this conversation.

WHY IT EXISTS: Continuity between sessions is one of the most powerful assets in a coaching relationship. This brief gives you a fast, intelligent refresh so you arrive prepared, not catching up.

HOW TO USE IT: Select a client, review the sections that feel most relevant, then head to Pre-Session to start. The more sessions you run, the richer and more accurate this brief becomes.

Select Client

No clients with session history yet.

Group Session

Mindset Journey Position

Post-Session

Browse, review, and download session outputs

Sessions still open for a debrief

Ordered by most recent. Sessions past 48 hours are already auto-scored and won't appear here.

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Nothing open right now — every recent session has a debrief or has aged out of the window.

POST-SESSION

WHAT THIS IS: The complete output of every coaching session — effectiveness assessment, Mindset Journey analysis, session summary, key quotes and questions, next-session check-ins, and a ready-to-send learner email. All generated automatically after each session ends.

WHY IT EXISTS: These outputs close the loop on every session — giving you a documented record, a professional client communication, and a foundation for the next conversation. No report writing, no notes to type up.

HOW TO USE IT: Review each section, copy the learner email and send it, save any quotes or questions that surfaced to your Wisdom Base, and note the check-in items ready for next time. You can regenerate any individual section if the output needs refinement.

Post-session pipeline failed

If the session recorded correctly, try clicking Regenerate on the Post-Session tab. If the problem persists, check the server log.

Missed capturing a call? Add it from your notes or a spoken debrief.

Learner

No learners found

Session

Learner Role

Move this session to another learner

— . Choose the learner this session was really with, or type a new name.

The right learner

is a new learner and will be added to your list.

already has a session that day, so this one will show as .

Delete this session?

Permanently deletes 's session on — transcript, outputs, debrief note, and score. This can't be undone.

No session data available yet. Complete a coaching session to see outputs here.

Loading sessions…

No sessions found for this learner.

No outputs found for this session.

The summary has not been written yet — choose Update from my notes.

Your debrief

Your notes

No notes were added with this session.

Your debrief

Your notes

Session saved — scoring pending

Your transcript is saved. The session summary, email, check-ins, and assessments will be generated once scoring is resolved. Add your debrief note below to include your context in the score, or score directly from the transcript.

Session framing

Locked Provisional Frame: transcript only + Context

No show / no meaningful conversation

This session was recorded as a no-show. No coaching content, scores, or assessments have been generated. Mindset Journey stage and all session metrics are unchanged.

EPICC Framework Score

EPICC Active

Scoring…

EPICC scoring is not enabled. Enable it in Settings → Frameworks to score this session.

💬 Quotes & IP Detected This Session

WS detected these quotes, analogies, and reframes from this session. Save the ones worth keeping to your Wisdom Base.

❓ Questions Detected This Session

Questions WS identified as particularly effective from this session. Add the ones worth reusing to your Questions Library.

🧩 Models & Frameworks Detected This Session

WS detected references to models or frameworks not yet in your knowledge base. Review and add any worth tracking.

Already in your knowledge base:

🌀 Analogies & Metaphors Detected

WS extracted these analogies and metaphors from this session. Save the ones worth reusing into your Analogy Library.

📚 Learning Recommendations

No show / no meaningful conversation

This session was marked as a no-show because the transcript contained no meaningful dialogue. Mindset Journey stage, session scores, and all metrics remain unchanged.

Re-scoring session…

Effectiveness score

Loading session summary…

Learner's agenda

/ 10

No agenda was added for this session. If the learner sent one, add it here to see whether it was met.

Agenda check: .

Learner Pulse

Coming soon

Send 3 quick questions to your learner — 30-second response, no login needed.

Learner email — sourced from calendar invite

Available once calendar integration is connected — learner email is sourced automatically from the meeting invite.

Ready to send recap

My Reading

Books recommended based on your session patterns and development areas

MY READING

WHAT THIS IS: AI-curated book recommendations personalised to your coaching practice, session patterns, and development areas. Wisdom Shift analyses your sessions and suggests books that would deepen your capability in the areas where you're most active — or where patterns suggest a development edge.

WHY IT EXISTS: Great coaches read. This section turns your session data into a personalised professional reading list, so your development stays connected to your real work rather than being generic self-improvement.

HOW TO USE IT: Click "Discover New Books" to generate fresh recommendations based on recent sessions. Tag books as Reading, Completed, or Re-Read to track your progress. Add personal picks manually for books you want to remember or revisit.

Finding personalised books for you…

📚

No recommendations yet

Run a session or click "Discover New Books" to get started.

Add a book to your library

Title *

Author (optional)

If search doesn't find your book (new releases, self-published, private links), use "add by link" below.

We couldn't find this book automatically. You can add it manually by pasting a link to the book (e.g. Amazon) and letting AI describe it, or fill in the details yourself below.

Book URL (Amazon, publisher site, author site, etc.)

AI will extract the title, author, and description from the page. You can edit everything before saving.

Select the correct book:

📖

Upload
cover

⭐ Personal Pick

About this book

Why this is important for your leading

Generating personalised context…

📖

My Learners

Toggle visibility to show or hide learners across all dropdowns in the app. Use Merge to combine duplicate records.

MY LEARNERS

WHAT THIS IS: Your complete list of learners — everyone you've coached through Wisdom Shift. Each entry shows how many sessions you've had, the average time between sessions, their current Mindset Journey stage, and their assigned audience role.

WHY IT EXISTS: Managing your roster keeps the app clean and ensures the right people appear in dropdowns. Hidden learners are archived rather than deleted — you can restore them at any time.

HOW TO USE IT: Toggle visibility to hide inactive clients from session dropdowns. Use Merge to combine duplicate records created by name variations. The Visible toggle does not delete any data. Assign a role to each learner so the AI knows which audience profile to use.

Loading roster…

No learner sessions found yet.

Learner ▲▼	Stage ▲▼	# ▲▼	Last seen ▲▼	Company ▲▼	Dept ▲▼	Actions
	not set					·
No visible learners.

Learner	Stage	#	Last seen	Company	Dept	Actions
	—					·

Merge learners

Both learners' sessions, scores, notes and history are combined under the preferred name. Sessions on the same date are both kept. You'll see exactly what will change before anything moves.

Canonical learner (keep)

Duplicate to merge in

Preferred display name

session(s) will move to .

learner notes/history records combined.

Individual Dashboard

Session history and Mindset Journey progress for a single learner.

INDIVIDUAL DASHBOARD

WHAT THIS IS: A longitudinal view of a single learner's journey — total sessions, session cadence, their current Mindset Journey stage, and a visual timeline showing how their stage has evolved over time.

WHY IT EXISTS: Patterns that are invisible in a single session become visible across multiple sessions. This view helps you see whether a learner is progressing, plateauing, or regressing — and informs your pre-session preparation.

HOW TO USE IT: Select a learner to load their data. Use "Regenerate session outputs" to re-run the post-session pipeline on a specific date if the analysis needs refreshing. Review the Mindset Journey timeline to see stage progression at a glance.

Learner

Session Updated Regeneration failed

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Goes by

Used in the email greeting. Leave empty to use their first name.

Company

Rename learner

Stored for dashboard context and used as supplemental background in learner insights. Not used to directly score traits or force stage classification.

Sessions

total

Cadence

avg. days between sessions

Current Focus

Mindset Journey Timeline

No mindset stage data available yet.

Individual session stages — not the current learner arc

Date	Stage	Overall

Generating coaching insight…

Goals and Commitments

Total

Not started

In progress

Completed

Top Goals

Status is inferred from conversation, not tracked via explicit checkboxes. Click a goal to see session evidence.

No commitments extracted yet

Goals and commitments are extracted automatically after sessions are scored. If you've completed recent sessions with , try regenerating the session outputs above.

Analysing the last 5 sessions…

Select a learner above to view their progress.

Group Dashboard

See where a cohort is in the Mindset Journey.

GROUP DASHBOARD

WHAT THIS IS: A cohort-level view of where multiple learners sit in the Mindset Journey simultaneously. Select any combination of learners to see their relative positions on a single chart.

WHY IT EXISTS: When you're coaching a team or a cohort, knowing where everyone is in the journey helps you make programme-level decisions — who needs more individual attention, who is clustering at a particular stage, and where the group is moving as a whole.

HOW TO USE IT: Use "Add learner" to select the people you want to compare, then click "Update chart". For 10 or fewer learners you'll see individual names; for larger groups, it switches to a stage count view. Click any number to see which learners are in that stage.

Filter by

No visible learners match these filters.

Select learners above to see where they are in the Mindset Journey.

Loading…

More than 10 learners selected — showing counts only. Click a number to see names.

Analysing this group's recent sessions…

What Great Looks Like

How the scoring engine works, what it looks for, and what the numbers actually mean at every level — dimension, session, and holistic average.

Session Intelligence Read

Context note Prior session summary Learner stage Delivery mode Coach context

Session Frame Classification

⚠️ If you skip frame tagging, the engine defaults to a generic weighting that may penalise dimensions that shouldn't apply — and miss giving credit where it's due.

Phase 1 Reasoning — Session Type, Coaching Model & Discomfort

Dimension Scoring Against Rubric

🔑 The single biggest scoring lever: a rich, clear transcript and a detailed context note. The engine is not guessing — it is reading evidence. Give it more to read.

Learner Stage & Identity Shifting Calibration

Weighted Session Score

Bottom line on context framing

Each dimension is scored 0–10 per session. Here's what the engine is looking for at each band — and where a consistently great coach should expect to land.

0–3

Absent or significantly underdeveloped

The dimension is either not present or the evidence is too thin to score meaningfully. Common causes: very short session, social call incorrectly typed as coaching, transcript not captured, or a genuine miss in that dimension.

3–5

Developing — evident but inconsistent

The dimension shows up in patches. Some good moments but also missed opportunities, surface-level engagement, or technique applied without clear effect. Is this a skill gap, a context mismatch, or a transcript issue?

5–6.5

Competent — working, but gaps visible

Solid coaching is present. The dimension is engaged and generally effective, but the engine found moments where technique was partial, the question didn't land at depth, or an opportunity was seen but not taken. This is the honest floor for a practising coach.

6.5–7

Strong — evidence-based, effective coaching

7–8

Great coach's home base

TARGET

This is where consistently excellent coaching lives. Questions probe at identity, not just behaviour. Alliance is evidenced by learner vulnerability. Technique is varied and chosen with intent. The engine finds consistent, compelling evidence with only small gaps. Most sessions for a coach at this level should land here most of the time.

8–9

Exceptional — standout performance in this dimension

The engine found rich, compelling evidence with almost no meaningful gaps. This dimension was a genuine strength of the session — actively driving the outcome. Expect to see this occasionally (5–10% of sessions) in your strongest dimensions like Alliance or Question Depth when everything aligned.

9–10

Unicorn territory

🦄

The dimension was operating at an extraordinary level. For Alliance: the learner went somewhere deeply personal and the transcript captures both the risk and the safety. For Transformation: a genuine, visible, unprompted shift occurred and the learner named it themselves. These scores exist — but they're rare even for elite coaches.

Dimension-specific notes

EXP

Experimentation has structural drag in group sessions and early-stage learners — a 6–7 here is strong. The engine softens expectations when the context doesn't naturally produce commitments.

TRN

Transformation is measured relative to the learner's stage. A 7 for a Guarded-stage learner represents a very different achievement than a 7 for someone in Embodying.

ALLY

LEX

Learner Experience Index is a standalone index — not included in the session overall. It measures how the session felt to the learner. Track it separately as a relational health indicator.

CHQ

The session overall is a weighted average across all in-scope dimensions. Because it's already an average, it's harder to score high — one weaker dimension pulls the whole session down.

9.0+🦄Session unicorn

8.0 – 8.9Elite

Outstanding. When you have one of these, review it — understand what you did differently. Expect a handful per quarter for a coach operating at the top of their game.

7.0 – 7.9YOUR TARGET ZONE

This is where great coaching practice lives. A consistent 7.0–7.5 means every dimension is working and the session delivered genuine value. If this is your consistent home base across a full client roster, you are in the top tier of practitioners.

6.5 – 6.9Strong

Solid coaching with clear evidence of skill. The engine identified one or two dimensions with meaningful gaps — a question that stayed at behaviour, an opportunity for reframe that wasn't taken. Worth reflecting on but not concerning.

5.0 – 6.4Developing

Competent coaching with gaps the engine could see clearly. Before treating this as a skill reading, check: was the transcript thin? Was there no context note? Was the session mislabelled?

Below 5.0Check the session type first

Sub-5 almost always means the session was a scheduling call or social interaction scored as coaching — or the transcript was too short. Retag using the Edit button before drawing any conclusions.

Your holistic average is the mean session score across all scored sessions — and it's the hardest number to move. It captures your floor, your consistency, and your range, not just your ceiling.

Why the holistic average is the real test

✓

It includes your Guarded-stage learners, not just your Identity Shifting ones

✓

It includes your off days, not just your best sessions

✓

It spans every frame — operational, identity, performance, support — so you can't inflate it by staying in your comfort zone

✓

Volume compounds it — 100 sessions at 7.5 is a coaching practice, not a good run

Sub-6.0

Developing practice

Coaching is present but consistency is the gap. Address data quality before treating as a skill reading.

6.0 – 6.5

Good — solid across the board

Consistently good coaching. Some dimensions or frames are dragging — use the Frame × Dimension matrix to identify where.

6.5 – 7.0

Excellent — upper quartile

Strong, consistent coaching across a varied client roster. Most experienced coaches land here across a real-world client mix.

7.0 – 7.3

ELITE

Elite — top-tier coaching practice

Across 50+ diverse sessions this is genuinely top-tier. Consistency is the differentiator — this is where the best practitioners in a serious coaching practice tend to cluster.

7.3 – 7.6

World-class

Rare. Sustained across 50+ sessions with genuine frame diversity, this would put you in the top few percent of practitioners measured at this depth.

7.6+

🦄

Unicorn average

Sustained across 100+ sessions with a diverse client mix, the engine is telling you that you're operating at a level that is objectively rare. The floor determines the holistic average — not the ceiling.

Your effectiveness profile may need recalibration — you've had new sessions since your last calibration.

MY LEADING EFFECTIVENESS

WHAT THIS IS: A multi-dimensional view of your coaching effectiveness scored across eight dimensions — drawn from your actual session transcripts. Scores are context-aware, meaning a 1:1 coaching session and a group facilitation are scored against different expectations.

WHY IT EXISTS: Self-assessment is subjective and often inaccurate. This scoring model gives you an objective, evidence-based picture of how you're actually performing — pattern by pattern, session by session — so you can invest your development effort where it will have the most impact.

HOW TO USE IT: Review your Learning and Performance scores, filter by session type, and explore the session timeline to see how dimensions move over time. Use Recalibrate when you've run enough new sessions that your benchmarks need updating.

🎯

What Great Looks Like

How the scoring engine works, what it looks for, and what the numbers actually mean at every level — dimension, session, and holistic average.

Session Intelligence Read

Context note Prior session summary Learner stage Delivery mode Coach context

Session Frame Classification

⚠️ If you skip frame tagging, the engine defaults to a generic weighting that may penalise dimensions that shouldn't apply — and miss giving credit where it's due.

Phase 1 Reasoning — Session Type, Coaching Model & Discomfort

Dimension Scoring Against Rubric

🔑 The single biggest scoring lever: a rich, clear transcript and a detailed context note. The engine is not guessing — it is reading evidence. Give it more to read.

Learner Stage & Identity Shifting Calibration

Weighted Session Score

Bottom line on context framing

Each dimension is scored 0–10 per session. Here's what the engine is looking for at each band — and where a consistently great coach should expect to land.

0–3

Absent or significantly underdeveloped

3–5

Developing — evident but inconsistent

5–6.5

Competent — working, but gaps visible

6.5–7

Strong — evidence-based, effective coaching

7–8

Great coach's home base

TARGET

8–9

Exceptional — standout performance in this dimension

The engine found rich, compelling evidence with almost no meaningful gaps. This dimension was a genuine strength of the session — not just present, but actively driving the outcome.

9–10

Unicorn territory

🦄

The dimension was operating at an extraordinary level. Alliance at 9+ means the learner went somewhere deeply personal and the transcript captures both the risk and the safety. These scores exist — but they're rare even for elite coaches.

Dimension-specific notes

EXP

Experimentation has structural drag in group sessions and early-stage learners — a 6–7 here is strong.

TRN

Transformation is measured relative to the learner's stage. A 7 for a Guarded-stage learner is a very different achievement than a 7 for someone in Embodying.

ALLY

Alliance is the dimension most likely to reach 8–9 for an experienced relational coach. High trust is evidenced by learner vulnerability and explicit trust signals.

LEX

Learner Experience Index is a standalone index — not included in the session overall. Track it separately as a relational health indicator.

CHQ

Challenge Quality is always scored regardless of frame. It captures whether good discomfort was introduced with skill — not just whether challenge occurred, but whether it landed cleanly.

The session overall is a weighted average across all in-scope dimensions. Because it's already an average, it's harder to score high — one weaker dimension pulls the whole session down.

9.0 +🦄Session unicorn

Every dimension fired. The transcript is rich, the framing is precise, the learner had a visible breakthrough. These sessions exist — you'll know when one happened.

8.0 – 8.9Elite

Outstanding. When you have one of these, review it — understand what you did differently. Expect a handful per quarter for a coach operating at the top of their game.

7.0 – 7.9YOUR TARGET ZONE

6.5 – 6.9Strong

Solid coaching with clear evidence of skill. The engine found the session working but identified one or two dimensions with meaningful gaps. Worth reflecting on but not concerning.

5.0 – 6.4Developing

Competent coaching with gaps the engine could see clearly. Before treating this as a skill reading, check: was the transcript thin? Was there no context note? Was the session mislabelled?

Below 5.0Check the session type first

Sub-5 almost always means the session was a scheduling call or social interaction scored as coaching — or the transcript was too short. Retag these before drawing conclusions.

Your holistic average is the mean session score across all scored sessions — and it's the hardest number to move. It captures your floor, your consistency, and your range, not just your ceiling.

Why the holistic average is the real test

✓

It includes your Guarded-stage learners, not just your Identity Shifting ones

✓

It includes your off days, not just your best sessions

✓

It spans every frame — so you can't inflate it by staying in your comfort zone

✓

Volume compounds it — 100 sessions at 7.5 is a coaching practice

Sub-6.0

Developing practice

Coaching is present but consistency is the gap. Address data quality before treating as a skill reading.

6.0 – 6.5

Good — solid across the board

Consistently good coaching across sessions. Use the Frame × Dimension matrix to identify where dimensions are dragging.

6.5 – 7.0

Excellent — upper quartile

Strong, consistent coaching across a varied client roster. A high bar — most experienced coaches land here across a real-world client mix.

7.0 – 7.3

ELITE

Elite — top-tier coaching practice

Across 50+ diverse sessions this is genuinely top-tier. Consistency is the differentiator — this is where the best practitioners in a serious coaching practice tend to cluster.

7.3 – 7.6

World-class

Rare. Sustained at this level across 50+ sessions with genuine frame diversity, this would put you in the top few percent of practitioners measured at this depth.

7.6+

🦄

Unicorn average

Sustained across 100+ sessions with a diverse client mix, the engine is telling you that you're operating at a level that is objectively rare. The floor determines the holistic average.

Date range

🎙️

My Leading and Teaching Style

Updating…

We couldn't refresh your profile

Something went wrong while running analysis. Please try again.

No profile yet

We'll generate your effectiveness profile after your first analysed session.

Edit session type

Session type

Collision of Thought — no coaching effectiveness scores generated. Transcript saved for your own analytics only.

Reflection / Debrief — scored on Question Depth, Response Quality, and Alliance only. LEX and CHQ are still measured as standalone indicators.

Include these dimensions in scoring

The overall score will be recalculated from checked dimensions only.

General (unscored) sessions have no effectiveness dimensions scored. Existing scores for this session will be cleared.

My role in this session

Facilitating sessions are tracked separately on the dashboard.

Ignore this session in effectiveness analytics

Reason (required)

Teach the model

Ignore sessions in effectiveness analysis

Ignored sessions stay in your history but are excluded from scores, trends, and your style profile.

Tick test or unusual sessions you don't want included.

No sessions in this date range.

Leader Learning

Each month, choose one focus area. Each week, pick a small, observable learning goal and complete 1–3 targeted activities to improve how you lead and teach.

LEADER LEARNING

WHAT THIS IS: Your structured professional development cycle — a monthly focus area broken into weekly goals and specific activities. The Teaching Loop identifies the gap between what you believe good coaching looks like and what your session transcripts show you actually doing.

WHY IT EXISTS: Most coaches develop through reflection and feedback. This section automates that process — surfacing patterns from your real sessions, suggesting targeted development activities, and tracking progress through Collision of Thought conversations and calibration sessions.

HOW TO USE IT: Review your Teaching Loop reflection, pick a monthly focus area, select a weekly goal, and complete the suggested activities. Use the Wisdom Calibration section to confirm that Wisdom Shift understands how you use key tools in practice.

Learning Dashboard

Before you close this goal…

Your answer helps Sophia understand what's working for you.

How much did this goal improve your understanding?

Focus area

Explore your understanding

We'll ask you a few questions to see how clearly you understand this idea. You can speak or type your answers, but we recommend speaking first.

Metacognition Profile

This is not a performance report. It is an examination of how you think — what you believe about change, what assumptions shape your coaching, which identity patterns you protect, and where your thinking is maturing or constrained.

Loading profile…

Extracting metacognitive signals…

Patterns will appear once extraction and synthesis complete. You can navigate away and come back.

Not enough sessions analysed yet

No metacognitive patterns yet

Metacognitive extraction goes below your visible moves to identify the beliefs, assumptions, and identity logic shaping how you coach.

Analysis ran — no patterns identified yet

Sessions may lack transcript or summary artefacts. Run more full sessions and try again.

Runs in the background — takes 2–4 minutes.

Reflect with Sophia

Sophia starts from your synthesis and evolution profile to help you examine your assumptions, identity patterns, blind spots, and developmental edges. Wisdom Base concepts are used only as secondary support.

This conversation is about your thinking

Sophia will engage with:

✓ Your metacognitive patterns and recurring assumptions

✓ Your coaching philosophy and theory of change

✓

✓ Your identity as a coach — what you protect, what you avoid

✓ Your evolution as a thinker across time

✓ Spiritual or existential dimensions you raise yourself

Sophia will redirect:

✕ Questions unrelated to your coaching thinking

✕ Technical, news, or off-topic questions

✕ Generic coaching advice not grounded in your patterns

Explore your assumptions, identity patterns, and developmental edges as a coach.

Sophia starts from your synthesis and evolution profile, then draws on supporting concepts only where helpful.

⌘↩ to send

· Updated ·

Sitting with these

Your thinking patterns

— belief, assumption, and identity analysis beneath the visible behaviour

Comparing across time windows…

Not enough data for longitudinal comparison yet.

Requires sessions across at least 2 time windows (minimum 5 per window).

The arc of your mind

↑

Strengthening

Nothing detected yet

↓

Weakening

Nothing detected yet

◈

Emerging

Nothing detected yet

→

Shifted

Nothing detected yet

Shifts in orientation

Collision of Thought

Recorded peer conversations where two perspectives collide. Link each one to a learning goal to mark your CoT activity as complete.

COLLISION OF THOUGHT

WHAT THIS IS: A record of peer conversations you've recorded under the Collision of Thought session type — structured discussions where two people bring different perspectives and push each other's thinking. These sessions are analysed separately from coaching sessions.

WHY IT EXISTS: Collision of Thought is a specific learning activity in the Leader Learning framework. Recording and analysing these conversations lets Wisdom Shift surface the tensions, shifts, and questions that emerged — and links the conversation to a specific learning goal.

HOW TO USE IT: Start a CoT session from Pre-Session, selecting "Collision of Thought" as your session type. Once recorded and analysed, link each session to the learning goal it belongs to. Sessions marked as Linked count towards your learning goal completion.

Link to a learning goal

Linking counts this CoT session toward your goal and can auto-complete a CoT activity in that goal.

Learning goal

Learner Journey

Track each learner's progress over time — mindset stage shifts, session scores, and framework-guided suggestions.

Select learner:

Tag Report

Compare effectiveness across session tags.

Loading tag report…

Models used

Which models you use, how often, when, and with whom — recorded from every session.

Show leader names

From

Company

Learner

Which models

Model

How it was used

Loading…

Model

All sessions

Building your coaching profile…

Select quotes to display

Choose up to 20 —

Loading quotes…

My Dashboard

12‑month rolling view of your 8 effectiveness dimensions. Scores are adjusted for session format, learner stage, and intent — 1:1, group, and facilitation sessions are judged against different expectations.

MY DASHBOARD

WHAT THIS IS: A 12-month rolling chart of your coaching effectiveness across 8 dimensions, plus an activity summary showing who you're coaching, how often, and how your learners are progressing through the Mindset Journey.

WHY IT EXISTS: Your most important coaching metric is not any single session — it's the pattern across many sessions. This dashboard makes that pattern visible so you can see where you're growing, where you're plateauing, and where your coaching practice is heading.

HOW TO USE IT: Use the session type filter buttons to isolate 1:1 vs group sessions. Hover over the dimension legend for explanations of each score. Use the time-range filter at the bottom to zoom in on specific periods of your practice.

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Score some sessions in My Leading Effectiveness and the trends will appear here.

Sessions

Active Learners

in this period

Avg Effectiveness

learning sessions /10

Session Hours

hours in this period

Building breakdown…

Activity Summary

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Who I'm Coaching

sessions

No sessions in range

Collision of Thought

Sessions this period

total

Goal Follow-Through

Activities completed vs outstanding

Completed

Outstanding

Session Types

total

Learning Sessions (scored)

Coaching & development sessions

Count

Avg score

out of 10

Performance Sessions

Performance & outcomes sessions

Count

Avg score

out of 10

No activity data for this period.

Coach Persona

A structured interview that captures your coaching identity and track record. Your answers power the Brand Content generator and help Wisdom Shift sound like you.

Completion

Generated Persona Summary

Locked

Coaching Identity

Your Track Record

Used in your Profile Card — answers power the credibility layer

Brand Content

Generated from your Persona profile, Wisdom Base Stories, and Advice Given. All content is private by default — edit freely before using it.

✨

No bios generated yet

Click Generate All and Wisdom Shift will write your bios and positioning statement from your coaching IP. (Article ideas live in the Articles section below.)

Complete at least one Persona question, then click Generate All to write your bios and positioning statement.

Complete your Persona first →

Short Bio

~50 words · first person · for social media profiles and quick introductions

Edited — saved automatically

Medium Bio

~150 words · for website About pages, proposals, and speaker profiles

Edited — saved automatically

Positioning Statement

I help [who] achieve [what] by [how] — the single sentence that defines your market position

My Profile Brochure

Generate a stunning one-page visual profile from your locked persona summary. Download as PDF to share or publish.

You need a locked persona summary first.

Go to Coach Persona →

Choose a template style

No profile photo uploaded — brochure will show a placeholder. Add a photo in About Me →

Opens in a new tab · use browser Print → Save as PDF to download

Quote Cards

Turn a kept learner quote into a shareable image for LinkedIn or Instagram. All names and companies are anonymised automatically — your frameworks are kept.

Choose a quote

Anonymising…

Quote (anonymised — editable)

Attribution

Style

1080×1080 · ready for Instagram & LinkedIn

“

Articles

Wisdom Shift reads your beliefs, advice, stories and real client outcomes and suggests article ideas in your voice — then writes the one you pick. It won't repeat what you've already used.

Length

Tone

Voice In my style

Your article — edit freely

Marking as used stops this idea being suggested again.

Stories

Wisdom Shift finds patterns across your recent sessions — where several leaders did the same thing — and writes them as short, anonymous first-person social proof, ready to post.

✨ Ask Sophia

Ask Sophia to surface something you haven't noticed across your sessions — a pattern or blind spot worth sharing. Ask anything, or use the default.

Edit freely

Anonymous · in your voice · ready to publish

Learner Quotes

Curate real client quotes from your sessions into a set worth showing. This is separate from Brand Content — it feeds your ICF Dashboard and profile, not publishable output.

Learner Quotes

Real client comments captured from live sessions. Set rules for what's worth keeping — Wisdom Shift auto-keeps strong matches, surfaces borderline ones for you, and learns from every keep/reject.

Your keeper rules

Describe the kinds of quotes worth keeping, in your own words — e.g. "Learner praises me or my frameworks", "Learner talks about embracing discomfort".

Needs your review ·

Kept · shown on your profile ·

My Identity & Beliefs

How closely does your actual behaviour align with the identity your frameworks call you into?

This runs in the background — you can navigate anywhere else in Wisdom Shift and come back in 5–8 minutes. The analysis will be here when you return. Future runs use cached results and finish in under a minute.

MY IDENTITY & BELIEFS

WHAT THIS IS: An AI-powered analysis of how closely your actual coaching behaviour aligns with the identity and principles your frameworks describe. It reads across your session transcripts and scores the degree to which you're coaching the way you say you believe in coaching.

WHY IT EXISTS: Every coach has a gap between their espoused philosophy and their enacted behaviour. This section makes that gap visible — not to judge, but to give you precise, evidence-based awareness of where you're embodying your frameworks and where you're defaulting to different patterns.

HOW TO USE IT: Select the frameworks you want to analyse against, choose your analysis window, and click "Run analysis". Use the exclusion list to filter out personal or contextual topics that shouldn't influence the scoring. Review the results and use the insights to focus your development.

Interesting tensions to consider

Frameworks to analyse

Analysis window

Topics to ignore in behaviour analysis

Add recurring personal or contextual topics that should be ignored when scoring your behaviour against these frameworks.

No frameworks configured. Add frameworks in Settings → Frameworks to get started.

No assessment yet for the selected frameworks.

Press "Run analysis" above. This may take a few minutes depending on the number of sessions.

SETTINGS

WHAT THIS IS: Everything that controls how Wisdom Shift is configured for your practice — API credentials, audio and transcription settings, your coaching profile, output preferences, and workspace configuration. Changes here persist across sessions.

WHY IT EXISTS: Wisdom Shift is designed to match your practice, not the other way around. These settings let you customise the AI's tone, what it generates, how it sounds, and how your workspace operates.

HOW TO USE IT: Navigate to the relevant section using the left sidebar. Most settings are personal to you; workspace and billing settings are available to admins only. Click Save Settings after any change to persist your preferences.

Platform Admin

All tenants and their current plan. Visible to super admins only.

PLATFORM ADMIN

WHAT THIS IS: The top-level platform management view, visible only to super admins. Shows all tenant workspaces, their subscription plans, member counts, and pending invitations.

WHY IT EXISTS: Super admins need a single place to manage the platform across all workspaces — assigning plans, monitoring tenant activity, and managing access. This panel is the operational hub for platform-level governance.

HOW TO USE IT: Review the tenant list to see all active workspaces and their current plans. Use the plan selector on each row to upgrade or downgrade a tenant. Use the Settings → Workspace section to manage a specific workspace's members and configuration.

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Tenant	Plan	Members	Invites	Created
			pending —
No tenants found.

Billing is not switched on yet. Session credits cannot be bought at the moment. Please contact support if you need more.

How session credits work

Each live coaching session uses one session credit per 30 minutes or part thereof — so a 45-minute session uses 2 session credits, and a 20-minute session uses 1 session credit. Your free trial works the same way: 10 free session credits.

Session credits are bought in advance and shared across your workspace. When your balance reaches zero, new sessions cannot start. You keep full read-only access to all past sessions and outputs.

Free trial · of 10 free session credits used · remaining Active · session credits available No session credits left — top up to continue Workspace suspended — please contact support

Choose a bundle

No bundles are available for your workspace at the moment — please contact support.

All charges are in US dollars. Session credits are bought in advance and are generally non-refundable, except as required by law or where a billing error is confirmed. Terms of Service

Auto top-up

Buy more session credits automatically when the balance is low

Top up when fewer than session credits

Bundle to buy

The bundle you choose is the one bought each time, charged to your saved card. All charges are in US dollars. If your workspace changes between Wisdom Shift's AI keys and your own AI keys, the same size bundle is bought at the price for that setup.

No bundles are available for your workspace at the moment — please contact support.

If a payment fails, no session credits are added and auto top-up switches itself off, so your card is not tried again. Once the card details are fixed (Manage payment details), a workspace administrator turns auto top-up back on here.

Session credit history

Date	Type	Session credits	Balance

Workspace		Version	Accepted by	Date

No workspaces to show.

Month	AI cost	Session fees	AI calls

No AI costs recorded yet.

Date	Learner	Length	AI cost

No session costs saved yet. They appear after your next session ends.

	Total ↕

Total ↕

Connect to Exchange

Time to review your prompts

Who is today's learner?

Microphone not connected

Audio Capture Setup

End session

Who's who in this session?

Add session context

Add a session from notes

Setup Walkthrough

Think Aloud

Ideas captured

History

How to Use Sessions

How WisdomShift Thinks

Overview

The Live Session Decision Loop

The Mindset Journey Rubric

The Effectiveness Rubric

The Wisdom Base Selection Engine

Sophia — Your Reflective Second Brain

AI Models and Tiers

How Your Setup Shapes Everything

Pre-Session

Is this the right learner?

Record Learner Consent

Last Session Recap

Post-Session

Sessions still open for a debrief

Move this session to another learner

Delete this session?

Session framing

EPICC Framework Score

Review Output

My Reading

Add a book to your library

My Learners

Merge learners

Individual Dashboard

Mindset Journey Timeline

Group Dashboard

What Great Looks Like

My Leading Effectiveness

Leader Learning

Metacognition Profile

Collision of Thought

Learner Journey

Tag Report

Session type comparison

Models used

ICF Core Competency Scorecard

Consistency Index

Practice Signature

Growth Trajectory

Learner Voice

Publish your profile

Select quotes to display

My Dashboard

Activity Summary

Coach Persona

Brand Content

Learner Quotes

My Identity & Beliefs

Privacy & Compliance

Workspace

Content Approvals

Affiliate Access

Session pricing

Affiliate commission

Session metering

Session credit bundles

Usage & Spend

What your AI costs

Profit check (owner only)

Platform Admin

Choose a bundle

Auto top-up

Session credit history

First: how scoring works here

Second: how it felt to them