Analysing & summarising
Ask open-ended questions across your whole roster, get plain-language rundowns and check-in summaries, and have the assistant draft the follow-up — all from chat.
Your dashboard has fixed views; your questions aren’t fixed. The agent shines at the ones a built-in report never anticipated — “who’s drifting?,” “compare this quarter to last,” “what changed since her last check-in?” — and at turning a screen full of widgets into a sentence you can act on.
A rundown of your day
The single best way to start a coaching morning — one question, your whole roster triaged:
• Sarah K. — messaged about knee pain after Tuesday's session, no reply yet.
• Marcus T. — hasn't logged a workout in 11 days (was 5×/week).
• Priya N. — submitted her weekly check-in an hour ago; weight down 0.6kg, adherence 95%.
Want me to dig into any of these?
It reads the same conversations, logs, and check-ins you would — it just reads all of them at once and tells you where to look.
Analyse the roster
Ask the cross-cutting questions no single screen answers:
The numbers are Protocol’s, not the AI’s guesswork. For anything countable — adherence, streaks, trends, comparisons — Protocol does the calculation and hands the assistant the result, so the figures match your dashboard. The assistant’s job is to find and explain, not to do mental arithmetic over your data.
Summarise a check-in & draft the reply
Two steps that pair naturally — read the latest, then prepare the response:
I've drafted a reply suggesting box squats to a comfortable depth this week and asking her to film a set — ready for you to review and send.
Notice the line it doesn’t cross: it drafts the message and stops. Sending to a client is client-facing, so it’s held for you to read and send — see Approvals & safety.
Good questions to try
- “Which clients are due a program refresh — same plan more than 6 weeks?”
- “Show me everyone with a check-in submitted but not yet reviewed.”
- “Compare Mike’s main lifts this quarter to last.”
- “Who’s coming up on a renewal in the next two weeks?”
- “Draft a check-in nudge for the clients who’ve gone quiet.” (drafts — you approve the send)
Reading happens in chat; the dashboard stays the source of truth
The agent is a fast lens over your data, not a replacement for it. When you want to see a client’s full history, a program laid out, or a billing record, the assistant will point you to it — tap through to the dashboard for the full picture and any precise edits.
Next: exactly what the agent will and won’t do on its own — Approvals & safety →