AI agent
updated 2026-06-13
Section

AI agent

Connect your own AI assistant — Claude or ChatGPT — to your Protocol account and run your coaching by chat. Build and edit programs, analyse your roster, and get plain-language rundowns, with the risky actions held for your approval.

You already run your coaching from the dashboard. AI agent lets you run a lot of it by chat instead — from the AI assistant you already use. Connect your Claude or ChatGPT to Protocol, then just ask: “Build a 4-week deload for my powerbuilding group,” “Who hasn’t logged in 10 days?,” “Summarise Mike’s last check-in and draft a reply.” Your assistant does the work in Protocol and shows you the result.

The key idea: you bring the AI, Protocol brings the tools. Protocol doesn’t run the model and doesn’t charge you for it — your assistant (your Claude or ChatGPT account) does the thinking, and Protocol gives it a safe, scoped set of actions on your account. Think of it as a second way into the same Protocol you already use, not a new place your data lives.

YOUR AI Claude ChatGPT you chat here agent key / Connect PROTOCOL — YOUR ACCOUNT READ · anything you can see clients · programs · progress labs · messages · billing BUILD DRAFTS · in your Vault draft programs & templates private to you · reversible REVIEW & APPLY · gated assign to a client · send a message · charge · delete — waits for your tap RUNS instantly YOU APPROVE Review & apply ✓
You chat in your own AI app; Protocol gives it scoped tools. Reading and building drafts happen instantly — anything a client sees, or that moves money, waits for your approval.

What it can do

Three things, and it’s genuinely good at all three:

  • Build & edit programs — describe what you want and it assembles the program or template, then shows you a draft to review. Bulk edits too: “swap barbell bench for dumbbell across weeks 2–4.”Building & editing programs
  • Analyse your roster & read reports — open-ended questions your dashboard’s fixed views never anticipated: adherence trends, who’s gone quiet, this-quarter-vs-last comparisons, a summary of any client’s latest check-in. → Analysing & summarising
  • Triage your day“What needs my attention this morning?” — a plain-language rundown across your whole roster, from your phone, no dashboard open.

What it can’t do (by design)

  • It can’t see more than you can. The agent is scoped to your account only — the same clients, Vault, and billing you already have access to. It can’t reach another coach’s data.
  • It can’t act behind your back. Anything a client would see or feel — sending a message, assigning a program, taking a payment, deleting something — is held for your approval, never done silently. See Approvals & safety.
  • It’s only as good as the AI you connect. You choose the assistant; a stronger model gives a better experience. Protocol gives every assistant the same clear tools, but it can’t make a weak one smart.

Basic vs. advanced

Start here Basic Grow into Advanced
Connecting your assistant, managing keys Bulk program edits across weeks
Asking for rundowns & summaries The approval gate & what’s held back
Building a program from a prompt Data, privacy & revoking access

Pick a guide: