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Getting Started

From signup to your first successful coached call.

What is OffBook and what does it do?

OffBook gives you real-time coaching prompts during calls and a clean debrief after the call so you can make better decisions in the moment. Customers may also call this AI call coach, live call assistant, real-time prompts.

Updated April 25, 2026

How do I set up my account?

Create your account, verify your email, complete basic profile details, and run the first-call checklist before starting a live session. Customers may also call this new account setup, onboarding, getting started checklist.

Updated April 25, 2026

How do I create my first profile?

Open Profiles, choose a call type, name the profile clearly, and save it before you start your first coached call. Customers may also call this create mode, create persona, new profile setup.

Updated April 25, 2026

How do I choose the right profile type for my use case?

Pick the profile that matches your call objective, not your job title, so prompts map to the actual conversation outcome. Customers may also call this which profile, best mode for call type, persona selection.

Updated April 25, 2026

How do I run my first coached call step by step?

Choose a profile, confirm permissions, start the session, and watch for the first prompt before your meeting begins. Customers may also call this first call setup, start live coaching, get prompts to appear.

Updated April 25, 2026

How do I set up microphone and browser permissions?

Allow microphone access, confirm capture permissions, and test before each first session on a new device. Customers may also call this browser permissions, mic permissions, capture permissions.

Updated April 25, 2026