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
Common ways customers ask this
- How do I start my first call?
- Why do I not see prompts on my first call?
- How do I run OffBook before a meeting?
People also ask this as: How do I start my first call? Why do I not see prompts on my first call? How do I run OffBook before a meeting?
Your first successful prompt is the activation moment. Aim to reach that within your first day.
Use a low-stakes call first so you can focus on setup and timing, not performance pressure.
Steps
- Open New call and choose a profile.
- Confirm microphone and browser permissions.
- Start OffBook before your call starts.
- Verify prompts appear in your panel.
- After the call, review your debrief and adjust profile settings.
FAQ
How long should I test before a real call?
A 3-5 minute test is enough to validate capture and prompt flow.
What if no prompts appear?
Use the first-call diagnostic article in Troubleshooting.