Plans and modules
Leexi Coach add-on
What the Leexi Coach add-on unlocks, how it is assigned to users and what it changes in the settings.
Definition: Leexi Coach (formerly AI Coaching) groups conversation analysis and team coaching: scorecards, performance analytics, AI coaching and automatic CRM field filling. Unlike Governance, it is assigned user by user.
What is unlocked
| Feature | What the add-on opens | Where to find it |
|---|---|---|
| Scorecards | Automated or manual evaluation grids on the calls of users who have the add-on. | Settings > Leexi Coach > Scorecard templates, Scorecards tab of the call page |
| Performance analytics | Conversation intelligence: talk time, silences, monologues, analysis of the Topics covered. | Analytics |
| AI coaching | AI-generated coaching feedback and automated alerts. | Call page, AI Coaching |
| Autofill CRM | Automatic CRM field filling after every call in the company, as soon as the add-on is active. | Settings > Leexi Coach > Autofill CRM |
| Secondary summaries | Up to 8 secondary summaries per conversation type instead of the plan limit. | Settings > Leexi Studio > Conversation types |
Assignment and billing
- The add-on is billed per user who has it.
- A user receives the add-on in three ways: selected individually, member of a team linked to the add-on, or covered by the company default setting. Excluded users never receive it, even through their team.
- Users on a free license never inherit the add-on.
- It is managed from Settings > Company > Billing & Invoices, My licenses page (
My licensesbutton from the invoices page), Our modules block.
What happens on removal
- Scorecards are no longer generated and the Scorecards tab is no longer offered on calls.
- CRM fields are no longer filled automatically.
- Performance analytics are no longer accessible.
- The secondary summary limit per conversation type goes back to the plan limit; on the Starter plan, secondary summaries are deactivated.