The coach answers from what you know

When a source is used

• Always: in every live call and every document written from a meeting. Only for a source without a client.
• When the client is in the call: when the linked client is chosen for the call or recognized from the calendar, and in documents from that client's meetings.
• Manually only: when you pick it before the call.

The discount policy

Set once, in your profile or for each company: a maximum discount and its conditions. When the other side asks for a discount or says there is no budget, the coach starts small: value and a question, then a conditional concession, and only last a small discount, without going over the cap or revealing it. Without a policy, the coach does not offer a discount on its own. In the live coach this is an instruction to the model, not a check in code, so read a suggestion before you say it.

Prices in documents and scripts

In a document written from a meeting and in a script the AI writes: of your knowledge sources, only documents you uploaded reach the AI with their prices; links to a website have their prices removed in code before the AI reads them. In a script, a price that is not in a price source or in your own text is replaced in code with a placeholder to fill in. In a quote, the AI is instructed to take prices also from what was said, your instructions and past quotes; that is an instruction to the AI, so check every price before you send it. A source in a competitors or internal procedures category stays out of documents sent to a client. SmartChat's interface, transcripts and summaries are in Hebrew; terms said in English inside a Hebrew sentence are kept as they were said.