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Documentation Index

Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt

Use this file to discover all available pages before exploring further.

January 11, 2026New
A new dashboard for both managers and reps, plus a dedicated Training Focus feature.

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Training Focus

Managers and reps can now define a Training Focus — a specific scorecard section to improve over time. Once set:
  • The dashboard tracks week-over-week progress on that section
  • The AI Coach surfaces relevant recommendations linked to the focus area
  • Managers can see each rep’s Training Focus on their profile

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New Dashboard

The dashboard has been redesigned with coaching front and center:
  • Recent meetings — the last few calls, visible at a glance
  • Workspace shortcuts — quick access to your most-used workspaces
  • Team member list — for managers, a view of each rep’s recent activity
  • Coaching notes widget — notes from managers appear directly on the dashboard for both managers and reps

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Coaching Notes

Notes are now available to everyone in the platform with a dedicated notes page. Reps can view feedback from their manager, and managers can track which notes have been acknowledged. Notes can be marked as completed — useful for action items and follow-ups.

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Default Pipeline

Admins can now set a default Pipeline for a workspace. This removes the need for reps to select a pipeline every time they open the Deals view.