Objectives

  • Build the /coach/sessions workspace where students engage with their selected AI coaches in real time.
  • Integrate the Coach Reasoner, Knowledge Retrieval, and Action Item Planner agents to produce tailored guidance.
  • Capture transcripts, decisions, and session summaries in a durable timeline that compounds across meetings.
  • Finalize the action item handoff to TickTick lists with student confirmation and metadata tagging.

Functional Scope

Session Workspace UX

  • Provide a session lobby where users pick a wealth area (pre-filled based on recent activity) and AI coach combination.
  • Implement a chat-style interface supporting streaming AI responses, markdown rendering, and attachments (e.g., reference notes).
  • Display contextual sidebars: selected AI coaches, relevant knowledge snippets, prior commitments, and upcoming deadlines.
  • Offer quick actions to inject favorite blog posts or knowledge cards into the conversation.
  • Allow multi-AI-coach mode where insights from multiple personas appear as separate threads before being synthesized.

Knowledge Retrieval & Reasoning

  • Build retrieval pipeline that fetches embeddings based on wealth area + AI coach combination with fallback heuristics.
  • Parameterize Coach Reasoner prompts using persona data, student profile, and prior session history.
  • Support model routing (cheap vs premium) with guardrails to stay within token budgets.
  • Log prompts/responses with redaction of personal data for debugging.

Action Item Planning & Confirmation

  • Generate structured tasks from the conversation, including title, description, due date, and tags.
  • Present tasks to the student for review, edit, and approval before pushing to TickTick.
  • Persist approved tasks to action_items table with references to session ID and TickTick list.
  • Provide bulk confirmation UI so multiple tasks can be accepted or deferred in a single action.
  • Handle offline scenarios by queueing tasks for later sync and notifying the student.

Session Summaries & Memory

  • Summarize key takeaways, commitments, and AI coach feedback at the end of each session using the Session Summarizer agent.
  • Append summary to session_summaries with ability to tag wealth areas, highlight blockers, and link to favorite posts.
  • Expose timeline view within /coach/history with filters by wealth area, AI coach persona, or completion status.
  • Enable export/share functionality (PDF or markdown) for students and optional email digest to administrators or human supporters.

Technical Considerations

  • Use streaming server-sent events or WebSockets to deliver AI responses in near real time.
  • Implement optimistic UI for action item edits while ensuring eventual consistency with TickTick updates.
  • Cache knowledge snippets for the duration of a session to avoid repeated embedding lookups.
  • Add token usage metering per session and throttle or warn if budgets are exceeded.
  • Record telemetry for latency (prompt-to-response), task creation time, and student approvals.

Multi-Agent Workstream

| Agent | Responsibilities | Deliverables | | --- | --- | --- | | AI Coach Reasoner | Generate tailored advice using persona prompts and retrieved knowledge. | Prompt templates, response evaluator, tests. | | Knowledge Curator | Maintain embeddings, retrieval ranking, and fallback heuristics. | Embedding jobs, retrieval API, monitoring dashboards. | | Session Summarizer | Craft structured summaries and update history timeline. | Summary prompts, storage adapters, UI integration. | | Action Item Planner | Transform guidance into tasks, manage student approvals, and sync to TickTick. | Task schema, approval UI, sync hooks. | | Frontend Lead | Build session workspace UI, streaming chat, and context sidebars. | React components, state management, UX polish. | | Analytics Lead | Instrument session metrics, token usage, and task conversion rates. | Event taxonomy, dashboards, alert thresholds. |

Exit Criteria

  • Students can start a session, converse with AI coaches, and see contextual knowledge alongside the chat.
  • Session transcripts, decisions, and summaries persist and display in the history timeline.
  • Approved action items sync to TickTick with appropriate tags and appear in the student dashboard.
  • Multi-AI-coach mode successfully synthesizes advice from more than one persona without UI degradation.
  • Observability dashboards report prompt latency, task approval rate, and summary completion per session.

Risks & Mitigations

| Risk | Mitigation | | --- | --- | | AI hallucinations or misaligned advice. | Ground prompts in retrieved knowledge, add guardrail checks, allow human-in-the-loop override. | | Latency impacting conversation flow. | Preload embeddings, use streaming responses, and degrade gracefully with “processing” indicators. | | Task overload for students. | Require explicit approval, allow snooze/decline, and cap default number of tasks per session. | | Summary quality variance. | Evaluate summaries with automated QA, provide edit interface, and enable follow-up iterations. |

Dependencies & Notes

  • Requires Phase 2 data: AI coach assignments, wealth areas, TickTick mappings, and MCP toolset.
  • Coordinate with security to ensure transcripts and summaries comply with privacy policies (PII redaction, retention limits).
  • Provide API endpoints for future mobile clients to start sessions and fetch history.
  • Share telemetry schema with Phase 4 team to leverage for accountability dashboards.