What You'll Accomplish
Welcome to Cloverleaf, your AI coach personalized to who you are, how you work, and who you work with. By the end of this guide, you'll have an active account, a Coaching Focus that shapes the coaching you receive, your first assessment results, and a working understanding of the Discover page where your daily coaching lives.
This guide is for new team members joining a Cloverleaf organization.
If you're an Organization Admin setting up Cloverleaf for your team, see the Getting Started Guide for Organization Admins instead.
Before You Begin
Cloverleaf turns assessment data into personalized coaching that meets you where you work. After you complete your assessments and set a Coaching Focus, Cloverleaf delivers Coaching Moments in your inbox, Slack, Microsoft Teams, or your calendar to help you communicate, lead, and collaborate more effectively.
Plan on about 15 minutes to complete the guided onboarding. The flow has three numbered steps, shown in a progress bar at the top of the screen:
Coaching Focus — Tell Cloverleaf what you want to work on
Take Assessment — Build your coaching profile
Preview Coaching — See your first personalized insights
Note: The more you tell Cloverleaf about yourself (role, focus, assessments), the more enriched your coaching becomes. Don't skip the optional fields if you can help it.
Step 1: Create Your Account
Outcome: Your Cloverleaf account is active under your organization.
Open the invite email from Cloverleaf and click the join link, or go to the URL your admin shared.
On the Join [Your Organization] on Cloverleaf screen, enter:
First Name
Last Name
Password
Check the box agreeing to the Terms, Responsible Use, and Privacy Policy.
Click CONTINUE.
Step 2: Set Your Role at Work
Outcome: Cloverleaf knows your role and reporting context, so coaching is calibrated to how you actually work.
On the What's Your Role at Work? screen, complete three fields:
Your Role — Choose the option that best matches your work:
Role | Description |
Individual Contributor | Responsible for my work and collaborating with others |
Team Lead | Responsible for projects leading others but not a manager of others |
Team Manager | Responsible for individual contributor(s) |
Business Lead | Head of business unit and managing people managers |
Coach or Consultant | Project-based work with many clients |
What is your current title? — Enter your job title (for example,
CX Specialist,Software Engineer,Director of Marketing). This helps Cloverleaf generate prompts relevant to your day-to-day.Select your Manager — Search by name or email. If you don't have one, check I don't have a manager.
Click Get Started.
Why this matters: Your role plus your manager unlocks relationship coaching, which gives you tips on working with the people directly above and below you on the org chart. Adding your manager now is the fastest way to get useful coaching on those relationships.
Step 3: Choose Your Coaching Focus
Outcome: Cloverleaf knows what you want to work on, so every coaching moment is pointed at a goal that matters to you.
The What do you want to get coaching on? screen is where you tell Cloverleaf the specific area you want to grow in. Your Coaching Focus controls the type of coaching you receive, how long it runs, who's included, and when it shows up.
You have two ways to set a focus:
Option A: Pick from a quick-start topic. Click any of the suggested options:
Managing Conflict
Developing Leaders
Enhancing Communication Skills
Growing Adaptability
Improving Productivity
When you click an option, Cloverleaf auto-fills the text box with a suggested goal you can edit (for example, "Enhancing Communication Skills: Clearly express my ideas for effective collaboration").
Option B: Write your own. Type a goal in plain language in the Tell us something you need help with box. For example: I want to get better at difficult conversations.
Click Create Coaching Focus to save it.
Step 4: Take Your First Assessment
Outcome: Cloverleaf has the personality data it needs to generate coaching that's actually about you.
After you set your Coaching Focus, Cloverleaf takes you straight to a recommended assessment. For example, the DISC Personality Assessment, which takes about 5 to 7 minutes and includes 24 questions.
You have three choices on this screen:
START ASSESSMENT — Take the assessment now. Recommended for most people.
I KNOW MY RESULTS — Already taken DISC elsewhere? Click this to enter your existing results.
SKIP (top right) — Defer the assessment. You can take it later from the Assessments page.
Strong recommendation: Take at least one assessment before finishing onboarding. Without assessment data, the Preview Coaching step in the next screen and your initial Smart Prompts will be limited.
When the assessment finishes, click NEXT to move to the final step.
For details on retakes, downloadable reports, and the full list of available assessments, see How to Take an Assessment and the Cloverleaf Assessment Guide.
Step 5: Connect Your Tools and Invite Teammates
Outcome: Coaching meets you where you already work, and you start unlocking insights on the people you collaborate with.
Once your Coaching Focus is set and you've completed an assessment, you'll see the Your Coaching Focus is all set! screen with two follow-up actions.
Get Connected
Click Get connected to choose where you want to receive Coaching Moments:
Slack — Coaching Moments and slash commands in your workspace
Microsoft Teams — Same coaching, embedded in Teams
Email — Daily coaching in your inbox
Calendar (Google or Outlook) — Pre-meeting insights with context on attendees
For step-by-step setup, see Integrate Cloverleaf with Slack or Connect and Customize Your Calendar.
You're Live. Here's Where to Go Next.
Cloverleaf takes you to the Get Started homepage, your hub for completing setup. The page tracks your progress across:
Set a Coaching Focus
Take an Assessment (take more to deepen coaching)
Preview your coaching (unlocks after your first assessment)
Set your manager and unlock coaching on how you work together
Connect Cloverleaf to the tools you use so coaching can meet you where you work
To start using Cloverleaf day-to-day, click Discover in the left sidebar.
Meet the Discover Page
Discover is where coaching lives every day. You'll see:
A welcome message: "What can we help you with today?"
A search bar for asking Cloverleaf coaching questions in plain language
Smart Prompts — Personalized question cards generated from your role, title, and Coaching Focus. Examples for a CX Specialist focused on communication:
How can I build stronger relationships with the peers I collaborate with most?orWhat's one way I can make my priorities clearer during CX team handoffs?Daily Coaching — Your daily Coaching Moment based on your assessment results
Click any Smart Prompt to get a coaching response, or type your own question in the search bar. Use the @ symbol to tag a teammate (for example, What is @Alex's communication style?).
Privacy note: Your searches stay private and are not used to train AI models.
[Screenshot reference: Discover page with sidebar visible, showing "Welcome back to Cloverleaf" and Smart Prompts cards]
How Will You Know It's Working?
You're successfully set up when:
The Get Started page shows Focus set ✓ under Set a Coaching Focus
The Assessments sidebar item shows a number badge indicating completed assessments
The Discover page shows personalized Smart Prompts that reference your role or focus area
Preview Coaching is unlocked on the Get Started page
If any of these are missing, return to the corresponding step above.
Navigating Cloverleaf: A Quick Sidebar Tour
The left sidebar groups features into three sections:
Top level
Get Started — Your onboarding progress hub
Discover — Daily coaching, Smart Prompts, and search
Assessments — Take, retake, and view results
COLLABORATE
Reporting Teams — Coaching for your direct reports
My Teams — Teams you're a member of, with shared dashboards
Dashboard Builder — Build custom team views
Calendar — Pre-meeting coaching (if connected)
Client Navigator — For coaches working with multiple clients (if enabled)
GROW
Coaching Focus — Manage active focus areas
Feedback — Give and receive coaching-informed feedback
Scenarios — Run guided coaching scenarios
Coaching History — Past coaching moments
Notes — Your saved notes
Saved Tips — Tips you've bookmarked