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How to Use Cloverleaf's Discover

Learn how to use Discover for personalized coaching, team insights, and more in Cloverleaf.

Written by Jason Miller
Updated yesterday

Discover: Your On-Demand AI Coach

Discover turns Cloverleaf into an interactive coaching experience. Instead of searching through assessment reports, you can ask real questions and receive personalized guidance based on your data, your teammates, and your team dynamics.

Whether you are preparing for a difficult conversation, navigating stress, leading a meeting, or developing as a leader, Discover provides coaching in the moment you need it.

For managers and talent leaders, Discover offers scalable coaching support across the organization. For individual contributors, it provides practical growth guidance without needing to interpret assessment data alone.


What You Can Do With Discover

Discover allows you to:

  • Ask questions about yourself

  • Get coaching on how to work with a specific teammate

  • Explore insights about a full team

  • Search Cloverleaf Help Center content

  • Save and revisit coaching insights


How to Use Discover

Using Discover for Yourself

  1. Log in to your Cloverleaf account.

  2. Locate the Discover search bar on the homepage.

  3. Type a question or describe a situation.

  4. Press Enter to generate your personalized coaching response.

Example questions:

  • How can I prepare for a difficult conversation?

  • What are my strengths under stress?

  • Why do I struggle with delegation?

Your response is tailored to your assessment data and work context.

When to Use It

  • Preparing for feedback conversations

  • Managing stress or workload

  • Clarifying strengths and development areas

  • Strengthening communication skills


Using Discover for Collaboration

You can also ask questions about a teammate or an entire team.

  1. Open Discover.

  2. Include the teammate’s name or reference the team in your prompt.

  3. Submit your question.

  4. Review the personalized coaching insights.

Example questions:

  • How can I give effective feedback to [Teammate Name]?

  • What are this team’s strengths during change?

  • Why do I feel tension in meetings with this person?


Discover helps you:

  • Navigate conflict

  • Understand communication preferences

  • Identify complementary strengths

  • Surface team blind spots

  • Improve collaboration

This enables proactive leadership rather than reactive problem solving.


Deepen Your Coaching

After receiving a response, you can continue building insight using these tools:

Dive Deeper

Use Dive Deeper to:

  • Ask follow-up questions

  • Expand on a specific part of the response

  • Select suggested prompts

This helps move from insight to clarity.


How Do I Apply This?

Select How Do I Apply This to:

  • View suggested next steps

  • Identify practical behaviors

  • Turn reflection into measurable action


Take Notes

Select Take Notes to:

  • Record reflections or action steps

  • Save insights for future reference

Saved notes appear in your Coaching History, located in the Grow section of the left-hand navigation.


Smart Prompts & Daily Coaching

Smart Prompts provide contextual coaching nudges to help you:

  • Reflect before meetings

  • Explore new development areas

  • Strengthen collaboration

  • Build consistent coaching habits

These prompts embed development into your daily workflow.

In addition to where you usually receive your Daily Coaching, you can also access it on the Discover page.


Using Discover to Search Help Content

Discover can also answer questions about Cloverleaf features.

You can ask about:

  • Available assessments

  • Learning more about Cloverleaf features

  • Administrative features (for Organization Admins)

Example questions:

  • What is Enneagram?

  • What are some prompts I can use to get started on Discover?

  • How do I manage team settings as an admin?


This allows you to get immediate guidance without manually searching the Help Center.


Navigating the Discover Page

Discover as Your Homepage

Discover is the central hub of your Cloverleaf experience. Use it to ask questions about yourself, a teammate, or your team.


Daily Coaching

You will continue receiving daily coaching via email, Slack, or Microsoft Teams, depending on your delivery preferences. You can even view your Daily Coaching on the Discover page. Discover serves as your on-demand coaching tool.


Tasks

Tasks now appear as banner notifications in the top right corner of your screen.


Accessing Your Profile

Click your profile icon in the top right to access your profile link.


Collaborate Section

The Collaborate section houses features related to working with others, including:


Grow Section

The Grow section in the left-hand navigation includes:

Use this section to track your development over time.


Frequently Asked Questions

Does Discover replace daily coaching?

No. Daily coaching will continue to be delivered based on your notification preferences. Discover provides additional, on-demand coaching.

Does Discover use my assessment data?

Yes. Discover pulls from your assessment insights to personalize responses.

Do I need to understand my assessments first?

No. Discover interprets your assessment data for you and provides practical guidance automatically.


Conclusion

Discover makes personalized coaching accessible in real time. Ask questions, apply insights, and build growth into your daily work.

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