This webinar is designed for users who are new to Cloverleaf or returning after a long absence. The goal is to give a practical overview of the platform — pointing out key features and best practices you can apply day-to-day.
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The first stop is always Account Settings, accessible via the profile icon in the top right. A few tabs here are especially important for getting the best coaching experience.
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The most important field on the General tab is the Role dropdown. Cloverleaf uses this to tailor coaching to what's most relevant to you — individual contributors receive more coaching on communication and collaboration, for example. Update this any time your role changes.

The profile URL can be customized here as well. This is largely cosmetic, but the underlying unique user ID remains the same for support purposes regardless of what you set.
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Visibility controls who can receive coaching about you. There are three levels:

This tab is where you manage how and when you receive your daily coaching. Options include:

Cloverleaf admins can hide certain assessments from view without fully disabling them. If you can't find an assessment you've seen a colleague take, check this dashboard tab — you may need to toggle it on manually before it appears on your assessments page.

This is where you tell Cloverleaf which teammates you want to receive coaching about. Your daily coaching email includes a tip about yourself and a tip about someone from your coaching network. An update to simplify this feature is coming soon.

The Assessments page is the engine behind all of Cloverleaf's coaching. Without assessment data, coaching can't be personalized. A few things to know:

Discover is the main AI coaching interface. It launched in late last year and is updated frequently. You can get coaching on yourself, on a relationship between you and a teammate, or on an entire team.

You don't need to be a prompt engineer — just talk naturally. If you're dealing with a challenge, looking to recognize someone, or trying to understand a colleague better, describe it in plain language.

Smart prompts at the bottom of the page give you pre-built examples to get started. When a prompt references specific people, Cloverleaf identifies them and personalizes the response using their assessment data. Citations in the response show which assessments are being referenced.

After receiving coaching, you can:

Discover can also be used simply to learn about assessments. Asking "What is DISC?" will return a clear breakdown of what the assessment measures, how it works, and how to use the results.
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A team dashboard is automatically created based on your org's reporting structure. You can update your manager, indicate you don't have one, or add direct reports via the Reporting Teams page. Changes to the team here automatically update the corresponding team dashboard.
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In addition to reporting teams, you can belong to custom teams created by admins. From the My Teams page, you can switch between teams and set a default team that loads each time you visit. Discover is embedded directly in the team dashboard — prompts about the team will take you to Discover with the team context pre-loaded.
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Activities are facilitated team exercises available to managers and non-IC roles (not individual contributors). Each activity includes a description, a short video, directions, group reflection prompts, and a downloadable guide. They're designed as ice breakers or focus-setters at the start of team meetings. The facilitator starts the activity; everyone else just needs Cloverleaf open.
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The left column of the team dashboard shows each person's results for the behavioral assessments (DISC, Enneagram, 16 Types, etc.). Clicking a teammate's result opens a "baseball card" view with a deeper breakdown. For Enneagram specifically, results are grouped into triads (Gut, Heart, Head), and the dashboard highlights the dominant triad for the team along with communication guidance for each.
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The right column contains cultural assessments and the Team Thinking Styles tool. Culture Pulse and Motivating Values are highlighted here. Culture Pulse measures what drives people professionally — including a Management Philosophy dimension that shows whether someone prefers to work independently or with close support. This is useful context when delegating tasks or assigning projects.

The Team Thinking Styles tool lets you compare two people across four assessments (16 Types, DISC, Enneagram, Instinctive Drives), generating a summary of communication style, work preferences, and conflict responses — useful for onboarding onto a new team or preparing for a challenging conversation.
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Cloverleaf supports three strengths assessments: CliftonStrengths®, StrengthScope®, and VIA. The team dashboard shows each person's top five strengths on an interactive chart.

Use this to find the right person for a specific task — for example, finding someone with "Learner" in their top five to review educational content.

Energy Rhythm is a short assessment that identifies whether someone is a morning person, afternoon person, or night owl. On the team dashboard, the Best Time of Day feature uses this data to recommend optimal meeting windows:

Team Roles aggregates data from five assessments (DISC, Enneagram, 16 Types, VIA, Clifton Strengths) and assigns each person a preferred role across eight types — from Innovator and Resourcer at the start of a project, through Coordinator, Driver, Monitor, and Teammate in the middle, to Implementer and Finisher at the end.
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The grid uses a three-circle indicator for each role:

Use this grid alongside the energy rhythm data to assign the right people to the right phases of a project at the right times of day.