What it does
The Close-Rate Coach pulls your shop's recently decided quotes — the ones already marked won or lost, not ones still pending — and groups them by service category and price band. Instead of just handing you win/loss counts, it surfaces 3-5 plain-English insights on what's actually helping or hurting your close rate, plus the underlying bucket data so you can check the math yourself. It's read-only: running it doesn't touch your quotes, customers, or pricing — it only reads history and reports back.
Where to find it
There's no "AI Tools" entry in the sidebar — the AI Tools hub was removed from the sidebar rail entirely and isn't reachable by clicking through any labeled menu item. Reach it by opening Growth & Marketing from the sidebar (under "Run the shop"), then clicking its AI Assistant tab, which loads the hub inline (that tab also has an "Open standalone" link straight to `/app/ai`). On that hub, Close-Rate Coach is one of the cards, filed under the "Sell & convert" section alongside tools like Quote Suggest and Dynamic Pricing Advisor. Plain Cmd+K opens a different feature ("AI Help," a KB-grounded Q&A popup) — it won't jump you here, and the Cmd+Shift+K page-search palette doesn't have this tool registered yet either.
Running it
Nothing runs automatically when the page loads — you'll see a "Run to generate close-rate coaching." placeholder on the right. On the left, set "Lookback (days)" (it defaults to 90, and typing anything outside 7-365 gets silently clamped back into that range) and click Run. The button switches to "Analyzing…" with a spinner while it works and is disabled until that finishes. One non-obvious behavior: changing the lookback number does not re-run the analysis by itself — it only takes effect the next time you click Run, so if you widen or narrow the window you have to click Run again to see updated numbers.
Reading the results
Once it finishes, three small tiles appear under the Run button — Days, Quotes, and Close (the overall close-rate percentage) — as a quick check before you dig into the coaching panel. That panel leads with a plain-language summary line, then an Insights list where each item is tagged Strength (green, trending-up icon), Risk (red, trending-down icon), or Opportunity (blue, sparkles icon), along with a headline, a short detail line, and the category it applies to. Below that sits the full "Quote buckets" table — Category, Price band, Quotes, Won, Lost, Close, and Avg quote (the Close column's values are shown as percentages) — so you can verify any insight against the raw numbers instead of taking the summary on faith.
When there's not enough data
If there isn't enough decided-quote history in the window you picked, you won't get the buckets table or insight cards at all — the panel just shows the summary line by itself with no table underneath. If that happens, you can try widening the lookback window (up to the 365-day maximum) to pull in more decided quotes.
Stub mode vs. live mode
Watch the badge next to the page title. "● Live" (green) means a real ANTHROPIC_API_KEY is configured and you're getting actual model-generated coaching; "● Stub mode" (amber) means it isn't, and an amber banner reminds you to set ANTHROPIC_API_KEY in your .env to get real model output. The UI still works end-to-end in stub mode for testing, but don't treat the insights as real coaching advice until the badge reads Live.