Your Digital Leadership Coach — Sofia — is your always-on partner for the human side of leadership. While your Chief of Staff keeps your team aligned on goals and execution, Sofia helps you show up as a better manager — giving feedback with clarity, preparing for meaningful 1on1s, and thinking through the leadership challenges that don't have easy answers.
The more you engage, the more useful she becomes.
Your Agent at a Glance
When you open your Digital Leadership Coach, the left sidebar gives you access to:
New chat — start a fresh conversation at any time
Past chats — scroll back through previous conversations and pick up where you left off
At the bottom of the chat, conversation starters give you quick prompts for common tasks — Feedback assist, 1on1 pre-read, My progress, and Thought partner.
On-Demand Conversations
You can ask Sofia anything related to your people, your team, and your own development. Here are the core things she can help with:
Feedback assist
Delivering feedback can be difficult. Sofia helps you craft clear, actionable feedback using the SBI (Situation-Behavior-Impact) framework. She'll ask who the feedback is for, your relationship to that person, and what happened — then draft a structured message you can refine and send.
1on1 pre-read
Walk into every 1on1 fully prepared. Ask Sofia for a pre-read on a direct report and she'll pull together a performance summary based on their OKRs and recent actions — so you know exactly what to acknowledge, address, and ask about.
My progress
Preparing for a conversation with your own manager? Ask Sofia for a summary of your accomplishments and progress. She'll compile your OKRs and actions into a structured overview for whatever timeframe you need — defaulting to the past week, with support for up to a year.
Thought partner
Use Sofia as a sounding board for leadership challenges — navigating a difficult team dynamic, preparing for a hard conversation, or thinking through a decision. She's available any time you need a trusted perspective.
Proactive Job
Suggested Kudos
Sofia proactively surfaces kudos suggestions based on your team members' recent accomplishments — so recognizing great work never slips through the cracks. You can turn this on or off from Agent Settings → Responsibilities.
Important Notes
External data you've connected — Teams channels, Jira, Salesforce, meeting transcripts, and more — is available to Sofia just as it is to your Chief of Staff. You connect it once and both agents benefit. See How to connect external data to your WorkBoardAI agent.
Bookmarks are not currently available in the Leadership Coach. You can bookmark OKR lists and Scorecards in your Digital Chief of Staff.
You can manage Sofia's settings — including notification preferences and proactive job — from Agent Settings.




