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Journal of
Unearthing AI coaching chatbots Management
Development
capabilities for professional
coaching: a systematic
literature review
Lidia Plotkina and Subramaniam Sri Ramalu Received 5 June 2024
Revised 20 August 2024
College of Business, Universiti Utara Malaysia, Sintok, Malaysia Accepted 5 September 2024
Abstract
Purpose – Recent advances in coaching technology enhanced its accessibility and affordability for a broader
population. In the imposing growth of economy and the demand for extensive coaching intervention for
executives, artificial intelligence (AI)-based coaching is one of the possible solutions. While the evidence of AI
coaching effectiveness is expanding, a comprehensive understanding of the field remains elusive. In
particular, the true potential of AI coaching tools, ethical considerations and their current functionality are
subjects of ongoing investigation.
Design/methodology/approach – The systematic literature review was conducted to extract experimental
results and concepts about utilizing AI in coaching practice. The paper presents the primary capabilities of
state-of-the-art coaching tools and compares them with human coaching.
Findings – The review shows that AI coaching chatbots and tools are effective for narrow tasks such as goal
attainment, support for various psychological conditions and induction of reflection processes. Whereas, deep
long-term coaching, working alliance and individualized approach are out of current AI coaching competence.
In the current state, AI coaching tools serve as complementary helping tools that cannot replace human
coaching. However, they have the potential to enhance the coach’s performance and serve as valuable
assistants in intricate coaching interventions.
Originality/value – The review offered insights into the current capabilities of AI coaching chatbots, aligned
with International Coaching Federation set of competencies. The review outlined the drawbacks and benefits
of chatbots and their areas of application in coaching.
Keywords Executive coaching, Coaching chatbot, Virtual coach, AI coaching, Coaching effectiveness
Paper type Literature review
1. Introduction
Coaching practice is transforming drastically and moving into more digital forms of
interaction. Taking into account the rising need for cost-effective and affordable coaching in
the growing market reality, artificial intelligence (AI) coaching and distance coaching, which
uses various technologies, also recognized as e-coaching or virtual coaching could be a
possible solution. The massive growth of technological interventions in executive coaching
appeared due to the plethora of factors and include the simplification of logistics, cost-
savings, time-management and global use of technology by the organizations (Ribbers and
Waringa, 2015). Overall technological progress, with particular strong acceleration due to
COVID-19 pandemic impact, has expedited the progressive use of online technological tools
and significantly reduced face-to-face within the coaching landscape (Doolittle, 2023;
Terblanche, 2022). The recent COVID-19 pandemic crisis had a strong influence and
All authors contributed to the study conception and design. Material preparation, data collection and
analysis were performed by Lidia Plotkina. The first draft of the manuscript was written by Lidia
Plotkina and all authors commented on previous versions of the manuscript. All authors read and
Journal of Management
approved the final manuscript. Supervision was performed by Dr Subramaniam Sri Ramalu. Development
Funding: No funds, grants or other support was received. © Emerald Publishing Limited
0262-1711
Conflict of interest: The authors have no relevant financial or non-financial interests to disclose. DOI 10.1108/JMD-06-2024-0182
JMD accelerated the shift of coaching intervention into the online realm (Carnevale and Hatak,
2020; ICF, 2020). During the pandemic, in-person coaching reduced by 80%, and audio-video
means coaching increased by 74% (ICF, 2020). After the pandemic, the perspective of active
engagement in online coaching interaction with AI became more supported by users than
before (Schermuly et al., 2022). The expectations of expansive use of technologies for
coaching and belief that AI could simplify the process of coaching were reflected in the global
surveys.
Technological advancements in coaching are progressing rapidly, while comprehensive
experimental research has not yet fully developed. Contemporary trends in the field
increasingly incorporate e-coaching and AI-based coaching methodologies. E-coaching is a
format of coaching practice implemented via different technologies, so that it can be done
distantly between a coach practitioner and a coachee. It usually simplifies the procedure and
it is more cost-effective (Diller and Passmore, 2023). Meanwhile, AI Coaching is a
synchronous or asynchronous coaching using AI as a coach instead of a human coach
(Passmore and Tee, 2023a). Several narrow task coaching chatbots were created and tested
for efficiency and appreciation from the coachee’s side (Graßmann and Schermuly, 2021;
Movsumova et al., 2020; Terblanche et al., 2022a). Particular coaching tasks can already be
delegated to AI-based coaching chatbots, such as goal attainment, new health protocol
implementation support, education related coaching and more (Chew, 2022; Kocaballi et al.,
2019; Mai et al., 2021; Mitchell et al., 2021).
However, the principal shift in application of AI and machine learning models happened
with the launching of new multimodal large language models, such as generative pre-trained
transformer (GPT). These models allow to create sophisticated and complex dialogs
providing support and guidance in various fields (Carlbring et al., 2023; Lee et al., 2023).
Thus, GPT-based chatbots are different from the scripted and rule based chatbots that were
previously used. These tools can be identified by the following primary attributes: firstly,
they are designed for general-purpose applications rather than specialized ones; secondly,
they possess the capability to generate innovative language outputs that closely resemble
human communication; and thirdly, they provide a user-friendly interface that comprehends
and responds to natural language. Due to the promising preliminary results, the boom of the
AI-based coaching chatbot publications is expected. At the same time, chatbots usage raises
numerous ethical and privacy related questions, as well as the distribution of responsibility
and their efficiency (Cabrera et al., 2023). Meanwhile, the objective of this review is to analyze
existing approaches and AI-based coaching performance results, with the primary goal to
review AI-based coaching solutions and to compare the capabilities of AI tools with human
coaching.
2. Methodology
The purpose of this study is to conduct a systematic literature review on AI coaching. To
ensure impartiality, specific criteria were established at the beginning to determine which
articles should be included or excluded. Only high-quality and relevant studies from
reputable academic databases were searched and considered. A careful screening process
was implemented to ensure that the final selection of studies for the literature review aligns
with the research topic. The review is to provide the answers to the following questions:
Q1. What are the existing approaches or types of AI coaching?
Q2. What are the empirical evidences of AI coaching tools and chatbots implementation?
Q3. What advantages and disadvantages of AI coaching are derived from existing
studies compared with human coaching?
2.1 Selected review method Journal of
The systemic literature review aims to evaluate and compare the findings of different studies Management
and identify the gaps in the existing literature. To determine this, a systemic literature review Development
is conducted where studies were collected from academic databases like Scopus, Academia,
ResearchGate, Web of Science, and Google Scholar. These studies were considered with their
relevance to the current topic. To facilitate this, the titles and abstracts of the studies were
carefully examined. Systematic literature review based on the PRISMA diagram tool
consists of different stages and uses inclusion and exclusion criteria. Thus, the sources of the
studies have been identified, as well as the key words that are relevant for this research, the
timeline of this research, and actual adequacy of the studies in terms of their content. Precise
inclusion and exclusion criteria are listed below, alongside with the stages of identification,
selection, eligibility and final inclusion of the studies.
2.1.1 Inclusion criteria.
(1) Studies published between 2019 and 2023 were considered for this review as an
inclusion criterion.
(2) The studies included conceptual papers and empirical results on AI coaching
implementation.
2.1.2 Exclusion criteria.
(1) Studies that were not focused on coaching and contain other AI chatbots
implementation.
(2) The unavailability of the full text of the study. Studies with solely available abstracts
were excluded, due to the need to analyze the entire document to get full and deep
understanding of the research works.
(3) Thesis research studies were excluded in preference for the examination of peer-
reviewed journal submissions exclusively.
3. Results
AI systems could serve the coaching intervention in multiple ways (Strong and Terblanche,
2020). Machine Learning techniques allow to improve the process of coaching and could help
in coach-coachee matching. They could provide additional recommendations and resources
in between coaching sessions as well as the support for the goal attainment and coaching
advice (Khandelwal and Upadhyay, 2021a, b; Movsumova et al., 2020; Passmore and Tee,
2023a). The expansive scope of AI demonstrates that it offers more than just synchronous
coaching solutions. However, not all applications of AI in coaching are well-studied yet. In
this review, we focus on all the available studies about AI coaching and review their
performance, as well as current strengths and weaknesses.
Studies excluded:
Included
be helpful in suggesting the proper questions and provided deep and high-quality examples
of questions. The findings of the research indicate that an AI-based tool is more effective in
addressing new requests that are of high importance to the coachees in terms of their
willingness to take action and gain clarity. Whereas in terms of overall perception, the real
coach is seen as more useful, effective, and capable in facilitation of stress-management
focused sessions. The choice of the AI assisted tool versus human coach was more
preferrable by the coachees in cases of sensitive and confidential requests (Movsumova et al.,
2020). The increased reliance on machines might depend on the level of placing trust in the
privacy of the data exposed and shared during coaching sessions (Movsumova et al., 2020).
Additionally, the combination of coach and AI chatbot reveals that AI expands the coaches’
vision (Movsumova et al., 2020).
JMD 3.2 Performance of AI coaching chatbots
There is a noticeable advancement in the development of synchronous and asynchronous
coaching applications that offer a wide range of services (Passmore and Diller, 2024).
Different types of approaches could be utilized as performance algorithms of AI coaching
chatbot. For example, simple rule-based approach, scripted approach or reinforcement
learning data driven generation of coaching dialogs. Recently appeared Natural Language
Processing (NLP) based GPT models are the most sophisticated among them (Passmore and
Tee, 2023a). In the study conducted by Mitchell et al. (2022), the authors compared the
effectiveness of three approaches: scripted, rule-based and Reinforcement Learning (RL)
formulated interaction of coaching chatbot with a coachee about the health-related goals’
attainment like nutrition. The findings revealed that the data-driven RL chatbot performed
well in short conversations. Unexpectedly, the simplest scripted chatbot received higher
ratings in terms of quality, despite not consistently fulfilling its intended purpose. These
results underscore the conflicting nature between scripted and more intricate data-driven
approaches when it comes to chatbots in the healthcare domain. Therefore, there are cases
when the narrow tasks are executed more effectively with a straightforward scripted chatbot
rather than relying on complex yet inaccurate reinforcement learning responses and
prompts. The future direction of research might include the comparison of GPT based
responses and scripted responses in chatbots related to healthcare coaching.
The prominence of AI-driven healthcare coaching is on the rise, primarily attributed to its
cost-effectiveness and the round-the-clock availability of AI tools to assist coachees in pursue
of their goals. In the process of dealing with obesity and managing weight loss the support,
special recommendations and coaching are exceptionally helpful. Reinforcement learning
algorithms contributed to effective diabetes related health coaching intervention (Di et al.,
2022). To explore the factors that facilitate engagement of coachees in health coaching
interaction, the scoping review was conducted (Chew, 2022). The primary functions of AI
chatbots encompass the delivery of personalized recommendations, motivational messages,
gamification elements, and emotional support. According to the research, the speech with
appropriate colloquial tones in chatbots increased user engagement, due to convenience of
hands-free interaction, interactivity and expression of empathy in voice tones. Moreover,
additional strategies employed in text-based chatbots included emojis mimicking human
emotional expressions, the incorporation of positively framed vocabulary, referencing
credible information sources, personifying the chatbot, offering validation, and offer of real-
time, rapid, and valid recommendations (Chew, 2022). Moreover, ability to interact with a
chatbot on different platforms and devices promotes greater engagement. However, the
privacy concerns and user friendliness were the main constrains in using health AI coaching
chatbot for weight management. Concerning the “user burden”, researchers usually refer to
several constructs, such as difficulty to use a tool, the problems with social interaction,
physical, emotional and mental load while using a tool, time and finances that are spent while
using a tool (Suh et al., 2016).
Behavioral cues analysis, reflection acceleration Arakawa and Yakura (2019, 2020, 2022)
Provides AI-based analysis of coaching session video
Coach support Movsumova et al. (2020)
Gives appropriate hints and recommendations while coach is
at work
Goal attainment Terblanche et al. (2022a)
Collects updates, reminds of the goals, supports
Health protocols Chew (2022), Mitchell et al. (2021), Stephens
Provides necessary information about medical protocols, et al. (2019)
checks on health goals
Emotion recognition Alazraki et al. (2021)
Interprets emotions from phrases and emotional words,
expresses empathy
Study coaching, anxiety counseling Kannampallil et al. (2022), Mai et al. (2021),
Gives techniques and information, asks proper questions to 2022
eliminate anxiety
Mental health support Ellis-Brush (2021), Kannampallil et al.
Integrative support, psychoeducation, and interventions (2022), Stephens et al. (2019)
through brief conversations
Summarizing and speech understanding Passmore and Tee (2023a, b)
Empathy expression through speech processing
Reflection induction Passmore and Tee (2023b)
Table 1. Recognizes the speech and provides proper questions to
Functions of AI provoke thinking and problem solving
coaching tools Source(s): Authors’ own creation/work
4. Discussion
AI coaching stands out as a potentially cost-effective solution that can render coaching
services in a more accessible form. However, it’s crucial to acknowledge that the current state
of AI coaching is limited by its tendency to deliver simplistic and short-term interactions.
These interventions often lack the establishment of a strong working alliance, individualized
approaches, and the flexibility required to provide ethically sound guidance in critical
situations (Passmore and Tee, 2023b, 2023a). Nonetheless, the outcomes of the review
underscore the suitability of integrating AI coaching into a myriad of contexts. AI coaching Journal of
applications have shown several promises in achieving a range of objectives, from goal Management
attainment and correction of medical conditions to psychological consultations. These Development
applications excel at suggesting pertinent self-reflective questions and, notably, can supply
information and education relevant to a given topic. Moreover, AI chatbots have
demonstrated their capacity to offer suitable recommendations, provide hints, convey a
sense of empathy, and interpret emotional expressions. Even though they show various
abilities, they cannot pass ICF coach certification requirements. They are definitely far from
substitution of the real coaching professional and being a full replacement is an unattainable
picture at this time. Additionally, the encouraging results achieved thus far are in tandem
with the rapid advancements in technology. However, it is essential to recognize that
scientific research and ethical considerations have not kept pace with these developments.
There exists an urgent need for the proper regulation of AI tool development to ensure that
interventions yield the anticipated results and that developers and supervisory coaches carry
responsibility for those results.
The direction for the future research could lay in exploring the distinctions in the
effectiveness of AI chatbots in different combinations and extent of human inclusion into
process. The ethical and cultural aspects are still an acute problem in creation of coaching
chatbot, so that extensive testing and adjustment of existing and emerging technology is
needed. Future research could explore a comparison between GPT-based responses and
scripted responses in chatbots. This comparison could provide deeper insights into the
strengths and limitations of different AI approaches in coaching.
5. Conclusion
This review discerned the capabilities and functionalities of contemporary AI coaching tools,
which have demonstrated remarkable proficiency in employing machine learning techniques
to analyze coaching sessions, facilitating reflective processes, and providing valuable
informational assistance, techniques and suggestions during coaching sessions. Their
capacities extend to substituting simplistic coaching programs, offering support in defining
and refining updates, plans, goals and even discerning the emotional phrases within
coaching interactions. Additionally, they are able to formulate relevant questions and serve
as reminders for coachees regarding their commitments and holding them accountable for
their actions.
However, it is essential to note that AI coaching tools fall short in replicating the
complexity of coach–coachee relationship and long-term real coaching interventions, often
unable to offer sophisticated and personalized approaches. Nevertheless, their capabilities
suffice for integration into executive coaching practices, complement existing approaches
and add extra support into coaching process.
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Corresponding author
Lidia Plotkina can be contacted at: [email protected]
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