Use evaluation forms to standardize assessments of interactions with customers, reduce
scoring bias, and increase evaluation coverage for service reps across voice and messaging
channels. To evaluate an interaction, a quality analyst performs an evaluation based on criteria
defined in a form. To identify coaching opportunities, each supervisor can review their team
member’s scores. To see how they're performing, each rep can review their own scores.
Quality Management User Personas Assign the Quality Manager, Quality Analyst, Quality Viewer permission sets to users of Agent Quality Management features.
Configure Quality Management for Service Interactions Use AI-driven and manual evaluation forms to standardize interaction assessments, reduce scoring bias, and increase evaluation coverage for service reps across voice and messaging channels.
Evaluate Rep Performance Evaluate customer interactions, review assessment results, and monitor rep performance using quality management reports and dashboards.
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