Reporting
Auto QA
Auto QA scores conversations for you on a schedule, using a scorecard, so team managers only review the results.
How to start
- Choose the scorecard. QAscore Standard is ready to use: the seven sections your calls are already marked on.
- Choose what it covers. Pick the departments, teams and channels to score.
- Set the cadence and sample. How often it runs, and how many conversations per agent it scores each time.
- Connect your sources. Your phone system, shared inbox and chat tool send conversations in. Connections are being built; until then, anything you upload in Manual QA is scored with this set-up.
- Switch it on. Results land in Manual QA for team managers to review, and in Reporting.
Manual QA
Scorecards
QAscore Standard Default
Used by Manual QA and Auto QA. 100 points across seven sections. A GDPR fail scores the whole conversation 0.
Grades: full points is green, part points amber, no points red. Editable copies for your own processes are coming next.
Teams and people
Departments hold teams, and teams hold people. Owners and team managers sign in with Google using the work email you add here. Agents only need a name.
Departments
Teams
People
Knowledge
Save each brand's SOPs, price lists and policies once. Choose the brand when assessing, and what the agent says is checked against these notes.
Settings
Admin console
Companies
Open a company to see its dashboard exactly as its people do.