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How do I edit the phrases used to encourage agent-feedback during evaluation?

Alex Richards avatar
Written by Alex Richards
Updated yesterday

How do I edit the phrases used to encourage agent-feedback during evaluation?

Overview

When building a scorecard, you can choose whether to prompt evaluators to add feedback on specific line items, sections, or at the end of the evaluation. This page explains how to configure the phrases and settings used for quality feedback prompts.

Note: If you do not prompt feedback at all during the evaluation process (by unchecking the relevant boxes on your scorecards), there is no need to configure these settings.

Getting there

Go to Settings > Feedback Settings > click the Quality Feedback tab

Where feedback can be prompted

Scorecards can prompt evaluators to add feedback on:

  1. Specific line items -- Feedback on individual questions

  2. Specific sections -- Feedback on groups of line items

  3. At the end of the evaluation -- Overall feedback on the evaluation

Configurable settings

You can configure four parameters for quality feedback:

Part 1: Feedback titles

The three default feedback tab titles are Positive, Negative, and Neutral, with associated colours (Green, Red, Amber). You can edit both the titles and colours to match your organisation's language.

Part 2: Prompts

The phrases used to prompt each type of feedback on line items, sections, and overall evaluation can be edited and saved.

Part 3: Time to acknowledge

Set the time period before the associated notification turns red, prompting the agent to review their feedback.

Part 4: Active status

The system supports up to three different types of feedback during the evaluation process. If you only want to prompt one or two types of feedback, untick the relevant Active status. Feedback options that are unticked will not be presented to evaluators.

Note: When you make a feedback option inactive, any feedback previously entered under that option will still be visible in reports.

What evaluators see

If all three feedback types remain active (and the default options have not been changed), the feedback pop-up (accessed by clicking the pencil icon or the "add feedback" link on the evaluation screen) looks like this:

Best practices

  • Use clear, actionable prompts -- Help evaluators provide specific, useful feedback

  • Match your culture -- Rename titles to match your organisation's language (for example, "Well Done" instead of "Positive")

  • Keep it simple -- Two feedback types may be enough for some organisations

  • Review regularly -- Update prompts as your evaluation practices evolve

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