evaluagent

Automated Lesson Settings

Reporting Settings

Alex Richards

Settings Configure how evaluagent works for your organisation. Settings control everything from h...

Settings

How Do Notifications Work

How Do I Manage Notifications

Notification Settings The platform includes a number of events that notify relevant parties when ...

Notification Settings

How Do I Configure Action Templates

How Do I Configure 1 To 1 Topics

Actions & One-to-One Settings The Actions & 1-to-1 Settings area lets you configure coaching sess...

Actions One To One Settings

Set Up Alert On Filtered Conversations

How Do I Set Up My Own Customised Alerts

How Do I Configure Admin Alerts

Manage my alerts Alerts let you get quickly notified when specific events or outcomes are trigger...

Manage My Alerts

How Do I Configure General Feedback Topics

Edit Calibration Evaluator Feedback Phrases

Edit Evaluation Agent Feedback Phrases

How Do I Edit The Phrases Used On General Feedback

Feedback Settings Feedback Settings let you configure how feedback is collected and categorised a...

Feedback Settings

Single Sign On SSO OKTA

Support Access

How Do I Provision Users From A Third Party With OKTA

Single Sign On SSO JumpCloud

Single Sign On SSO Azure Entra ID

Provision Users From Azure EntraID

Multi Factor Authentication

How Do I Logon With Single Sign On SSO

Password Security And Account Locking

Security Settings Security Settings in evaluagent let you control authentication methods, passwor...

Security Settings

Create Evaluator Contact Selection Prompts

Set Numeric Only Data Capture Questions

Edit Evaluation Outcome Wording

How Do I Request A Transcription Settings Change

How Can I Hide The Evaluators Name From Agents

How Do I Create Data Capture Non Scored Questions

How Do I Configure Customer Experience Outcomes

How Do I Configure Scorecard Reporting Labels

Configure NA And Auto Fail Treatment

How Do I Configure My Own Manual Evaluation Outcomes

How To Create And Manage Badges BETA

How To Add A Deadline To Queries

Controlling Access To Queries

How Do I Configure What Results Users Agents See

How Do I Configure Organisation Branding

How Do I Enable Acknowledgement On Quality Evaluations

Create Custom Line Item Scoring Templates

Quality Settings The Quality Settings area lets you configure how quality assurance operates acro...

Quality Settings

Feature Requests

Arrange a demo

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.