Getting started with Scorecard Builder
Getting started with Quality (Evaluate & Calibrate)
Getting started with Coach Form Builder
Getting started with Coach & Feedback
Manage your Structure/Org Chart
Manage Roles & Permissions
- How do I configure scorecard/reporting labels?
- How do I create prompts to help evaluators select the right types of contacts to evaluate?
- How do I create data-capture (non-scored) questions?
- How do I create my own customised scoring templates for line items / questions?
- How do I edit the words used to describe System Evaluation Outcome?
- How do I configure my own Manual Evaluation Outcomes?
- See all 9 articles
Coach & Feedback Settings
- How do I edit the phrases used to encourage agent-feedback during evaluation?
- How do I edit the phrases used to encourage evaluator-feedback as part of a calibration session?
- How do I edit the phrases used on general feedback?
- How do I configure general feedback topics?
- How do I configure coaching topics?
- QUICK START: Third-party system integrations
- How do I attach a file (call recording) to a contact / evaluation?
- ZENDESK: How do I integrate Zendesk?
- ZENDESK: How do I filter which Zendesk tickets are imported into EvaluAgent?
- SALESFORCE: How do I integrate with Salesforce?
- SALESFORCE: How do I filter which Salesforce tickets are imported into EvaluAgent?
- See all 9 articles
Click here to see how we're constantly enhancing and adding new features!
- April 2019: Coach and Feedback launches
- March 2019: Integrate with Zendesk, Salesforce and Freshdesk
- March 2019: Enhanced scoring options and reporting
- February 2019: Upload and attach call recordings / contact records to contacts and evaluations
- January 2019: Calibration launches
- December 2018: Configurable Evaluation Outcome titles
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