The Community Gamification settings allow administrators to configure and manage various aspects of your gamified environment within EvaluAgent. Let's explore the functionality available in each tab.

If you're an administrator, check out this introduction video.

Accessing Community Settings

To view the Community Settings as an administrator, follow these steps:

Navigation prompt

Go to Settings in the side nav > click Community Settings > view the Engagements, Leaderboard settings, My auctions, and Participating teams tabs displayed next to the Suggestion box settings

Engagements

The Engagements tab is where you can configure and manage Engagement Events within your gamified environment. Engagements Events triggered within EvaluAgent are the source of points awards that drive the gamification amongst team members and teams, which drives improvements in their conversation quality. The Engagement settings tab consists of the following:

• Engagement Event list: View a list of engagement events with details such as event name, description, category, and status.

• Engagement Event configuration: Edit engagement events, including points award value, anti-gaming limits, and levels configuration.

• Event filter: Easily hide inactive events and focus on the engagements that define your gamified environment.

Configuring Engagements

Each Engagement Event can be configured to match the gamified environment that you wish to create for your teams. When you initially set up your Community Gamified environment with EvaluAgent, we will configure each engagement with recommended values proportional to the effort and frequency of expected use.

Each configurable item is described below, along with information about the impact of each value.

Name

Each Engagement has a name to allow for quick recognition of the action taken in EvaluAgent that creates the potential for a points award.

Description

Some activities performed in EvaluAgent are similar in name and process. Using the description, we provide additional detail to define where and when an engagement event is triggered.

Category

Our Engagement events can be classified in terms of strategic importance. The category allows us to organise engagements based on the activity performed in EvaluAgent. These categories are;

• General: A typical Agent interaction with the EvaluAgent platform that is not tied to a specific function of their work. This includes events such as logging in.

• Insight: Interactions with EvaluAgent that relate to using its features to gain insight into conversations and improvements.

• Performance: Pertains to any interactions with EvaluAgent concerning the performance and improvement of conversation quality.

Points

Each Engagement can award a team member points if they perform the activity in EvaluAgent. The number of points awarded is configured here.

The value of each award should be proportional to the effort associated with performing the activity in EvaluAgent. Here, we expect activities that require a large amount of effort to complete will be awarded a more significant amount of points. Likewise, with low-effort activities, we expect the award to be lower.

Anti-gaming limit

Any gamified environment comes with the potential to be gamed to increase points and gain more awards artificially. Our anti-gaming limits allow you to limit the number of times a team member can be awarded points for the engagement each day. It should consider the expected daily frequency of the activity to ensure team members are not discredited for genuine activity but prevent team members from taking advantage of the system.

Things to note about anti-gaming limits

Anti-gaming limits are reset each day.

Levels

You can configure levels on each Engagement to encourage your team members to focus on these activities regularly. Each level should require a greater number of points than the last to ensure a level achievement accurately represents a team member's experience in that activity.

Levels are an effective way to recognise a team member's ongoing focus on an area you deem important to improving your conversation quality.

Things to note about levels

You can set up to a maximum of ten levels and a minimum of one.

The maximum level value is 100,000.

You can deactivate levels, removing all level indicators from a team member’s profile but displaying the total points earned against the Engagement.

Edit an Engagement

To edit an Engagement, follow these steps:

Navigation prompt

Go to Settings in the side nav > click Community Settings > click on the Engagements tab > click Edit on the engagement you wish to edit

• Edit event details, points award value, anti-gaming limits, and level configuration as needed.

• Navigate between the Configure and Levels tabs.

• Click “Save settings” to apply the changes and return to the Engagements tab.

Leaderboard Settings

The Leaderboard settings allow you to control the behaviour of the leaderboard to ensure it aligns with your team culture. The Leaderboard setting tab consists of the following:

• Refresh period: Set the frequency at which the leaderboard is refreshed.

• Visible range of users: Define how many team members are displayed before and after their placing on the leaderboard.

• Agent anonymity: Allow team members to opt out of displaying their data and seeing other team member’s data on the leaderboard.

Refresh period

The Leaderboard refresh period allows you to set the duration of the leaderboards run in the Community Gamification system. If your team prefers quicker cycles, creating regular competition amongst each other, set the refresh period to a low value, such as seven days. This will mean the board will refresh each week, providing opportunities for team members to climb to the top.

Setting the refresh period to longer durations, such as 30 or 90 days, will result in slower, gradual competition.

Things to note about the refresh period

The period must be equal to or between 7 and 90 days.

Visible range of users

Setting the visible range of users on the leaderboard will control the size displayed to a team member viewing their leaderboard. This value should be big enough to show a reasonable view of the leaderboard but small enough to encourage the team to make gradual improvements and climb to positions close to them rather than attempting to reach the top, which may only sometimes be realistic.

Setting the visible range of users to a high value, for example, 20, the team member will likely see a large leaderboard, if not the entire team leaderboard.

Things to note about the range of users

This value must be equal to or between 1 and 20.

Agent anonymity

Agent anonymity provides you with the option to allow team members to opt in/out of sharing their position on the leaderboard.

Team members will see a cog at their profile's top-right if switched on and saved. They can then choose to be anonymous or remain public.

Anonymous

If a team member chooses to be anonymous, the following behaviour occurs:

• Their avatar/photo is replaced with a default image.

• Their avatar/photo is replaced with the default image, their name is replaced with an anonymous label, and their points are displayed.

• They cannot see other team members' avatars/photos or names. They can see other team members' points.

Public

If a team member chooses to remain public or switch back to public, their leaderboard and profile display as expected with name and previously configured avatar/photo.

My Auctions

Auctions enhance the reward experience, allowing team members to use their rewards to gain prizes of value to them. As a Manager, you will create and manage auctions, ensuring a good spread of items and a number of auctions for team members to participate in.

In the My Auctions tab, you can manage and create auctions using the following features:

• Upcoming, Active, Closed Auctions: Access and manage auctions in different states.

• Auction search: Quickly find specific auctions using the search function.

• Create a new auction: Add new auctions by providing details such as name, descriptions, team, bid increment, and dates and uploading an image.

• Edit existing auctions: Make changes to existing auctions, such as updating descriptions or adjusting bid settings.

• View auction pages: Access individual auction pages to monitor bids and view details.

• Delete auctions: Remove auctions that have not yet started.

Managing Auctions

Creating New Auctions:

1. In the My Auctions tab, click "New auction".

2. Fill in auction details:

   1. Name: Provide a concise and clear title for your auction. The name should give users a quick idea of the auction.

   2. Short Description: A summary or teaser for your auction. It should provide more information about the item or experience being auctioned, enticing team members to learn more.

   3. Description: Provide a detailed and comprehensive explanation of the auction item or experience. Include all relevant information, such as product specifications, conditions, usage instructions, or special features.

   4. Team: Select the team for which the auction is assigned. This allows you to create auctions for your teams and ensure the items are something your team will want.

   5. Minimum Bid Increment: The smallest amount team members can increase the current bid. It ensures fair bidding and competition. For example, if the current bid is 100 and the minimum increment is set to 10, the next valid bid would be 110.
      

3. Click “Next step”.

4. Select your auction dates:

   1. Revealed on date: This is the date from which the auction will be revealed to team members. Before this date, the auction will not be accessible or viewable to participants. It's useful for pre-announcing auctions and creating anticipation.

   2. Start date: The start date is when the auction officially begins. Team members can start placing bids on or after this date and time. It marks the commencement of the bidding period.

   3. End date: The end date is the date and time when the auction will close. After this time, no more bids can be placed, and the highest bidder wins the auction item or experience.
      

5. Click “Next step”.

6. Upload an auction image:

   1. Upload or drag and drop an image: An auction image or visual representation of the item or experience being auctioned. It adds visual appeal to the auction listing and helps users understand what's up for bid.

   2. Crop the image: Select the visible area of the image to display on the auction. Some display components are overlaid on the image. Use the following as a guide: [add image guide]

   3. Click “Select”.

7. Click “Create” to create the auction.
   

Editing Existing Auctions:

You may want to update the details of your auction. To do so, follow these steps:

1. Access the My Auctions tab.

2. Find the auction you want to edit.

3. Click the hamburger menu icon to the right of the auction details, then click “Edit”.

   1. You will be able to edit most fields, but the following have restrictions:

      1. Team: This cannot be changed once the auction starts but can be changed beforehand.

      2. Revealed on date: This cannot be changed once the auction has started but can be changed beforehand.

      3. Start date: This cannot be changed once the auction has started but can be changed beforehand.

      4. All other fields can be updated.

Deleting an Existing Auction:

You may want to delete an auction if it’s no longer intended to run. To do so, follow these steps:

1. Access the My Auctions tab.

2. Find the auction you want to delete.

3. Click the hamburger menu icon to the right of the auction details, then click “Delete”.

   1. Note that you can only delete auctions that have not yet started.

4. Observe the confirmation modal, noting that this action cannot be undone, then click “Delete auction”.

View an Existing Auction:

You may want to view an auction to see how it looks to team members or to see the bid history. To do so, follow these steps:

1. Access the My Auctions tab.

2. Find the auction you want to view.

3. Click the hamburger menu icon to the right of the auction details, then click “View”.

4. View the auction page.

Participating Teams

The Participating Teams tab allows you to manage teams and their participation in the Community gamification features. It provides you with controls to limit teams, test your gamified set-up, and then open it up to all teams once you’re confident.

Participating teams has the following features:

1. All teams allowed: Switching on overrides previous team access configurations by allowing all teams to participate. Switching off will allow you to pick and choose teams who will participate.

2. Team selector: Visible only when the “All teams allowed” is switched off. Select which of your teams will participate in the gamification features. A selected team will appear with a green outline, and unselected teams appear with a grey outline.

Allowing all teams:

1. Access the Participating teams tab in the Community settings.

2. Click the “Allow all teams” switch to “on”.

   1. Note the option to select individual teams will be hidden.

3. Click “Save”.

Select teams to participate:

1. Access the Participating teams tab in the Community settings.

2. Click the “Allow all teams” switch to “off”.

   1. Note the option to select individual teams will be visible.

3. Click each team you wish to participate.

   1. Selected teams appear with a green outline.

   2. Unselected teams appear with a grey outline.

   3. You can also “Select all”/”Deselect all”.

4. Click “Save”.