How do I create a coaching form?

Getting started

Go to Coach Form Builder and click + New Coach Form... to reveal the following screen where you give the form a title and a description

On clicking Create form, you'll be taken to the next screen...

Here, you can start adding headings to your coaching form by clicking the add the first coach item link to reveal the following modal pop-up.

You can repeat this process adding as many coaching headings as you need on your coaching form.

Once you have added all of your coaching headings, you can add acknowledgement items that will form the basis of the acknowledgement form that the agent completes following the coaching session.

Simply click the add acknowledgement item link to reveal the following modal pop-up.

You can repeat this process adding as many acknowledgement headings as you need on your acknowledgement form.

 Once you are happy with the form, you can make it active by pressing the Publish form button

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