Settings
Getting started with Settings
Quality Settings
- 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
Notification Settings
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?
Integrations
- 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