344 results found
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Improve Reviews function under Quality: Format feedback and comments
Reviews functions under Quality (Review the reviewer/analyst):
2. When composing reviews, there is no option to edit font, highlight, add links, ... even it doesn't have any paragraph break, the review looks messy/untidy. It would be better to have similar format as Evaluations for better organizing and following up.1 vote -
Peer calibration feature for analyst evaluations
We are looking to implement a peer calibration process where analysts evaluate each other's completed evaluations/reviews to assess scoring consistency and alignment with quality standards.
The process should involve:
Selection: Choose a completed evaluation for each evaluator.
Assignment: Assign other team members to evaluate the same case.
Comparison: Compare the results to identify scoring misalignments across quality standards.Currently, this process is manual and requires significant effort to manage and analyze. We request a dedicated feature in Playvox that allows us to:
Select and assign evaluations for peer review.
Facilitate the comparison of results among evaluators.
Identify and address scoring…2 votes -
Ability to add multiple email addresses for user profiles
We require the use of ea.com email addresses for Okta verification and account security with our vendor/service partners. However, these partners internally use their own BPO email addresses, which they monitor regularly. Currently, Playvox email notifications are sent only to the ea.com addresses, which the users do not view or have access to. As a result, they miss important notifications, such as those related to evaluations and disputes.
We are requesting the ability to add an additional email address field in user profiles to store BPO email addresses. This would allow us to select which email address notifications should be…
1 vote -
Ability to update super admin roles without support tickets
The ability to update a Super Admin role directly within the platform without needing to raise a support ticket. This enhancement would allow for quicker and more efficient management of Super Admin roles.
To ensure security, a check should be implemented to confirm that there is at least one active Super Admin before allowing any changes. This is particularly important when the site owner, who might also be a Super Admin, needs their role updated. Enabling this feature would streamline the process and reduce reliance on support for role management.
2 votes -
Ability to display case number instead of case ID in interactions and workloads tabs
Currently, in the interactions tab and workloads tab within Salesforce, the default reference ID displayed is the Case ID. However, our team primarily uses the Case Number as our reference across all other reporting tools, including Tableau. This mismatch creates additional work on the backend as we have to manually match the Case ID with the Case Number for accurate reporting.
We are requesting the ability to change the default reference ID from Case ID to Case Number in these tabs. This change would align with our reporting needs, streamline our workflow, and reduce the time spent on manual data…
2 votes -
Skipped Evaluation Reporting and Exporting
It would be highly beneficial to introduce a feature that allows the identification, reporting, and exporting of skipped evaluations. Currently, if an evaluation is skipped, there is no straightforward way to track or understand the reasons behind it.
By implementing a system that records when an evaluation is skipped and allows managers and analysts to generate reports or export this data, they can gain valuable insights into patterns or issues that may be causing evaluations to be skipped. This feature would enhance the overall evaluation process by providing transparency and enabling better decision-making.
1 vote -
Ability to Skip Evaluations in a Sequence When Needed
When reviewing multiple cases for the same analyst/advisor, the current system requires that the first case be fully completed before moving on to the next. However, there are instances where the first case needs to be put on hold, and it would be helpful to have the ability to skip the first case and proceed with reviewing the second one without having to complete the first.
This flexibility would allow for more efficient evaluation management, particularly when additional information is needed for a case that cannot be immediately resolved. Enabling the option to temporarily bypass a case and return to…
1 vote -
Auto-Start Next Evaluation in Workload Sequence Without Returning to Interactions Tab
To enhance the efficiency of the evaluation process, it would be highly beneficial to implement a feature that automatically starts the next evaluation in the workload sequence once an analyst completes the current one. Currently, after completing an evaluation, the analyst has to return to the main Interactions tab to begin the next evaluation. This extra step can be time-consuming and disrupts the workflow.
By auto-starting the next evaluation in the sequence, analysts can maintain their focus and momentum, leading to a more seamless and productive evaluation experience. This feature would streamline the process and ensure that analysts can work…
1 vote -
Ability to identify the origin of completed evaluations - the ability to check if the completed case is from a workload or not.
In the evaluation tab, it would be incredibly useful to have a feature that identifies whether a completed evaluation originated from an assigned workload or from the interaction tab. Currently, there is no clear way to determine where the evaluation was initially triggered, which can lead to confusion and difficulty in tracking the source of evaluations.
Implementing a feature that tags or highlights the origin of the evaluation—whether it came from a workload or directly from the interaction tab—would enhance clarity and improve the management of evaluations. This would provide evaluators and managers with better insights and allow for more…
2 votesHi there!
Thank you for sharing your idea with us!
We will thoroughly evaluate it, and if it gains traction, it could greatly impact our roadmap.
We appreciate your contribution to our community.
Karina from Product
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Hierarchy - Multi-Site Functionality - the amalgamation of multiple instances into one.
The addition of an additional permission tier that will allow the amalgamation of multiple instances into one. This will allow reporting at an enterprise level, as we do not utilize any of the current reporting because it is site/instance-specific.
Brief specifications on how we would like the multi-site functionality to work -
Permission Tier:
Sits above the current "Team" level, consolidating multiple Teams.
Users with Group-level access can manage and compare data across all Teams within the Group.Consolidated Reporting:
Enables reporting across different instances/sites, allowing enterprise-level analytics.
Group-level users can generate reports that compare performance across Teams and instances.…
2 votes -
Add indicator how many interactions there are when apply a filter (or without filter)
Hi Team, we noticed that if there are multiple pages in the interaction page, each page contains 50 interactions. However it is inconvenient to count if the page is not full, or if there's only one page of interactions when some filters applied.
Could you add the numbers there at the bottom of the interactions page?1 vote -
1 vote
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Ability to dispute the feedback options selected in the audit
We can currently dispute scores, which is great, but we rely heavily on the Feedback Options for our reporting to understand what went wrong.
We also report on this level of error per advisor in many markets, and this means we get disputes that don't necessarily impact the score, but impact the feedback options selected.
Currently we can't accept a dispute to change only the feedback options, we have to change the score.
So this means we currently 'reject' the dispute - which is misleading, and then manually edit the original audit so the reporting data is correct.
Ideally we…
9 votes -
Hide questions marked N/A to the agent in the evaluation result page
We don't want to show the questions marked with N/A to agents on the Evaluations results page. So there's less noise on the page.
2 votes -
Automatic subscriptions
Hello!
The suggestion is that the system allows you to program automatic (mass) subscriptions to evaluations without any comments and with 100% scores.1 vote -
Ability to remove the 'Feedback Section' comment box
We would like to be able to remove the Feedback section comments box, highlighted in red in the image attached, from the scorecard. (NOT the Question comment box, highlighted in green)
1 vote -
Add a confirmation button
It would be great to add a second confirmation button that must be acknowledged/clicked before any calibration is officially submitted, rather than just clicking "Send Evaluation" and it is sent right away.
1 vote -
I'd like to see all agents accross all teams and their performancea in the Overview Report
In the overview report, I'd like to see all agents across all teams and their main KPIs.
Also, I'd like to export this information, not just from the agents displayed in the graph but the entire list.2 votes -
Select multiple angents in the agent report and multiple teams in the team report
I'd like to select multiple agents in the new agent report and multiple teams in the team report.
I'd like to compare the selected items whenever I need to.3 votes -
Custom Fields on Calibration
We would like to have the option to include custom fields when creating a Calibration (For example, including a textbox where we can include the Week number to easily filter those calibration sessions), and then they can be displayed on the Calibration details (under summary).
1 vote
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