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  1. Allow to use specific meta-data as filter for report views

    ellos tiene unos forms en zendesk y los usan para creat filtros, entonces ahi les comente que pueden crear scorecards dedicadas también

    REPORTING: Can we filter reports/agent dashboards? For example, can we filter an agents dashboard by Ticket Form to see their performance with specific ticket types?

    Right now there is no easy ability to take QA scores and cross-reference them with key Zendesk information, be that simply tagging based (ie: show me QA scores for THESE contacts with THESE tags *or* show me QA scores for tickets with a…

    6 votes

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    Acknowleged  ·  0 comments  ·  Reports  ·  Admin →
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  2. As the QA manager, I want to share the outcome of accepted disputes with the analyst whose evaluation was disputed so that the analyst can receive information that will enable him/her to improve his/her personal evaluation process.

    The method by which the results are shared could be:
    - An email
    - A coaching session that is triggered by an automatically accepted dispute
    - A coaching session associated with the dispute that is created manually

    If you see this idea and feel an affinity with it, please leave in the comments how you would like to share the dispute results with…

    5 votes

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    Acknowleged  ·  0 comments  ·  Disputes  ·  Admin →
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  3. We'd like to have the option for an automated "Workload Status Report" email that can be sent out daily, weekly, monthly, quarterly, etc. that would provide insights into the current period's workload activity to see things like total time spent evaluating so far per analyst, individual and overall completion rate, number of skips, average scores by team and scorecard, as well as any trends perhaps tracked by AI. We'd also like to have the ability to export all workload data/reports which currently doesn't seem to exist on the Quality>Workloads>Reports pages.

    5 votes

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    Acknowleged  ·  1 comment  ·  Workloads  ·  Admin →
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  4. It would be very helpful if the admin and super admin role could see all drafted evaluations on the platform, not just the ones they started. Evaluations are tied to other parts of the platform, like scorecards, and having the ability to edit and delete other draft evaluations would be great!

    5 votes

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    Acknowleged  ·  1 comment  ·  Evaluations  ·  Admin →
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  5. The new Analyst Report is great but we are missing Disputes per Analyst and also how many of those Disputes per analyst were accepted or rejected.
    This will give insight into accuracy of evaluations and can help with coaching of Analysts.

    5 votes

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    Acknowleged  ·  0 comments  ·  Reports  ·  Admin →
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  6. Participation lists for Calibrations have been implemented (yay!) but they cannot be edited or deleted after creation. We need this to be added ASAP

    5 votes

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    Acknowleged  ·  3 comments  ·  Calibrations  ·  Admin →
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  7. Changing the user/agent selected even after evaluation is saved/sent.
    We should be able to change the user/agent selected even after evaluation is saved/sent. We can currently change the date, time, link to the interaction, etc. BUT we still cannot change the selected user name for which we're making the evaluation. Please, make this field editable, so that we can correct and amend scorecards efficiently. Thanks.

    5 votes

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    Acknowleged  ·  2 comments  ·  Evaluations  ·  Admin →
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  8. The user can set the percentage that triggers the coaching session recommendation

    Options to trigger the coaching recomendation:

    Question or section score
    critical fail

    5 votes

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    Acknowleged  ·  1 comment  ·  Automations  ·  Admin →
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  9. Sometimes participants submit their answers for a calibration and realize they have made a mistake or wish to change or add something thought of afterwards. If the participant reaches out to the expert before the calibration call happens, it would be nice to be able to edit said question or to add something that could be useful. This could also affect the overall results in the end and prevent misalignment between the participant's answers and the expert's answers. Perhaps this could be added under the calibration options.

    5 votes

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    Acknowleged  ·  0 comments  ·  Calibrations  ·  Admin →
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  10. We need the ability to use decimals when dividing the estimated volume to QAs in a workload. I.e. Currently, if you have 5,000 interactions estimated to be divided among 100 QAs the difference between the allocation of 1% (50 interactions) and 2% (100 interactions) is not providing a fair distribution.

    5 votes

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    Acknowleged  ·  0 comments  ·  Workloads  ·  Admin →
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  11. Right now it's not possible to audit the logs for all evaluations at the same time, there's no visibility. We have to access each individually, and it's not scalable for reporting.
    This could be fixed by implementing the possibility to export the logs, or at least view them, much like we export evaluations or view Audit logs for account creation.

    5 votes

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    Acknowleged  ·  2 comments  ·  Evaluations  ·  Admin →
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  12. Whenever the analyst is completing a workload, the client would like to see the drafted version of the evaluation they started earlier on the actual workload without needing to go to the "draft" tab. Also, to avoid confusion the client would want to have only one draft per ticket/ evaluation and not multiple for every time he saves that same evaluation as a draft.

    5 votes

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    Acknowleged  ·  0 comments  ·  Workloads  ·  Admin →
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  13. Exporting data from calibrations: we need the granular data from our calibrations, like a comparison between the analyst evaluation and expert evaluation; and separated analyst answers and expert answers;

    5 votes

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    Acknowleged  ·  0 comments  ·  Calibrations  ·  Admin →
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  14. Have the ability to create your own custom filters at the settings level (reports tab, scorecard, employee profile etc.) they would all be possible to use as filters. Example: you could have a category for a line of business so you can see results at an aggregate level without needing to export.

    5 votes

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    Acknowleged  ·  0 comments  ·  Filters  ·  Admin →
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  15. There is currently no dashboard view to get an overall average overview for all agents and all sections. There is also no view to see a team's average section score by month. These are integral for reporting purposes. To be able to quickly and accurately share easy to understand overviews with our Leadership team would save us lots of time. It can be frustrating exporting many different types of reports to get only partial information to build my own report outside of Playvox.

    5 votes

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    Acknowleged  ·  0 comments  ·  Reports  ·  Admin →
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  16. Add all comments from the comment box inside the evaluations when exporting that data.

    5 votes

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    Acknowleged  ·  1 comment  ·  Evaluations  ·  Admin →
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  17. Improve the filters to be able to easier select different teams and scorecards.
    Today you have to select them one by one.
    We should be able to select several boxes at a time, have a multiple select option.
    Actually having teams on different levels would be great.

    5 votes

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    Acknowleged  ·  1 comment  ·  Reports  ·  Admin →
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  18. We would love the ability to edit scorecards after publishing, specifically the feedback sections, to be re-enabled or even improved upon with more edit options so we don't have to clone and archive when we want to update our cards.

    This would improve our efficiency and clean up the DOMO reporting as well.

    4 votes

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    Acknowleged  ·  0 comments  ·  Scorecards  ·  Admin →
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  19. Allow option to export completed calibration score. This should include both score of all participants and coaching commentaries.

    4 votes

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    Acknowleged  ·  0 comments  ·  Calibrations  ·  Admin →
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  20. Add Custom option for dates on the Workload Report. Looking to filter by specific time frame or month beyond this or last month.

    4 votes

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    Acknowleged  ·  0 comments  ·  Workloads  ·  Admin →
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