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  1. Currently, when exporting Evaluate the analyst reviews, there are very limited filter options. The biggest pain point is that there is no date range filter, so every export contains ALL completed reviews to date, which is far from ideal as it is not efficient and leads to additional manual work to isolate the required date range. I would like to recommend the addition of a date range filter and another filter for the Reviewer so that we can track and trend Reviewer productivity and scoring trends.

    4 votes

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    Acknowleged  ·  2 comments  ·  Filters  ·  Admin →
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  2. Add the ability to substitute a manually located interaction ID into an existing workload. When workload generated interactions aren't within scoring parameters, the substituted interaction will count as an evaluation in that workload. This would make Workload Reporting display an accurate % of evaluations completed.

    4 votes

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    Acknowleged  ·  1 comment  ·  Workloads  ·  Admin →
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  3. Unlock the toolbar also for the comment fields at individual questions of the scorecard. The toolbar in the summary is really cool. The functions would also be handy in the individual comments to make them more organized. We give most of our feedback on question level and would therefore benefit a lot from the toolbar.

    4 votes

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    Acknowleged  ·  2 comments  ·  Scorecards  ·  Admin →
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  4. We would like to be able to track the time to complete (similar to Evaluations), so that we can track QA productivity as well as compare original auditing time to evaluator review time.

    4 votes

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    Acknowleged  ·  0 comments  ·  Evaluations  ·  Admin →
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  5. Currently, workloads that are scheduled to run daily will run everyday. We do not have the ability to restrict workloads from running on certain days. If, for example, all of our QAs are off on weekends, we want to be able for the workload to not run on Saturday or Sunday.

    4 votes

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    Acknowleged  ·  2 comments  ·  Workloads  ·  Admin →
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  6. We would really benefit from being able to run a report to confirm any agents that are NOT allocated to a workload.

    It is confirmed via User Management if an agent is assigned to an active workload, so there is some kind of link of this data in the system.

    Going forward and extension to this request would be to be able to export a report that lists all agents and what workloads they are allocated to.

    4 votes

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    Acknowleged  ·  0 comments  ·  Workloads  ·  Admin →
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  7. To help pickup any agent missed as part of the evaluation process (if workloads are used or not) we really need a report that we can export that will list all agents that have not been evaluated within any given timeframe. At present we have to run several reports and copy and paste a list of names that have zero evaluations which is time consuming. You clearly have this data as its available for us to view in Playvox, it would be amazing to be able to export this data!

    4 votes

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    Acknowleged  ·  1 comment  ·  Evaluations  ·  Admin →
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  8. Currently, when reviewing the outcomes of calibrations, they may result in score adjustments to the original evaluation and it is a manual action taken right now. If we could have a button as an option to replace the original evaluation score with the expert's updated feedback/scoring and have a banner that it was updated due to calibration #, that could potentially be more efficient. Ideally keeping the original evaluation timestamp/date/analyst associated with it.

    4 votes

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    Acknowleged  ·  0 comments  ·  Calibrations  ·  Admin →
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  9. For example, to change the scorecard from mail to call during an evaluation.

    4 votes

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    Acknowleged  ·  0 comments  ·  Evaluations  ·  Admin →
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  10. I love the new Reports section of Workloads, showing the completion percentages for my analysts. What I'd like to see there is an option to set completion percentage targets for assigned workloads; for example, those with 0-30% of their assigned evaluations are in red, those with 31-60% are in yellow, etc. It would allow for at-a-glance checks on how the analysts are doing and call attention to those who are behind.

    4 votes

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    Acknowleged  ·  0 comments  ·  Reports  ·  Admin →
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  11. Currently finding that when we run a report on all of our signed evaluations, it includes agents that have been removed from the platform that are no longer with the team. We are hoping for a way to pull a list of unsigned evaluations and have it only be current active users.

    4 votes

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    Acknowleged  ·  1 comment  ·  Reports  ·  Admin →
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  12. Wants a cumulative report highlighting insight on specific agents to figure out which area they are failing in and or excelling in.

    4 votes

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    Acknowleged  ·  0 comments  ·  Reports  ·  Admin →
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  13. I want to be able to target specific conversation types or user queries for evaluations. I.e. Feature requests/user feedback, bug reports, refunds, subscription failures so we can take a deeper dive into evaluating these conversations. This will help us learn how to improve our customer service and better understand our customers.

    4 votes

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    Under Review  ·  2 comments  ·  Filters  ·  Admin →
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  14. Analysts are skipping interactions that they consider too hard, too long or too low scoring and don't want to score, approving will make it easier to track

    4 votes

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    Acknowleged  ·  1 comment  ·  Workloads  ·  Admin →
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  15. Currently you need to set up workloads based on past interactions, I can't set up a workload to find one call randomly per agent for calls taken this week unless I re-assign a workload everyday and still the analyst will need to keep note on who've they've evaluated and who they haven't

    4 votes

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    Prioritized  ·  1 comment  ·  Workloads  ·  Admin →
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  16. I often get flagged interactions from other areas of the business, when searching the interaction manually under filters, it would be great if this is assigned in a current workload or was skipped in a past workload.

    4 votes

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    Acknowleged  ·  0 comments  ·  Filters  ·  Admin →
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  17. 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

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    Acknowleged  ·  0 comments  ·  Reports  ·  Admin →
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  18. There needs to be an option to hide/omit the evaluation results colors on questions and sections, hide/omit the evaluation section percentage score, hide/omit the question answer number score. See attached screenshot for the items referenced.

    The colors, section percentage score, question number score are distracting and confusing to the end users.

    The staff person receiving the results fails to look at the actual rating focusing instead on the colors, percentage or the numbers which can be misleading. If you aren't using a binary answer option then you have the high possibility of running into this situation.

    Our business use case…

    3 votes

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    Acknowleged  ·  2 comments  ·  Evaluations  ·  Admin →
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  19. Currently, you can only select ''Fail Section'', ''Fail All,'' and ''Notify'' options as ''Actions'' if a rule is met in Scorecards. Adding ''Set N/A Answer'' would be a neat addition because some criteria makes others redundant in certain scorecards. This would be great for efficiency.

    3 votes

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  20. Create a standalone review which is not tied to one specific evaluation.

    A review is tied to an individual evaluation at the moment. We want to use the review scorecard to combine the results of multiple evaluated transactions or calibrations.

    This way, we can use the review to summarize the analysts' performance in one official document, which makes it easier to understand patterns and set focus points.

    We already plan to start doing this, with linking the individual calibrations within the review via custom fields. However, the review being linked to one specific evaluation can be confusing for the analyst…

    3 votes

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    Acknowleged  ·  0 comments  ·  Scorecards  ·  Admin →
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