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  1. An agent can choose not to sign an evaluation, but it would be good to know if at least the opened it once and read it.

    If he decides to sign it, it we be good to see when the evaluation was signed (ex: 2 weeks after the evaluation was sent to him, or the next day?)

    We can see in the activity log this info, but only if we manually go into each evaluation.

    3 votes

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  2. Ability to report on when accounts are made inactive. This has been a request from our security team to be able to confirm when certain accounts were deactivated to prove we acted on the request in a timely manner (ie users whose roles gave them a high level of access to the system) I can access info via an API as provided by Nelson but I need to be able to search by user name and show who deactivated and when.

    3 votes

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  3. We would like to receive email notifications when an agent adds a comment to their evaluations so they don't miss them amongst the other notifications.

    3 votes

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    Acknowleged  ·  0 comments  ·  Evaluations  ·  Admin →
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  4. "Create the Total Sampling Using: Quantity" sampling does not allow a number bigger than 1000

    3 votes

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  5. Ability to pull a report showing all the evaluations that have been deleted, who deleted, when deleted and even some details of the evaluation - agent name, date of eval, quality score etc?

    3 votes

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  6. Would love to see the ability to adjust evaluation data so that if a monitor is submitted against the wrong team, the results can be fixed. I'd prefer that evaluations(at least in the team sense) are dynamic instead of static.

    EXAMPLE - If I submit against Team B and meant to evaluate Team A, I want to be able to adjust the evaluation to show up against Team A retroactively without having to delete, submit again, and scrub the inital results from our data lake. This ensures that all of our front-end reporting matches results outside of Playvox and that…

    3 votes

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  7. To be able to see in the “Reporting” tab results from the fail reasons in the scorecard. Right now, we have to manually pull from “Evaluations” into Excel and make pivot tables from there.

    3 votes

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  8. How disputes should be used:
    The function should be used for disputes as well as for clarification requests and general questions regarding a certain question or section in an evaluation.
    The agent can create a dispute without choosing any specific topic (dispute, clarification, general question). After a dispute is received, the evaluator can then change it to a clarification request, if applicable.
    Problem:
    Employees are a bit scared to use the feature as they assume it is only for pure disputes. They don't open a dispute for unclear cases (clarification) because they think it would be too big of a…

    3 votes

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    Acknowleged  ·  1 comment  ·  Disputes  ·  Admin →
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  9. An option to enable Mandatory Dispute Categories

    3 votes

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  10. Having the question description only show up while hovering over the "?" is terrible. It should be visible at all times.

    3 votes

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  11. On the evaluations tab, it would be great to have an all "live" filter for the date filter.
    Insted of locking the end date, have this end date to be live and updated for the current date.

    3 votes

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    Acknowleged  ·  1 comment  ·  Evaluations  ·  Admin →
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  12. Ability to filter the evaluations by the interaction or call date, rather than just the 'Created date'. This enables us to easily export reports based on when the call was made aside from when the call was evaluated. This eliminates the need for us to open every evaluation to see if the call date falls on the current or previous month.

    3 votes

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  13. It would be great for the feedback summary to be viewed at the top of the evaluation so the agent can read the overall summary and then delve into the particulars of each criterion.

    3 votes

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  14. 3 votes

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    Acknowleged  ·  0 comments  ·  Filters  ·  Admin →
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  15. As an analyst, I want to have access to the option to Skip interactions when a workload is created using multiple filters.

    2 votes

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  16. Hi Team,

    This request is related to the scoring mechanism. In our practice, we use a corresponding rating for a range of scores in our current scorecard, and we would like to have Playvox QM detect the rating according to the total points a particular evaluation gets.

    Here we have attached a screenshot showing how the scoring works for us.

    Thanks, please let us know if it makes sense and if you need more clarification.

    2 votes

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  17. 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

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  18. 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

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  19. 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

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  20. 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 votes

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    0 comments  ·  Workloads  ·  Admin →
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    Hi 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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