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Improvements to our Coaching product

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3 results found

  1. Add Coaching Form Name to Coaching Export

    Add the Coaching Form name to the coaching report that's exportable.

    2 votes

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    Planned  ·  0 comments  ·  Reports  ·  Admin →
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  2. Coaching topics drop down

    As it stands it only shows the first 20 coaching topics, ideally this should be increased to 50 so we can see all topics when coaching

    1 vote

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    Planned  ·  0 comments  ·  Coaching Form  ·  Admin →
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  3. Preview option for coaching

    Since the new coaching options have been added and Team leads can add action items and attachments, it would be great for Team leads to preview the coaching before sending to make sure everything was selected correctly. There is currently no option and even when the coaching is saved as a draft, in the draft we don't see a preview of what the agent will receive. We might want to check on agent name, actions and attachments, etc. in a preview and have the option to then edit them separately.

    2 votes

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    Planned  ·  0 comments  ·  Coaching Form  ·  Admin →
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