I would love to see an option on the Details screen that would allow someone with a certain group profile setting flag a conversation as “Needs Coaching” or “Quality Review” or something to that effect (customizable based on the needs). This could be something that would not be visible to the front-line reps. The situational usage of this would be if someone who is not the direct manager of a front-line rep reviews a conversation and has a concern (for instance a Vendor Manager or QPM see a conversation handled by a BPO partner and want to make sure leadership at the BPO or the QA team there are alerted), they could check a box, add a note and the team would get an alert, but the front-line rep would not see this.
Submitted
Flag for coaching
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