Flag for coaching | Community
Skip to main content
Submitted

Flag for coaching

Related products:Core Inbox
  • January 16, 2025
  • 0 replies
  • 12 views

Nate E.
Forum|alt.badge.img

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. ​@Gerald Prado ​@Arlene Trompczynski