Coaching an agent

上次更新时间 : Jul 09, 2024 |

About this task

Supervisors can use the coach feature to provide expert advice and help agents address a customer request.

The agent gets a notification that the supervisor is coaching them. The agents can transfer or end the interactions anytime to end the coaching session.

For a voice interaction, the supervisor can listen to the real-time voice conversation between the agent and the customer. The supervisor can speak to coach the agent. However, the customer can only hear the agent's voice.

An agent cannot consult another agent or supervisor during a coaching session.

Before you begin

The supervisor must observe the interaction to coach the agent.

For a voice interaction, the supervisor can change to the Go Not Ready state to avoid incoming calls during the coaching session.

Procedure

  1. On the interaction widget, click the Coach icon.

    The Chat and Messaging widget is displayed.

    Supervisors can send coach messages to the agent. On the agent's side, the Coaching tab displays the messages from the agent, supervisor, and customer. The agent and supervisor can exchange messages.

    The supervisor's messages are highlighted to differentiate from the agent's and the customer's messages.

  2. For chat and messaging interaction, do the following:
    1. To send messages from the supervisor's end, on the Chat and Messaging widget, enter your message for the agent, and click the Send icon.
    2. To send messages from the agent's end, on the Coaching tab, enter your message for the supervisor, and click the Send icon.

      Only the agent can see the messages you send in the coaching section. If the agent transfers the contact that the supervisor is coaching, the coaching session ends automatically for the supervisor.

      For a voice interaction, the coaching session starts on the supervisor's and the agent's ends. The supervisor can speak to coach the agent.

  3. Click the End Interaction icon to end the interaction.

    If the supervisor ends an interaction, the agent stops receiving the coach's messages, and the supervisor is dropped from the interaction. The agent can continue the interaction with the customer. If the customer ends the interaction, the coaching session continues until the supervisor or the agent ends it. For a voice interaction, if the customer ends the interaction, the coaching session between the agent and supervisor also ends.