Getting started: Agent
This article and video will help you to get started quickly and efficiently with QualityDesk. Begin with the introductory video and then find more detailed information on various topics that you need to understand from the beginning. Thank you for using our app!
Video Introduction
Benefits of QualityDeskt
What can you do as an agent in QualityDesk?
Important Considerations
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Benefits may vary depending on the features used in your organization.
Easy-to-use app for evaluations and coaching with clear goals for example on how to manage customer interactions.
View real-time evaluation results, helping you understand performance goals and areas for improvement.
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Track your evaluations and coaching in real-time by clicking the indicators in the graph or going to Browse Evaluations or Browse Coachings in the navigation bar on the left.
Fill and edit coaching forms. Every modification will be notified to your team leader or the person who filled the coaching form to you.
Perform self-evaluations or make colleague-evaluations, if these are allowed in your organization.
Conduct evaluations for assigned organizations or teams.
Report self-evaluations to your team leader.
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Click elements in graphs to see results under the graph.
Contact QualityDesk support via chat on the right lower corner.
Notifications for form approvals and edits are sent to the relevant supervisor.
Ensure proper cursor placement in graphs for results visibility.
Use links in email notifications to access forms after opening the app in the browser.
Back to contents
Please be kind and give us feedback if this guide did not answer your question. You can provide feedback using the “Was this article helpful?” section at the bottom of the article. We can only improve our help site based on your feedback.
Contents:
Video Introduction
Benefits of QualityDeskt
What can you do as an agent in QualityDesk?
Important Considerations
Video Introduction
Back to contents
Benefits of QualityDesk
Benefits may vary depending on the features used in your organization.
Easy-to-use app for evaluations and coaching with clear goals for example on how to manage customer interactions.
View real-time evaluation results, helping you understand performance goals and areas for improvement.
Back to contents
What can you do as an agent in QualityDesk?
Track your evaluations and coaching in real-time by clicking the indicators in the graph or going to Browse Evaluations or Browse Coachings in the navigation bar on the left.
Fill and edit coaching forms. Every modification will be notified to your team leader or the person who filled the coaching form to you.
Perform self-evaluations or make colleague-evaluations, if these are allowed in your organization.
Conduct evaluations for assigned organizations or teams.
Report self-evaluations to your team leader.
Back to contents
Important Considerations
Click elements in graphs to see results under the graph.
Contact QualityDesk support via chat on the right lower corner.
Notifications for form approvals and edits are sent to the relevant supervisor.
Ensure proper cursor placement in graphs for results visibility.
Use links in email notifications to access forms after opening the app in the browser.
Back to contents
Please be kind and give us feedback if this guide did not answer your question. You can provide feedback using the “Was this article helpful?” section at the bottom of the article. We can only improve our help site based on your feedback.
Updated on: 27/05/2024
Thank you!