Admin guide1:04 video

Where coaching agent scores show up in Proshort

Follow a coaching agent's scores from its runs and execution details to the call page, the rep's My skills page and the manager's skills heat map.

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Part 2 of the coaching agents guide. Once an agent is live, this is where its work appears for admins, reps and managers.

What the video covers

  • Agents list: the Runs column counts every call the agent scored; open it for each execution.

  • View details shows the rep, the score, the reasoning and the improvement points sent.

  • On the call itself, the Coaching tab lists every agent that scored it.

  • Reps see the skill on My skills; managers see the whole team on Rep view's skills heat map.

Chapters

  • 0:00 Agent runs

  • 0:17 Execution details

  • 0:27 On the call page

  • 0:37 On the rep's My skills

  • 0:47 On the manager heat map

Transcript

Once an agent is live, here's where its work appears. On the agents list, the Runs column counts every call it has scored. Click it to open the executions.

Each run shows the deal, when it was triggered, and its status. View details gives you the rep, the score, the reasoning behind it, and the improvement points I sent.

On the call itself, the Coaching tab lists every agent that scored it, with the score and a short explanation you can expand.

For the rep, the new skill simply appears on My skills, in the spider chart and the coaching panel, with roleplays I pick from their weakest moments.

And for managers, Rep view's skills heat map shows the whole team against every agent, so you can see who needs coaching on what. That's coaching agents. Build one today for the skill your team struggles with most.

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