Agent Scorecards

Agent Scorecards facilitate the development of evaluation criteria at the individual agent level, focusing on configured performance areas such as salesmanship, product knowledge, and so on. Attributes are defined by integrating relevant evaluation metrics. Additionally, each agent is assessed based on all assigned scorecards during each call transfer, allowing for multiple scorecards per agent. Prior to creating scorecards, it is essential to create agent attributes.

Note

To view Agent Scorecards and Agent Attributes, you must have to enable the Agent Scorecards toggle key in the Settings of Quality AI.

A Supervisor has the following types of permissions for the agent scorecards:

• Full access, to edit, and create agent scorecards and attributes
• No access, to edit, and create agent scorecards and attributes
• Only view access for the existing agent scorecards and attributes.

Access Agent Score Cards

Navigate to Quality AI > CONFIGURE > Agent Score Cards.

Create a New Agent Scorecard

Steps to create New Agent Score Card:

1. Select the +New Agent Score Card, displayed on the top-right corner of the Agent Score Card page.
   

Settings

1. Select Settings from the following Add New Agent Score Card window.
   

2. In the Name field, enter the name of the agent scorecard.

3. Enter a short Description (optional) for the new agent scorecard created.

4. Enable the Mark as Default toggle key to assign the default scorecards across all agents. By default, the toggle option is enabled for the first scorecard created. The pass score must be configured (40 by default).

   Note

   There must be an active default scorecard. The first scorecard created must be a mandatory default scorecard, which is assigned to all agents. Suppose you try to enable the default scorecard toggle view. In that case, the following warning pop-up window appears, stating that you cannot disable the default scorecard unless another scorecard is replaced with the default.

   

   Note

   When there is an existing default scorecard, and you try to disable the default scorecard toggle status, you get the following warning pop-up window stating that the default scorecard cannot be disabled; you must assign another scorecard as default before disabling.

   

Agent Attributes

1. Select Agent Attributes, the following screen appears.
   

2. In the Agent Attributes, search and add more than one agent attribute.

3. Select Add Agent Attributes to add to an agent scorecard. The following screen appears.
   

4. Assign a Weight for the agent attribute selected.

   Note

   If a scorecard is set as the default, the score displayed will be based on that default scorecard in the agent leaderboard and agent dashboard.

Assignments

1. Select Assignments, the following screen appears.
   

2. In the Agents, assign scorecards across the required agent by searching an Agents name, and select Add Agents to add agent names.
   

3. In the Agent Groups,assign scorecards at an agent group level, search for an Agent Group name to add the agent group to a queue.

4. Select Add Groups to add the agent groups to a queue.
   

5. Select Create, the newly created scorecard for the agent and agent group is added as shown below and the status toggle must be enabled to start agent level scoring based on that scorecard.
   

The Agent scorecards include the following:

• Name: This shows the name of the agent or agent group.
• Agent Attributes: This shows the agent attribute name.
• Assignee: This shows the assignee name who has assigned the scorecard to the agent.
• Created By: This shows the user name who has created the agent scorecard.
• Pass Score: This shows the minimum pass score that the agent has to attain.

• Status: This shows the status of the scorecard whether it is active or inactive.

  Note

  If an agent scorecard has been marked as default, the assignments section of the creation modal should not be shown, and the scorecard must be assigned across all the agents present in the queues of the user.

Edit Agent Scorecard

Steps to edit or update the agent scorecard:

1. Select any of the agent scorecards, and select Vertical Ellipse button.
   

2. Select Edit to update the existing agent scorecard details.
   

3. Modify the required details in the Settings, Agent Attributes, and Assignments.
   

   Note

   If you want to assign a different scorecard as default, then the following warning pop-up window is displayed stating that the existing default scorecard is replaced by the new one, and upon confirming, the new scorecard gets applied or replaced as default.

   

4. Select Update to save the changes.

Delete Agent Scorecard

Steps to delete the agent scorecard:

1. Select any of the agent scorecards, and select the vertical ellipse button.
   

2. Select Delete. The following warning popup window appears.
   

   Note

   If the user tries to delete the default scorecard, a warning pop-up dialog box appears stating that the default scorecard cannot be deleted. To do this, you have to assign another scorecard as default before deleting this scorecard. If you delete the scorecard, the associated data will be lost, which is associated with this scorecard.

Agent Attributes

This feature enables the creation of agent attributes by combining existing evaluation metrics. This calculates the Agent Attribute Score using data from evaluation metric results. Agent attributes are specific areas of performance relevant to an agent's role like Professionalism, Product Knowledge, Problem-solving skills, and Customer service skills.

Users can view Agent Attributes by navigating to Quality AI > Configure > Agent Attributes.

Create a New Agent Attribute

Steps to create New Agent Attribute:

1. From the Agent Score Cards, select the Agent Attributes > +New Agent Attribute displayed on the top-right corner of the Agent Attributes page.
   

2. Upon selecting the +New Agent Attribute, the following Add New Agent Attribute screen appears.
   

   • In the Name field, enter the name of the agent attribute.
   • Enter a short Description (optional) for the newly created agent attribute.
   • In the Add Evaluation Metrics, search for the required evaluation metrics to add.
   • Select the Add Evaluation Metrics to select an option. The following screen appears with the selected evaluation metrics.
     

3. Select Create. The following screen appears with the newly added agent attribute options.
   

The Agent Attributes include the following:

• Name: This shows the name of the agent attribute.
• Description: This shows the optional description added for the agent attribute.
• Score Card: This shows the status of all scorecards.

Edit Agent Attributes

Steps to edit or update the agent attributes:

1. Select any of the agent attributes, and select the vertical ellipse button. The following screen appears.
   

2. Select Edit. The following screen appears to update existing agent attribute details.
   

3. Modify the required field details in the Add Evaluation Metrics.

4. Select Update to assign and update the evaluation metrics that will service this new attribute added.

Delete Agent Attribute

Steps to delete the agent scorecard:

1. Select any of the agent attributes, and select the vertical ellipse button. The following screen appears.
   

2. Select Delete. The following warning popup window appears.
   

   Note

   The agent cannot delete any of the existing attributes, which is already assigned for an agent scorecard. To delete this attribute, the agent has to remove it from the assigned agent scorecard before deletion. Only the unassigned agent attribute can be deleted. When you delete the agent attribute, the associated date will be lost.

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