Workspace

Summary for the whole workspace
Switch All, Calls, Emails or Meetings at the top to narrow every card to one type.
Team summary
A team lead’s Summary covers only their team, with the workspace average as the one benchmark.
A team lead's Summary
- Team average score shows the change against the previous period of the same length, and the workspace average.
- Your team lists each agent, lowest average first, with their change. Click an agent to open their report card.
- Where the team loses points lists parameters scored on at least 3 calls where the team earns under 80% of the points.
- Open appeals counts the team’s disputes waiting for a QA.
My summary
An agent’s Summary covers only their own calls: their average and trend, lowest-scoring calls, the parameters to focus on, and New coaching notes from their team lead or QA. The notes card opens My report card.
An agent's own Summary
Next steps
Interactions
Open a call behind a score.
Report cards
One agent’s performance in depth.
Roles and access
Why each role sees different figures.