This section allows you to create your own score cards, by defining a list of questions, which will be used thereafter to rate calls for evaluation purposes.
To access the Questions section, click on the
button from the left-hand side menu. The following screen will be displayed:
Adding a question
To add a new question, click on the
button at the top-right of the screen, as shown below:
The Question settings window will appear, where you can enter your question and define its answer type:
The type of answers you can apply to each question are explained in the table below:
Answer type | Description |
---|---|
Yes/No answer | The calls will be rated based on a yes/no answer, e.g. Was the call answered quickly?
|
Range answers | The calls will be rated based on the range of values defined here, e.g. range 1-10 . How well did the agent understand your requirements?
|
Multiple choice answers | The calls will be rated according to the choice of answer defined here, e.g. excellent, good, average, below average, very bad.
To remove a choice answer from the list, click on the icon. |
Editing a question
To edit any question, select it from the list of questions available, as shown below:
The Question settings window will open, where you can edit the question itself or modify its answer type:
To delete a question from the list, click on the
button at the bottom-left corner of the window, as shown below:
Using the score cards
Scoring a call
Once your score cards have been created, you can score any call logged in the system either from the Cal view screen or any itemised report interface.
To score a call from the Cal view screen, click on the icon, as shown below:
The Call detail window will open, where you can select the type of question(s) you want to score the call with, as shown below:
To score a call from an itemised report interface, click on it to display the Call detail window, then select the Score tab, as shown below:
Select the type of question(s) you want to score the call with, as shown below:
Reporting on scored calls
To evaluate your calls based on the assigned scores, use the the Call scoring report type. This report provides a comprehensive analysis of previously-scored calls, enabling you evaluate the answers of your scored calls. All question types are summarised in a clear and easy-to-understand format and each question is shown separately, grouped into its respective category.