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Interactions Team Leader Search and Replay only

Course code 10-52
Level 2 Supervisor / Superuser
Duration 1 day
Class size 6

This course is aimed specifically at team leaders and trainers who are responsible for training users on monitoring and reviewing agent calls.

Lesson 1: Introduction to Interactions
• Interactions application overview
• Interactions application workspaces
• Contacts and Interactions

Lesson 2: Search in Interactions
• Search overview
• Perform a quick search
• Perform an advanced search
• Saved searches overview
• View recent search results
• View a predefined view
• Search frequently asked questions

Lesson 3: Analyse the Results set
• Work with the results set
• Access an interaction
• Refine the results set
• Filter a folder
• Change the results set columns
• Start a new search

Lesson 4: Manage an Interaction
• Play an interaction
• Add a remark to an interaction
• View contact and interaction information
• Open Employee Quickview
• Delete an interaction
• Remove an interaction from a folder
• Assign a Coaching session
• Assign an eLearning lesson
• Contact and evaluation flags
• Evaluations and assessments
• Interaction tags
• Interaction screen
• Interaction transcript

Lesson 5: Manage Tags
• Tags overview
• Add an annotation
• View interaction tags
• Update an annotation

Lesson 6: Manage Tags and Flag Folders
• Flags and flag folders overview
• Access a flagged folder
• Assign a contact flag
• Send feedback
• Unassign a flag
• Interactions alerts

Lesson 7: Monitor in Real-time
• Monitor in real-time overview
• Monitor by employee
• Real-Time Interaction Review workspace
• Monitor by extension

Lesson 8: Create Analyse Reports
• Cross Correlation report
• Interaction Metrics Distribution report
• Create an analysis report
• Work with your generated analysis reports
• Metrics settings

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