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Review an Evaluation

Agents can use this article to learn how to review and acknowledge an Evaluation.

Updated over 10 months ago

To review and acknowledge an Evaluation, follow these steps:

Access the Evaluations Table

  • Scroll to the bottom of your Agent dashboard to access the Evaluations Table.

  • Toggle to the Completed Reviews tab. This view shows Evaluations completed on your conversations, including coaching notes, feedback on your strengths, and recommended areas of focus.

Click into an Evaluation

  • Click on an Evaluation to see your scores across various key areas such as:

    • Quality

    • Insights

    • Eddy Effect (our term for patient friction)

    • Compliance

💡 Note that all categories might not be available on every Evaluation. Use the toggles at the top to switch between different scoring areas.

Acknowledge the Evaluation

  • Once you’ve reviewed your scores, click Acknowledge Evaluation in the upper right corner.

    • This action lets your manager know that you’ve seen and acknowledged the scores for that Evaluation.

  • A pop-up will appear, confirming that you have acknowledged the Evaluation.

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