This article explains how to review and acknowledge coaching notes shared by your manager.
Access Completed Coaching Tab
On your Agent Dashboard, below your quick insights cards, you’ll see Completed Coaching as the first tab on your table.
This view includes coaching notes from your manager, feedback on what went well, and recommended areas for improvement.
Review and Acknowledge Coaching Notes
Select Acknowledge for the coaching notes you’d like to review.
You’ll be taken to a detailed coaching view where you can review feedback such as what went well, areas for improvement, and suggested focus areas. From this screen, you can also respond to your manager’s feedback if a response is enabled.
Once you’ve finished reviewing the coaching notes and adding any response, select Complete to acknowledge the coaching.