Coach pages depend on the call-data experience enabled for your team and your permissions. You may see a call list or a metrics-led Overview, and the available navigation can differ.
Coach pages
- Overview: team call performance, scores, booking outcomes, failed rubric items, and unbooked reasons
- Agent Performance: agent-level results and rubric performance when available
- Recovery: missed booking opportunities, internal follow-up tasks, and recovery outcomes when enabled
- Settings: call reasons, tags, rubrics, agent groups, and alert or reporting configuration
Review team performance
- Set the date range.
- Open Filters and narrow results by the relevant agents, groups, campaigns, tags, rubrics, call attributes, or failed rubric items.
- Review total calls, leads, booked calls, average score, and booking rate.
- Compare the call-performance chart with Top Unbooked Reasons.
- Review the most frequently failed rubric items.
- Select a rubric item, agent, or call to inspect the underlying calls.
Review a call
Open a call from Coach and review the available:- Recording and transcript
- Summary and customer details
- Call outcome and classification
- Rubric score and individual criteria
- Activity history and related customer interactions
Turn findings into action
- Repeated rubric failures: clarify the rubric criterion and coach the affected agents.
- Frequent unbooked reasons: verify whether they reflect agent behavior, availability, service policy, or classification.
- Unexpected call reasons or tags: review Coach → Settings and the synced CRM values.
- Alert noise: narrow alert conditions and recipients under Alerts & Reporting.
- Score changes after a rubric edit: compare the same date range and rubric version before drawing a trend conclusion.