Create a new coaching session
Tip: Use the save/as option in the overflow menu when viewing a completed session to make a copy and use it as a starting point for future sessions. This ensures consistency and saves time in preparing recurring sessions.
Create a new session from the Coaching home page. If you've filtered to an agent, creating a new session will automatically assign the selected agent to your new session.
Fill out a coaching session
- Create public or internal notes. Public notes will be visible to other coaches and people that you share this completed session with.
- Add shared or custom goals. Public goals are managed by coaching admins and allow coaches to measure agents’ progress against shared goals.
- Add a coaching evaluation. Coaching evaluations are separate from standard evaluations and are specific to each coaching session.
- Attach interactions to the session. To attach an interaction to a coaching session, open the interaction you'd like to add and select Add to session. Add an interaction to an existing session, or create a new one.
What's next?