Overview
Build a rubric, sample tickets, score agents, and export results for coaching.
Prerequisites
None.
Permissions required
Downloads & Templates
Steps (3)
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1
Create a rubric
Settings → QA → Rubrics → **New**. Add criteria (accuracy, tone, policy) with weights.
Tips
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Validation
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Success criteria
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2
Sample tickets
Choose a sample method (random/by queue/by agent) and assign reviewers.
Tips
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Validation
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Success criteria
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3
Score & coach
Review tickets, leave notes, and schedule coaching tasks in ActionDesk.
Tips
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Validation
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Success criteria
- QA scores visible on agent dashboards; coaching tasks tracked.
About this guide
Agent Desk centralizes customer support across email, web chat, social DMs, SMS/WhatsApp, and voice follow-ups. Tickets carry full context — requester, history, channel, priority, and SLAs — so teams can route, collaborate, and resolve quickly.
Use AI for smart triage, reply drafting, and summaries. Automate repetitive tasks with macros and FlowForge triggers. Log files securely via SecureStore, send payment links via PayStream, open tasks in ActionDesk, and analyze performance in InsightLake.
Built for reliability and governance with RBAC, audit logs, retention controls, and enterprise SSO.