How to Setup Coaching?

Updated 

Coaching Permissions

Within Performance Management under Coaching, following permissions are shared with the persona users.

Permission 

Definition 

Share with Quality Manager 

Share with Agent 

View 

Users with this permission are able to view coaching widgets in their respective persona (Quality Manager persona, Agent persona)

Yes 

Yes 

Create 

Users with this permission are able to create, edit and delete coaching sessions 

Yes 

No 

Quality Score Skills

Quality Managers can select the skills on which agents can be trained from the coaching areas. Detailed explanation of Quality score skills can be found here.