To deploy Quality Management in any partner, a support ticket is raised at tickets@sprinklr.com. The partner needs to soecify separately if there is a need to enable Automated QM and Coaching functionalities.

Once the persona is deployed, the standard setup from QM can be imported for both Manual and AI QM from Blueprint. The list of the blueprint modules that need to be imported are:

1. MC | Quality Management Workflow – For Manual QM

2. MC | Automated Quality Management – For Automated QM

3. MC | Quality Management – Custom Record Pages – For Custom Layouts of the Case Analytics Page (deploy only when necessary)

To understand the setup and discovery of QM, the discovery doc can be used to gather requirements for Quality Management. To get access to the discovery doc, please work with your Success Manager.

In a standard quality management persona setup, the Home Page, All Cases Tab, and Reporting Tabs are deployed. If customizations are needed, follow the steps below:

1. Home Page: Customizations can be made from the Persona App Manager.

2. All Cases Tab: In the standard deployment, the All Cases tab includes a standard set of columns and filters. If there is a need to favorite additional filters and columns, please reach out to support with all the necessary details. Requests for locking and hiding filters are also raised to support.

3. Agent Analytics View: This view provides a single agent perspective and displays a standard set of widgets. If any customizations are required, they are made using the record page builder.

4. Case Analytics View: The Case Analytics view is deployed with a standard view by default. If there is a need to make any customizations, the record page builder can be utilized.

For Voice partners, if there is a use case to view call-level data instead of case-level data, the "All Calls" tab is added into the persona using the Persona App Manager. To add this tab, navigate to the Menu Items and select Calls. This tab enables users to view call-level data such as talk time, dispositions, and sub-dispositions, which may be challenging to understand from the "All Cases" tab.

If multiple Quality Manager Personas are utilized within a single partner, and there is a need for different sets of filters and columns for the All Cases or All Calls page, partner-level Record Managers are created. These Record Managers ensure that the use case is fulfilled by allowing customization of filters and columns specific to each Quality Manager Persona.