Skip to main content

Review Your Performance and Interactions

Review and analyse your team's call recordings and chat interactions to understand performance patterns and identify coaching opportunities.

Team leads need to understand their agents' performance in detail. The Interactions section gives you tools to review conversations, identify coaching opportunities, and help your team improve their customer service skills.

What are Interactions? The Interactions section is your performance analysis hub, offering conversation review, quality assessment, coaching insights, and improvement tracking to help you develop your team's customer service excellence.

What You Can Achieve

Analyse interactions that drive performance improvement:

Performance ReviewQuality AssessmentCoaching Insights
Review conversation qualityAssess customer satisfactionIdentify coaching opportunities
Spot performance patternsTrack improvement trendsDevelop targeted training
Learn from successful interactionsMonitor compliance standardsDrive continuous improvement

Understanding the Interactions Interface

The Interactions section provides detailed insights into your team's customer communications across both voice calls and chat sessions. This helps you:

  • Review conversation quality and customer satisfaction
  • Identify patterns in customer enquiries
  • Track performance metrics over time
  • Learn from successful interactions

💡 Tip: Regular interaction reviews help you understand your team's strengths and identify specific areas where coaching can make the biggest impact.


Analysing Call Interactions

Monitor and analyse your team's voice call interactions with customers to understand their communication skills and identify improvement opportunities.

Recent Calls Performance

View your most recent call interactions with key performance indicators:

Interactions - Calls

Why this matters: Understanding call performance patterns helps you identify which agents excel and which need additional support or training.

Call Analytics

Performance Metrics

Track call performance with these key indicators:

  • Handle Time
  • Agent Score
  • Silent Time

Common Call Topics

Understanding the topics your team handles most frequently helps you prepare targeted training and coaching:

  1. Billing Enquiries
  2. Technical Support
  3. Account Management
  4. Product Information
  5. Complaints

💡 Pro Tip: Use topic analysis to identify which areas your team handles well and which might need additional training or support.

Call Quality Insights

Review detailed feedback on call handling:

  • Strengths
  • Areas for Improvement
  • Coaching Recommendations

Why this matters: Specific feedback helps you provide targeted coaching that addresses each agent's unique needs and development areas.

Detailed Call View

Click on any call to access detailed analysis. The detailed view gives you a complete picture of each interaction:

  • Full Transcript: Complete conversation text with timestamps
  • Sentiment Analysis: Customer emotion tracking throughout the call
  • Topic Detection: Automatically identified discussion points
  • Quality Scorecard: Detailed evaluation against company standards
  • Customer Feedback: Post-call survey responses (when available)

Interactions - Calls

💡 Tip: Use the detailed view to understand the context behind performance scores and provide more meaningful coaching feedback.


Analysing Chat Interactions

Analyse your team's text-based customer interactions and support conversations to understand their written communication skills.

Recent Chats Performance

View your most recent chat interactions:

Interactions - Chats

Why this matters: Chat interactions often require different skills than voice calls, and understanding these differences helps you provide appropriate coaching.

Performance Metrics

Monitor chat support effectiveness:

  • Handle Time
  • Response Time

💡 Pro Tip: Compare chat and call performance to identify which communication channel each agent excels in, helping you assign work appropriately.

Common Chat Topics

Understanding chat-specific topics helps you develop targeted training for written communication skills.


Using Interaction Data for Coaching

Identifying Coaching Opportunities

Use interaction analysis to identify specific areas where agents can improve:

  • Performance Patterns: Look for consistent issues across multiple interactions
  • Strengths Recognition: Identify what agents do well to build confidence
  • Skill Gaps: Spot areas where additional training would be beneficial

Why this matters: Data-driven coaching ensures your feedback is objective and focused on measurable improvements.

Creating Action Plans

Develop specific coaching plans based on interaction analysis:

  1. Review Performance Data: Analyse scores, handle times, and quality metrics
  2. Identify Specific Issues: Look for patterns in customer complaints or low scores
  3. Create Targeted Training: Develop courses or coaching sessions for specific skills
  4. Track Improvement: Monitor progress over time to measure coaching effectiveness

💡 Pro Tip: Regular interaction reviews help you catch issues early before they become performance problems.


What's Next?

Now that you can review and analyse interactions, explore these related guides:


Need Help?

Stuck with interaction analysis? We're here to help!

Still need assistance?


Was This Guide Helpful?

We're constantly improving our documentation. Let us know how we can make this guide better for you and your team.