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Implementing Agent Quality Monitoring (Manual)

Modified on Wed, 11 Oct, 2023 at 1:17 PM


Quality Monitoring is a simple, streamlined agent evaluation solution built right into the core SupportLogic SX™ platform. It enables a manager to provide in-context mentoring to their agents and ensure a consistent case review process.


The Evaluations module steps you through the workflow of establishing your Quality Monitoring process. Start by defining your Evaluation Criteria and use the In-Context Feedback to provide ongoing coaching. Agent Coaching level sets the rubric by which assessments are made and monitor Agent Performance to track whether your input is helping agents improve customer experience.

What is Quality Monitoring?

Quality Monitoring is an agent evaluation solution that structurally supports continued review and improvement for support organizations. It is made up of three components: 

  1. Standardized evaluation criteria with rubrics which you define 
  2. In-context coaching accessible throughout SupportLogic
  3. Performance management tools that allow you to measure performance over time

SupportLogic recommends cases for review using Machine Learning algorithms. The recommendations include a variety of cases, both with positive and negative sentiments. This is designed to help you provide positive feedback as well as negative feedback.

Before You Begin

Some things you may need to consider before starting the implementation of Quality Monitoring are:

How will your organization establish norms for evaluation criteria?

Will your evaluation setup need to comply with your Human Resources standards?

How will you encourage the evaluation process to become habitual by managers?

What key behaviors are you looking to target for performance improvement?

Case Review Setup Process

Some items you may need to consider prior to configuring the Case Review Process are:

  • Interaction Types you want to evaluate on. These are specific messages within a case that can be leveraged to pinpoint areas of improvement or call-outs for accolades.
  • Case Timeline: highlight any case message to perform a custom case review 
  • Case Review: configure how your rating system will be configured, i.e. 3 tiered versus 5 tiered
  • Publish: the review process you have configured in order for it to be live 

Determine Your Quality Monitoring Criteria

You may have criteria defined already from an existing case review process or informally defined in spreadsheets you only pull out at the end of the quarter when doing case reviews. These could be starting places for you to determine a list of criteria for your organization.

If you are starting from scratch, some things to consider for quality monitoring criteria:

  1. It is a good idea to start with your organization's stated goals for reference. For example: 
    • does your company stress making your customers feel at home? 
    • does your website emphasize details and accuracy? 
    • are they centered around ease of use or more towards strategic value creation?
  2. Ideally, your evaluation criteria will tie back into your organization's stated goals and highlight the core values.
  3. Consolidate and make things consistent. If there are many support managers within your organization, agree on the set of criteria together before defining them within SupportLogic. 
  4. Establish a baseline for criteria. Again, if there are many support managers, this will require a conversation so that you have a common understanding of what a good response is versus a poor response given several different scenarios. Keep in mind the rating scale available within SupportLogic when doing so.
  5. Have clear examples. Either by creatively coming up with some fictitious scenarios or leveraging historical cases, make sure that you provide examples prior to evaluation.

Quality Monitoring as an Ongoing Process

Leverage industry best practices, tips and tricks in SupportLogic to identify good case examples for review, validate your evaluation criteria and gain guidance on handling difficult employee conversations. We recommend upon roll-out of Quality Monitoring that you accompany the roll-out with resources for your managers using the system. Some general areas of guidance you might consider:

Mark cases to review anywhere within SupportLogic

Key case qualities to look for that make them good candidates for feedback

Guidance for managers on feedback, cadence, tips & tricks, etc.

Peer to peer sessions on evaluation discussions, question banks, help on providing difficult feedback

Provide Real-Time Coaching

With the implementation of Quality Monitoring, you can provide coaching directly on cases that agents are working on in real-time. Simply highlight relevant text within the case history and select Coach.

Exporting Case Reviews Report

You can create a quick summary report of the reviews you have completed as a manager in the Agent Coaching page Recently Reviewed column.  

The exported file includes the ratings provided, date of the review, case number, agent, rating categories and raw data values for each category on the rating you provided. 

Reviewing Completed Case Reviews

SupportLogic also provides a quick historical log of the cases you have completed reviews for, cases that have been recommended for review and cases that are partially reviewed. You can access the lists of cases using the Agent Coaching page of SupportLogic.

Industry Resources and Best Practices 

We have collected some articles and links to organizations that model best-in-class performance assessment criteria and some that can provide services to help you in establishing your own:

Ideas on best in-class behaviors

As a general rule of thumb you can provide focused, adaptive guidance when coaching an employee. Often times pointing out better ways of wording feedback, pointing out a missed step, and direct them to view good examples either through micro-learning. Whereas behavioral changes (impacting many aspects of the employee's work) may require a more formal review process. A review should take in coaching feedback as data points that roll up into an establish review category within your review form.

Ideas on what to evaluate:

Ideas on how to evaluate:

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