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How to Grade Calls in Progress

You can grade various aspects of your agents’ performance while monitoring their calls. The assigned grades will be stored as part of the historical call detailed record and will be visible to other managers of your contact center with corresponding privileges.


To grade a call that you monitor:

  1. Click the Grade button next in the Contact Info Panel.
  2. Select grades for the desired categories.
  3. If necessary, type a free-form comments about the call in the Notes field.
  4. Click Ok.


Note: The call grading categories are customizable and may differ from the ones shown above. If in doubt about the purpose of a specific category, contact your administrator.

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