Create a duplicate Agent Group with same settings as original, name it simalar but including "Trainer". Place the individuals that are trainers in that group so the new agents can only monitor those individuals and limit reporting and other capabilities.
Please note: when reporting that these agents are in the new training group.
Once the training is done, move the trainer back to original Agent Group and remove the new agent from supervisor role. It is a bit to set up but very easy after completed.
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Clint Vogt
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Original Message:
Sent: 09-10-2023 17:59
From: Ben Fischer
Subject: Training / Onboarding Agents (Monitoring)
Greetings,
I have recently become aware that when new Agents are onboarded within our company, they are created as Supervisors so that they have access to the Monitoring feature. They spend their first day(s) observing other Agents via this feature. I do not like the idea of probationary staff having higher access than what is required - and there does not appear any other way to for an Admin/Supervisor to enable monitoring on a standard user account for this purpose.
An alternative would be to download a sample of good and bad calls for training purposes and have the new Agent listen to them, however it is much more productive to have them on live interactions so that they can converse with the agent post call to get context on why specific responses or outcomes were offered.
a) How does your company handle the training phase of a new Agent?
b) Is there a method to enable Monitoring for standard users while maintaining user permissions?
Many thanks!
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Ben Fischer
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