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Coaching plans

Coaching is a record after the score: a plan, a supervisor session, an agent acknowledgement, and a history. ROI compares scores before and after. It does not prove the coaching caused the change.

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What it does

  • Coaching plans and supervisor sessions
  • Agent acknowledgement on their own dashboard
  • PDF export where the plan includes it
  • A before-and-after ROI view that is correlational

What it does not do

  • Coaching ROI is not a causal study.
  • A plan is not created for interactions that were never evaluated.

Who uses it

Supervisor · Agent · QA analyst

Questions

Does the ROI number prove coaching worked?

No. It compares a window before the session with a window after. Other things can move the score.

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