Workforce Engagement Management

 View Only

Discussion Thread View

New Feature: Coaching with Insights and Optional WFM

  • 1.  New Feature: Coaching with Insights and Optional WFM

    Posted 02-07-2025 07:46

    We are pleased to announce that Coaching has received a revamp to its UI that brings more options when creating your appointments. There is also a new enhanced view for conducting appointments that puts all of the key information front and centre.

    Coaching appointments are now created and edited with a step by step wizard. This includes the following new features:

    1. Sharing Insights - Decide if insight data should be included in appointment at creation time, providing a helpful overview to help guide development discussions.
    2. Location - You can now add a location or URL to your appointments directly.
    3. Optional Schedule Toggle - By default when using WFM this toggle will be set to on. Disabling it will enable you to create appointments outside of the Workforce Management schedule.
    4. Confirmation Screen - Ensure you are happy with all the details before confirming your appointment.


    Conducting the Appointment



    Launching an appointment now presents a new view that collates all information into a single screen. Here you can see all of your Coaching details, Performance Insights (if shared with the attendee), alongside attachments.

    Notes have now moved to a prominent location to help keep them front and centre and help facilitate the discussion.

    We hope that these new features help you to continue to promote excellent employee development practices within your day to day in Genesys Cloud. If you have any questions about any of the new features please let us know.

    Cheers,


    #Learning/Coaching

    ------------------------------
    Paul Turner
    Senior Product Manager
    Genesys - Employees
    ------------------------------


Need Help finding something?

Check out the Genesys Knowledge Network - your all-in-one access point for Genesys resources