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  • 1.  policy generated evaluations with multiple agents

    Posted 09-03-2019 09:10
    No replies, thread closed.
    Regarding interactions that have multiple agents - I know it is possible to select which agent to evaluate on interactions that are manually selected from the Interactions view.  Is there a way to select which agent to evaluate on "policy generated" evaluations?

    Example:

    Inbound call is answered by a "receptionist queue" agent who then decides the proper queue the call should be transferred into.  Agents from the second queue then resolve the call.  A policy was created to send a percentage of those calls, based on members of the second queue, to the QA team for scoring.  The issue is the evaluation is always evaluating the "receptionist" agent and not the actual agent that worked the call. There does not appear to be a way to select which agent to evaluate.  Has anyone run into this or found a solution?

    Thanks!

    Bob
    #QualityManagement

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    Bob Shappell
    Avtex
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  • 2.  RE: policy generated evaluations with multiple agents

    Posted 09-04-2019 15:51
    Edited by George Ganahl 09-04-2019 15:52
    No replies, thread closed.
    My only guess is that because the second call (transfer to the next queue) does not traverse the External Trunk, the recording is not created (and thus no evaluation).

    @Lesley Vereen do you have any insights?​

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    George Ganahl GCP (PureCloud) ICCE CCXP
    Principal Technology Consultant
    Genesys
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  • 3.  RE: policy generated evaluations with multiple agents

    Posted 09-04-2019 16:40
    No replies, thread closed.

    Well, the recording is certainly there (for both agents), and in fact, if they were to manually select the recording for scoring they can then choose which agent to score.  The problem lies in the way the evaluation is sent to the QA person via recording policy.  The system always selects the first agent that speaks to the caller; there is no way to:

    1. either select the second agent prior to scoring, or
    2. create a policy the specifies which agent gets scored. 

    Even when the matching criteria says "Specific Agents" and only the second agent is specified, it still defaults to the first agent that spoke to the caller.

     

    Here's an example:

     

    This evaluation has arrived in my inbox – the policy criteria has Stephanie Sangalang as a "Specific Agent"...

    This is the evaluation I received:

    It has Phia Burns as the "Evaluated Agent".  Looking at the timeline on this interaction we see Phila as the initial agent, but it got recorded because Stephanie was the second agent...

    (The reason you see another IVR is because Phia had to consult transfer into a queue and select the correct skill [based on her conversation with the caller]  in order to get to the correctly skilled nurse [Stephanie]).  There is no way to select Stephanie as the agent without manually creating an entirely new evaluation in the Quality Summary tab and selecting Stephanie as the "Agent to be Evaluated", which essentially defeats the automation part of this process.

     

    We need to find a way to either specify which agent gets scored in the policy, or (better yet, IMHO) offer a way to select which agent gets scored in the system delivered evaluation. 

     

    To be honest, I'm quite surprised Genesys hasn't already had issues with this from other customers.  If there's a solution I certainly can't find it.

     

    Thanks!

     

    Bob

     

    Bob Shappell

    Technical Training Consultant | Avtex

    e. BShappell@avtex.com

    c. 317-258-0949 

    d. 713-554-9054 

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  • 4.  RE: policy generated evaluations with multiple agents

    Posted 09-05-2019 16:23
    No replies, thread closed.
    Hi Bob,
    We just released a new policy evaluation action to Assign Evaluations per Agent. One of the reasons I mention this is because that policy action will assign the evaluation for the last agent on the conversation rather than the 1st agent.  It is currently the only evaluation policy action that assigns to the last agent.  That policy action also better meets the needs of most contact centers since typical requirements are to have a certain number of evaluations for agents each day/wk/month.  It also aligns with the policy action to create send a survey after an interaction.  A survey will be based on the last agent on the conversation.   I'm guessing that perhaps you're currently using the Assign Metered Evaluation policy action which limits the number of evaluations to assign to evaluators. As mentioned - that will assign the evaluation for the 1st agent on the conversation.   
    I hope that you'll find the new policy will better meet your evaluation needs.
    Thanks for the question.
    Lesley

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    Lesley Vereen
    Sr Product Manager - PureCloud
    Genesys
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  • 5.  RE: policy generated evaluations with multiple agents

    Posted 09-05-2019 17:07
    No replies, thread closed.
    Just a side note, Bob--read through https://help.mypurecloud.com/articles/assign-evaluations-per-agent-overview/ 

    I confused myself during testing because I thought no evaluations were being generated for my second agent, then I realized that evaluations are not generated and sent immediately when assigning per agent. They are usually sent at the start of the next day.

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    George Ganahl GCP (PureCloud) ICCE CCXP
    Principal Technology Consultant
    Genesys
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  • 6.  RE: policy generated evaluations with multiple agents

    Posted 09-05-2019 17:24
    No replies, thread closed.
    Thanks George.  I, also, learned that the hard way when I first started testing...

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    Bob Shappell
    Avtex
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  • 7.  RE: policy generated evaluations with multiple agents

    Posted 09-05-2019 17:22
    No replies, thread closed.
    Thanks Leslie.  If this works as advertised it is exactly what they need!!

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    Bob Shappell
    Avtex
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