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  • 1.  Which User/Agent is tied to a post-call survey when interaction spanned >1 agent?

    Posted 11-21-2025 15:21

    Hello,

    Wondering if anyone knows which Agent is automatically associated with a survey in the event the call spans many agents via transfers/consults, etc.. ?   I've seen varying answers to this to include:  first agent to interact; last agent to participate in an interaction; and last agent interacting just prior to caller being sent to survey.

    Any insight would be greatly appreciated.


    #CustomerSurveys

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    Melissa Harty
    VOICE DESIGN
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  • 2.  RE: Which User/Agent is tied to a post-call survey when interaction spanned >1 agent?

    Posted 19 days ago
    Edited by Elisson Fernandes 17 days ago
    Hi Melissa,
     
    Just to make sure I'm understanding the scenario correctly: do you have a post-call survey configured that points to a Voice Survey flow, and that flow is associated with a Customer Survey?
     
    If that's the case, the survey is associated with the interaction (conversation) itself, not with a specific agent. Voice/Customer Surveys work differently from Quality Evaluation forms, which do require an agent association. (During the test, I hadn’t expanded the details, but fortunately, @Lonny Schwartz made the correction.)
     
    However, if you also have a Quality Evaluation policy in place that generates an evaluation for the interaction, then that evaluation will be associated with the last agent who participated in the interaction.




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    Elisson Fernandes
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  • 3.  RE: Which User/Agent is tied to a post-call survey when interaction spanned >1 agent?

    Posted 17 days ago

    Hi Melissa, 

    For voice surveys it should be associated with the last interacting agent



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    Lonny Schwartz
    Principal PS Consultant
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