Requesting Coaching/Review of a Conversation

 

Reps can request coaching/review of a conversation in two ways:

  1. Requesting Coaching from ringDNA Dialer
  2. Adding Reviewers to a conversation within Conversation AI

Requesting Coaching from ringDNA Dialer

Select the Coach button from the top right of the ringDNA dialer. Everyone listed as a supervisor for the Rep requesting Coaching will be sent the call recording for review (reviewers must have a Conversation AI license.)

For more information, check out: Flagging a call for coaching

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Adding Reviewers to a conversation within Conversation AI

From within the individual conversation you would like reviewed, click on the Actions drop-down, then choose Add Reviewers

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Then, add all the users that you would like to review the call. You can search for reviewers by name. You can add multiple reviews to a single conversation. Click Add after adding all the users you would like to review the call.

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