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Coaching insights

Every call includes a coaching plan — what the agent did well, what to improve, and a concrete action plan.

Coaching panel

The three parts​

  1. Strengths — what the agent did well. Reinforce these.
  2. Opportunities — the specific gaps found in this call.
  3. Action plan — a checklist the agent (or coach) can work through, with each item checkable.

Where to find it​

The full coaching plan is on the Coaching & Growth tab. A one-line Top Coaching Insight (the lowest-scoring stage + a recommendation) also appears on the Overview tab.

tip

Use the coaching panel as the coaching conversation: start with a strength, then pick one item from the action plan to focus on next.