Coach comes preloaded with optional out-of-the-box smart alerts to get you started.
These alerts are specified based off of role and broken down by tags. Managers own 10 out-of-the-box alerts, admins own 4 out-of-the-box alerts and users have own 2 out-of-the box alerts.
There are total of 12 out-of-the box alerts.
Manager Smart Alerts
Quality Tag
#1
If a call is longer than 5 minutes and the rep speaks more than 65% of total talk time, email their manager.
This alert will appear in the manager's inbox and is owned by every manager who manages a team.
#2
In a two-week period, if a rep’s average number of interchanges per minute on calls is <2, notify="notify" their="their" manager.="manager."></2,>
This alert will appear in the manager's inbox and is owned by every manager who manages a team.
#3
Email me if the number of calls over 3 minutes where a rep establishes ‘Next Steps’ dips below 50% in a 1-week period.
This alert will appear in the manager's inbox and is owned by every manager who manages a team.
#4
Alert me if a rep’s pursuance of ‘Discovery’ in calls longer than 10 minutes dips below 80% in a 1-week period.
This alert will appear in the manager's inbox and is owned by every manager who manages a team.
Engagement Tag
#5
Notify me if one of my reps hasn’t listened to and annotated or scored one call by someone else this week.
This alert will appear in the manager's inbox and is owned by every end user, regardless of role type.
#6
If a rep I manage hasn’t listened and annotated or scored one of their calls this week, notify me.
This alert will appear in the manager's inbox and is owned by every end user, regardless of role type.
Sentiment Tag
#7
Alert me when a call contains more than 25% Disagreement language.
This alert will appear in the manager's inbox and is owned by every manager who manages a team.
#8
Notify me when a buyer uses negative words.
This alert will appear in the manager's inbox and is owned by every manager who manages a team.
Compliance Tag
#9
Notify QA & the manager about every inbound call where a rep doesn’t inquire about name and callback number in the first 10% of the call, and the rep fails to provide the call recording disclosure.
This alert is off by default and will only appear in a manager's inbox if the manager's department is pulling direction value (inbound, screen share, outbound). The alert is owned by every manager who manages a team.
Compliance Tag
#10
Notify me any time one of my reps’ calls is scored 80% or higher.
This alert will appear in the manager's inbox and is owned by every manager who manages a team.
Admin Smart Alerts
Engagement Tag
#1
Notify me if a manager hasn’t listened to and annotated or scored one call by someone else this week.
This alert will appear in the admin's inbox and is owned by every end user, regardless of role type.
#2
If a manager hasn’t listened and annotated or scored one of their calls this week, notify me.
This alert will appear in the admin's inbox and is owned by every end user, regardless of role type.
Library Tag
#3
When new calls are added to libraries I subscribe to, send me a daily email.
This alert is off by default and will only appear in an admin's inbox if enabled. The alert is owned by every admin.
Feedback Tag
#4
Send me an email when someone comments, highlights, or scores one of my conversations.
This alert is off by default and will only appear in a caller's inbox if enabled. The alert is owned by every admin.
User Smart Alerts
Engagement Tag
#1
Notify me if a rep hasn’t listened to and annotated or scored one call by someone else this week.
This alert will appear in the manager's inbox and is owned by every end user, regardless of role type.
#2
If a user hasn’t listened and annotated or scored one of their calls this week, notify me.
This alert will appear in the manager's inbox and is owned by every end user, regardless of role type.
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