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As an agent or facilitator, you receive an inbox notification when someone creates a appointment. The notification clears when a participant marks the appointment as Completed.
The coaching wizard enables you to see the coaching appointment from the notification in your inbox. View details and perform the required tasks within the coaching appointment. View incomplete coaching appointments in your inbox for the last 60 days and up to 60 days in the future.
On the top ribbon, the attendees of the appointment appear. To view profile details, click Profile info.
Click the image to enlarge.
This section shows details about your coaching appointment.
If the facilitator chose to share performance insights with you, this section is visible on the overview card, and shows the time interval for your performance, your reached percent of goal, your attendance, and your leaderboard ranking.
If attachments apply to the appointment, you can see them listed in this section.
In this section, add notes to the appointment.
With the coaching wizard, facilitators can change the appointment from the notification. When you open the appointment, you can edit:
For more information, see Edit a coaching appointment.
Agents cannot change the coaching appointment. Details are read-only.
When the agent is assigned a coaching appointment, the agent can review the interactions, links, and documents attached to the coaching appointment assigned to them. Once the agent reviews the attachments, the agent can make notes to record his/her own thoughts about the topic, ask the facilitator questions, and receive responses directly in the Notes tab.
To view your coaching appointments, click the notification in your inbox, go to Performance > Workspace > My Performance > Development Menu > Analytics > Analytics Workspace > My Performance > Development , or select the Activity menu to open your activity page.
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