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Quality Control

Quality Control (QC) provides a structured framework for evaluating agent performance and delivering coaching feedback. Supervisors score calls against configurable criteria, attach coaching notes to specific moments, and track quality trends over time.

Quality Control interface showing QC scorecards and evaluation tools

Each QC review uses a scorecard with configurable criteria:

CategoryWhat to Evaluate
Greeting & IntroductionProper opening, name, company identification
Script AdherenceFollowed required script sections
Product KnowledgeAccurate information delivered
Objection HandlingAddressed concerns effectively
Closing TechniqueProper call conclusion
ComplianceRequired disclosures made
ProfessionalismTone, language, courtesy

Each category is scored on a numeric scale (e.g., 1-5 or 1-10) and can be weighted differently based on importance.

  1. Select a recording to review from the Recording Center
  2. Listen and score — fill out the scorecard while listening
  3. Add coaching notes — tie feedback to specific timestamps in the recording
  4. Submit the review — scores are saved and visible to the agent
  5. Agent views feedback — agents can see their scores and coaching notes

Full Quality Control view with detailed scorecard and coaching notes

Track quality trends over time:

  • Average QC score per agent, per team, per campaign
  • Category breakdown — identify which areas need training
  • Score trends — are agents improving?
  • Top performers — recognize high-quality agents
  • Coaching needs — flag agents below threshold for training