Overview

Navigate to the Integrations page by clicking on the gear. You should see the Lessonly integration.  If you are unable to find the option to integrate your account with Lessonly, please reach out to your CSM or chat in! 

The same integration rules apply, and you can learn more about integrating via the article below.

Using Lessonly

You can assign lessons by clicking to a graded/ungraded ticket, scroll down, and then you will see a box named: "Assign Lessonly Lesson".

Note: Keep in mind, only agents who have a Lessonly account can be assigned lessons. 

Assign Lessons

To assign lessons, Maestro users must have either the Manager, Grader, or Admin role. 

After integrating properly and when the lessons have populated, you can now freely choose what you would like to assign to the agent on the ticket. You can also choose the "Due Date", and even specify the due date top a specific time that the lesson should be completed by. 


Tracking Lessons


After assigning a lesson to an agent, if successful, you will immediately see it pop up right below. Keep in mind, lessons are assigned per ticket. 

The hyperlink, "View all for [agent name]", will bring you directly to Lessonly. From here you can also remove lessons that you may have assigned by accident, as well as track the lessons assigned.

An alternative way to track Lessons, is to look on the coaching tab, and then filter for the specific agent.

All users, can keep track of lessons that they have either assigned or have been assigned to via the Home tab (for agents) or the Coaching tab (for user roles: Managers, Graders, Admins). 

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