BACKGROUND

Coaches want to stay up to date on the various things going on in the coaching workflow where they are involved.

Coaching Notifications allow coaches to decide which items they want to receive notifications about and how they want to receive those notifications.

WHO CAN USE COACHING NOTIFICATIONS

At this time, all non-agents can see and configure Coaching Notifications. All configurations are set at the user level and so any changes you make to your coaching notifications will not affect other users.

HOW TO CONFIGURE NOTIFICATIONS

From the top right dropdown, select "Coaching Settings".

By default, all users will be opted into all notifications. Users can uncheck any option to opt out of receiving those notifications. If users do not have Slack integrated, you will see the Slack option disabled.

WHO RECEIVES NOTIFICATIONS

Whoever is the coach or creator of that item will receive notifications.

For example, you'll receive a notification:

1) For option 1 below if you are the creator of that To-Do for the agent

2) For option 2 if you are the assigned coach on a session that is shared with the agent

3) For option 3 if you are the assigned coach on a session that an agent marks "complete"

4) For option 4 if you are the assigned coach on a session that an agent adds agent notes to

FAQs

Can I subscribe to notifications for items where I can not the coach or creator?

Not at this time. However, we are monitoring the value of this feature and so please reach out to our support team or your Customer Success Manager to note if this would be valuable for you.

Can I subscribe to notifications for other items not listed here?

Not at this time. Please reach out to our support team or your Customer Success Manager to let us know what other notifications would be valuable for you.

Why don't I have the Slack option enabled?

The Slack option will be disabled for all users who don't have Slack integrated. Consider reaching out to your admin to troubleshoot any issues here.

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