Operative Intelligence

This article shows how to navigate the agent login pages and how to build and track coaching plans in OI

Agent performance and coaching plans

The My Team page in OI allows Team Leaders to track agent performance and manage coaching plans.

This article provides instructions on how to set up and manage Agent users in OI and how to map the user to their respective agent ID.

This article contains instructions on how to manage teams and agents in OI.

How to find performance data for objective coaching conversations using OI

A walk through of how Team Leaders or Supervisors can use OI to help with targeted agent coaching. Includes a training video.

OI can help your agent, team leaders and coaches identify and track coaching opportunities

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