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- The Search and Score window populates all recorded interactions received by QM, irrespective of the processing status.
- All processed interactions are assigned a unique identifier number (UUID).
- Hover over interaction and click
 to play the recording. - To modify the interaction processing settings, contact your customer care team.
- When you search for an interaction using Interaction UUID, the results are displayed irrespective of the date filter you have used in the search criteria.
- Click
 to export the necessary details. You can export Evaluations, List (of interactions for the search criteria), or Transcripts using this option. Click the Export button to select the necessary option.
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| title | Creating a Saved Search |
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If you frequently search for a recording by using the same search criteria, you can save your search criteria for future use. A 'Saved Search' refers to the saved search criteria. To create a saved search: - Click
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The Filter window appears. As required, specify values in the filter sections.
You have the following options: In the Filter window, click Save Template. The Save Search window appears.
In the Name field, specify a name with which you identify the search, and then click Save. The saved search is created, and it appears as an option in the Saved Search drop-down list box.
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| title | Reviewing and Manual Scoring |
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To review a recorded interaction or perform manual scoring, double-click the interaction that you want to review. |
Interaction Review
The The Interaction Review window displays detailed information about screen provides comprehensive details related to the interaction such as the transcript and evaluation information. It also enables you to leave comments for other assessors, arbitrators, managers, and agents and contribute the evaluation to the e-learning library, which serves as a resource for training and quality management purposes.
between the agent and the customer. For voice calls, you can listen to the call recording and also view the visualization of the selected voice interactivity interaction in a waveform.
To review a recorded interaction or perform manual scoring, double-click the interaction that you want to review. The Interaction Review window is displayed with detailed information about the interaction between the agent and the customer.
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- You can use the forward/backward arrows (
 Image Added) on the upper-right corner of the window to move to the next or previous recording. - The banner displays the name of the agent who performed the interaction with the customer, the date and time of the interaction, the phone number of the customer, the agent sentiment, and the customer sentiment.
- You can download the interaction in .mp3 format using the
 Image Added button. - You can download the transcript of the interaction in .pdf format. Under the Transcript tab, click
 Image Added to download the transcript.
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| title | Adding a Comment to an Interaction |
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To leave a comment or audio note, click Comment.
The Audio Note pop-up window appears:about an audio interaction: - On the Interaction Review screen, click
 Image Added. The Comment window pane is displayed. - In the Enter
In the Please enter - your comment: box, enter your comment:
- To mark a specific time range
in
recording - call to which the audio note is applicable, select the Range
check box- checkbox, and then select the
start
end
the - an audio note for coaching agents, select the Coaching checkbox.
- From the Category drop-down list, select an audio note category.
- Click Register.
To leave a comment without clicking the play/pause icon, when listening to the recording, use the Comment & Pause option.
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| - You can use the forward/backward arrows (Image Removed) on the upper-right corner of the window to move to the next or previous recording.
- The banner displays the name of the agent who performed the interaction with the customer, the date and time of the interaction, the phone number of the customer, the agent sentiment, and the customer sentiment.
- The length of the audio is displayed next to the play/pause button.
- You can adjust the playback speed, by clicking the playback speed (
 Image Removed) drop-down arrow, and then selecting the preferred speed. You can make the audio slower (0.50x) or faster (2.00x) as required. - You can download the interaction in .mp3 format using the Image Removed button.
- You can download the transcript of the interaction in .pdf format. Under the Transcript tab, click Image Removed to download the transcript.
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The following fields in the User Role configuration defines if you can add, edit or delete comments: - Manage Interaction Review Comment – If enabled, you can add, edit, or delete your own comments for various interactions.
- Can user manage comments on the interaction review screen – If enabled, you can add, edit, or delete your own comments for various interactions, as well as comments made by other users.
To view/update User Role configuration, navigate to the Configure > System > Roles > Edit Roles > Speech IQ Scoring tab. |
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| title | Using the Actions Panel |
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You can use the Actions Panel to search for keywords, add tags, and view or provide audio notes. To access the Actions Panel, on the Search and Score window click  Image Added. - Keyword Search: Enables you to search for keywords while listening to the call recording by typing keywords, separated by commas, or by selecting the existing keyword lists from the drop-down list. You can filter the search results by keywords used by the customer, agent, or either. You can search for any word, including the configured keywords.
If the keyword is part of the interaction, it is highlighted in the interaction along with details of the intent. - Tags: Enables you to select tags from the drop-down list to group this interaction with related interactions.
- Audio Notes: Displays the audio notes created by all the assessors.
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| title | Interaction Review Tabs |
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You can view the detailed metrics and metadata related to the interaction, as well as the recording , in the latter portion of the using the different tabs on the Interaction Review window. The following are the different tabs on the Interaction Review screen: | Tab | Description |
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| Evaluations | Displays the evaluations provided by all assessors.
The Evaluations tab is visible only if you are an assessor or an arbitrator. You can use this tab to view details of the scoring of an interaction and also score an interaction manually. For more information see Manual Scoring. | | Transcript | Provides a detailed text transcription of the voice call | . . The transcripts of both customers and agents are labelled with information, such as Sentiment, Key Phrases, and Intent Models. You can use this information for the continued development and training of machine learning models. Click the Autoscroll checkbox to enable automatic scrolling of the transcript while an audio interaction is playing. The Autoscroll checkbox is enabled by default. | Info |
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- If you select a point on the audio waveform, the scroll position adjusts to the corresponding section of the transcript.
- If you do a keyword search with the Actions panel, the scroll position jumps to the segment of the transcript containing the searched keyword.
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| | Analysis | Provides the automatic | interaction | call analysis information such as sentiment, silence duration, talk over, and hold time. | | Information | Displays general information about the interaction, such | as interaction as interaction ID, agent information, | interaction call session ID, date of the | interactioncall, | contact call center, and service information. The Call Summary section provides a synopsis of the customer interaction with information, such as the reason for the interaction, actions taken, and proposed next steps. The call summary is available for both real-time and non real-time interaction types, including Voice, SMS, Email, and Chat. | | Metadata | Displays the metadata received with the recording and all other information related to the interaction. | | Related Interactions | Displays the other interactions related to the recording (for example, | another interaction | a call recording from the same agent). | | Interaction Intents | Displays the possible | interaction | call drivers populated by the system based on the configured keywords or keyword lists. | | Agent Assist | Displays details of the rules applied during the interaction. | | History | Displays the history of views and evaluations by all users on the interaction. | | Video | Displays the screen recording of the interaction. This tab is active only if you have enabled screen recording. |
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If you are assigned as an assessor or arbitrator, you can manually evaluate an interaction, in the Interaction Review window of SpeechIQ, by using the configured scorecards. | Info |
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For information about how to assign assessors and arbitrators, see User Maintenance. |
To score or evaluate an interaction: - On the WFO tab, click SpeechIQ > Search and Score.
In the Search and Score window, double-click the interaction that you want to evaluate. The Interaction Review window appears displaying a visualization of the voice interactivity between the customer and the agent, in a waveform. - Click on the play/pause icon () to listen to the recording.
On the Evaluations tab, click New. A new evaluation section evaluation section appears. In the Scorecard field, select a scorecard. | Tip |
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| If the New button is inactive, go to Speech IQ > Conversation Configuration >User Maintenance to verify that you are assigned as an Assessor or an Arbitrator. For more information about your user roles, see User Maintenance. |
In the Scorecard field, select a scorecard- Alternatively:
- Click the Filter (
 )icon. - Select the scorecard category from the Category drop-down list.
- Select the Show Services Assigned Only checkbox, if you want to filter the scorecards which are assigned to any service.
Click Filter.
The questions added to the selected scorecard appear.
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For information about how to create a scorecard, add grades and questions to a scorecard, and assign scorecards, see Scorecards. |
- Select the required answers for the questions. The grade and score appear on the header row.
 Image Added To add comments, double-click the question, and then enter comments in the the Comments section. | Tip |
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In the General Comment and Question Comment sections, you can enter general comments related to the interaction and comments specific to the scorecard questions, respectively. |
- Click Save.
Your evaluation report is added to the interaction.
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| - To delete an evaluation report, select the evaluation report by clicking the checkbox, and then click Delete.
- To export an evaluation report to a Microsoft Excel workbook click Export (
 ). - To send the evaluation report for coaching the agent:
- On the Evaluations tab, click Send.
- Select Coach Task.
- Define the priority and the due date.
- Click Create.
The learning task is assigned to the agent.
- To send the evaluation report to the e-learning library:
- On the Evaluations tab, click Send.
- Select e-Learning Library.
- Enter a name for the training.
- Select the category and the section.
- Click Create.
The learning module is added to the e-learning library.
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You can use the Actions Panel to search for keywords, add tags, and view or provide audio notes. To access the Actions Panel, on the Search and Score window click the menu icon ( Image Removed). Keyword Search: Enables you to search for keywords while listening to the call recording by typing keywords, separated by commas, or by selecting the existing keyword lists from the drop-down list. You can filter the search results by keywords used by the customer, agent, or either. You can search for any word, including the configured keywords
If the keyword is part of the interaction, it is displayed highlighted in the interaction along with details of the intent. A sample screenshot is as shown below:
 Image RemovedTags: Enables you to select tags from the drop-down list to group this interaction with related interactions. Audio Notes: Displays the audio notes created by all the assessors. |
