Receiving Coaching Feedback

This guide helps team members navigate coaching reviews, engage in productive feedback dialogue, and complete development action items.

The Feedback Process

[Email Alert Received] ---> [Open Coached Call] ---> [Review Timestamps & Rating]
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[Complete Action Items] <--- [Acknowledge Review] <--- [Reply to Inline Notes]

1. Review Feedback Promptly

Review coaching notes within 24 hours of receipt while the conversation details remain fresh:

• Read the manager scorecard rating and summary message.
• Click each inline comment icon to listen to the exact audio segment.
• Review AI-generated suggestions and checklist results.

2. Engage Directly on Inline Notes

If you have questions or want clarification:

• Click Reply directly under the relevant inline comment.
• Keep responses focused on actionable technique and next steps.
• Posting a reply updates the call status to agent-question so your manager is alerted.

3. Acknowledge the Call Review

Once you understand all feedback points:

1. Click Acknowledge Review at the top of the call page.
2. The status transitions to agent-acknowledged (Complete).
3. The review is archived from your pending coaching inbox.

4. Execute and Track Action Items

1. Open your Action Queue in My Coaching.
2. Complete the required research, practice, or shadowing tasks.
3. Mark items as complete before their due date.

Related Documentation

• My Coaching: Personal coaching dashboard and action queue.
• Calls: Search and playback call recordings.
• Performance: Monitor your personal score trends and leaderboards.