Search for and view evaluations in Connect Customer
Users can search for evaluated contacts and view evaluations side-by-side alongside audio or screen recordings, conversation transcripts, summaries and insights.
Searching for evaluated contacts
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Log in to Connect Customer with a user account that has permissions to search for and view contacts and either the Evaluation forms - perform evaluations or Evaluation forms – view my received evaluations permission.
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In Connect Customer choose Analytics and optimization, Contact search.
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Use the filters on the page to narrow your search. For the date selection, you can search for up to 8 weeks of contacts at a time. You can review contacts and associated evaluations from up to 2 years ago.
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Choose on the contact ID in the search results to open a contact and review associated evaluations.
View evaluations on the contact details page
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Choose on Evaluations on the top right of the page.
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If the contact has received an evaluation it will show under Completed.
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Choose on the evaluation to review the completed evaluation.
