Workflow template for Tallyfy

AI for Customer Support - Response Quality Procedure

Use this procedure to maintain and improve your AI-assisted customer support quality. It'll guide you through scoring, sampling, analyzing, and coaching your team based on AI-generated insights. If you're not sure where to start, follow the steps in order.

10 steps

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign the right people to each step
2
Set deadline rules and add any automations you need for your team
3
Launch the workflow and track every task in real-time from your dashboard
Import this template into Tallyfy

Process steps

1

Configure AI quality scoring criteria

1 day from previous step
task
2

Sample support tickets for review

1 day from previous step
task
3

Run AI analysis on response quality

1 day from previous step
task
4

Review sentiment and tone scores

1 day from previous step
task
5

Check resolution accuracy

1 day from previous step
task
6

Identify training gaps from AI data

1 day from previous step
task
7

Generate agent performance reports

1 day from previous step
task
8

Share feedback with support team

1 day from previous step
task
9

Implement coaching recommendations

1 day from previous step
task
10

Track quality improvement over time

1 day from previous step
task

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