Access evaluations

Note: This article applies to Genesys Cloud Embeddable Framework, Genesys Cloud for Chrome, Genesys Cloud for Firefox, Genesys Cloud for Microsoft Teams, Genesys Cloud for Salesforce, and Genesys Cloud for Zendesk.

Prerequisites

To view released evaluations as an agent, the following permissions are required:

  • Analytics > Conversation Aggregate > View
  • Quality > Evaluation > Edit Agent Sign-off
  • Quality > Evaluation > View

To view assigned evaluations as a quality evaluator, one of the following permissions is required:

  • Quality > Evaluation > Edit or Quality > Evaluation > Edit Score

If your administrator granted you permission, you can quickly see if you received new evaluations and easily access the evaluations from the client. 

If your inbox contains new evaluations, an orange burst appears on Menu , User Inbox , and Recent Evaluations in the client.

To access evaluations, follow these steps:

  1. Click Menu .
  2. Click User Inbox .
    Note: Not all tabs under User Inbox are available in all versions of the client or for all agents.
  3. If a list of evaluation notifications is not visible, click Recent Evaluations .

    The client shows evaluations that are less than a month old. Evaluations that are more than a month old are still visible in the Quality administrator dashboard, Quality evaluator dashboard, and My Performance views overview in Genesys Cloud.

    The evaluations are either released evaluations for agents to review or interaction evaluations for quality evaluators to score. 

    Released evaluationsReleased evaluation notification in the client

    Interaction evaluationsInteraction evaluation notification in the client

  4. Click an interaction. The evaluation opens in Genesys Cloud. 
  5. Complete the evaluation. After you complete an evaluation in Genesys Cloud, the evaluation notification disappears in the client.

For more information, see User Inbox, Quality administrator dashboard, Quality evaluator dashboard, and My Performance views overview.

For more information about the integrations, see About Genesys Cloud Embeddable Framework, About Genesys Cloud for Salesforce, About Genesys Cloud for Microsoft Teams, and About Genesys Cloud for Zendesk.