Add an interaction to an existing coaching appointment
Prerequisites
- The following permissions for your role:
- Coaching > Appointment > Add
- Coaching > Appointment > View
- Coaching > Appointment Status > View
- General > Content Management User
As a quality manager, performance management administrator, evaluator, or supervisor, you can add an interaction to an existing coaching appointment for anyone involved in the interaction.
Note:
When working with Coaching you can only coach agents in divisions for which you have permission. That is, you can only view data from the division(s) that you are a member of. For more information, see Divisions overview and Assign roles, divisions, licenses, and add-ons .
To add an interaction to a coaching appointment:
- Go to an agent’s interactions to view the interactions detail page.
- Click Schedule Coaching.
- Click Add to existing (agent). Note: A message appears if Genesys Cloud does not find any existing coaching appointments for the agent.
- Select the coaching appointment you want to add the interaction to.
You can also search for the appointment by Appointment Title. - Click Add. Note: You cannot click Add if the interaction is already attached to the coaching appointment.