🧑‍💼 From Insight to Impact: Introducing AutoInsights’ Agent Performance Report

In contact centers, coaching and performance management often suffer from a lack of timely, structured, and actionable insights. Dashboards help — but they still rely on users to dig for answers.

That’s why we created the AutoInsights Agent Performance Report — a concise, curated summary that delivers exactly what agents and team leaders need to know, directly to their inbox or platform of choice.

📈 What Is It?

• Track key agent behaviours across every call
• Score soft skills like rapport, communication, and objection handling
• Highlight coaching opportunities based on real interactions
• Compare agent performance across time and team

🚀 Out-of-the-Box: Monthly Reports Included

All AutoInsights users get access to a fully automated Monthly Agent Report, delivered securely via web link. No setup required.

Each report includes:

• 🎧 Call Volume & Audit Summary
• 🧠 Listener Scores (e.g., Issue Resolution, Compliance, Sales Effectiveness)
• 🗣 Feedback Themes (e.g., “Missed close”, “Excellent objection handling”)
• 📊 Score Movement vs Prior Month
• 🔊 Top Calls to Review
• 🎯 Coaching Recommendations

It’s clean, smart, and optimized for smaller teams or contact centers that want fast wins without heavy BI investment.

🔄 Upgrade Option: Weekly Reports for Real-Time Coaching

Need faster feedback loops or managing a high-volume team?

We also offer a Tailored Weekly Report upgrade (additional cost), which provides:

• Weekly rollups per agent
• Comparison across teams or pods
• Drill-through access for team leaders
• Integration with MS Teams or Slack
• Weekly coaching task assignment

This tailored option is perfect for environments with:

• Rapid onboarding cycles
• Frequent campaign shifts
• Sales or fundraising targets
• Dedicated QA/coaching teams

🧭 Why It Matters

“We don’t want to overwhelm our agents with data. We just want the right insight, at the right time, in the right format.”

That’s exactly what this report is built for. Instead of logging into a dashboard, your team gets:

• Proactive insights
• Clear direction
• Smart summaries backed by GenAI and your own calls

It’s not just a report — it’s your coaching assistant, delivered weekly or monthly.

🛠 How to Get Started

• Existing Clients: Monthly reports are already included — contact your CSM to activate.
• Want Weekly Reports? Talk to us about a tailored setup that fits your cadence and team structure.