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      How to create a new review form for manual evaluation

      A user with QA access can set up a review form to be used in single interaction view to evaluate agent's performance. See below a short description on how it works

      Steps to create a new review form

      1. Go to Org Settings > Feedback templates.
      2. Click on Create New template.
      3. Add title and questions. 
      4. Click Publish. 

        create review form

      A review form can be marked as “Anonymous” to hide the identity of all users who submit feedback using the selected template. It can be done while creating a form if it is a new one:

      anon in template builder

      If it is an existing form, toggle the button in review form table:

      anon review form in a table

      How to duplicate a review form

      1. Go to Org Settings > Feedback templates.
      2. Click on three dots menu.
      3. Select Duplicate
        duplicate review form