Coach an agent with Auto-improve

Add style guidance to an agent from the criteria it scores low on, and undo it if you do not like it.

Where to find it

AI agents › Call quality

Open this screen
Call quality on a computer: the counts, the filter bar and the table of scored AI agent calls.

Steps

  1. Open AI agents › Call quality.
  2. Choose one agent in the AI agent filter. Its trend panel appears.
  3. Press Auto-improve.
  4. Read what was added to the agent’s learned guidance. Press Undo to take it back, or Done to keep it.
  5. If questions it could not answer are listed, open Suggestions to add the missing answers.

Settings on this screen

SettingWhat it doesDefault
Auto-improveAdds guidance lines for criteria that are low over enough real calls.—
UndoPuts the guidance back as it was.—
Trend for (agent)Daily average score of real calls, each criterion over 30 days, and the score before and after each guidance version.—

Troubleshooting

“Nothing to change: no criterion is low enough over enough real calls.”

The agent is doing well enough, or there are not enough real calls yet.

Tips

  • Every Auto-improve is listed on What it learned, where it can also be reverted later.

Good to know

  • Guidance is style only; facts still come only from your sources and saved answers.
  • Only managers see Auto-improve.

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