Coach & QA View

akiko.ohashi@concentrix.com — Week of 2026-07-05 – 2026-07-11

Hybrid Week 1 Risk Flags

Coaching Summary

Performance shows critical gaps in protocol structure and technical guidance despite accurate product identification.

Calls lack verifiable closure steps and standard recovery path offerings when email delivery blocks cloud access.

Key calls: #LTS00035865

Risk Flags

Critical dimension below threshold

Protocol score of 2.0 indicates failed call control and documentation structure

ExampleAgent provided vague closure steps ('review support site') without verifying local login success or offering recovery key reset

Correct behavior: Use structured closure: 1) Verify local access 2) Provide exact KB links 3) Offer recovery key reset for email failure scenarios

Impact: Customer left without clear path to resolve, high callback risk

Related: #LTS00035865

View ticket #LTS00035865

Week-over-Week Progress

Overall moved down 1.50 vs. last week.; Accuracy moved down 1.00 vs. last week.
Overall-1.50 ▼
Accuracy-1.00 ▼
Protocol-2.00 ▼
Comms-1.00 ▼

Scorecard

DimensionWeek AverageCalls Reviewed
Overall2.81
Technical Accuracy4.01
Protocol2.01
Communication2.01

V2 Rubric (Shadow Grading)

No v2 shadow-grading data available for this week.

Score Diagnostics

Based on 1 calls reviewed this week.

Accuracy
4.00
Protocol
2.00
Communication
2.00
Overall
2.80

Technical Findings

improvement
Did not offer the recovery key password reset method, which is the standard procedure for cloud account password recovery when email delivery fails.
#LTS00035865  ·  call 94aca2c6-7911-11f1-bcd0-42010a660053
improvement
Failed to provide actionable next steps beyond advising local login and checking the support site.
#LTS00035865  ·  call 94aca2c6-7911-11f1-bcd0-42010a660053

Call Handling Findings

Calibration Notes

Callback Chains

No callback chains detected.

Documentation Mismatches

No documentation mismatches found.

Suggested Coaching Conversation

1
You correctly identified the MX5300 model and registered email address in #LTS00035865 - that's excellent product knowledge.
2
When email delivery fails for cloud accounts, why did you choose not to offer the recovery key password reset method?
3
What specific next steps would you provide to a customer who can't log in locally after this advice?
4
How can we structure closures to ensure customers have a clear, verifiable path forward?

Coaching Best Practices

Five Principles for Effective Coaching Conversations

  1. SBI feedback model — Describe the Situation, the Behavior you observed, and its Impact. Avoid labels (“you always…”) — describe the specific instance.
  2. Ask more than you tell — Start with “What did you notice on that call?” before offering your interpretation. Agents who self-diagnose retain more.
  3. Recognition before correction — Open with a genuine strength observation. Agents in a defensive posture can’t hear coaching.
  4. Psychological safety first — Frame mistakes as data, not character. “That call had a tricky wrinkle — let’s pull it apart” lands better than “you made an error here.”
  5. Close with a specific commitment — End every coaching conversation with one thing the agent will try on their next call, and a follow-up check-in within 48 hours.

Deep Evidence

CaseDateDurationOverallAccuracyProtocolCommsV2ProductIssue TypeOutcome
#LTS000358652026-07-062.8422MR7350SETUP
Customer advised to use the local router admin password for local access and review the support site for additional guidance.

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