Reviewing Quality Management interactions
Quality Management offers a centralized place to review and listen to your voice recordings from Zoom Contact Center.
This article covers:
Prerequisites for reviewing interactions
How to review interactions
- Sign in to the Zoom web portal.
- In the navigation menu, click Quality Management then Interactions
- To see your own recordings, click the My Interactions tab. To view recordings for all users within your scope, click the All Interactions tab
- Click the Interaction ID to open the detailed view for that Interaction, including the ability to play the recording, read the transcript, and view the associated analytics, indicator and topic mentions, and participant details.
Information in the detailed interaction view
You will see the following information in the detailed interaction view:
- Summary: The AI-generated summary of the interaction.
- Transcript section: Displays the transcript of the interaction. Click on a speech bubble to skip the playback controls to the beginning of that speech.
Analytics tab
Displays metrics based on the interaction. Learn more about Quality Management metrics.
Comments tab
Add comments to the transcript.
- To add a comment with a timestamp label, select a speech bubble in the transcript, write a comment, then press Enter or click the send icon.
- To remove a timestamp from a comment, click the close icon next to the timestamp in the comment text box.
- To change comment visibility, click the lock icon the comments text box, then select one of the following:
- Anyone can see: Anyone with access to Edit Transcriptions and Interaction Details in Quality Management role management. This includes users in the admin, supervisor, and evaluator default roles.
- Only you and @mentioned users can see: Only you and users mentioned can see the comment.
- To edit or delete an existing comment, click the ellipses icon below the comment, then click Edit or Delete.
Interaction Info tab
- ASSOCIATED INTERACTIONS section: Displays engagements that span multiple agents or is upgraded from one channel to another. In other words, there are multiple interactions associated with the same engagement.
- INTERACTION INFO section: Displays information about the interaction.
- Interaction ID: The unique identifier for the interaction in Quality Management
- Engagement ID: The unique identifier for the engagement. You can search this ID in the Zoom Contact Center engagement log to view more information about the engagement that the interaction was a part of.
- From / To: The phone numbers involved in the interaction.
- Direction: Indicates if the interaction was an inbound or outbound call.
- Channel Type: The Zoom Contact Center channel type of the engagement. Currently, Quality Management only supports the voice channel.
- Queue: The associated Zoom Contact Center queue that routed the engagement (if applicable).
- Disposition: The Zoom Contact Center disposition selected by the agent.
Performance tab
Evaluate the interaction.
How to create or edit moments
Quality Management admins and evaluators can share a portion of an interaction recording (moment) to a shared link, allowing internal or external users to see the selected portion of the interaction.
- Sign in to the Zoom web portal.
- In the navigation menu, click Quality Management then Interactions.
- To see your own recordings, click the My Interactions tab. To view recordings for all users within your scope, click the All Interactions tab
- Click the Interaction ID to open the detailed view for that Interaction.
- Click the Moments tab.
- Click Create New Moment. To edit an existing moment, click the ellipses icon
next to the moment. - (Optional) Under Moment Name, enter a new name for the moment.
- Use one of these methods to determine the portion of the interaction to share as a moment:
- On the video timeline, click and drag the blue borders.
- Next to Create a moment from/to, enter the start and end timestamps for the moment.
- In the transcript, hover over the white space between two sets of dialogue, then click Start or End.
- Click Save.
How to share moments
After creating a moment, you can share moments by creating a share link and customizing share settings.
- Sign in to the Zoom web portal.
- In the navigation menu, click Quality Management then Interactions.
- To see your own recordings, click the My Interactions tab. To view recordings for all users within your scope, click the All Interactions tab
- Click the Interaction ID to open the detailed view for that Interaction.
- Click the Moments tab.
- Click the share icon
next to the moment, then click Share Link. - Change these share settings:
- Who can view: Allows the recording to be shared publicly or internally. Changes to this setting are automatically saved.
- Anyone with the link: Anyone with the share link can access the moment. If selecting this option, you can still require a passcode to view the recording.
- Any logged in users in my organization: Only signed-in users in the same account can view the recording.
- Specific logged in users from my organization: Only the specified users in the same account can access the moment. Use the People with access field to specify users.
- Share with specific people: Specify external users or users in the same account who can access the recording.
Note: Added users will not receive an email notification with a link to the recording.
- Enter the user's display name or email address to search through users.
- Click the user to add them.
- (Optional) Next to the user you want to remove, click the remove
icon. - Click Send.
- Set expiration date: Allows you to set the number of days or a specific date when the link will expire for viewers.
- Passcode: Requires users to enter a password before viewing or downloading the recording.
- Click Copy link and send the link to users you want to share the moment with.