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Coaching

The Coaching page is where you recognise and celebrate frontline performance. It uses badges — awards your colleagues earn for great work — together with team views and personal scorecards to keep your team motivated and to make progress visible.

The five tabs​

TabWhat it shows
Share wallA feed of recent badge awards across the team
My teamThe colleagues under a hierarchy node you manage, with their stats
1:1 coachingOne-to-one coaching documents — notes, action items, and feedback per colleague
My badgesYour own badges and your progress towards the rest
BadgesAward badges, define new ones, and set auto-award rules

Share wall​

The Share wall is a celebratory feed of recent awards — "Jordan earned Customer Hero" — including the reason given and who awarded it. When new badges have been awarded since your last visit, a banner highlights them; opening the tab clears the count.

You can Export CSV of the recent awards from this tab.

My team​

The My team tab is a manager's view of the people you look after. Pick a hierarchy node and the tab lists everyone beneath it — the node and all the teams under it — with each colleague's responses, mean NPS, and badges side by side. You can award a badge to a team member inline: choose a badge, then use Award on their row.

1:1 coaching​

The 1:1 coaching tab keeps a running record of your one-to-ones with each colleague. Pick a colleague, then log a 1:1 with the meeting date, notes, action items, and feedback to discuss. Open action items from the last 1:1 are carried over into the next one so nothing is dropped. Each saved 1:1 appears in a history you can revisit, tick off actions on, and export as text, markdown, or CSV.

My badges and scorecards​

The My badges tab shows badges earned and progress towards those still to come. If your sign-in email is linked to an agent profile, it automatically shows your badges; managers can pick any colleague to review.

This tab also surfaces a scorecard for the selected person — their Responses, NPS, CSAT, and Badges side by side — so recognition sits next to the performance that earned it.

Each badge shows whether it is earned or in progress, with a progress bar (for example, 3 / 5) so people can see how close they are to the next one.

Badges​

The Badges tab is the management surface: award a badge by hand, define new badges, and set up rules that award badges automatically. See Badges for the full guide.