Playvox

Intercom

Go to Playvox

Click on Quality

Click on Interactions

Open Intercom, and click on Reports

Click on the date bounds - set them to the relevant dates you're looking at

Click on Apply

Click on Customer support 

Click on Customer satisfaction

Click on All ratings

Select the DSAT you're assigned for the week (1=Terrible, 2=Poor, 3=Ok)

Click on each Conversation

Copy the string of numbers at the end of the URL (this is the conversation ID!) Keep the conversation open for context

Go back to the Playvox interactions tab, and select the custom filter "Quick Search"

Paste the conversation ID into input

Check who the DSAT was assigned to in Intercom

Click on Evaluate

Set User to Mixtiles Dsat Dummy

Set Team to that which contains the person who received the DSAT's

<p>The expected follow up date should be the next full workday after you've submitted. Ex. you filled it out on Monday, the expected follow up is by EOD Tuesday. If you filled it out on Friday, the expected follow up is by EOD Monday. Please consider that not all TLs work Monday-Friday.</p>

Fill out all aspects of the scorecard until the Expected Follow Up Date.

Click on Select Users to Notify

Uncheck Agent (Mixtiles Dsat Dummy)

DSAT Workflow