- Before
- Scored a random handful of calls a week from a spreadsheet scorecard. “I used to score 30 calls a week and guess about the other 8,000.”
- Now
- Opens every interaction scored, lowest first, settles disputes and auto-fails, runs calibration and books a callback the moment a promise is missed.
One call, from a final notice to a callback that was nearly missed
Lumina Utilities supplies electricity and water. On Mon 12 Oct 2026 at 10:14, Helen Marsh rings about a final disconnection notice for $428.40. Tomas Reyes, Team 3, billing and payments, takes the 6:18 call. Here is what happens next, screen by screen, in the working solution.
- 01Tue 13 Oct
Every interaction this week, already scored
Nadia Brennan · QA analystNadia owns quality for Teams 3 and 4. Her list holds every call, chat and email from Wed 7 to Tue 13 Oct scored against rubric v7: 41,860 interactions — 28,410 calls, 7,920 chats, 5,530 emails — averaging 86.4, sorted lowest score first. 148 carry a compliance alert and 61 a missed promise. Helen Marsh's call sits at 82, with a medical-dependency alert and a promise still open.
“Every call, chat and email scored against rubric v7 · 41,860 interactions, average 86.4”
- 02Scored Mon 10:21
The call as a waveform, with the rubric pinned along it
Call transcriber · Moment finder · Rubric scorerSix agents scored the call a minute after it ended, at 10:21. The transcriber produced 24 turns from two speakers and marked 3 words it was unsure of. The moment finder pinned 10 rubric moments, from the greeting at 0:04 to the close at 5:51, and found a 42-second hold at 4:10. Each pin is coloured by the score it earned: 82 out of 100, one promise open.
“82 · one promise open · Rubric v7 · 10 items · team average 85.2”
- 03Click a pin
Hear the payment plan, with the quote and the rule
Rubric scorerNadia clicks the Plan terms pin. The playhead jumps to 2:55, the moment plays and the transcript line lights up. Tomas offered six monthly payments of $71.40 from the first of November and said what happens if one is missed. The scorer checks the sum — 6 × $71.40 = $428.40, the full arrears — and gives 15 of 15 under Customer Service Code §3.3.
“Amount, dates and the missed-payment consequence all said.”
- 04At 2:12
An oxygen concentrator, mentioned and never recorded
Compliance checker“My husband's on an oxygen concentrator at night.” Tomas placed the disconnection hold at 10:17, worth 6 points. But the customer was not recorded on the priority services register and the medical certificate form was not offered, so 9 points come off and the item scores 6 of 15. Code §4.2 asks for the register to be updated the same day, so the checker raises alert CA-2291.
“Not on the priority services register · alert CA-2291 open”
- 05Tue 16:52
Farah confirms the alert and records the customer
Farah Siddiqui · Compliance leadFarah's alert list shows every unmet duty under the Customer Service Code, with the quote and the time it was said: 148 this week, 97 confirmed, 18 dismissed, 33 open. 23 are medical dependencies not recorded, including a chat in which Kofi Boateng's mother “can't be without power”. Farah confirms CA-2291 and records Helen on the register. She dismisses others with a reason — §3.1 applies to homes, not to Northgate Bakery Ltd.
Compliance checker: never closes an alert — the compliance lead confirms or dismisses.
- 06At 3:42
“I'll call you back tomorrow” — the pin stays open
Promise trackerTomas promised to call Helen back once billing had checked the meter reading. The promise tracker records what, who and by when, and turns “tomorrow” into the next working day at 17:00: Tue 13 Oct, 17:00. Until then it watches the outbound call log for any call to account 3004 7718 25, case notes by Tomas or the billing team, and emails and letters sent. Meter-reading request MR-55107 is still with billing.
Rubric item 7: “held open after the call and scored again when the promise falls due: kept with a matching record 10, kept late 6, missed 3.”
- 07Tue 17:00
No callback logged — the pin turns red
Promise trackerAt 17:00 the proof search finds no call to Helen's numbers since Mon 10:20, no case notes since the call, and no email since the plan confirmation at 10:21. The promise is missed. Item 7 is rescored from 10 to 3, the call from 82 to 75, and Owen Achterberg, the Team 3 lead, is alerted.
“17:00 · no callback to Helen Marsh was logged — promise missed. Owen Achterberg alerted”
- 08Booked for 17:20
The callback is booked before Helen has to ring again
Nadia Brennan · QA analystNadia books the callback from the pin: Tomas rings Helen at 17:20 on his evening shift, and billing is asked for the meter-reading result first. Helen's journey shows why it matters: at 10:31 she rated the app “Neutral” — “Plan is fine but I still don't know about the meter reading.”
“Customers with a missed callback rang again within 2 days 64 % of the time (Lumina, last 90 days).”
- 09Across the center
Every promise in the center, on one timeline
Owen Achterberg · Team lead, Team 3Each promise is a bar from the moment it was said to the moment it is due. This week: 1,284 promises made, 1,127 kept with a matching record, 96 open and watched, 61 missed — 5.1 % of those due — and 58 callbacks booked after a miss. Proof came from the outbound call log 598 times, letters and emails 287, field work orders 141 and account credits 101.
Promise tracker: never marks a promise kept without a matching record, and never contacts the customer.
- 10The coaching
Coaching from all 63 of Tomas's interactions, not four
Coaching writer · for Owen Achterberg and Lucia BrandtThe heatmap shows Team 3 earning 62 % of the promise points: 9 of 23 callbacks promised this week were never booked in the system. Tomas averages 84.1 on 63 interactions. Two themes: book the callback before the call ends — 3 of 9 booked, 2 missed — and record a medical dependency the same day, 3 of 5. His strength: payment-plan explanations, 11 of 12 in full, which Lucia Brandt has asked to use in training.
Coaching writer: never ranks agents for discipline — the team lead decides coaching.