Complete and share a coaching session
Complete a coaching session
Mark your session as complete when you're finished making changes. After a session is marked complete, you have the option to share a snapshot of the completed session with the agent assigned to the session.
Request acknowledgment of a session
Select the option to request acknowledgement when sharing a completed session. The agent will receive an email that contains snapshot of the session, any comments from the coach, and a request for the agent to acknowledge the session by clicking a checkbox and confirming through their browser.
Coaches receive a notification in the platform once the agent has acknowledged the session.