Coaching within a conversation
Spotter lets you refine answers in a natural way — just provide instructions in your follow-up prompts when the answer isn’t what you expected, and Spotter applies the corrections.
With the new Add to Coaching feature, you can turn those follow-up prompts into lasting knowledge. Add reference questions and business terms directly from your chat, so Spotter remembers them next time, and you don’t have to repeat yourself. To enable this feature, contact your administrator.
To add a particular question or phrase to Spotter Coach, click + Add to Coaching below the Answer.
The Confirm reference question modal appears. The default reference question is your most recent question, or a rephrased question which keeps relevant context from your conversation if you are using Spotter Agent. You can edit the reference question in the provided text box or edit the answer or visualization settings to refine your coaching, and click Confirm and Continue.
The Review business terms and mapped search tokens modal appears. You can accept or reject the business terms mapped to the provided search tokens, or ignore them if the term is not useful to your coaching. Click Done to finish.
