Agent Experience
Roles:
AgentSupervisor
License:
Moments™
Learn how to use Moments™ during your live calls and meetings. This section covers everything you need to know about receiving and responding to real-time coaching notifications, managing checklists, and getting the most out of Moments™ as an agent.
How-To Articles
Mark notifications and checklists as complete to track your progress and manage real-time coaching prompts
Set primary contacts, related records, dispositions, meeting types, and notes for your conversations
View participant information, link Salesforce records, and access contact details during live conversations
Handle multiple overlapping meetings with the multi-tab experience and manage meeting details at your own pace
What is the Agent Experience?
As an agent, Moments™ provides real-time coaching and guidance directly during your live conversations. When you’re on a call or in a meeting, Moments™ listens for important phrases, behaviors, and context, then surfaces relevant notifications, checklists, and talking points to help you:
- Stay on script and follow best practices
- Respond confidently with the right information at the right time
- Complete checklists to ensure nothing is missed
- Improve your performance with real-time feedback
Accessing Moments™ as an Agent
You can access Moments™ through several interfaces:
Available as a web app, desktop app, or integrated into the RingDNA Communications Hub
For managing your personal notifications and settings
Next Steps
- Learn how to access the Moments™ App
- Explore managing your personal notifications
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