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  1. Observe.AI
  2. Knowledge Base

Knowledge Base

Getting Started

  • Technical Support Policy
  • Day in the Life Using Observe.AI
  • Agent Performance Overview Dashboard.
  • How to log into Observe. AI
  • How to Reset Your Password
  • How to add a New User to Observe.AI
See all 10 articles

Admin Settings

  • What are Roles?
  • How to Create Teams and Assign Teams
  • Adding and Managing Teams
  • How to Activate and Deactivate Users
  • How to Update Agent Information

Analyze Tab

  • Analyze Tab Basics
  • How to use the Analyze Tab
  • What Information is Displayed on the 'Analyze' tab
  • How to Use the Analyze Tab (PDF)
  • Applying Filters to Results in the 'Analyze' Tab

Calls Tab

  • Call Tab Basics
  • How to Find a Call
  • How to Play a Call
  • How to Speed up the Call
  • How to Download a Call
  • How to Share Calls
See all 10 articles

Coaching

  • How to use Observe.AI for Coaching Sessions

Evaluations Tab

  • Evaluations Tab Basics
  • How To QA Evaluate and Leverage the Evaluations Tab

Leaderboard Tab

  • Leaderboard Tab Basics
  • How to use the Leaderboard
  • How to Edit Columns Under Leaderboard
  • How to Apply Filters to Leaderboard Results

Moments Tab

  • Moments Tab Basics
  • How to use Moments
  • How do I Delete a Moment
  • What Types of Moments are in Observe.AI
  • Where Can Moments be Viewed in Observe.AI
  • How do I Change or Add a Moment Category
See all 10 articles

Omni-Channel

  • New Omni-Channel UI Update

Scorecard Tab

  • Scorecard Tab Basics
  • How to Adjust the Date Range
  • How to Select Filters
  • Viewing Categories on the Scorecard
  • How to Add Teams
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