Cresta was named a Leader in The Forrester Wave: Conversation Intelligence in the Contact Center, Q2 2025 – Access the report!

  • Products
    Back
    PLATFORM
    AI Platform
    Cresta is the enterprise-grade Gen AI platform built for the contact center and trained on your data.
    • Cresta Opera
    • Integrations
    • Responsible AI
    PRODUCTS
    AI Agent
    Cut costs, not quality, with human-centric AI agents you can trust
    Agent Assist
    Harness real-time generative AI to empower agents with unmatched precision and impactful guidance.
    • Knowledge Assist
    • Auto-Summarization
    Conversation
    Intelligence
    Discover and reinforce the true drivers of contact center performance.
    • Cresta Insights
    • Cresta Coach
    • Cresta Quality Management
    • Cresta AI Analyst
  • Solutions
    Back
    USE CASES
    Sales
    Discover and reinforce behaviors that accelerate revenue growth
    Customer Care
    Deliver brand-defining CX at a lower cost per contact
    Retention
    Transform churn risks into
 lifelong promoters
    Collections
    Accelerate collections while minimizing compliance risk
    INDUSTRIES
    Airlines
    Automotive
    Finance
    Insurance
    Retail
    Telecommunications
    Travel & Hospitality

    Cresta’s AI Agent is Omnichannel: Seamless Conversations, Anytime, Anywhere

    LEARN MORE
  • Customers
    Back
    Customer Stories
    Learn how Cresta is delivering lasting value for our customers.
    • CarMax
    • Oportun
    • Brinks Home
    • Snap Finance
    • Vivint
    • Cox Communications
    • Holiday Inn
    • A Top Telecom
    • View all case studies

    Our Own Zero to One: Lessons Learned in Building The Brinks Home AI Agent

    LEARN MORE
  • Resources
    Back
    Resources Library
    • Webinars
    • Ebooks
    • Reports
    • Solution Briefs
    • Data Sheets
    • Videos
    • Infographics
    • Media Coverage
    • Press Releases
    Blog
    Industry News
    Help Center
    Solution Bundles

    AI Maturity Blueprint: A Practical Guide to Scaling AI Adoption in the Contact Center

    LEARN MORE
  • Company
    Back
    About Cresta
    Careers
    Trust
    Customers
    Partners

    Cresta Named a Leader and “…a Force To Be Reckoned With” in The Forrester Wave™: Conversation Intelligence Solutions for Contact Centers, Q2 2025

    READ THE POST
Request a demo
Request a demo
  • Cresta Blog
  • Company News
  • Product Updates

Introducing Coaching Plans and Scorecards

Coaching and quality assurance (QA) programs are often top priorities for contact centers but typically fall short due to limited resources and capacity. This is ironic because coaching and feedback have been proven to be the most effective way to improve agent performance and reduce employee attrition. 

But the reality is, there are three main barriers to implementing effective coaching and QA programs in contact centers. First, coaching and QA are labor-intensive. Managers spend more than 50% of their weeks reviewing conversations, trying to determine where to focus their efforts. Because scoring is subjective and time consuming, only 1-3% of conversations are scored on average. 

Second and even more important than the impact of small QA sample sizes, current workflows around coaching and QA are not cohesive, making both processes less effective. In contact centers today, QA scores just sit in a report after they’re painstakingly produced. The scores aren’t naturally incorporated into existing coaching processes so they aren’t actually used to coach the agent with clear contextualized examples on how to improve.

Last but not least, coaching plans and agent performance are tracked often across multiple tools, making it hard to get a holistic view of agent performance, and even harder to see if coaching feedback is being put into action.

Introducing Coaching Plans and Scorecards

Cresta solves this with our new Coaching Plans and Scorecards, your single home for coaching and scoring. Managers can now score conversations, monitor agent performance over time, and create data-backed coaching plans, all through a single console. Agents get access as well, creating a more collaborative performance management process. And with our Real-Time Intelligence analyzing 100% of conversations, managers can quickly identify coachable moments. 

Product Overview

Key features of Coaching Plans and Scorecards include: 

  • Coaching Overview: An overview of coaching activity across all teams and agents.
  • Agent Overview: Review agent performance against key metrics and adherence to best practices.  
  • Conversations: Quickly find high value conversations for review, annotate with comments and score on one screen. 
  • Coaching Plan: Create data-backed coaching plans that centralize an agent’s goals, scores, and feedback over time. Managers can also define focus behaviors which Cresta’s Agent Assist will present to agents during live conversations. 
  • Agent View: Read-only access for agents to track progress against their goals and review coaching feedback.

Coaching Plans

Coaching Plans: Create data-backed coaching plans that centralize an agent’s goals, scores, and feedback over time. Managers can also define focus behaviors for Cresta’s Agent Assist to present to agents during live conversations.

Scorecards

Scorecards: With scorecards and transcripts side-by-side, managers can quickly evaluate conversations and leave contextual feedback.

These latest features make coaching more impactful. AI-powered streamlined coaching workflows save managers hours per week, helping them boost productivity. And actionable data-backed coaching plans help agents measure and track progress towards key goals. The productivity gains are measurable.  By streamlining coaching and scoring, one Top-5 SaaS provider has reduced coaching prep time by 50% per manager per week. Similarly, Holiday Inn Club Vacations has been able to scale coaching sessions per manager by 4x!

“By using Cresta, our frontline leaders cut the time it takes them to coach their teams in half!” – Contact Center Team Lead

By consolidating multiple coaching and performance management tools into a single console, Cresta creates a more enjoyable coaching experience for both agents and managers. To learn more about these features and Cresta’s Real-Time Intelligence for Contact Centers, request a demo today!

May 9, 2022

100 South Murphy Ave Ste 300
Sunnyvale, California 94086

Karl-Liebknecht-Str. 29A
10178 Berlin, Germany

100 King Street West
1 First Canadian Place, Suite 6200
Toronto ON M5X 1E8

Info
  • AI Platform
  • Customers
  • Resources
  • Partners
  • Trust
  • About
  • Careers
  • Blog
  • Support
  • Contact Us
Follow us
  • LinkedIn
  • YouTube
  • Twitter

Newsletter

Subscribe for the latest news & updates

© 2025 Cresta

  • Terms of Service
  • Privacy Policy
  • Employee Privacy Notice
  • Privacy Settings