Update survey tasks to flag agents for follow-up invites
Update survey tasks to flag agents for follow-up invites
Your pulse survey tasks lack immediate flags for high-scoring agents, so follow-ups and recognition are delayed. This flags qualifying agents for coordinators to schedule recognition same day.
Overview
When high-scoring weekly pulse responses aren't flagged, coordinators miss timely recognition and coaching and manual review consumes capacity. This flow automatically marks qualifying survey tasks so program coordinators can schedule recognition or coaching the same day and reduce manual triage.