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Guiding a Customer Service Agent with Coaching Tips

This module is for business users who want to learn how to create coaching tips for customer service agents to use during an interaction with a customer.

In this module, you will learn how to provide customer service agents with coaching tips that deliver reminders, real-time advice, and instructions. You will practice these topics in an exercise using a cloud-based system.

What you'll learn

By the end of this course, you will be able to successfully:

  • Create a coaching tip for customer service agents
  • Configure a coaching tip to appear conditionally

Course Outline

  1. Guiding a customer service agent with coaching tips

    • Before you begin
    • Tell me about coaching tips
    • Show me how to configure a coaching tip
    • Let me configure a coaching tip
    • Before you leave

Choose Your Format

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  • Skill Level


  • Duration

    30 minutes

  • Platform Version


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