Skills CX operations

Agent coaching packs

A coaching pack is the evidence a team lead brings to a one-to-one. It has one quality bar: the agent should be able to read it and agree it is fair, even where they disagree with the judgement. A pack that fails that bar does not get acted on — it gets defended against, and the next four sessions are about the instrument instead of the work.

CX operationsWorkforcePlaybookAny helpdeskRead-only
Installnpx rulebase-skills install cx-agent-coaching-pack

When to use it

Reach for this when someone says any of these — they are the phrases the skill itself triggers on:

  • prepare a coaching session for X
  • what areas does X need to improve
  • areas of markdown for this agent
  • what coaching opportunities stand out
  • build a coaching agenda from these tickets

How it works

The method, in the order the skill runs it. The full procedure — tables, worked examples and the edge cases — is in the skill itself.

  1. Step 1: establish what the data can support

    Do this before reading a single evaluation, because it determines what kind of pack you can honestly write.

  2. Step 2: check the evidence is safe to coach from

    Exclude, and say you excluded: Superseded evaluations. Re-evaluated tickets leave old records behind, Tickets the agent did not meaningfully handle. Reassignments, one-line, Anything caused by something outside their control.

  3. Step 3: find themes, not criteria

    Criterion names are rubric artefacts. "Probing & Understanding — partial" is not something anyone can act on.

  4. Step 4: include the counter-evidence

    Two things belong in every pack and are almost always missing: Genuine strengths, from the data. Not a compliment sandwich, A high-scoring example of the same behaviour you are coaching. If they.

  5. Template

    Confidence: score <x> ± <y> points at n=<n>. <What this supports and what it doesn't.> Mix note: <how their work mix compares to the comparison group, or "not compared">

Related skills

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