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Glossary

Contact center quality management

Quality management (QM) is the regular review of customer conversations against a scorecard, coaching agents on their mistakes, and tracking how scores change. It shows whether agents follow your standards and actually resolve customer issues – which drives first contact resolution and customer satisfaction.

Why it mattersWithout quality management, you're relying on agents to meet your standards on their own.

Also called: Quality assurance (QA), Call quality monitoring, Quality management, Service quality review

How it works

How the process works

  • Scorecard (evaluation form) – clear criteria you can verify from the recording
  • Sampling – random calls, targeted ones (complaints, long calls), or every call with speech analytics
  • Scoring – points for each criterion and comments time-stamped in the recording
  • Calibration – several reviewers score the same calls and align their approach, so the score doesn't depend on who listened
  • Feedback – a review with the agent and one or two specific things to do differently
  • Tracking – how scores change by agent, team, and criterion

Example

Sample scorecard

A simple scorecard has 5-10 weighted criteria. For example: greeting and introduction – 10 points, understanding the question – 25, correct resolution – 35, required disclosures – 20, closing the call – 10. That's 100 points total.

The agent resolved the issue politely and correctly but skipped a required disclosure – say, the return policy. The call scores 100 − 20 = 80 points.

Some criteria are often marked as critical: miss one, and the call scores 0 no matter how many points it earned elsewhere. If the required disclosure on this scorecard is critical, the same call scores 0 instead of 80.

Comparison

Manual vs automated scoring

Manual scoringA reviewer usually listens to 1-2% of calls. The review is detailed, but most conversations never get checked.
Automated scoringSpeech analytics transcribes every call and checks it against the scorecard: was there a greeting, were required disclosures made, were any banned words used. Every call gets checked, and people review the disputed and poor ones.

Best practices

Practical tips

  • Tie criteria to what matters to the customer, not just to script wording
  • Calibrate reviewers once a month
  • Combine random and targeted sampling: complaints, long calls, repeat calls
  • Give feedback often and briefly: a short weekly review beats a long annual one
  • Review not only calls but also chats, messaging apps, and email

In CONTACT.WORK

How it works in CONTACT.WORK

CONTACT.WORK covers quality management for calls, chats, and email. Reviewers score against a scorecard manually and leave comments, while speech analytics scores conversations automatically. It transcribes each call, separating customer and agent speech, and checks it against the same scorecard: greeting, script, banned words, issue resolution. Supervisors review every conversation instead of a small sample, search calls by words and phrases, and track agent metrics over time. For transcription, the platform records the customer's and agent's voices as separate files (dual-channel recording). Next to the scores, reports show customer satisfaction (CSAT and NPS) from post-call surveys and repeat contacts.

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