Human Reviewed Calls (QA Audit Dashboard)
100% human-audited claims call records, compliance verification scores, and supervisor coaching logs.
Team Leader Operating Walkthrough & Admin Controls Guide
Complete manual for onboarding, scoring, coaching feedback, and dashboard configuration.
1 How to Add New Team Members
Team Leaders can onboard new adjusters or intake reps into Team Alpha (FNOL Intake) or Team Beta (Adjuster Subrogation):
- Click the top blue "+ Add Team Member" button.
- Fill in Rep Name, Email, CTI Extension ID, and Assign Team.
- The system generates a live AxiScore telemetry profile instantly.
2 AxiScore Calculation Mechanics
AxiScore rates the human employee (0–100) based on 40 objective compliance rules:
- Mandatory Disclosures (40%): State DOI rules, recording consent.
- Statement Accuracy (30%): Open-ended question science, zero leading questions.
- Subrogation Capture (20%): 3rd party liability, turn signal/speed verification.
- Tone & Protocol (10%): Empathy, <1.4s screen coaching response.
3 Where to Put Feedback & Coaching Notes
Supervisors provide direct feedback to improve rep performance:
- Click "Review Full Audit Log" on any call row.
- Type coaching notes in the "Supervisor Audit Feedback" box.
- Notes auto-sync to the rep's mobile telemetry board & Guidewire file.
4 Admin Edit Capabilities
Admins have full editing authority across dashboard settings:
- Edit Compliance Thresholds: Adjust pass/fail AxiScore triggers (default: 90.0).
- Edit CTI Endpoints: Modify Genesys/Avaya SIP audio stream routing.
- Roster Permissions: Re-assign reps between Team Alpha & Team Beta.
- Data Exporting: Download full XML/CSV audit packages for DOI audits.
Employee Compliance Leaderboards & Badges
Weekly performance competitions, compliance badges, and XP point rankings across Team Alpha & Team Beta.
Human Employee Quality Audit Log
Displaying 16 human-audited call logs (Doubled Volume: 8 Team Alpha + 8 Team Beta).
| Audit ID | Date/Time | Team | Human Employee Rep | Supervisor Auditor | Employee AxiScore | Disclosures | Action |
|---|