Getting Started

Initial Setup

• How to install Kaizo - Salesforce
• Restricting the visibility of Kaizo
• Platform and Integrations
• Samurai feature enablement
• Assign roles to your team
• New Role in Kaizo

See all 11 articles

QA and how to set it up

• What happens post QA rating?
• QA Team Settings
• Case funnel setup
• Quality process overview
• What is the best QA scorecard for my team?
• How to set up a QA scorecard in Kaizo?

Coaching with Kaizo

• How to provide constructive feedback?
• Prepare for a 1:1 meeting
• Coaching Card overview
• Coaching overview
• How can coaching help my agents to become CS champions?

Notifications inside Kaizo

• Inbox