AI for Service Excellence: Quality Monitoring & Performance Made Smarter

Discover how AI transforms quality assurance with automated interaction scoring, agent coaching insights, and smarter performance tracking.

Course Description:

This 2-day course empowers team leaders, QA managers, and frontline supervisors with AI-driven tools to measure, monitor, and improve customer service performance—without replacing existing systems or changing tech stacks.


Participants will explore how AI can help identify trends in customer interactions, detect coaching opportunities, and track service quality through dashboards, call analysis, and smart scoring. The course emphasizes real-world, practical tools that are immediately usable, no technical background required.

Who Should Attend:

  • Customer Service Managers and Team Leaders
  • Quality Assurance (QA) and Monitoring Officers
  • Call Center Supervisors
  • CX Analysts and Workforce Planners
  • Operations Excellence Professionals in Customer Support

Course Objectives:

Knowledge Acquisition:

  • Understand how AI is used to enhance quality assurance (QA) in customer service
  • Learn about speech/text analytics, auto-scoring, and call pattern tracking
  • Discover how AI can detect compliance gaps and soft-skill opportunities
  • Become familiar with leading performance metrics and dashboards

Skills Development:

  • Interpret AI-generated quality scores and service feedback analytics
  • Use AI-based dashboards to identify coaching and training priorities
  • Evaluate service trends and detect outliers in agent performance
  • Review call/chat transcripts using AI-powered analysis tools

Practical Application:

  • Simulate call monitoring using sample AI evaluation dashboards
  • Build a service scorecard based on quality performance indicators
  • Create action plans for individual and team improvement
  • Set realistic KPIs based on AI-driven trend data

What will I Learn From it:

  • Save time on manual QA by using AI-assisted interaction scoring
  • Detect soft-skill gaps, tone issues, and missed compliance markers
  • Improve coaching effectiveness with data-backed feedback
  • Reduce customer churn and improve CSAT through smarter insights
  • Track trends and patterns across large volumes of interactions

Course Outline

01

Introduction to AI in Service Quality Monitoring

  • Overview of quality monitoring in contact centers
  • What AI adds: speed, consistency, insight depth
  • Common use cases: sentiment scoring, soft-skill evaluation, alerting
  • Case study: AI-powered QA in retail customer service

02

Speech and Text Analytics Simplified

  • How AI analyzes voice and chat data (no setup needed)
  • Sample walkthrough of tone, emotion, and keyword analysis
  • Live demo: Classifying a transcript using AI scoring logic
  • Activity: Analyze 3 sample calls and flag issues using an AI tool

03

Smart Scorecards and Service Dashboards

  • AI-generated KPIs: AHT, FCR, sentiment, compliance markers
  • Visualizing performance for individuals and teams
  • Interpreting color-coded heatmaps and trend charts
  • Workshop: Create a 5-metric agent scorecard using sample data

04

Root Cause & Coaching Opportunity Identification

  • What patterns tell us: repeat issues, escalation triggers, tone shifts
  • From reactive to proactive coaching
  • Group activity: Detect coaching opportunities from sample trends
  • Building a feedback cycle using AI-powered insights

05

Service Trend Analysis and Goal Setting

  • AI for identifying emerging service issues or skill gaps
  • Setting fair KPIs based on team and customer behavior
  • Aligning goals with data, not guesswork
  • Exercise: Set quarterly goals using real-time metrics

06

Ethics & Best Practices for AI in QA

  • Transparency, fairness, and avoiding over-monitoring
  • How to introduce AI QA without damaging morale
  • Engaging agents with their own performance dashboards
  • Checklist: Ethical QA with AI – what to do, what to avoid

07

Building a Smart QA Tracker

  • Create a monitoring dashboard mockup using templates
  • Choose KPIs, alert triggers, and reporting flow
  • Peer review of team projects
  • Final wrap-up and toolkit for ongoing implementation

Training Methodology

  • Real-World Demos: Use AI QA tools with pre-loaded transcripts
  • Guided Exercises: Score calls, evaluate sentiment, build dashboards
  • Group Activities: Coach through data, align KPIs to insights
  • Capstone Project: Create a sample QA tracking plan ready for action
  • No System Changes Needed: Only platform-independent simulations

Requirement/
pre-requisites:

  • Background in customer service, contact center QA, or service operations
  • No technical, data science, or programming knowledge required
  • Laptop with internet access (for demos, templates, and dashboards)
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