Getting Started - Reviewers

First steps when using Klaus as a reviewer

Chris Jewitt avatar
Written by Chris Jewitt
Updated over a week ago

Role: Admin, Account Manager, (Workspace) Manager, (Workspace) Reviewer

As a reviewer, you will be able to use Klaus to provide feedback to agents in the form of scores and comments. You will also be able to communicate with agents using the platform and analyze their performance in the Dashboard.

This guide takes you through everything you need to know about Klaus!


Firstly, it is important to learn the language of Klaus.

Logging in

You will receive an invitation which will allow you to sign up and create a password. From then on, you will be able to log in via email and password, Google or Slack.

Your settings

Whilst your company's account will most likely have already been set up by your admins, you still have some options to look over. Below you can see where to access settings and which role you have been assigned:

Personal Settings - Allows you to choose your display name, email or start of the week. You can also see your profile picture which we import from Google or you can upload it yourself.

Goal - Here you can set a daily, weekly or monthly goal for how many reviews you wish to complete. You can track your progress when you click on the conversations review icon:

Notifications - Here you can decide which notifications you will receive, where to (Slack or email) and how often.
Logins - Here you can manage your login methods.

Password - Here you can change your password, we recommend doing this often to make your account more secure.

New Account - Here you can create a new account which is useful if you want to test something.

Conversations: Filtering conversations 

The conversations view is where you will spend most of your time. This is where you can leave feedback for agents.

On the left, you will see a list filters that will help you easily find the right conversations to grade.

Choose a filter that has already been created for you, or click on the plus➕ button to create a new filter. You can create a filter for the whole team or just for yourself by either marking the filter as public or private.

You are able to filter by any of your help desk's standard fields, custom fields, and tags as well as Klaus fields. 

You can see more on creating filters here.

Conversations: Refining your search

Once you have selected the filter you want to use, you can further refine your search by:

  1. Choosing if you want to see the newest first, oldest conversations first, or for example recently updated ones. 

  2. Choosing which user's conversations you want to grade.

Conversations: Grading a conversation or specific message

Klaus allows you to either provide feedback on a whole conversation or on specific messages within the conversation. The second option is helpful if there are multiple agents involved in the thread or if you want to speak about specific parts of the conversation.

To review the whole conversation, you don't need to click anything and the review will be attributed to the assignee.

To review a specific message, you can click anywhere on the message and the score will be attributed to the author.

Conversations: Leaving scores and comments

The most important part of being a review is leaving scores and comments. 

You may have multiple Scorecards to choose from. You might have different Scorecards for different teams, channels or languages for example. You should choose the relevant scorecard for the conversation being reviewed.

There are different Rating Scales available in Klaus but the logic is the same. You can choose a score or n/a for each category (n/a can also be disabled by your admin).

You can then leave your comments. In this comment section, you can also add custom hashtags and mention other users by using @. This will send them a notification so that they look at the conversation.

Once you have added your scores, comments, hashtags and mentions, you can submit the review to the agent by clicking the submit button or by pressing ctrl + enter.

My Activity page

This page is where you can check both the received or given reviews, comments or disputes depending if you do peer reviews.

Agents can respond to reviewer's feedback. If an agent responds to feedback you have left them, you will receive a notification (type and frequency defined in your notification settings). You will then be brought to this page to see the comment and reply if needed.

Dashboard - Filtering

The Dashboard allows you to analyze the performance of the agents. 

The first thing to do in the Dashboard is to select exactly what kind of data you wish to see. You can choose to see with received feedback (what your agents have received) or given feedback (what the reviewers gave). 

You can also choose the time period, workspace, which reviewers you are looking at, the source and to see data by attached hashtag.

You can see more about dashboard filtering here.

Dashboard - What the numbers mean

The Dashboard allows you to see your overall workspace performance, performance of agents in each category over time, overall performance of agents over time, performance of your scorecard by group and category and to see all of the conversations which have been reviewed for the selected agents.

You can see more on what the dashboard cards mean and how the scores are calculated here.

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