Using Klaus

Creating Multiple Scorecards

Set up automatically or manually selected scorecards

Written by Chris Jewitt
Updated over a week ago

Dashboard Indicator Cards

Written by Daniel Figueiredo
Updated over a week ago

Dashboard calculations: what do the cards mean?

Written by Daniel Figueiredo
Updated over a week ago

Understanding Dashboard Filters

Written by Chris Jewitt
Updated over a week ago

How to filter by User Groups on the dashboard

Written by Chris Jewitt
Updated over a week ago

Saving Dashboard Views

Written by Chris Jewitt
Updated over a week ago

Dashboard Formulas Explained: Scores by Category

Learn how the Scores By Category are calculated on the Dashboard

Written by Dajana
Updated over a week ago

Dashboard Formulas Explained: Scores over time

This card allows you to track the evolution of agents' scores over time.

Written by Dajana
Updated over a week ago

Dashboard Formulas Explained: Category Scores Over Time

Analyze how categories are evolving

Written by Dajana
Updated over a week ago

Conversations View Overview

Written by Chris Jewitt
Updated over a week ago

Conversation Insights View

Deep dive into your helpdesk data

Written by Chris Jewitt
Updated over a week ago

Filtering Conversations

Using filters to quickly find the conversations you want to review

Written by Daniel Figueiredo
Updated over a week ago

Commonly Used Filters

Some examples of commonly used filters

Written by Daniel Figueiredo
Updated over a week ago

The Sentiment Filter

Quickly find conversations with positive or negative sentiment

Written by Chris Jewitt
Updated over a week ago

The Complexity Filter

Filter out your most complex conversations

Written by Chris Jewitt
Updated over a week ago

Conversation Timeline

See the cadence of the conversation and skip to the best bits

Written by Chris Jewitt
Updated over a week ago

Phone Call Activity Indicator

Skip to the key parts of calls

Written by Chris Jewitt
Updated over a week ago

Using Gifs and Emojis

Spice up your life/conversation reviews

Written by Chris Jewitt
Updated over a week ago

Root Causes

Identifying Root Causes of negative feedback

Written by Chris Jewitt
Updated over a week ago

Using Comment Hashtags

Use tags to record trends and save things for later

Written by Chris Jewitt
Updated over a week ago

My Received Reviews Overview

Written by Chris Jewitt
Updated over a week ago

How to dispute a review

Written by Daniel Figueiredo
Updated over a week ago

My Given Reviews Overview

Written by Chris Jewitt
Updated over a week ago

Pins for Coaching

Pin your 1:1 and coaching notes directly in Klaus

Written by Chris Jewitt
Updated over a week ago

Quizzes

Help your agents to brush up on their knowledge

Written by Chris Jewitt
Updated over a week ago

SSO/SAML Integration

Written by Chris Jewitt
Updated over a week ago

Advanced security settings for help desk connections

Written by Daniel Figueiredo
Updated over a week ago

Roles and permissions

Written by Medea
Updated this week

Managing Account Settings

Written by Daniel Figueiredo
Updated over a week ago

Deleting your Account

Written by Chris Jewitt
Updated over a week ago

Receiving Notifications in Slack

Written by Diogo Costa
Updated over a week ago

Default Reviewee Logic

Deciding how Klaus should choose who is the default reviewee

Written by Chris Jewitt
Updated this week

Comparing Workspaces

Compare your teams' data across different Workspaces

Written by Dajana
Updated over a week ago

Setting a Threshold

Written by Chris Jewitt
Updated over a week ago

Managing Users and Workspaces

Written by Chris Jewitt
Updated over a week ago

Deleting a Workspace

Written by Chris Jewitt
Updated over a week ago

Assignments

Automatically assign conversations to your Reviewers

Written by Chris Jewitt
Updated this week

Using the Browser Extension

How to review from within a tool

Written by Daniel Figueiredo
Updated over a week ago

Setting up the Browser Extension

Getting the extension up and running

Written by Daniel Figueiredo
Updated over a week ago

Reviewing Reviews with the Extension

Leave feedback for your reviewers

Written by Chris Jewitt
Updated over a week ago