Customer review

Customer Launch Readout

Every self-service call in Period B, compared with Period A.
Period B: 2026-01-19 to 2026-02-01
Calls reviewed: 864
Period A: 2026-01-05 to 2026-01-18
Reviewer: [name]
Generated: [date]
Demonstration template · Synthetic data and placeholder names.
Scored a 4 or higher
68.6%
593 of 864 self-service calls reviewed in Period B scored a 4 or higher on the 1 to 5 call score. Period A: 539 of 807, 66.8%.
Score Distribution
Scored 5
211
211 of 864, 24.4% of scored calls. Period A: 163.
Scored 4
382
382 of 864, 44.2% of scored calls. Period A: 376.
Scored 3
193
193 of 864, 22.3% of scored calls. Period A: 182.
Scored 2
63
63 of 864, 7.3% of scored calls. Period A: 69.
Scored 1
15
15 of 864, 1.7% of scored calls. Period A: 17.

Summary of the Period

The date-of-birth fallback went live at the start of Period B. Transfers after failed identification fell from 66 to 34. Completion improved to 65.9%, while rescheduling and system errors need further review.

The scheduling rule transferred 46 reschedule requests after successful identification.

Comparison with Period A

MeasurePeriod APeriod BChange
Self-service calls reviewed807864+57
Scored a 4 or higher539 (66.8%)593 (68.6%)+1.8 pts
Average call score3.743.82+0.08
Completed and contained463 (57.4%)529 (61.2%)+3.8 pts
Completed and transferred3640+4
Attempted and transferred254240-14
Hung up during self-service5455+1
Transfers because the caller could not be identified6634-32
Results by Function
CancelCompletion 73.9% Standard 80%
Period APeriod BChange
Intents184153-31
Completed and contained113106-7
Completed and transferred87-1
Attempted and transferred5429-25
Hung up during self-service911+2
Completion65.8% (121 of 184)73.9% (113 of 153)+8.1 pts
RescheduleCompletion 43.6% Standard 80%
Period APeriod BChange
Intents139156+17
Completed and contained5761+4
Completed and transferred67+1
Attempted and transferred6980+11
Hung up during self-service78+1
Completion45.3% (63 of 139)43.6% (68 of 156)-1.7 pts
ConfirmCompletion 86.8% Standard 80%
Period APeriod BChange
Intents242304+62
Completed and contained186246+60
Completed and transferred1218+6
Attempted and transferred3123-8
Hung up during self-service1317+4
Completion81.8% (198 of 242)86.8% (264 of 304)+5.0 pts

Showcase: Calls Scored 5

Patterns with calls scored 5211 calls 24.4% of scored calls
Confirmed the appointment and answered an arrival-time question in the same call96 calls

The caller confirmed and asked when to arrive. The agent answered both and ended the call.

Period A: 59 calls. Period B: 96.

[date] | [location] | score 5
Confirmed Thursday and asked how early to arrive.
Additional Call Example
[date] | [location] | score 5
Confirmed and asked about parking.
Canceled, or took a new time instead of canceling, in one call42 calls

The caller asked to cancel, was offered a new time first, and either took it or completed the cancel.

Period A: 44 calls. Period B: 42.

[date] | [location] | score 5
Asked to cancel, accepted Friday morning instead.
Additional Call Example
[date] | [location] | score 5
Canceled Monday in one exchange.
Answered the question and ended the call cleanly32 calls

The caller asked a question the agent is built to answer and the agent answered it in one turn.

Period A: 29 calls. Period B: 32.

[date] | [location] | score 5
Asked for the office address and got it in one turn.
Additional Call Example
[date] | [location] | score 5
Asked about a form and was told what to bring.
Rescheduled on the first offered time28 calls

The caller asked to move the appointment, took the first time offered, and heard the new time read back.

Period A: 23 calls. Period B: 28.

[date] | [location] | score 5
Moved an appointment to the following week on the first offer.
Additional Call Example
[date] | [location] | score 5
Rescheduled to an afternoon slot in one exchange.
Booked a new appointment on the first offered time13 calls

The caller asked for a new appointment, took the first time offered, and heard it read back.

Period A: 8 calls. Period B: 13.

[date] | [location] | score 5
Booked a new visit for the next week on the first offer.
Additional Call Example
[date] | [location] | score 5
Took the first morning time offered.
211 of the 529 completed-and-contained calls scored a 5. 318 scored a 4 or a 3.

Issue Spotlight

Patterns with a call scored 1 or 278 calls 9.0% of scored calls
Opening prompt repeated after the caller had already answered28 calls 3.2% of scored calls

The caller stated the request, the agent played the opening prompt again, and the caller hung up or asked for a person.

Period A: 31 calls. Period B: 28.

[date] | [location] | score 2
Said reschedule, heard the opening prompt again, and hung up.
Additional Call Example
[date] | [location] | score 1
Asked to confirm, heard the opening prompt a second time, and asked for a person.
Date of birth given across two turns was not captured23 calls 2.7% of scored calls

The caller gave the month and day, paused, then gave the year. The agent treated the first part as the whole date, asked for the full date again, and transferred after the second attempt.

Period A: 35 calls. Period B: 23.

[date] | [location] | score 2
Asked to cancel and gave the birth date in two parts; transferred after the second attempt.
Additional Call Example
[date] | [location] | score 1
Gave the year after a pause; the agent asked for the full date again and the caller asked for a person.
Agent offered a time it could not book, then withdrew it14 calls 1.6% of scored calls

The agent offered a time, the caller accepted it, and the booking failed. The agent withdrew the time and transferred, or the caller hung up.

Period A: 12 calls. Period B: 14.

[date] | [location] | score 2
Accepted a Tuesday afternoon time; the booking failed and the call transferred.
Additional Call Example
[date] | [location] | score 1
Accepted the first offered time, heard it was no longer available, and asked for a person.
Appointment not found after a successful authentication9 calls 1.0% of scored calls

Authentication succeeded and the lookup returned no appointment, or returned an error. The caller then described an appointment.

Period A: 8 calls. Period B: 9.

[date] | [location] | score 2
Authenticated, then was told no appointment was found; transferred to the front desk.
Additional Call Example
[date] | [location] | score 1
Confirmed the phone number and date of birth, heard no appointment, and hung up.
Error on a question the agent answers every day4 calls 0.5% of scored calls

The caller asked a question the agent is built to answer and the agent returned an error instead. The call transferred or the caller hung up.

Period A: 0 calls. Period B: 4.

[date] | [location] | score 2
Asked for the address and heard an error message; transferred.
Additional Call Example
[date] | [location] | score 1
Asked about hours, heard an error, and hung up.
Patterns scored 3193 calls 22.3% of scored calls
Asked for a person after the request had been understood50 calls 5.8% of scored calls

The agent understood the request and started the task. The caller then asked for a person before the task finished, or hung up after repeating the request once.

Period A: 33 calls. Period B: 50.

[date] | [location] | score 3
Asked to cancel, repeated it once, then asked for a person.
Additional Call Example
[date] | [location] | score 3
Started a reschedule and asked for a person before choosing a time.
Transferred by the scheduling rule after a full authentication36 calls 4.2% of scored calls

The caller authenticated in full, asked for a change the rule does not allow the agent to make, and the rule transferred the call.

Period A: 40 calls. Period B: 36.

[date] | [location] | score 3
Authenticated, asked to move an appointment inside the window, and was transferred.
Additional Call Example
[date] | [location] | score 3
Authenticated and asked to reschedule; the rule transferred the call.
Caller repeated the phone number more than once33 calls 3.8% of scored calls

The phone number was captured on the third attempt. The call completed after that.

Period A: 29 calls. Period B: 33.

[date] | [location] | score 3
Repeated the phone number twice, then confirmed the appointment.
Additional Call Example
[date] | [location] | score 3
Repeated the number twice; the cancel completed.
Appointment read back twice before the caller could confirm28 calls 3.2% of scored calls

The agent read the appointment back, did not register the caller's yes, and read it back again. The call completed on the second confirmation.

Period A: 22 calls. Period B: 28.

[date] | [location] | score 3
Heard the appointment read back twice, then confirmed it.
Additional Call Example
[date] | [location] | score 3
Said yes twice before the cancel posted.
Question answered after the caller repeated it11 calls 1.3% of scored calls

The agent did not catch the question the first time. The caller asked it again and the agent answered it.

Period A: 7 calls. Period B: 11.

[date] | [location] | score 3
Asked for the address twice before the agent read it out.
Additional Call Example
[date] | [location] | score 3
Repeated the hours question once, then got the answer.
Hours question not recognized after two attempts10 calls 1.2% of scored calls

The caller asked about hours in a form the agent did not recognize twice. The caller then asked for a person, or hung up.

Period A: 6 calls. Period B: 10.

[date] | [location] | score 3
Asked whether the office was open Saturday; asked for a person after the second attempt.
Additional Call Example
[date] | [location] | score 3
Asked what time the office closes, repeated it, and hung up.
Could not be identified after the allowed attempts and transferred9 calls 1.0% of scored calls

Neither the phone number nor the date of birth matched a record within the allowed attempts. The agent transferred after the caller had tried each once.

Period A: 26 calls. Period B: 9.

[date] | [location] | score 3
Gave a phone number and a date of birth, neither matched, and was transferred.
Additional Call Example
[date] | [location] | score 3
Could not be matched after two attempts and reached a person.
Asked for a time at a location where scheduling is not live8 calls 0.9% of scored calls

The caller asked for a new or changed appointment time at a location where scheduling is not live. The agent transferred after the caller had named the location.

Period A: 11 calls. Period B: 8.

[date] | [location] | score 3
Asked for a new appointment at a location that is not live and was transferred.
Additional Call Example
[date] | [location] | score 3
Named the location, then reached a person.
Error transferred the call on the first attempt8 calls 0.9% of scored calls

The agent returned an error on the first attempt and transferred without a retry.

Period A: 8 calls. Period B: 8.

[date] | [location] | score 3
Authenticated, heard an apology, and was transferred.
Additional Call Example
[date] | [location] | score 3
Asked for the office hours, heard an error, and was transferred.

Looking Ahead

Working now
  • Calls that reached a person because the caller could not be identified went from 66 to 34. The date-of-birth option was live from 2026-01-19, the first day of Period B.
  • Confirm completed 264 of 304, 86.8%, above the 80% standard.
  • 42 cancel calls scored a 5, against 44 in Period A.
Monitor next
  • Appointment not found after a successful authentication: 9 calls, against 8.
  • Appointment read back twice before the caller could confirm: 28 calls, against 22.
  • Calls that reached a person because of an error: 31, against 20.