AI agent for call center supervisors
Dispatcher Certification and Call Review Agent
Each dispatcher gets a fair, evidence-based call review and a certification that never lapses
What it does
Call quality reviews and certification renewals are often uneven: some dispatchers get reviewed often and others rarely. This agent picks a fair sample of calls for each dispatcher against the review form. It checks each call for the required protocol steps, such as address confirmation and the right questions in the right order, and scores them with the evidence quoted. If the evidence is unclear, such as poor audio, it returns the call for a second look and picks another. It also tracks each certification date and warns well before it ends. From the results it builds a short coaching plan per dispatcher. The supervisor approves all feedback before staff see it. Edge case: a dispatcher was on training status during the sample, so the agent applies the trainee form instead of the standard one.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Review cycle opens
- Pull the roster and certification dates
- Select a fair sample of calls per dispatcher
- Read the transcripts against the review form
- Is the evidence clear for every protocol point?If not: drop the unclear call, select another from the same period and rescore. Back to step 3.
- Score each call and quote the evidence
- Find patterns across at least three calls and match them to coaching topics
- Are any certification dates within 90 days?If not: recheck the roster for status changes and update the renewal list. Back to step 2.
- Draft the coaching plan and renewal reminders
- Supervisor approves feedback before staff see itThe agent waits here for your OK.
- Reviews and plans filed
How it decides
A call is scored only when the transcript or audio supports each point. Unclear calls are replaced, and a pattern needs at least three calls before it appears in a coaching plan.
- Sample at least 5 calls per dispatcher per cycle across shifts
- Use the trainee form for dispatchers on training status
- Replace a call when audio is unclear in more than 2 places
- Remind at 90, 60 and 30 days before certification ends
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Sample size per dispatcher (default 5)
- Reminder lead times (default 90, 60, 30 days)
- Review form and protocol steps
- How many calls make a pattern (default 3)
What keeps you in control
It always asks you first
- All feedback before it reaches staff
- Coaching plans
Hard limits
- Never share scores before supervisor approval
- Never score a call without quoting evidence
It stops when
- Done: reviews approved and renewal dates tracked
- Stop: recordings are not available for the period
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide