Release Notes | Talkdesk Quality Management

Talkdesk Quality Management™ provides proactive coaching to improve agent performance and increase customer satisfaction. Leverage intelligent monitoring and reporting features for a complete view of customer satisfaction and agent effectiveness. For more information, please visit our Quality Management documentation.



May 27, 2024

On Monday, May 27th , 2024, we will start deploying a new version of Talkdesk Quality Management, with the following new feature:



  • Edit mode for published forms: Quality management users can now edit their published forms without the need to duplicate them. This feature will provide users with an easier way to update their forms and keep the same name, if so desired. 
  • Preview mode for published forms: Quality Management users can now preview their published forms without needing to edit them. Under the More Actions (...) button, a new Preview option is now available. When Preview is clicked, it will open the form in Preview mode. 

To know more about these new features, check our Knowledge Base article.



May 23, 2024

On Thursday, May 23rd , 2024, we will start deploying a new version of Talkdesk Quality Management, with the following new feature:




  • “Random Sampling” dataset available in Explore Create: Customers with access to the Create functionality in Explore, will now be able to generate custom reports and dashboards based on Quality Management’s Random Sampling data. 
      • Users will be able to use evaluation data created by the sampling rules, as well as data from existing rules to create custom reports and dashboards.


May 20, 2024

On Monday, May 20th , 2024, we will start deploying a new version of Talkdesk Quality Management, with the following new feature:



  • Download Screen Recordings: It is now possible to download screen recording files of an interaction (audio will be in a separate file). Customers who have the Screen Recording solution will be able to choose between downloading the audio or the video recordings.


March 18, 2024

On Monday, March 18th, 2024, we will begin the rollout of a new version of Talkdesk Quality Management, with the following new feature:



  • Minimized Controls on the Advanced Player: From now on, when scrolling through the evaluation, the Advanced Player will collapse and keep only the control bar at the top of the page. Paired with the PiP (Picture-in-Picture) feature (coming soon), this intends to improve the view area of the form while keeping all the essential information accessible to the user.



October 30, 2023

On Monday, October 30th, 2023, we will release a new version of Talkdesk Quality Management, with the following new feature:


  • New Method to Create a Calibration Request:

Now, you can use the Create Calibration button [1] (Quality Management >“Calibrations” section) to start a Calibration. Alternatively, you can also click the Create a new calibration hyperlink [2], visible at the center of the page. 

For more information on this feature, please refer to the related Knowledge base article.


September 7, 2023

On Thursday, September 7th, 2023, we will release a new version of Talkdesk Quality Management, with the following new feature:


  • Reassign Evaluation: With this new feature, users that have the right permission will be able to reassign evaluations that have the “Draft”, “Review Request”, or “To do” statuses. This highly-requested feature allows team managers to choose a different evaluator to take over and finish incomplete evaluations.
        • Ownership of the evaluation will be shifted to the recipient of the reassignment.
        • Only evaluations in the above-mentioned statuses can be reassigned.
        • This capability can be enabled/disabled independently of role.

For more information on this feature, please refer to the related Knowledge base article.


  • QM Events in Builder integrations: With this new development, we are now able to make use of the most used relevant QM events within Builder integrations. 

At this time, the following events are available along with the most important metadata from each. For more information, please check the related Knowledge base article.

        • New submitted manual evaluation.
        • Review request.
        • Review request accepted and concluded.
        • Review request rejected.
        • New To-do assigned.



August 17, 2023 - Retention Policies

On Thursday, August 17th, 2023, Talkdesk will release a new version of Retention Policies. We are introducing the following enhancements:



  • Retention Policies by File Type: You can now set different retention policies per file type for Calls, Voicemails, and Screen Recordings.
  • Retention Policy Duration: For each file type, you can now define a granular duration of the policy, from one day to “never delete”.

For more information, please visit our Knowledge Base documentation.



June 29, 2023 

On Thursday, June 29th, 2023, we will release the following feature for Talkdesk Quality Management™:



  • Random Sampling details side panel:  Now, when users select a random sampling rule, a side panel appears. This panel contains more information regarding the selected rule, e.g. summary of the last run, the next run date, the rule goal, the name of the rule, and more.


March 21, 2023

On Tuesday, March 21st, 2023, we will release the following enhancement for Talkdesk Quality Management™:


  • Account time zone:  Currently, Quality Management (QM) uses the browser’s (user) time zone to show the time and date inside the application. From now on, the timestamps shown in QM will match the account’s timezone. When creating an evaluation, users will now get the time and date of the account time zone, which may vary from the submitters’, but will be common to all account users. This improvement solves issues where users that work from different time zones might be seeing different timestamps for the same evaluation. 


  • This enhancement will only be visible in accounts that have users in different time zones. 
  • Customers will see no change if the user is in the same time zone that is defined for the account.


February 23, 2023

On Thursday, February 23rd, 2023, we will release the following features and enhancements in Talkdesk Quality Management:



  • Coaching from Quality Management: Users who have both Quality Management (QM) and Performance Management™ applications enabled can now create coaching opportunities directly from within the QM application as they submit an evaluation. They will also be able to go directly from a “Coaching” opportunity or session to its linked QM evaluation.

  • Evaluator name filter and column: There is a new filter and column to sort evaluations by the name of the person who performed the evaluation.

  • Form name filter and column: There is a new filter and column to provide information and sort evaluations by the name of the form used. This filter can be used to group evaluations of a specific area, and, since the “Average Score”, as well as “Top” and “Bottom” skills reflect what is being filtered, this sorting option quickly gives visibility over a particular evaluation group.


  • Longer character limit on text areas:  The limit of characters for text areas (e.g., when requesting an evaluation review, inserting a reason to reject a review, and/or adding comments) are now increased to 10000 characters. 


November 8, 2022 

On Tuesday, November 8th, 2022, we will release a new feature for Talkdesk Quality Management™:



  • Configure questions as Optional: Users can now build forms and define questions as optional. When using the scorecard, evaluators can now skip certain questions and still be able to submit the evaluation:
    • Optional questions are not scored.
    • They are also available when doing a Calibration.
    • For customers with Talkdesk QM Assist™, the system will try to answer them. However, if there is no match, the result would still be an “AI Scored” evaluation, increasing the flexibility of the forms and types of questions used in AI evaluations.


October 28, 2022

On Friday, October 28th, 2022, we will release the following features and enhancements for Talkdesk Quality Management:



  • Evaluation filters: Users can now filter evaluations by “Activity type”, which includes the following:
    • All activity types
    • Voice:
      • Inbound call
      • Outbound call
      • Transferred call
    • Digital:
      • Inbound SMS
      • Outbound SMS
      • Chat
    • Other



  • Evaluation of transferred calls: Improvement to the evaluation of calls to now include the option of choosing any of the agents that were part of the interaction.

    • In the Activities section, users can now select any of the different sections of a transferred call and start an evaluation using the Talkdesk Quality Management™ application. This will create an evaluation of the agent that handled that section of the call. The player will still load the whole interaction for context.


August 31, 2022

On Wednesday, August 31st, 2022, we will release the following features and enhancements for Quality Management:



  • Creating manual evaluations of Talkdesk native SMS and Chat interactions: The Quality Management application can now be used to evaluate chat and SMS interactions that occurred using our native DCE solution.



  • “Create evaluation from…” feature:
    • Users can now start the evaluation of a Voice, Chat, or SMS interaction right from within the QM Application with only the “Interaction ID” identifier; QM will fetch all the information related to the interaction and load it automatically.
    • When creating an evaluation of an activity that occurred outside the Talkdesk platform, users will now be able to associate it with an Agent as well as assign it to a Queue/Ring Group to better control who has access to it.
    • The length of the URL/Reference can now go up to 2059 characters, allowing for more flexibility.



March 31, 2022 

On Thursday, March 31st, 2022, we will release the following features to Talkdesk Quality Management™.


  • Custom Headers: The Header feature allows users to add a header section on the top of the forms so that when performing an evaluation, the evaluator can add more context to the call/evaluation (if needed). The options added on the “Headers” tab will not be scored.
  • Branching option: The Add Branching option provides a way to build a form with optional questions that are shown when specific answers are selected.
  • Single and Multi-select dropdown: The new dropdown question type provides the ability to add up to 600 options in a dropdown that can be configured to accept single or multiple-choice answers. This dropdown also incorporates a search option and the ability to sort in alphabetical order, if desired.
  • Percentage-based Random Sampling: With this option, the configuration of a Random Sample rule can now be configured to use a percentage of the calls to be picked to be evaluated.
  • “Delete by” configuration for Random Sampling: To keep the workload organized and clean, we’ve added an optional configuration that allows defining a date to delete the “To-do” evaluations created using the Random Sampling rule, in case they haven’t been completed by an evaluator at that time.


December 17, 2021

On Friday, December 17th, 2021, we will release the following feature and enhancement to Talkdesk Quality Management™.


  • Call Calibration: A new feature has been added to Talkdesk Quality Management™, providing a way for the Administrator to create a calibration where multiple evaluators can be assigned to evaluate the same call, and then, compare the results. The  “Calibrations” feature is available on the side panel of the Quality Management application. 


  • Roles and Permissions: Creation of a specific “Quality Management” section on the Roles and Permissions applications. The Administrator can now find this new section under Admin > Roles and Permissions tab, where it is possible to directly manage the application permissions.


December 15, 2021

On Wednesday, December 15th, 2021, we will release the following enhancement to Talkdesk Quality Management™.



  • Screen Recording: The Screen Recording feature, already available for Callbar, is being added to the Conversations app (Desktop App version only) for customers that already have the feature enabled for Callbar, and no further action is needed.


May 20, 2021 - Talkdesk Screen Recording

On Thursday, May 20th, 2021, we will release the following to Talkdesk Screen Recording:



  • Recordings: We are continually enhancing our screen recording service. In this release, we’ve implemented a set of fixes that will reduce the occurrence of failed recordings.


November 30, 2020 - Screen Recording

On Monday, November 30th, 2020, we will release Screen Recording in Talkdesk Quality Management™.


What's Included

Screen Recording allows you to access a full view of the agent’s desktop activity while handling phone calls in Callbar, to ensure high-quality customer experiences and procedural compliance.

These are the main features:

  • Multi-monitor recording.
  • Coaching feedback on the recording.
  • Synchronized playback of audio and screens.


How to Install Screen Recording

Having QM in your account is a prerequisite for accessing Screen Recording.

If you wish to install and start using QM and/or Screen Recording, please contact Talkdesk.


October 30, 2020

On Friday, October 30th, 2020, we will release Talkdesk® Quality Management™.

Quality Management (QM) is an application that allows you to evaluate calls and other interactions from a single, intuitive user interface that can be accessed within your Talkdesk account.

The multi-channel evaluation flow provides a streamlined quality management process that leverages a quick rating system for phone and digital channels.


What's Included

The app's dashboard consists of two main areas: Forms and Evaluations.

This release of the app will include the following main features:

  • Form Builder to create custom scoring forms;
  • Advanced Player for reviewing and evaluating call recordings;
  • Coaching feedback that can be added to key moments in the call;
  • Ability to evaluate digital interactions;
  • Quick rating evaluation flow;
  • Automatic result calculation;
  • View of key quality metrics.
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