Agent Role
Access and capabilities for agents
Agents have limited access focused on viewing their own call performance inside a workspace.
What Agents Can Do
- View Call History: See your evaluated calls with summaries and dates
- Read Feedback: Understand why calls passed or failed
- Profile Settings: Update your name, password, and profile picture
What Agents Cannot Do
- View the Dashboard or team-wide statistics
- See full call transcripts (summaries only)
- View other agents' calls
- Edit knowledge documents, workspace settings, or Context Documents
- Delete or re-evaluate calls
- Mark "To Review" calls as Pass or Fail
- Add or remove team users
Extension Requirement
Agents require an extension number — it links your calls to your account. Contact your supervisor if your extension is incorrect.
Using Evalua as an Agent
- Check the History page regularly for new evaluations
- Read feedback on each call to understand what was met or missed
- Look for patterns in your performance
- Talk to your supervisor if feedback is unclear or you believe an evaluation is incorrect — they can re-evaluate the call after adjusting criteria