Coaching, to the rep
The rep gets a direct message summarizing how they handled the call and where to sharpen. It is visible only to them, and each rep can turn their own coaching messages on or off from the integration page.Knowledge gaps, to a channel
Questions the knowledge base could not answer post to a channel you choose. From the message, anyone on the team can:- Propose an answer to the open question
- Approve and save it to the knowledge base as a battle card
- Dismiss it if it is not worth keeping
Connect
1
Authorize
In Settings → Integrations, choose Slack and approve the connection.
2
Pick a channel
Choose where knowledge gaps post. Coaching always goes directly to the rep.
Public channels work automatically. To post to a private channel, add Caspr to the channel first.