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QA Audits Best Practices
QA Audits Best Practices
Updated over a year ago

What are QA Audits?

The QA Audit process seeks to ensure that QA reviews are accurate, up-to-date on company processes and have been completed with the latest product/company knowledge without bias or errors. There are a number of ways to ensure your organization can implement a QA Audit process that will best fit your needs. You can learn more about Agent Connect's QA Audit feature here.

Should you have a QA Audit team or a single QA Audit role?

Depending on your organization’s size, you may consider having a dedicated QA Audit team or singular role whose responsibility is to provide checks and balances on the reviews that your QA team conducts. The best candidate to consider for this team or role is someone who is familiar with the QA review process and has a good sense of your organization’s processes, policies and procedures.

In smaller organizations, it’s not uncommon to have a QA Auditor be someone from the QA team or for the QA team to QA Audit each others’ QA Reviews.

What is the best QA audit cadence?

For some organizations, it’s already difficult to allocate enough time to conduct QA Reviews. However, providing feedback to your QA team can be just as important and valuable as providing feedback to your frontline.

You don’t necessarily need to conduct QA Audits as often as you conduct QA Reviews. For example, if QA reviews on interactions are done on a daily basis, then you might consider a QA Audit process to be conducted on a weekly basis.

The closer/sooner your QA Audit process is conducted after a QA Review has been conducted, the fresher that QA Review context is for your QA team and the easier it is to have a conversation with the QA team about the QA Audit as the details are still fresh.

Setting up your QA Audit process

There are two ways an organization can approach the QA Audit process:

  • Auditing the QA Review

  • Evaluating the QA Reviewer

Auditing the QA Review

This is a process in which the QA Auditor will evaluate the original interaction between the customer and agent, without looking at the QA Review that was conducted. The scorecard utilized is the same exact scorecard that the QA Reviewer used to grade the original interaction.

The QA Auditor will grade the interaction and provide answer selections as well as comments in the scorecard. Once the QA Auditor has completed the QA review process, they will compare their answers and comments to the answers and comments that the QA Reviewer provided in the original QA Review. Any discrepancies or differences in answers are noted and tabulated and a follow-up discussion with the QA Reviewer can be scheduled to discuss the discrepancies.

Evaluating the QA Reviewer

This is a process in which a QA Auditor utilizes a scorecard with questions that examines the QA Reviewer’s review. Some example questions may be – If a Reviewer marked the agent as not having followed standard practice, did the Reviewer provide directions in their comment for what the agent should have done instead? Did the Reviewer practice fairness in their scoring? Did the Reviewer catch and correct any mistakes the Agent made in handling the interaction?

Similar to a QA Review, the questions and answer choices set up within the Audit scorecard can have point allocations set up. The intention behind this type of QA Audit is to provide direct feedback on that exact Reviews so there is a working example for the QA Reviewer to reference.

Get started today, with Agent Connect QA Audits!

There is no one-size-fits all approach to QA Audits. Each organization has its own unique set of needs and resources to build out their optimized process. Whichever process you employ, rest assured that Agent Connect is here to help facilitate that process for you and your organization!

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