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The AI-Assisted Agent Performance Workbook
Beyond traditional metrics: a practical toolkit for coaching, measuring, and improving AI-Assisted performance.
Six ready-to-use templates you can bring into your next coaching session or operations review.
Time: 15 minutes
Best for: Ops Managers, QA leaders, CX directors, Team leaders.
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Six templates, one operating rhythm
1. AI KPI Planning Worksheet
Define the business problem, the customer outcome, the operational KPI, and the agent behavior you expect to change.
2. AI Coaching Session Template
Turn real AI-assisted interactions into personalized, evidence-based development plans.
3. Performance Review Dashboard
Build your own current/target / trend view instead of starting from a completed template.
4. Monthly Review Agenda
An 8-point checklist that standardizes how operations meetings talk about AI performance.
5. Coaching Action Planner
Assign priority, owner, and deadline to every opportunity QA and coaching surface.
6. Performance Reporting Checklist
A 7-point check covering outcomes, efficiency, agent enablement, business impact, and coaching insights before you present to leadership.
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About this resource
This workbook is designed to support continuous operational improvement. Complete the KPI worksheet before launching new AI initiatives, then let the rest become routine.
Made by The Office Gurus
We help organizations unlock the full potential of AI through Experience Process Outsourcing (EPO), combining technology, skilled people, and operational expertise. Our GuruAssist solution equips agents with real-time guidance while giving leaders the insights they need to coach effectively and measure business impact.