What are Team Roll-Ups and the Rep report in coaching?
Download MarkdownBoth are AI-written coaching reports in the Coaching surface (https://app.closemagnet.com/coaching):
Both are AI-written coaching reports in the Coaching surface (https://app.closemagnet.com/coaching):
- Team Roll-Ups: ranks your reps by average score over Today, Yesterday, Last 7 days, Last 30 days, All time, or a custom range, and drills from the team down to one rep.
- Rep report: writes a coaching narrative for one employee across their calls over the window you pick.
Every run is kept as immutable history with its own stable ID, so generating a new report never overwrites an older one. Each tab lists its saved history, all-time and paged, and opening an entry reopens that exact snapshot.
Links to the app require your CloseMagnet login.
Related Articles
- Why did my new campaign not start dialing?New campaigns always save Paused, and they will not dial until you put them live with the Resume button at the top of the campaign.
- What are the three types of Voice AI campaign?One engine covers three campaign types, all created at https://app.closemagnet.com/campaigns:
- How do I create a Voice AI campaign?1. Go to https://app.closemagnet.com/campaigns and click New campaign (https://app.closemagnet.com/campaigns/new). If your plan has a campaign cap, the Campaigns list shows how many you have used (for example "2 of 5 used"). 2. Gi
- Which time zone does my campaign schedule use?Read the saved Schedule settings on the campaign before activating it. Review the timezone option, allowed days, daily window and optional run dates together; do not assume a schedule shown for your account is automatically the sa