Prepare for teammate 1:1s and performance reviews without pulling data manually. Fin Operator retrieves individual teammate metrics, flags outliers, and surfaces specific examples from real conversations — so your feedback is grounded in data, not gut feel.
What you can do
Pull teammate metrics — Get handle time, CSAT, resolution rate, and first response time for individual teammates or your whole team, over any date range.
Flag outliers — Ask Fin Operator to highlight which teammates are performing above or below average on a specific metric, so you know where to focus.
Surface coaching examples — Find specific conversations from a teammate's history that illustrate a pattern — positive or negative — so your feedback is tied to real examples, not impressions.
Example prompts
Start with these to pull the headline numbers:
"Pull [teammate]'s metrics for the last 30 days"
"Which teammates have the lowest CSAT this month?"
"Find me 3 conversations where [teammate] handled a frustrated customer well"
"Compare first response times across my team for last week"
"Who has the highest escalation rate this month, and what are they escalating?"
Then chain follow-up prompts to investigate further:
"Break down [teammate]'s conversations by topic — where did they spend most of their time?"
"Show me [teammate]'s CSAT broken down by topic — where did they perform best and worst?"
"Find the lowest-rated conversation for [teammate] in [topic] — what went wrong?"
"Compare [teammate]'s overall performance against the rest of the team"
Tips
Name the metric you care about upfront — "CSAT", "handle time", "escalation rate". The more specific your ask, the more targeted the results.
For coaching prep, describe the behavior you're looking for rather than just asking for "good" or "bad" conversations. "Conversations where a customer was frustrated but the teammate de-escalated well" returns more useful examples.
Combine metrics and examples in a single conversation — start with the numbers, then drill into specific conversations to build the full picture.
Chart controls
When you hover over any chart, three icons appear in the top-right corner:
Change chart type - switch between Counter, Line, Bar, Horizontal Bar, Area, Donut, and Table without editing the chart.
Expand - open the chart in a full-screen view for a closer look.
More options(:) - download the chart as a PNG image.
Changing the chart type from this menu is a view-only change and does not save to the report.
Note: Fin Operator works with aggregate data and trends across your workspace. It doesn't access individual customer records.
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