Every role sees performance for their own scope. Reviewing and approving the monthly analysis is for Administrator, Company Manager, Area Manager, and Unit Manager. Available on all plans. The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
See the Period’s Numbers
By default, the screen shows the scope and month chosen in the scope bar. Where it is: Scout > Desempenho (Scout > Performance).1
Open the screen
Go to Scout > Desempenho.
2
Read the signals
Check services, average first response time, and average service duration.
3
Filter by the chart
Click a bar in Atendimentos (Services) to narrow the period: one day, if the chart is daily, or a whole month, if it’s monthly.
A number without enough of a sample appears with a dash in place of the value.
Drill Down by Area, Unit, and Agent
The performance-by-level table only appears in team scopes: Company, Area, or Unit. In an agent’s scope, it disappears and gives way to only their analysis. Where it is: the table below the services chart.1
Choose a team scope
Select the Area or the Unit in the scope bar.
2
Read the row
Compare the equipe (team) score and the Tino score side by side, with the volume of evaluated conversations and the trend against the previous period.
3
Drill down a level
Click a row to take the scope bar to that Area, Unit, or agent.
The ação urgente (urgent action), em queda (declining), and destaque (highlight) badges call attention to rows outside the curve. A variation smaller than 0.1 shows as manteve (held steady).
Generate Scout’s Monthly Analysis
By default, a month’s analysis only exists after someone generates it. Where it is: the Análise da equipe (Team analysis) section (or Análise de (Analysis of) followed by the agent’s name), below the level table.1
Choose the month
If the filtered period spans more than one month, choose which one to analyze in the Mês (Month) selector.
2
Generate the analysis
Click Gerar análise (Generate analysis).
3
Confirm
In the notice that opens, confirm that generating it consumes AI credits.
You need at least 5 evaluated conversations in the scope to generate without a warning. Below that, the Gerar mesmo assim (Generate anyway) button allows generating with limited data.
Review and Approve the Analysis
1
Read the draft
Check the strengths, the areas to improve, and the suggested action plan.
2
Choose the path
Click Aprovar como está (Approve as is) to accept it directly, or Revisar e editar (Review and edit) to adjust the text.
3
Adjust the score if needed
While editing, fill in the adjusted score for the team or the agent and the justification for the adjustment. Leaving it blank keeps Scout’s score.
4
Save
Click Salvar e aprovar (Save and approve).
After it’s approved, you can click Reabrir para editar (Reopen to edit). Regerar com a IA (Regenerate with AI) replaces the draft with a new analysis and also consumes credits.
See What the Agent Receives
The agent themselves opens Scout > Desempenho and sees the same numbers and their own monthly analysis, in read-only mode, without the review or approval buttons. This includes the strengths, the areas to improve, and the action plan written for them.Download the Annual Report
In an Area, Unit, or agent, click Relatório anual (Annual report) to download a PDF with a block for each month analyzed and a summary of the year.In the whole-Company scope, choose an Area, Unit, or agent before generating the report.
Frequently Asked Questions
Why doesn't the performance-by-level table appear?
Why doesn't the performance-by-level table appear?
It only exists in team scopes: Company, Area, or Unit. In an agent’s scope, the screen shows their analysis, not a table.
Why can't I generate this month's analysis?
Why can't I generate this month's analysis?
The scope may have fewer than 5 evaluated conversations. Use Gerar mesmo assim or widen the period.
Can the agent generate their own analysis?
Can the agent generate their own analysis?