Virtual Instructor-Led Training

Facilitator Guides and PowerPoint Decks

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Writing Efficient Summaries

This 60-minute course was created to train Virtual Agents on how to write time-efficient call summaries and decrease the time they spend writing summaries. This training also provides a space where participants collaborate at multiple points.

Tools used: Microsoft PowerPoint, Microsoft Word

Highlights:

  • Mentimeter activities at various points in the training to encourage participation, engagement, and collaboration.

  • Knowledge check questions to review the main points.

  • A small group discussion for participants to immediately brainstorm ideas and collaborate with colleagues.

  • An Airtable form for participants to reflect on what they learned and create a plan of action to decrease the time they spend writing summaries