SalesLens Insights

5 Tips For Effective Management of Virtual Agents

Written by Oleg Matckevich | Jan 6, 2024 7:31:03 PM

Effective management of virtual agents is now more critical than ever. With an increasing number of businesses turning to virtual customer service, mastering this skill is crucial to ensuring a superior customer experience and achieving organizational success.

Here are the top 5 tips to manage virtual agents effectively:

  1. Set Clear Expectations: It’s crucial to be transparent about what you expect from your virtual agents. Specify your expectations, not just regarding their availability and response times, but also quality of service, handling of sensitive queries, and any company-specific policies.  
     
  2. Effective Communication: Communicate with your virtual agents regularly. Weekly meetings can be a time to resolve queries, share updates, and give recognition. Regular check-ins will ensure agents feel valued, contributing to their job satisfaction and boosting performance.  

  3. Monitor Performance: Use analytics tools to monitor the performance of your virtual agents closely. AI can now automatically screen every call in minutes and help you identify any areas where the agent might need extra support or training. 

  4. Regular Training: Provide your virtual agents with comprehensive onboarding and continuous training. This should include the troubleshooting common issues, and mastering soft skills such as communication and empathy. Contracts should mandate regular training updates. 

  5. Invest in the Right Tools: Provide your virtual team with the right tools they need to manage their work effectively. SalesLens platform can automatically evaluate calls, summarize them, and give instant feedback to the agent and their manager in real time!


While these steps can create an effective virtual agent team, managing the quality of their interactions also remains of paramount importance. Remember, these agents are often the first point of contact for your customers. Thus, to evaluate the quality of their calls, here are the top 7 questions you should consider (and SalesLens AI can help with this): 

  • Did the agent adhere to the script/guidelines for the call?
  • Was the agent courteous and professional throughout the call?
  • Did the agent convey a clear understanding of the customer's issue?
  • Did the agent actively listen to the client?
  • Did the agent offer a satisfactory resolution, or did they escalate the call if needed?
  • Did the agent close the call efficiently with a summary and a clear next step?  
  • Overall, was the customer satisfied with the call?


In conclusion, managing virtual agents successfully requires a unique blend of preparation, communication, monitoring, and effective use of resources.

Next-generation AI can help automate onboarding and training for your team, because it can quickly analyse all virtual agent calls in minutes!

By following these tips, you can ensure the maintenance of a high-performing team while delivering a better customer experience.