KnockDesk

use the coaching inbox

Work the talks in the inbox

You use the coaching inbox to pick the next action after scored talks, not to whisper at the door. Knockdesk is field sales software that lists required-step misses on a board: Needs review, Active, Awaiting evidence, Improved, and Escalation. An admin sees the organization. A sales manager sees the teams they lead.

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  1. 1Open Coach. Inbox is the first tab. Set Today, This week, or This month, or type From and To. Compare previous sits beside those windows.
  2. 2Narrow Teams or pick one rep. Empty teams means every team you can coach. The briefing names the card to open first.
  3. 3Open a Needs review card. The card shows the step, the script version, and Used of the counted sample. Choose next action, or See talks to hear the recordings.
  4. 4In Choose next action pick Learn and apply, Lesson only, Field practice, or Manager 1:1. Learn and apply and Field practice start at 5 later talks and 3 that should use the step. Both must be whole numbers of 1 or more, and the used count cannot exceed the talks checked.
  5. 5Learn and apply and Lesson only need a published lesson. Lesson only does not check later talks. Escalation cards offer Plan a 1:1.
  6. 6When later talks reach the number you set, enough uses move the card to Improved. Too few uses move it to Escalation.

The board

Where a case sits after you assign it

The inbox is empty until recorded talks are scored against the live script. If the window is quiet, pick a wider range or jump to the latest scored talks. A card is one rep, one script version, and one step.

Conversation score

Sample

Conversation analytics

Talk-to-listen1.4:1
Rep 58%Customer 42%

4m 12s

Speaking

38s

Silence

2

Speakers

  • Needs review

    Step misses nobody has acted on. Open the card and choose the next action.

  • Active

    A lesson or field practice is under way, with a due date when you set one.

  • Awaiting evidence

    The lesson is done. Later talks are being checked against the used count you set.

  • Improved

    The step showed up in later talks at the rate you asked for.

  • Escalation

    The step is still missing after the lesson. Plan a 1:1 with the rep.

Related

Keep going from here

FAQ

Frequently asked questions

Who can open the coaching inbox?

An admin or a sales manager. A field sales rep is sent to their own Coaching page, not this board.

Why is the inbox empty?

It fills when recorded talks are scored against the live script. Widen the window or jump to the latest scored talks.

What does Choose next action assign?

Learn and apply, Lesson only, Field practice, or Manager 1:1. The first two need a published lesson.

When does a case become Improved?

After the later talks you set are in, and enough of them use the step. Too few uses move it to Escalation.

Does the inbox coach during the door?

No. The board waits for scored talks. There is no whisper while the conversation is still going.

Pick the first case

Bring the miss you keep seeing.

Book a Walkthrough and we will open Inbox, assign Learn and apply, and set the later check. A free trial is not open.

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