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FeaturesCoaching alerts

Coaching alerts: know the moment a rep needs your help.

Koachly flags reps who miss targets, drop call scores or hit a rough patch — before a bad week becomes a bad quarter.

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How it works

From first call to coaching insight — in minutes

  1. 01

    Set your alert rules

    Choose what triggers a notification: call score below a threshold, talk ratio imbalance, playbook compliance drop, or three consecutive calls below target. Rules apply team-wide or per rep.

  2. 02

    Koachly monitors every call

    Every call is scored against your playbook and measured against the alert rules. Koachly runs the check in the background — no manager action required.

  3. 03

    Alert lands in Slack or email

    When a rep triggers a rule, a notification lands in the manager's Slack channel or email inbox. The alert includes the rep name, the call, the score and the specific issue.

  4. 04

    Coach from the alert, not a playlist

    Each alert links directly to the call moment that triggered it — no scrubbing through a 45-minute recording to find the issue. Click the timestamp and start the coaching conversation.

Coaching alerts

Managers cannot listen to every call. Koachly listens to all of them and tells you which ones matter

Managers cannot listen to every call. Koachly listens to all of them and tells you which ones matter — with enough context to coach without listening first.

What is included

Everything coaching alerts ships with

  1. Score-based alerts

    Fire an alert when a call drops below a score threshold — configurable per team or per individual. Useful for identifying one-off bad calls and persistent underperformance.

  2. Trend-based alerts

    Three or more below-target calls in a row triggers a trend alert. Single bad calls get noted; declining trends get escalated. Pattern detection is automatic.

  3. Talk ratio alerts

    When a rep talks more than 70% of a call (configurable), Koachly flags it. Talk ratio is one of the strongest predictors of discovery quality.

  4. Slack and email delivery

    Alerts deliver to a Slack channel of your choice or to the manager's email — or both. Configure delivery per alert type in team settings.

  5. Playbook compliance drop

    When a rep's playbook compliance drops across three calls — fewer questions asked, skipped sections, missed objection handling — the alert surfaces the pattern before it becomes a habit.

  6. Per-rep or team-wide rules

    Set different alert thresholds for new hires and veterans. A three-month rep hitting 60 is different from a two-year rep hitting 60. Rules adapt to context.

FAQ

Questions about coaching alerts

Koachly supports four alert types: call score threshold (below X on any single call), trend (below X on three or more consecutive calls), talk ratio (rep spoke more than Y% of the call), and playbook compliance drop (compliance falls more than Z points from baseline). Each is configurable per rep or team-wide.

Alerts can be sent to a Slack channel (requires the Slack integration), the manager's email, or both. Configure delivery per alert type in the Notifications section of team settings.

Yes. Each rep can have alerts paused individually from the team settings page — for example, during onboarding or a leave period. Paused alerts are visible in the alert history so nothing is lost.

Reps see their own call scores and coaching reports but not the alert rules or which of their calls triggered a manager alert. This is intentional — the alert is a manager tool, not a performance management notification sent to the rep.

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