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How to Set Up and Configure Agent Highlights for Your Agents

Learn how to set up Agent Highlights so your agents can access their personalised feedback and insights faster

Joyc from Voyc avatar
Written by Joyc from Voyc
Updated yesterday

🚧 Feature is in beta and available on request

Beta means the feature is still being refined based on customer feedback, so small changes may occur as we improve it.

To get access, contact support@voyc.ai or your Voyc Account Executive.

What is Agent Highlights and Why Does it Matter?

Agent Highlights gives your team direct access to their own call feedback and performance insights, helping them learn, grow and stay engaged. Instead of waiting for one-on-one sessions or manual feedback rounds, agents can now review their own evaluations all within Voyc.

Here’s how it works: agents are invited to create their own Voyc accounts, giving them access to their own curated Voyc space. When a conversation includes an Agent Highlight workflow task, it can be released to the agent either when the task is assigned or once grading is complete, your choice. The agent can then view the conversation and respond directly to the feedback inside Voyc.

This creates a clear feedback loop between agent and manager. The two can discuss the feedback within the platform by leaving comments. Once the manager is satisfied, the Agent Highlight task is closed and the agent can no longer leave comments. Calls can remain visible indefinitely or only for a set period, depending on how access has been configured in your organisation.

In short, Agent Highlights makes coaching smoother, performance tracking easier and feedback loops faster across your organisation. It’s your shortcut to more confident agents and better customer conversations.

Setting Up Agent Highlights

Before your team can start using Agent Highlights, a few setup steps are needed. You’ll need to:

  • Configure which agents can access their feedback

  • Decide when conversations become visible

  • Update your workflows to include the Agent Highlight task.

Once completed, your agents will be able to log in, view their own evaluations and respond to coaching feedback directly in Voyc.

Accessing Agent Configuration Page

Setting up your organisation for Agent Highlights is done through the Agent settings tab:

  1. Navigate to Organisation Settings.

  2. Open the Agent tab.

  3. You will land on the default Manage Agent Users page.

This is where you’ll manage your agents' access to their Agent Highlights workspace and configure the conversations they can interact with.

You’ll see a list of your agents here (these names come from your uploaded calls). For each agent, you’ll find:

  • Agent: The name as it appears in your call uploads.

  • Email: Blank until you invite the agent by email.

  • Date Added: Populates once you invite the agent.

  • Status:

    • inactive - no agent has been invited.

    • invite sent - you’ve invited them, but they haven’t accepted their invite and created their account their account yet.

    • active - the agent has activated and logged into their Voyc account.

    • invite expired - the invite was sent but the agent failed to accept their invite and create an account within 3 days and the invite has expired.

At the end of each row, you’ll find action buttons to manage their access:

  • Invite - send an invite to create an account.

  • Uninvite - cancel an invite that hasn’t been accepted.

  • Resend Invite - resend an invite that has expired

  • Remove - remove an agent who already has an account.

Configuring Conversation Access

You can control when conversations become visible to your agents and how long they stay accessible.

  1. Navigate to your Organisation’s Settings then the Agent tab.

  2. Select the Agent Conversation Access tab.

  3. Choose when conversations are released to the agent: either When a task is assigned or When grading is complete.

  4. Decide how long conversations remain available: either Always or For a set period of time (days, hours and / or minutes) after the task was assigned or graded.

  5. When done, select Save Changes.

Setting Up Your Workflow to Include Agent Feedback

To enable your agents access to feedback through Agent Highlights, your workflow must include a specific Agent Highlights task. Without this task type, agents will be able to log in, but they won’t be able to view any feedback within Voyc.

Adding the Agent Highlights task creates a direct feedback channel between the agent and manager, allowing real-time collaboration and discussion on calls. This ensures that feedback isn’t one-sided and that both parties can engage before a call is closed.

💡 Tip: You can edit an active workflow directly, but this can disrupt operations if something goes wrong. It’s best to work on a copy and activate it once you’re satisfied. Click here to learn more about setting up Workflows.

Here’s how to add it:

  1. Go to the channel where you want to update the workflow and select Configurations → Workflows.

  2. Copy your active workflow by selecting the copy icon.

  3. Click Add Task.

  4. Give your task a name (for example: Agent Feedback), add any instructions and click Create.

  5. Position the task where you’d like it in the workflow. Drag the three dots at the top of the task to move it. This task must come after your call is evaluated.

  6. Open the task to edit it. Under Task Type, choose Agent Highlight. You can also set dependencies if needed.

  7. Once satisfied with the workflow, select Set to Published. Finally, activate it by choosing Set to Active.

❗ Important: The new workflow applies only to conversations where a workflow hasn’t yet started. Existing workflows continue to use the version that was active when Start Workflow was clicked.

This means that calls that have already started a workflow by selecting Start Workflow,

will not use your new workflow that contains the Agent Highlight task, it will use the version that was in place when the workflow was started.

Inviting Your Agents

You can invite agents one-by-one or all at once using a bulk import.

One-by-One

  1. Find the agent you want to invite.

  2. Click the Invite button at the end of their row.

  3. Enter their email address and click Invite.

  4. You’ll see a confirmation message once the invite has been sent. Select Close.

📝 Note: Agent invites will expire after 3 days of being sent, this includes weekends. For example, if you send an invite on a Friday at 5pm the invite will expire on Monday at 5pm.

Bulk Import

📝 Note: Bulk import is only available if your agent’s have the same email domain (the part after the @, e.g. mycompany.co.za). If your agents don’t share a domain, you will need to invite them individually or in smaller batches where each batch has the same domain. For example, all @gmail.coms in one upload, all @hotmail.coms in a second upload etc...

  1. At the top of your agent list, click Bulk Invite Agents.

  2. A pop-up will guide you to download a CSV template (you can also get it directly from the Manage Agent Users page by selecting Download Template).

  3. Open the CSV. You will notice that your unlinked agents have been pre-populated with your agent name. Delete any rows for agents you don’t want to invite.

  4. You can open the CSV using either Excel or Google Sheets, you should notice that it has split the information into columns for easy editing. Add the email addresses in the email column. You can then download the file as a CSV (comma separated) and upload it.

    If editing the document in CSV format, you need to add each agent’s email address into the CSV text, separated by a comma. Important: no extra spaces after the display name and don’t add a new column for emails. Example: Betty Davis,betty@myemail.com

  5. Back in Voyc, enter your company email Domain (the part after the @, e.g. mycompany.co.za). If your agents don’t share a domain, invite them individually or in small batches of matching domains, for example, all @gmail.coms in one upload, all @hotmail.coms in a second upload etc...

  6. Upload your edited CSV by selecting Upload CSV and choose the file.

  7. Select Upload to finish. You’ll see a green message informing you of the number of entries processing. You can Close the box.

💡 Tip: It may up to 10 minutes for agents to appear as invited. Refresh the agent list using the refresh icon to show the changes.

Managing Agent Access

Managing agent access ensures only the right people have access to the Voyc Agent Highlights platform. From this page, you can control invitations, revoke access and keep your Agent Highlights environment secure and organised.

At the end of each agent’s row, you’ll find action buttons that let you manage their connection to Voyc:

  • Invite - Send a new invite to an agent who hasn’t joined yet. This creates their Voyc account and gives them access to Agent Highlights.

  • Uninvite - Withdraw an invitation that hasn’t been accepted. Use this if you invited someone by mistake or they no longer need access.

  • Resend Invite - If an agent hasn’t activated their account within three days, their invitation expires. Select this option to send a fresh one and restart their setup process.

  • Remove - Revoke access from an agent who already has an account. This immediately prevents them from logging in or viewing feedback.

💡 Tip: It’s good practice to review your agent list regularly. Removing outdated users or resending expired invites keeps your system tidy and ensures that everyone who needs access has it.

The Agent Signup Experience

Once invited, agents receive an email from Voyc with a secure link to create their account.

Here’s what happens on their end:

  1. They open the invite email and click the secure link.

  2. They create a password.

  3. They enter their full name.

  4. They log in to their personal Agent Highlights account.

That’s it. Once logged in, they can access their released feedback directly in Agent Highlights.

💡 Tip: Read this article to learn more about the agent login process.

What’s Next?

🎉 Congratulations, Agent Highlights is now set up!

Your agents can now log in to their Voyc accounts, access their conversations and start engaging with their feedback directly.

To continue building on your setup, learn how to assign tasks and give feedback using Agent Highlights by reading this article:

The Gist

Agent Highlights transforms the way coaching happens in your organisation. By giving agents direct access to their own conversations and feedback, it creates a space for ongoing learning rather than once-off evaluations. Managers gain visibility, agents gain ownership and coaching becomes a two-way dialogue that drives measurable improvement.

Once set up, Agent Highlights keeps the feedback cycle alive and dynamic. It helps your team act on insights faster, communicate better and build a culture where improvement is continuous, not conditional.

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