Coaching — 页面展示

prototype_version: V3.1 last_verified: 2026-06-15 source_screenshots: 09-coaching.png

Coaching 是 manager 的 review inbox。它不是完整 Calls 页替代品,而是把 AI 认为“值得辅导”的通话集中出来,让 manager 快速完成:浏览 → 听关键片段 → 看建议话术 → 留 note → 标记已读或归档。


通用控件

控件当前实现数据来源
TabActive / Archivedcoaching_reviews.status,没有 review row 时默认 active
日期范围全站 date range pickercalls.start_time,按 store timezone 转 reporting window
员工筛选All Staff + staff listcalls.staff_name
Read 状态All statuses / Unread / Readcoaching_reviews.read_at
Searchscenario、summary、电话、contact namecalls + contacts join

当前列表默认按 calls.start_time DESC 排序。


列表(左栏)

邮件式队列,每张 card 展示:

元素说明
Staffcalls.staff_name;为空显示 Unassigned staff
状态 pillUnread / Read / Archived
Contactcontact name、customer type、phone、call time
Coaching scenariocalls.practical_coaching_scenario,点击可跳到 coaching moment
快捷操作Mark read/unreadArchive/Unarchive

列表只收录真正有 coaching moment 的通话。API 会排除 No coaching moment identifiedNo coaching...Coaching skipped...Voicemail... 这类 sentinel。


Review 面板(右栏)

点击 card 后右栏打开 inspector:

区域内容
ActionsMark as Read / Unread、Archive / Unarchive、Remove
AudioCallAudioPlayer,可跳到 coaching timestamp
Call Summaryexecutive summary、category / outcome 等通话摘要
Coaching MomentAI 标出的具体辅导时刻、原话、建议替换话术、为什么更好
Notesmanager note,保存到 coaching_reviews.note
Transcript完整 transcript,并高亮 coaching moment 附近片段

Schema 支持状态

功能状态表 / 字段
Coaching 辅导内容已接线calls.practicalCoachingScenario, calls.practicalCoachingFeedback
Active / Archived / Removed已接线coaching_reviews.status
Read / Unread已接线coaching_reviews.readAt
Note已接线coaching_reviews.note
Remove from Coaching已接线coaching_reviews.status='removed',list API 默认排除
5 维度逐通话打分未实现V1 规划项;live schema 只有 scenario + feedback

Page Review Notes

从 owner 视角,Coaching 页真正要回答的是:“我今天应该拿哪通电话去 coach 哪个员工?我应该怎么 coach?” 现有数据已经能回答一部分,但信息呈现还可以继续强化:

问题现状页面评审关注点
优先级列表按时间倒序,没有 severity / business impact 排序是否需要按 churn risk、missed opportunity、member value、repeat pattern 排序
可行动性有建议话术,但缺少 manager coaching outcome是否要让 manager 记录 coached, scheduled, dismissed as not useful 这类结果
员工模式单通电话粒度强,跨员工趋势弱是否需要聚合“同一员工反复出现的 coaching theme”
业务影响没有直接把 coaching moment 关联到 cancellation save / booking lost / lead conversion是否要在 card 上暴露 outcome / revenue risk,而不是只显示 scenario

Cross-References