Pathlight is a communication platform created to design the way you manage your performance. Frontline agents use Pathlight every day to turn data into actions that help them hit their most important goals, faster.
One of Pathlight's greatest features is that it has a robust mobile application to help you stay up to date, no matter where you are at. Within this article we will go over all the key features that are within the Pathlight Application (currently available on iOS and Android).
In this Pathlight Mobile App article, we will go over:
- Home Page
- Health Score
- Natural Language Summary
- Performance Insights
- Mini Goals
- Account Page
The Home Page shares some key features that you will want to explore. You will find your Health Score, Natural Language Summary, Performance Insights, Upcoming 1-on-1’s, and Tasks.
Your Health Score is a percentage that tells you how you are doing against your team’s high priority metrics. The closer to 100%, the better you are doing in reaching the goals your leaders have set for you.
Natural Language Summary
This gives you insight into how you are doing. You will be able to quickly understand where your strengths and opportunities lie as it relates to your recent performance.
Performance Insights act as your personal Pathlight assistant. They provide you with key metrics and the ability to quickly glance at how you are performing on each of your metrics. Looking deeper into metric details happens on a separate view and we will dive into that as we move through this guide.
The Inbox makes it easy to sort through your messages and connect with your manager and team on the go. You can simply search your inbox for specific messages, filter your messages, or review messages between you and frequent contacts.
Responding to messages sent within the mobile application allows all the same access as responding to messages from the desktop. You can review embedded metric details, add emoji responses, acknowledge when requested, and respond with a comment.
Another feature within the Pathlight inbox is Todo. Here, you will find any tasks that you, or others have assigned to you. It’s useful to add reminders to review training or policy updates. You can even assign tasks to others asking for them to review your metrics, check the evaluation of your most recent QA score, or any other responsibility that may need to be followed up on.
Review your completed tasks here as well, allowing you to stay on top of what has been done.
1-on-1s provide a structured space for you and your manager to stay connected. You can conveniently review your coaching, check out progress made toward goals, and work towards achieving excellent results while on the move.
Once your 1-on-1 has been set up by your manager, the 1-on-1s tab behaves like a folder for all meetings that occur between you and leadership (as well as team meetings and the like.) You can view upcoming 1-on-1s for this week or further out, as well as reflect back on previous 1-on-1s in the archive.
On the mobile dashboard you will find that you can access all of the performance data that you care about. You have access once more to your Health Score, Natural Language Summary, and furthermore you can dive into Metrics and Mini Goals. Since we’ve already jumped into what the Health Score and Natural Language Summary are, let’s dive in a bit further to Metrics and Mini Goals.
This is the default view of the dashboard.Here you will seek all of the metrics that have been tagged by your organization or group as High Priority. These are displayed as a default setting but you can look into specific paths by clicking on the path name to review metrics that may be important to you and your team specifically.
Digging deeper into your metric details is easy from this view. You simply click on the metric that you want to get more information about and a new page allows you to review the leaderboard, Mini Goals you may have associated with that metric, and the results that make up that particular metric. This view is great because the charts make it easy to understand at a quick glance how you and your team are performing. Those metrics in green are doing well, red indicate a trend in the wrong direction, and orange indicate a metric that has remained fairly static, with little to no change (either above or below goal).
The purpose of the Mini Goals section allows you to review all your shorter-term goals. Your organization likely has overall goals for the month for specific groups or teams, but Mini Goals can be specific to you and your team. Work with your manager to define what metrics require more action. You can track your progress towards those targets by working your way up (or down) to a certain point. If you are already meeting goals, you may want to give yourself a stretch goal and see how far you can excel!
What is also really exciting about this section is that you can check out the contests that your team may have ongoing. Competition is fun, and you can review the contest leaderboard here to see where you rank when it comes to leveling up towards a goal.
Access your Settings menu by selecting the gear icon in the upper right corner of the Home page.
These settings allow you to edit your profile and photo. You have the ability to add your mobile number, birthday, and interests to share with your team.
Notifications allow you to choose how you want to receive updates from the app. Choose email and mobile notification settings here by switching the toggle from blue to white. You also have the ability to receive notifications only during business hours, so you can choose whether to connect after hours to or not. Save your settings here and these will translate to the desktop version as well.
Alerts are triggers that you can set for specific metrics. Choose New Alert to select the metrics that you want to be notified about if it dips below a point, or exceeds a threshold.
Ask us a question here as well. This will lead you to search for articles within our Help Center or start a new conversation with us for support. As always, you can also email firstname.lastname@example.org if you choose to reach out that way as well.
We hope this was helpful! If you have any questions or need further assistance, please contact us at email@example.com.