The complete QA workflow

Control the handoff from record to resolution.

QA Tracker connects the Meridian extension to a review workspace where your team can verify outcomes, protect human decisions, coordinate follow-up, and preserve evidence.

Open client loginView pricing
System workflowExtension → review
Review → action
01Meridian extensionScans and sends the current queue.Connected
02QA workspaceNormalizes, filters, and assigns review.Active
03Accountable outcomeRecords decisions and next actions.Verified
Capabilities

Every tool supports a specific QA decision.

No disconnected reports or copy-pasted lists. The workflow stays tied to the customer record from import through resolution.

SYNC / 01

Extension-powered intake

  • API tokens
  • Safe merges
  • Duplicate control

Connect the Meridian extension with a workspace token, scan the current queue, and merge updated records without losing QA notes or locked decisions.

REVIEW / 02

Structured quality review

  • Status filters
  • Usage checks
  • QA notes

Find the records that need attention, document the call outcome, and manually override a status when the reviewer has better evidence than the source system.

LOCK / 03

Decision protection

  • Manual locks
  • History
  • Release control

A saved QA decision remains authoritative during later extension syncs. Admins can release the lock when the source system should own the field again.

FOLLOW / 04

Controlled reminders

  • Dry run
  • Opt-outs
  • Duplicate skip

Preview each SMS batch before sending through Twilio. The workflow protects opted-out numbers and records what was sent for the current day.

PROOF / 05

Summaries and audit evidence

  • Daily archive
  • Roles
  • Audit trail

Archive daily notes by agent, separate Admin, Manager, and Agent access, and retain a clear record of important changes across the workspace.

Why it matters

Less reconstruction. More reliable QA.

Without a connected workflow

  • Records are retyped into separate trackers
  • Reviewer decisions disappear on refresh
  • Follow-up history lives in scattered notes
  • Access and accountability are unclear

With QA Tracker

  • The extension brings the live queue to QA
  • Manual decisions remain protected
  • Reminders and summaries stay attached
  • Roles and audit history show ownership