Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Support Agent OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We have curated a selection of OKR examples specifically for Customer Support Agent to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Customer Support Agent OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Customer Support Agent OKRs examples
You will find in the next section many different Customer Support Agent Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to improve customer support quality
ObjectiveImprove customer support quality
KRReduce average response time to customer inquiries by 20%
Regularly review and update customer inquiry response templates to ensure accuracy and effectiveness- Streamline the customer inquiry process by optimizing communication channels and eliminating unnecessary steps
- Implement a user-friendly chatbot to answer common customer inquiries instantly
- Train customer service agents to improve their efficiency and speed in responding to inquiries
- KRIncrease average customer satisfaction rating to 4.8 out of 5
- Implement targeted initiatives to address the identified areas of improvement
- Conduct a comprehensive survey to gather feedback from customers
- Analyze the survey results to identify areas of improvement and prioritize action
- Regularly monitor customer satisfaction metrics and adjust initiatives accordingly
- KRImplement a comprehensive training program for support staff to enhance product knowledge
- KRIncrease the first-call resolution rate to 90%
- Enhance communication channels for timely collaboration and knowledge sharing among agents
- Analyze customer feedback data to identify commonly recurring issues for targeted resolution strategies
- Improve documentation resources to provide agents with accurate and concise troubleshooting information
- Implement comprehensive agent training program for enhanced issue resolution skills
OKRs to enhance effectiveness and efficiency of T2 support agents
- ObjectiveEnhance effectiveness and efficiency of T2 support agents
- KRImprove customer satisfaction scores by 20% post-support interaction
- Regularly review and act upon customer feedback
- Train support staff in advanced customer service techniques
- Implement detailed post-support satisfaction surveys
- KRReduce average ticket resolution time by 15%
- Introduce productivity tools for speedier resolution
- Streamline ticket sorting and prioritizing process
- Implement regular training to improve team’s problem-solving skills
- KRIncrease percentage of issues resolved on first contact to 70%
- Regularly review and improve troubleshooting methods
- Develop clear guidelines for issue resolution
- Implement comprehensive training for customer service representatives
OKRs to gain comprehensive knowledge of the inventory platform
- ObjectiveGain comprehensive knowledge of the inventory platform
- KRSuccessfully implement five improvement suggestions based on platform understanding
- Oversee successful implementation of these improvements
- Develop five innovative solution strategies
- Analyze platform performance and identify areas of improvement
- KRComplete 20 hours of educational sessions focusing on inventory platform systems
- Identify suitable educational sessions on inventory platform systems
- Schedule and allocate time for 20 hours of learning
- Attend and complete all scheduled sessions
- KRAnswer accurately 90% of related queries about the inventory platform usage
- Create scripts and responses for frequent inquiries
- Study all features of the inventory platform thoroughly
- Engage in regular practice to improve retrieval speed
OKRs to enhance user satisfaction and engagement with our app
- ObjectiveEnhance user satisfaction and engagement with our app
- KRReduce average response time to user inquiries to under 24 hours through streamlined customer support
- Regularly analyze response time data to identify bottlenecks and implement process improvements
- Establish clear guidelines and documentation for resolving common user inquiries
- Train customer support agents to handle inquiries effectively and efficiently
- Implement a ticketing system for efficient tracking and prioritization of user inquiries
- KRIncrease user retention rate by 15% through personalized push notifications and enhanced features
- Continuously monitor and optimize push notification campaigns and feature updates for maximum effectiveness
- Develop and implement a comprehensive push notification strategy based on user insights
- Analyze user behavior to identify key preferences and interests for personalized push notifications
- Enhance user experience by adding new features and improving existing functionalities
- KRIncrease user reviews by 20% through targeted campaigns and incentivized prompts
- Use social media platforms to highlight positive user reviews and encourage others to share their experiences
- Create personalized email campaigns to request user reviews with compelling copy and visuals
- Offer exclusive incentives, such as discounts or freebies, for users who leave reviews
- Implement in-app prompts at strategic moments to remind and encourage users to submit reviews
- KRIncrease average app rating to 4.5 stars through user feedback and app improvements
OKRs to increase revenue through client acquisition using technology tools
- ObjectiveIncrease revenue through client acquisition using technology tools
- KRAchieve a customer satisfaction score of 90% through improved customer support and service
- Implement a customer feedback system to continuously gather insights and measure satisfaction
- Streamline customer support processes and reduce response time to ensure prompt resolution of issues
- Regularly analyze customer feedback data to identify trends, patterns, and areas of improvement
- Provide comprehensive training to customer support agents to enhance their communication and problem-solving skills
- KRIncrease website traffic by 20% through targeted digital marketing campaigns
- Conduct thorough keyword research to identify high-traffic and relevant search terms
- Utilize targeted online ads and promotions to attract specific demographics and increase conversions
- Optimize website content and meta tags to improve search engine visibility
- Create engaging blog posts and social media content to drive organic traffic
- KRImprove conversion rate by 15% through UX/UI optimization and A/B testing
- Implement responsive design to improve user experience across mobile and desktop devices
- Redesign landing page layout to emphasize key call-to-action elements
- Conduct A/B tests for different color schemes to determine optimal visual appeal
- Analyze user behavior and identify pain points in the current UX/UI design
- KRIncrease average transaction value by 10% through upselling and cross-selling strategies
- Implement personalized product recommendations based on customer preferences and buying history
- Train sales team on effective upselling and cross-selling techniques
- Increase visibility of high-margin products by promoting them at checkout or online
- Offer bundled packages at a discounted price to encourage larger purchases
Customer Support Agent OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Customer Support Agent OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to achieve an 80% first contact resolution (FCR) across all inboxes
- OKRs to enhance the Collection's audience engagement
- OKRs to enhance product value and user discovery speed
- OKRs to turn customers into advocates
- OKRs to enhance HR's strategic contribution to business success
- OKRs to accelerate service transformation through innovation and benchmarking