00 · Header

Basic quality management and recording

Basic quality management and recording T9R03 RecordSearchFormReview
Illustrated scene for Basic quality management and recording. Original drawing, not a product screenshot.

T9-R03. Basic QM is recording plus evaluation. The existing QM column adds workflows, calibration, appeals, and live screen monitoring. [cite:3]

Reading 9 minWrittenStudy notes

01 · TL;DR

Five lines, then why it matters

  • Basic QM includes call recording, evaluation across voice and digital, search and playback, text search, screen recording, and evaluation forms. [cite:3]
  • Existing QM adds insights reporting, workflows, custom metadata, live screen monitoring, calibration, appeals, and HR or training tagging. [cite:3]
  • py6u9h names A-FLEX-WFO-NQM as a full QM SKU used by Performance Management, Enterprise Analytics, and Insights. [cite:4]
  • Calling recording retention in T2-R06 is a different article. This room does not copy those clocks onto WFO.

02 · Map

Basic QM is not the AI add-on

nmzg380’s quality package is recording and forms. nvtdfxk’s AI Quality Management is a later, paid add-on with its own SKUs. Keep the names apart. [cite:3] [cite:6]

03 · Core

What the opened pages say

Basic QM on nmzg380: call recording, evaluate contacts across voice and digital, view search playback and delete, text search in the body of a text, email, chat, or SMS, interaction contact details export, screen recording, create and edit evaluation forms, standard evaluation viewing, and contact import. [cite:3]

Table 1 says existing quality management is all of that plus interaction export, insights reporting, QM workflows, custom metadata, QM views, contact queue, live screen monitoring, evaluation calibration, evaluation appeal, and HR/training contact tagging. [cite:3]

py6u9h’s Performance Management row accepts full WFM, full QM, or the WFO bundle. The full QM name printed there is A-FLEX-WFO-NQM. [cite:4]

04 · Ecosystem

Ecosystem and sister technologies

Text search
Filters contacts based on text in a text, email, chat, or SMS body. [cite:3]
Screen recording
Captures agent screen activity alongside audio. [cite:3]
Evaluation form
Built and edited in Basic QM to match quality standards. [cite:3]
Calibration
Listed on the existing QM side of Table 1, not in the Basic column. [cite:3]
A-FLEX-WFO-NQM
The full QM SKU name printed on py6u9h. [cite:4]

Sister-technology matrix

SisterWhat the opened page supportsWhy it matters hereCite
AI Quality ManagementSeparate add-on A-FLEX-AI-QM or the bundle A-FLEX-AI-QMMB.Do not tell a basic QM buyer they already have automated evaluations.[cite:6]
Calling recordingT2-R06 quotes a different article for Webex and Dubber retention.Do not paste those clocks onto this WFO list.[cite:3]
Contact importBasic QM can bring in external contact data.That is not a CUCM migration.[cite:3]

Integration edges

FromToMechanismCite
RecordingEvaluation formBoth are in the Basic QM list.[cite:3]
Basic QMLive screen monitoringMonitoring is on the existing QM side.[cite:3]
Full QM SKUPerformance ManagementA-FLEX-WFO-NQM is one accepted minimum.[cite:4]

05 · Flow

Order of operations

  1. List Basic QM from Table 1 before you design a scorecard.
  2. If the ask is calibration or appeals, you are on the existing QM column.
  3. If the ask is automated AI scoring, leave this room and open T9-R04.

06 · Config

Clicks the articles print

  • The article says teams create and edit evaluation forms. It does not print the click path inside the WFO client. [cite:3]
  • The wfohelp.com pages it links were not opened.

07 · Limits

Limits the articles state

ItemValueSource
Live screen monitoringExisting QM, not the Basic column.[cite:3]
Evaluation appealExisting QM, not the Basic column.[cite:3]
AI automated evaluationsNot in the nmzg380 Basic QM list.[cite:3]

08 · Trouble

Trouble

SymptomWhat the article supportsDo thisCite
Calibration is missing on a basic orderTable 1 puts calibration on existing QM.Do not debug it as a playback bug.[cite:3]
Someone expects Auto CSAT from Basic QMAuto CSAT is described on the AI quality pages, not in this basic list.Open nvtdfxk.[cite:6]

09 · Self-question

Oral ladder

L1Name four Basic QM capabilities.

Call recording, screen recording, evaluation forms, text search. [cite:3]

L2Where does live screen monitoring sit?

Existing quality management, Table 1. [cite:3]

L3Which SKU string is full QM on py6u9h?

A-FLEX-WFO-NQM. [cite:4]

10 · Lab

Read it back

11 · Quiz

Quiz

Q1Check

Text search looks in what?

Answer

The body of a text, email, chat, or SMS message. [cite:3]

Q2Check

Is evaluation appeal a Basic QM feature on Table 1?

Answer

No. It is on the existing quality management side. [cite:3]

Q3Check

Full QM SKU printed for Performance Management?

Answer

A-FLEX-WFO-NQM, or full WFM, or the bundle. [cite:4]

12 · Audio

Read-along uses the page

13 · Interview

Oral-ready

30 seconds. Basic QM records and evaluates. Calibration, appeals, and live screen monitoring are on the existing QM list. [cite:3]

2 minutes. Text search, screen recording, contact import, and evaluation forms are basic. Insights reporting and workflows are not. Full QM’s printed SKU is A-FLEX-WFO-NQM. The AI add-on is a different purchase, in the next room. [cite:4] [cite:6]

14 · Citations

Ledger

Opened 2026-10. Mirrors cites/T9-R03.md.

  1. Basic WFM and QM Offerings on Webex WFO, help.webex article nmzg380, header August 13, 2025. Basic WFM and Basic QM. Forecasting across voice, digital, and back-office. MyTime, shift bidding, multi-skill scheduling, intraday, real-time adherence, and the QM table that compares Basic QM with existing QM.
  2. Webex WFO: Feature Specific SKUs, help.webex article py6u9h, header June 09, 2026. The article says it covers minimum required SKUs for Webex Contact Center Enterprise, Contact Center Enterprise, and Contact Center Express. Basic WFM and QM row: A-FLEX-WFO-NFMB, A-FLEX-WFO-NQMB, A-FLEX-WFO-CR, A-FLEX-WFO-NWFA, and the sentence that this SKU does not include the Real-time Adherence connector and Historical Data Connector.
  3. Get Started with AI Quality Management, help.webex article nvtdfxk, header July 24, 2026. Paid add-on. English only in the FAQ on that page. Auto CSAT and real-time transcriptions are included in the AI Quality Management SKU.

15 · Re-engineer later

Open

  • The WFO client click path for a form is not in nmzg380.

Sources and go deeper

Checked links were opened this month. A confirm row has no address because that page was not opened.

sources.json for this page.