CSQA FIELD GUIDE / WISMO

WISMO for Beginners

For your first WISMO task, do not change many settings: run defaults once, then adjust one item at a time.

Updated 2026-11-01About 3 minLocal test
Quick answer

For your first WISMO task, do not change many settings: run defaults once, then adjust one item at a time. Where is my order is a cost sink; solve it with proactive information.

Why it matters

Change one variable at a time so you know which setting matters.

Show latest tracking and exception reason on the order page.

Step by step

  1. Define QA goals and observable behaviors before building a giant scorecard.
  2. Stratify samples by shift, channel and risk so they represent real problems.
  3. Calibrate scoring boundaries before ranking or performance decisions.
  4. Attribute issues to knowledge, process, system or people before choosing fixes.

Common mistakes

  • Scoring without calibration makes managers incomparable.
  • Sampling only easy tickets biases the result.
  • Using QA as punishment makes agents hide context.
  • Looking only at CSAT while ignoring resolution and rework.

Checklist

  • Scorecard has behavioral anchors.
  • Sampling has stratification rules.
  • Calibration records disputed samples.
  • Issues have owners and review dates.

Key facts

  • Show latest tracking and exception reason on the order page.
  • Notify proactively on delays instead of waiting for contact.
  • Route logistics exception tags into the right queue.

FAQ

How do I start with WISMO?

For your first WISMO task, do not change many settings: run defaults once, then adjust one item at a time. Where is my order is a cost sink; solve it with proactive information.

How long does it take?

Usually 1-3 minutes; for intermittent issues, run 30 seconds and retest elsewhere.

Is data uploaded?

Runs locally and does not upload video/audio; extensions may still read the page.

Source: Shopify order tracking