Workflows
Custom Evaluations
How to setup custom evaluations
You can setup and track a custom evaluation for your workflow creating a custom evaluation. The idea is to create a custom rubric to grade the conversation, and then track the results of that rubric over time to identify trends and issues.
After setting up your workflow. Headover to evaluations:
Then click “New Evaluation”:
Then follow the prompts to create your evaluation.
Remember you can always edit your evaluation later by clicking “All Evaluations” instead.