Build a QA scorecard
Define what a good conversation looks like: criteria, weights, auto-fail and instructions for the AI evaluator.
For: Supervisors and QA leadsSteps
- Go to MetriQA → Scorecards. Every workspace starts with a default Customer service scorecard.
- Open a scorecard, or select New scorecard (it starts with the default criteria).
- Use the language tabs to write the name and criterion labels in English, Bahasa Melayu and Chinese. Empty translations fall back to English.
- Under Applies to, choose the channels (cases, email, chat, calls, AI agents) and teams. Leave them empty to apply everywhere.
- For each criterion set the weight, turn on Auto-fail for must-pass rules (for example PDPA), and write the AI evaluation instructions.
- Select Save draft, then Publish version. New evaluations use the published version; past scores keep the version they were scored with.
Good to know
- A team-specific scorecard wins over a channel-specific one, which wins over a general one; then the higher priority.
- Write instructions as you would brief a new reviewer: what earns 100, and what lowers the score.
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