Conversational Intelligence Terminology

QA Scorecard

A QA scorecard is a structured rubric used to assess customer interactions against defined behaviors and requirements, such as greeting, verification, problem diagnosis, resolution steps, empathy, accuracy, and required disclosures. Evaluators use the same criteria across calls to produce comparable scores and specific feedback.

Operationally, a scorecard creates a common definition of “good” performance, reduces reviewer-to-reviewer variation, and makes coaching more actionable. It also supports trend tracking over time, helps identify training needs and process gaps, and provides documentation for compliance and performance management.

Scorecards are typically calibrated across reviewers and updated when policies, products, or customer expectations change. Many teams pair overall scores with critical-fail items (for example, missing a required disclosure) to separate coaching opportunities from compliance risk.

Example:

A QA analyst reviews ten recorded support calls and scores each one on identity verification, accuracy of troubleshooting steps, and whether the agent read the required disclosure. The team uses the results to coach one agent on call control and to flag a script change because multiple agents missed the same compliance line.

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