FAQs: Automatic review scorecards

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Who can use this: Any team member

Available on: Enable Essentials, Enable

When a scorecard is set to automatic review, which calls are reviewed?  

New calls that match the call filters are automatically reviewed.  

Who in the call is automatically reviewed?

By default, automatic review scorecards only score the call host. You can edit your call participants filter to set it to review people who attended the call as well.

To choose which attendees are scored:

  1. Go to Coaching > Manage Scorecards.

  2. Click the 3 dots icon next to the relevant scorecard and select Edit.

  3. Click Edit filters.

  4. Click the drop-down under Call participants and select who should be scored in the call:

    • Hosted: The team member who hosts the call.

    • Attended: Team members who joined the call.

    • Invited: Team members who were invited to the call.

Filters for call participants showing options for hosted, attended, and invited statuses.

Can I automatically review past calls?

Yes, you can. Once you’ve set up a scorecard to review calls automatically, you can set it to review calls that occurred within the past 90 days. For more, see Automatically review past calls below.

Why is my scorecard loading slowly?  

Scorecards with many multi-select or single-select questions take longer to load, especially when the questions have many answer options. The more select-type questions and answer choices you include, the slower the scorecard will load.

Where can I view results of automatically reviewed calls?

To view scores from automatically reviewed calls, go to Insights > Team > Scorecards, locate the scorecard, and click Automatic.

Scorecard overview showing options for viewing all, manual, or automatic results.

Why does the AI sometimes give different results for the same input?

Sometimes, AI produces different outputs for identical inputs. This is expected and normal AI behavior.

Can one scorecard question reference another question?

Currently, references across questions isn’t supported, and will not function as expected.

How can I improve specific scorecard questions?

Click Improve question and Gong AI will suggest improvements for refining the scorecard question to get better results.