Get started with Quality AI

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This page walks you through the steps to set up and start using Quality AI.

Prerequisites

The following steps ensure you can access Quality AI:

  1. Enable Contact Center AI Insights for your project and ensure you have access to the Contact Center AI Insights API.
  2. Enable Dialogflow runtime integration.

Use Quality AI

  1. Open Contact Center AI Platform and select your project where Contact Center AI Insights is enabled.
  2. Click Insights > Quality AI.

Make a scorecard

You can create different scorecards for different business units.

  1. Click Scorecards > + Add Question.
  2. Enter questions to evaluate agent performance, an abbreviation, a number for ordering, and an optional tag. For each question, you can select one of the three tags: business, customer, or compliance.

    Example

    Question: Did the agent understand the customer's needs by asking thoughtful questions throughout the conversation?

    Abbreviation: Thoughtful questions

    Number: 5

    Tag: Customer

  3. Add instructions to define the interpretation of each answer choice.

    Example

    Instructions:

    Yes: The agent asked thoughtful questions. OR The agent demonstrated active reading skills.

    No: The agent did not ask thoughtful questions. The customer had to repeat themselves multiple times due to the agent's lack of understanding toward the customer's needs. The agent only asked necessary questions, such as their zip code or product name.

    NA: Unable to ask questions. The interaction was for transfer or was a non-sales related interaction.

  4. Select an answer type, enter the answer choices and their corresponding scores, and check the box to include N/A. Click + Add answer choice to include additional answer choices and their scores.

    Example

    Answer type: Yes/No

    Answer choice and score: Yes 1, No 0

    check_box Add 'N/A' (not available) as an answer choice. If selected, the question will not be included in the total score calculation.

  5. Click Save.

Train the model

  1. Upload training sample data. Training samples consist of conversations and associated questions along with expected answers.
  2. Click Train to initiate model training.