Create An Evaluation

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Advanced Builders as shown in the screenshot below.


  
Step 2: Click the Evaluation Builder option to continue.



Step 3: Click the Add Evaluation button.



Step 4: Enter the required evaluation details, including:

• Evaluation Name

• Video Link (optional)

• Evaluation Instructions

• Passing Score

• Number of Retakes Allowed

• Time Limit (minutes)

• Password (optional)

• User Type

• Categories

• Trigger: Status Change

• Status

• Status to Update When User Passes the Evaluation

• Status to Update When User Fails the Evaluation

• Notification Email Addresses

   

Step 5: After entering all the necessary information, click the Submit button.

Step 6: Click the wrench icon next to the newly created evaluation to add questions. 

Step 7: Click the Add Question button.

Step 8: Enter the question under the Question field.

Step 9: Select the Question Type as you want.

For demonstration purposes, we are selecting the Single choice option.

Step 10: Click the Add Option button.

Step 11: Add the option(s) as the answers for your question.

Step 12: Select the disqualifying answer if you want to. 

Step 13: Click the Create button to proceed.

The question will be added successfully to the evaluation. 

Repeat Steps 7–13 to add as many questions as needed.

Add questions with AI

Instead of entering each question by hand, you can have AI build them from a document or pasted text. This is helpful when you already have your questions written up, for example in a PDF or a competency checklist.

In the Questions area of your evaluation, click Add With AI, next to Add Question and Add Text Block.

In the Add Questions With AI window, choose Upload File or Paste Text. Uploaded files can be PDF, PNG, JPG, DOCX, or TXT.

Next, answer Does your document include an answer key? Choose Yes if your document already marks the correct answers, and the AI will mark the correct answer for each question from that key. The AI never decides a correct answer on its own, so choose No if there is no answer key.

Click Read Questions. The AI reads each question along with its type and options and shows them for you to review, so you can check them before they are added to the evaluation.

For the best results, use a clean document that contains only the relevant questions and answers in a clear format. You can also upload an image of your questions.

Now Its Your Turn

Select Evaluation Builder, add an evaluation, add a question, and open a profile to see if it has appeared.