Rubrics

The Rubrics page lets you manage scoring criteria and rubric-selection logic for calls and documents.

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Rubrics Overview

When you open the Rubrics page, you’ll see:

1. A Rubrics tab for managing rubric templates
2. A Rubric Rules tab for automatic rubric selection
3. A Calls/Documents selector in the top right

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Rubrics Tab

Use this tab to create, edit, activate, and duplicate rubrics.

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What You See in the Rubrics Tab

If no default rubric is selected, the page shows a warning because scoring can fail when rules do not match.

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Creating a Rubric

1. Click Create New Rubric
2. Enter a rubric name
3. In the Metrics tab, click Add Metric
4. For each metric, enter:
   • Metric Name
   • Points
   • True Condition (required)
5. Repeat until total metric points equal 100
6. (Optional) Open the Advanced tab and add tags, instructions, or exemptions
7. Click Create Rubric
8. Choose whether to set it as the default rubric in the prompt after save

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Editing a Rubric

1. Find the rubric in the table and click Edit (or open detail view first)
2. Update fields in Metrics or Advanced
3. Click Save Changes
4. Confirm default rubric update if prompted

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Building Metrics

Inside each metric card:

• True Condition is required
• False Condition is optional and hidden by default (you can add it when needed)
• Additional Instruction can be attached from the instruction list (if configured)

Metric rules enforced by the form:

• Total metric points must equal 100
• Metric names must be unique
• At least one metric is required

For call rubrics, each metric has an AI suggestion button, and the form also has an Audit button in the header. If you have 2 or more metrics, turn on Reorder to drag and reorder them.

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Advanced Section

Use this tab for optional rubric behavior:

• Post Call Tags: Auto-add tags to call metadata during scoring
• Additional Instructions: Create reusable instruction snippets for metrics
• Exemptions: Define conditions where normal scoring should not apply

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Working with Existing Rubrics

From rubric detail view, you can:

• Edit
• Duplicate
• Activate/Deactivate
• Delete (inactive rubrics only)

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Rubric Rules Tab

Use this tab to pick a rubric automatically based on metadata.

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Creating a Rule

1. Click Create New Rule
2. Enter a Rule Name
3. Select a Target Rubric (or No Grading)
4. Choose Conditions Required:
   • All (AND)
   • Any (OR)
5. Add one or more metadata conditions
6. Set rule active/inactive
7. Click Create Rule

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Managing Rules

Rules are shown in priority order. The first matching active rule is applied. You can also:

• Edit existing rules
• Delete rules
• Toggle whether inactive rules are shown in the list

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Switching Between Calls and Documents

Use the selector in the top right to switch between Calls and Documents. Both the Rubrics and Rubric Rules tabs update to the selected type.