Draft Documentation

This guide is currently in development. Content may be incomplete or subject to change.

~12 minutes

Operations & Evaluation Details

Browse individual evaluation records, review transcriptions, listen to audio playback, and understand AI classification results in detail.

Operations Grid

The Operations tab displays individual evaluation records. Each row represents one evaluated conversation.

Grid Columns:

ColumnDescription
ActionDetails button to open modal
StatusCompleted / Processing / Unprocessed
Critical ErrorYes/No indicator
Call StatusValid / Invalid
DateEvaluation date
TimeStart time of call
ScoreAverage evaluation score
DurationCall length (mm:ss)
Client IDCustomer identifier
ExecutiveAgent name
CampaignEngagement name
InteractionAudio file reference

Grid Features:

  • Sorting: Click column headers to sort
  • Filtering: Use column filters to narrow results
  • Valid Only Toggle: Button to show only valid calls
  • Pagination: 50 rows per page with navigation
  • Export: Download filtered data to Excel
Operations grid showing evaluation records with status badges

Active Filter Banner

When you navigate from the Dashboard using "View Operations", an active filter banner appears showing your current filter context.

Banner Features:

  • Filter Display: Shows which item triggered the filter (campaign, call center, or executive)
  • Additional Tags: Displays any additional filters applied
  • Clear Filter: Button to return to unfiltered view
  • Date Range: Shows the selected date range

Tip: The filter banner slides in with an animation when active. Click "Clear Filter" or navigate away to remove the filter context.

Operations tab with active filter banner showing campaign and date range

Screenshot coming soon

Evaluation Detail Modal

Click the "Details" button on any row to open the full evaluation detail modal. This provides complete information about the conversation and its AI evaluation.

Modal Sections:

Header

File name, status badge (Completed/Processing/Unprocessed)

AI Classification Card

Call validity, contact type, subtype, and evidence text

Audio Player

Play/pause, seek, time display for the conversation recording

Tabbed Content

Results, Transcription, Conclusion, and Questionnaire tabs

Evaluation detail modal with header, AI classification, and audio player

Screenshot coming soon

AI Classification

The AI Classification card shows the automated analysis of the conversation:

Call Status

ValidorInvalid- Whether the call meets quality criteria for evaluation.

Contact Type

Classification of who answered: Intended Person, Non-Intended Person, or No Contact.

Contact Subtype

More specific classification: Family member, wrong number, voicemail, etc.

Evidence

Text excerpt from the transcription that supports the classification.

Transcription Tab

The Transcription tab shows the full conversation text with speaker identification and interactive features.

Features:

  • Speaker Labels: Each phrase shows who spoke (Agent vs. Customer)
  • Timestamps: Clickable timestamps that seek the audio player
  • Duration: Length of each phrase
  • Confidence: Transcription confidence score

Interactive Audio: Click on any timestamp in the transcription to jump the audio player to that exact moment. This helps you verify specific parts of the conversation quickly.

Transcription tab with speaker labels and clickable timestamps

Screenshot coming soon

Conclusion & Questionnaire Tabs

Conclusion Tab

Shows the overall evaluation conclusion including:

  • General Conclusion: AI-generated summary of the evaluation
  • Critical Errors: Details about any critical errors detected
  • Error Explanation: Why specific errors were flagged

Questionnaire Tab

Displays measurement questions and AI-generated answers (if applicable):

  • Questions: Specific measurement criteria
  • Answers: Color-coded badges (Yes/No/Did not respond)
  • Evidence: Supporting quotes from the transcription
  • Applicability: Only shows items marked as "APLICA"

Conclusion and Questionnaire tabs showing evaluation results

Screenshot coming soon