Evalua Docs

Workspaces

Isolated environments for managing call evaluations

A workspace is your team's environment in Evalua. Everything — team members, calls, quality criteria, settings, and evaluations — lives inside a workspace.

What a Workspace Contains

  • Team members with assigned roles (Supervisors, Agents, Provisioned Agents)
  • Calls recorded and transcribed from your phone system
  • Quality criteria documents that define your evaluation standards
  • Evaluations generated from analyzing calls against your criteria
  • Instructions providing business context for the AI evaluator
  • Settings like minimum call duration, quality thresholds, and auto-evaluation

Isolation

Each workspace is completely separate. Team members, calls, criteria, and settings in one workspace are not visible to another. This allows different teams or departments to operate independently with their own standards.

Workspace Settings

Supervisors can configure workspace-level settings in Settings → General:

  • Workspace Name — display name for the team
  • Minimum Duration — shortest call length to evaluate (filters accidental dials and brief connections)
  • Quality Thresholds — score ranges that determine Pass, Review, and Fail statuses
  • Auto Evaluate — toggle automatic evaluation of new calls on or off

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