Getting Started

First Time Login

1. Check your email for an invitation link from Evalua
2. Click the link and set your password
3. Log in to access your company or workspace

Where you land depends on your role:

• Company Admins — see the Company Dashboard
• Supervisors — see their workspace's Dashboard
• Agents — see their History

For Company Admins

Set Up Company-Level Knowledge

1. Go to Company Knowledge
2. Add Context Documents to give the AI business context — see Writing Effective Context Documents
3. Here you can also create company-wide Overview or Feedback documents that should apply across every workspace

Create Workspaces and Invite Users

1. Use Company Users to invite users (Company Admins, Supervisors, Agents, or Provisioned Agents)
2. Create workspaces for each team or queue, and assign users to them with the right workspace role

For Supervisors

Set Up Your Team

1. Go to Settings → Team inside your workspace
2. Add team users and assign workspace roles (Supervisor or Agent)
3. Set extensions for Agents so calls get attributed correctly

Configure Knowledge Documents

1. Navigate to the workspace Knowledge page
2. Create Overview and Feedback documents (see Setting Up Knowledge Documents)
3. Start with 5-10 core standards

Adjust Workspace Settings (Optional)

Go to Settings → General to configure minimum call duration, quality thresholds, and auto-evaluation. Company-wide Context Documents are managed by Company Admins on Company Knowledge; ask your admin if business context needs updating.

Start Reviewing

Check the Dashboard for an overview and the History page as calls come in. Calls in To Review status need a supervisor to mark them Review Pass or Review Fail — see Reviewing Call Results.

For Agents

1. Go to the History page to view your calls and evaluation results
2. Update your profile in Settings → Profile
3. Review feedback on each call to understand what went well and what to improve
4. Talk to your supervisor if any feedback is unclear

Next Steps