Guides
Step-by-step guides for using Evalua effectively
Setting Up Knowledge Documents
Create effective Overview and Feedback documents
Writing Effective Context Documents
Provide company-wide business context for the AI
Reviewing Call Results
Read evaluations and clear the "To Review" queue
Who Should Read What
- Company Admins own Writing Effective Context Documents and may also create company-wide knowledge documents — see Setting Up Knowledge Documents
- Supervisors own workspace-level Setting Up Knowledge Documents and the supervisor portion of Reviewing Call Results — including marking "To Review" calls Pass / Fail
- Agents should focus on Reviewing Call Results to understand their feedback