Evaluation templates provide pre-built criteria for common call scenarios, allowing you to quickly analyze calls without building criteria from scratch. Follow these steps to use evaluation templates in Insight7.

Getting Started #

Step 1: Upload Calls and Navigate to Analysis #

1. Upload new calls to your Insight7 account, or
2. Go to Projects and select an existing project
3. Click Analyze to run a custom analysis

Step 2: Access Performance Evaluation #

1. Select Create Dashboards
2. Choose Performance Evaluation
3. Browse the available criteria templates

Step 3: Select the Right Template #

Review the template options and choose one that matches your call type and evaluation goals:

Some Common Template Categories:

• Quality Assurance
• Sales Call Evaluation
• Sales Discovery Performance
• Compliance Monitoring

Select the template that best aligns with your needs.

Step 4: Run Your Evaluation #

Once you’ve selected your template:

1. Review the criteria included in the template to ensure it fits your needs
2. Click Add Criteria to analyze your calls using the template
3. View results in scorecards, coaching insights, and performance dashboards

When to Use Templates vs. Custom Criteria #

Use Templates When:

• You’re evaluating common call types (sales, support, QA)
• You want to get started quickly without configuration
• Your evaluation needs align with industry standard criteria
• You’re new to call evaluation and want guidance

Customize Criteria When:

• You have unique evaluation requirements
• Your industry has specific compliance or quality standards
• You need to adjust weighting to match your priorities
• Templates don’t fully capture what matters to your organization

Tip: You can always start with a template and customize it later. See our guide on How To Create Custom Evaluation Criteria for details.

Viewing Your Results #

After running an evaluation with a template, you can:

• View individual scorecards with detailed performance breakdowns
• Access coaching tips based on evaluation results
• Track performance trends over time
• Filter and search assessments by agent, date, or score