Finish setup

The six things a new workspace needs before it can score a conversation.

Use this when a workspace is new. Six things stand between it and its first score.

The six steps

Add your first client

The customer whose conversations you judge. Open Integrations, then Connect a platform, then Add a client.

Name the agent

The bot whose conversations get scored. The same form asks for it under Client. Nothing is scored without one.

Connect a platform

Where the conversations come from. One press of Connect creates all three: the client, the agent and the connection.

Get one conversation in

Paste the delivery address from the connection's own page into your platform. Or upload a history export under Setup, then Import.

Say what good looks like

Open Scoring quality, then What we check, then Say what good looks like. It closes when you promote a version.

Say where alerts go

Open Setup, then Where alerts go. Without a destination, nothing tells you when quality drops.

The row in the left rail

A row under Setup counts how many steps are open. It goes once all six are done.

A finished step can open again

Nothing is stored as done. Each step is measured when you open the page, so deleting the connection brings its row back.

Three more, and none of them block

• Invite a teammate. A manager who only reads costs nothing.
• Import your history, so a score has conversations behind it.
• Choose how long transcripts live, and what share gets the slower rules.