Increased workflow efficiency with Avoma AI Coaching Assistant

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Design

Manual & AI scorecards list view

Standard table component in Avoma is used for the Manual & AI scorecards list view. AI scorecards has an extra information which is "Auto-scoring rules"

1

Manual Scorecards

2

AI Scorecards

Create New Scorecards

Create new scorecards has 2 accordions for manual & 3 accordions for AI scorecards.

Manual: Scorecard info & Scorecards questions
AI: Scorecard info, Auto-scoring rules & Scorecards questions

Create new scorecards has 2 accordions for manual & 3 accordions for AI scorecards.

Manual: Scorecard info & Scorecards questions
AI: Scorecard info, Auto-scoring rules & Scorecards questions

1

Create Manual scorecards

2

Create AI scorecards

The difference between "Manual" & "AI" scorecards is that, AI scorecards are to auto-score conversations. So there will be "Rule Engine" to filter the conversations based on available filters for conversations. So there will be a section called "Auto-Scoring Rules". The Scorecard info & Questions section remains as it is

Also, in AI scorecards, there is option to import the questions in scorecards from a standard library having predefined answers.

Scorecards in conversations

Scorecards in conversations

Based on the purpose selected for manual scorecards & meeting participant, the member & scorecard can be by default selected to automate the selection process.
AI scorecards are always scored by AI automatically after the conversation transcript has processes

Based on the purpose selected for manual scorecards & meeting participant, the member & scorecard can be by default selected to automate the selection process.
AI scorecards are always scored by AI automatically after the conversation transcript has processes

1

Conversation scoring for Manual Scorecard

2

Post scoring

Here are more design options for past scoring, AI summary for AI scoring

Email Notifications

Email Notifications

1

Individual email

2

Bulk email

Dashboards: Step-by-step

Version 1

Feedback & Brainstorming

We are showing the same info on above cards I feel it does not make sense. We can show high level stats in the cards above like
1. Total number of evaluation forms (Show % of growth as compared to last week)
2. Average questions within each scorecard form

Q. Is this the score of the team the user belongs to? What will this look like if the user does not belong to any team what will this look like?  

It's a good idea to capture the time spent on coaching. Capture this time from the backend (Scoring + commenting) on the meeting. Also know how much time out customers are spending.

In the table below I feel we should add a few more things
1. Serial no
2. Scorecard form name || no of Questions (Hover to show the preview of the questions from this scorecard)
3. Total Conversations scored (Show help text: Conversations scored under that scorecard)
4. Average score (Show % of growth as compared to last week) (Show help text: Average score for that scorecard)
5. Name of Teams using the scorecard (show titles) (Sales, CS, etc)
6. Highest score (hover to show the meeting details and open in new tab CTA)
7. Last 5 scores +More (Where I can hover over each score for meeting details and hover over more to see the list view of 20 more meetings with scores)
8. Date Last Used

Version 2

Version 3

Final Dashboard Designs: Members Performance

1

Members Performance

1.1

Members Performance

> Inside Members

Members Performance

> Inside Members

1.1.1

Members Performance

> Inside Members

> Manual Scorecards

Members Performance

> Inside Members

> Manual Scorecards

1.1.2

Members Performance

> Inside Members
> AI Scorecards

Members Performance

> Inside Members
> AI Scorecards

Final Dashboard Designs: Scorecards Performance

1

Scorecards Performance

1.1

Scorecards Performance

> Inside Scorecards (Manual)

Question wise

Scorecards Performance

> Inside Scorecards (Manual)

Question wise

1.2

Scorecards Performance

> Inside Scorecards (Manual)

Members wise

Scorecards Performance

> Inside Scorecards (Manual)

Members wise

1.3

Scorecards Performance

> Inside Scorecards (AI)

Question wise

Scorecards Performance

> Inside Scorecards (AI)

Question wise

1.4

Scorecards Performance

> Inside Scorecards (AI)

Members wise

Scorecards Performance

> Inside Scorecards (AI)

Members wise

Increased workflow efficiency with Avoma AI Coaching Assistant

Logo Design

Manual & AI scorecards list view

Standard table component in Avoma is used for the Manual & AI scorecards list view. AI scorecards has an extra information which is "Auto-scoring rules"

1

Manual Scorecards

2

AI Scorecards

Create New Scorecards

Create new scorecards has 2 accordions for manual & 3 accordions for AI scorecards.

Manual: Scorecard info & Scorecards questions
AI: Scorecard info, Auto-scoring rules & Scorecards questions

1

Create Manual scorecards

2

Create AI scorecards

The difference between "Manual" & "AI" scorecards is that, AI scorecards are to auto-score conversations. So there will be "Rule Engine" to filter the conversations based on available filters for conversations. So there will be a section called "Auto-Scoring Rules". The Scorecard info & Questions section remains as it is

Also, in AI scorecards, there is option to import the questions in scorecards from a standard library having predefined answers.

Scorecards in conversations

Based on the purpose selected for manual scorecards & meeting participant, the member & scorecard can be by default selected to automate the selection process.
AI scorecards are always scored by AI automatically after the conversation transcript has processes

1

Conversation scoring for Manual Scorecard

2

Post scoring

Here are more design options for past scoring, AI summary for AI scoring

Email Notifications

1

Individual email

2

Bulk email

Dashboards: Step-by-step

Version 1

Feedback & Brainstorming

We are showing the same info on above cards I feel it does not make sense. We can show high level stats in the cards above like
1. Total number of evaluation forms (Show % of growth as compared to last week)
2. Average questions within each scorecard form

Q. Is this the score of the team the user belongs to? What will this look like if the user does not belong to any team what will this look like?  

It's a good idea to capture the time spent on coaching. Capture this time from the backend (Scoring + commenting) on the meeting. Also know how much time out customers are spending.

In the table below I feel we should add a few more things
1. Serial no
2. Scorecard form name || no of Questions (Hover to show the preview of the questions from this scorecard)
3. Total Conversations scored (Show help text: Conversations scored under that scorecard)
4. Average score (Show % of growth as compared to last week) (Show help text: Average score for that scorecard)
5. Name of Teams using the scorecard (show titles) (Sales, CS, etc)
6. Highest score (hover to show the meeting details and open in new tab CTA)
7. Last 5 scores +More (Where I can hover over each score for meeting details and hover over more to see the list view of 20 more meetings with scores)
8. Date Last Used