Create a checklist
1
Open AI Analysis
This is the Business-plan area for quality control.
2
Create a checklist
Add a name and a short description.
3
Add context
Include your rules, scripts, and scoring criteria.
4
Add questions
Choose a question type and write one clear, testable question.
Context
Context helps AI understand your business rules. Add your sales script, required disclosures, allowed phrases, scoring criteria, or process rules.Question types
- Yes / No — when the answer can only be yes or no.
- Yes / No / Partially — when partial completion is possible.
- Grade 1-10 — when you need a quality score.
Good question examples
- “Did the operator introduce themselves at the beginning of the call?”
- “Did the operator explain the next steps?”
- “How clear was the operator’s speech on a scale of 1-10?”