Getting Started
- Log in to your account
- Navigate to Call history
- Select the interaction you want to review
- From here, you can provide direct feedback on summaries, responses, or call outcome fields
Giving Feedback
You can easily submit structured feedback by using the 👍🏻 👎🏻 icons.- Use 👎🏻 Downvote to flag issues and suggest improvements.
- Use 👍🏻 Upvote to confirm when the agent performed well, highlight good responses, or reinforce desirable behavior.
1. Call Outcome Feedback
- Review call summaries and outcome fields
- If something doesn’t look right (e.g., summary too long), downvote the point
- Select an issue type (e.g., “Incorrect Analysis”)
- Add a short note and send feedback
2. Conversation-Level Feedback
- Open the Conversations tab to review the full transcript
- Click on any agent turn to evaluate if the response was correct, useful, or needs improvement
- Provide feedback such as “Phrase this question differently” or “Agent should respond more concisely”
- Downvote the turn and submit your suggested adjustment
Feedback History & Customer Portal
All submitted feedback is stored and can be viewed in the Customer Portal, where you’ll find:- A complete overview of all reported issues and how they were resolved
- The history of messages exchanged with our support team (via Slack or email)
- The ability to submit new tickets for:
- Feature requests
- Agent adjustments
- Scheduling a support call with us
Best Practices
- Be specific when giving feedback (e.g., “Make the summary 30% shorter” instead of “summary is bad”)
- Use the issue type selector to categorize feedback and speed up resolution
- Regularly review your feedback history to see progress and avoid duplicate submissions
- Don’t hesitate to submit feature requests - they help shape the product roadmap