Create a Scorecard Using AI (with Resources)

You can create AI Scorecards with coaching criteria and scoring structure from a natural-language prompt (and optional scoring strictness).

Resources can be included in the scorecard generation request so the model uses your uploaded documents as context, not only the prompt, producing more accurate, context-aware scorecards aligned with internal rubrics.

Why use it?

Grounded in your docs — Criteria reflect playbooks and policies, not generic templates.
Faster setup — Describe what you need, attach references, then refine.
Consistent terminology — Generated wording can mirror your official materials.

Prerequisites

Upload materials through Resources (or your workspace upload flow) so they are available to select during AI generation.

When you generate a scorecard with AI, you typically:

Enter a prompt that describes the call type, objectives, and what “good” looks like.
Choose a scoring mode if offered (for example standard vs stricter scoring).
Optionally attach one or more Resources so the AI incorporates that content into the generated criteria and language.

The model uses those attachments to align questions, emphasis, and phrasing with your source documents.

Use cases

Use case	Example
Bootstrap from a playbook	Attach your coaching playbook and ask for a discovery scorecard that follows it.
Customer-specific programs	Attach a partner’s evaluation guide for bespoke or white-label training.
Less rework	Starting from AI + docs reduces manual fixes compared to prompt-only generation.
Shared vocabulary	Generated rows reuse terms from methodology docs your reps already know.

How-to create a scorecard with AI and resources

Open Roleplay → Manage Scorecards (or your organization’s equivalent).
Start Create scorecard and choose the AI or Generate with AI flow.
Enter a clear prompt: goals, call type, buyer context, and what must be evaluated.
Set scoring mode if the UI offers it (for example standard, strict, or stringent scoring).
Select Add resources (or equivalent), choose one or more files from the Resources library, and confirm.
Submit generation and wait until the process completes.
Review the draft: edit questions, weights, and descriptions, then save or publish per your process.

Tip: Use clear resource names (for example “MEDDIC – Internal v3”) so they are easy to find when attaching.

Quick reference

Topic	Detail
What it does	Builds a scorecard from prompt + optional resource documents.
Main benefit	More accurate criteria when your rubrics live in attached files.
Typical path	Manage Scorecards → create → AI / Generate with AI.