Create a scorecard using AI (with resources)
Resources can be included in the scorecard generation request so the model uses your uploaded documents as context, not only the prompt. This produces more accurate scorecards that align with your internal rubrics.
Why use it?
- Grounded in your docs: criteria reflect your 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 and 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: include the goals, call type, buyer context, and what must be evaluated.
- Set the 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 for the process to complete.
- 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 a prompt and optional resource documents. |
Main benefit | More accurate criteria when your rubrics live in attached files. |
Typical path | Manage Scorecards > create > AI / Generate with AI. |