Scorecards with attached resources
Learn how to attach resources and documents to scorecards so AI scoring and coaching feedback align with your official standards and frameworks.
Watch: Add Playbook Resources to AI Scorecards (Better Guided Coaching)
Why use it
- Rubric integrity: feedback tracks documented standards, not ad hoc interpretation.
- Traceability: stakeholders can see scoring grounded in named references.
- Per-criterion precision: where supported, each line item can draw on the right document (for example security vs. pricing).
Description
Once resources are linked to a scorecard (or to individual entries), the system can use that content when scoring conversations and surfacing coaching guidance, so outcomes align with the attached frameworks.
Scorecard-level attachment applies the documents across the whole evaluation. Entry-level attachment (where available) ties particular criteria to particular files. For example, one question anchored to a security whitepaper and another to a discount policy.
Limits on how many files attach per scorecard or per row are defined by your product or tenant settings.
Use cases
- Rubric alignment: each coaching question maps to sections of an official standard.
- Auditability: reviews show evaluation tied to explicit reference material.
- Multi-framework programs: different criteria reference methodology, product, or legal docs.
- Faster onboarding: new admins duplicate scorecards that already include the right resources.
How to create a scorecard with an attached file or resource
- Open Roleplay > Manage Scorecards and open an existing scorecard for editing, or complete creation of a new one.
- In Settings or Details, find the Resources section (help text may explain that documents inform AI scoring for this scorecard).
The Resources section on a scorecard, with a document already attached.
- Choose Add Resources, select files from the Resources library, and confirm.
- If your workspace supports per-entry attachments: open a coaching question or criterion row and attach the relevant resource. Repeat as needed.
- Save the scorecard as draft or published, following your workflow.
Quick reference
- What it controls: which documents inform scoring and feedback for this scorecard.
- Levels: whole scorecard; optionally individual criteria where the product supports it.
- Typical path: Manage Scorecards > [scorecard] > Settings / Details > Resources.