Call Scorecards

Hi there,

You can now review and score calls in Prospyr using customizable Call Scorecards. Set clear expectations, provide coaching feedback, and use AI to help evaluate conversations.

Learn more HERE

What’s new:

• Customize scorecard categories and questions to match your practice’s standards
• Set coaching note requirements and weekly reviewer goals
• Score calls alongside their transcripts from the Reviews tab in Phone
• Choose manual reviews, AI suggestions, or automatic publishing with confidence requirements
• Track team ratings, category results, and calls needing coaching in the Quality tab

Call Scorecards help your team review conversations consistently and turn feedback into focused coaching. Owners and admins can set up and publish scorecards.