Manual audit

Manual audit is used to evaluate a case when you do not want to start the normal flow from an audio upload. It can also be used to record evaluations of calls or chats that were already reviewed through another channel.

Access manual audit

Go to Manual audit from the sidebar.

info

Required permissions The option appears only for users with permission to create manual audits. If you do not see it, ask your administrator for access.

Step by step

1. Select the operator you are going to evaluate.
2. Choose whether it applies to calls or social media.
3. Select the campaign.
4. Review the data before continuing.
5. Complete the audit scorecard.
6. Save the audit.

Data that is completed

Data	What it is for
Operator	Evaluated person
Campaign	Business context where the audit is recorded
Channel	Call or social media
Date	Evaluation date
Extra notes	Clarifications that help understand the case
Criteria	Quality scorecard answers

Complete criteria

The scorecard shows the criteria defined for the campaign. For each criterion, indicate whether it is met and add a brief explanation when necessary.

tip

Use simple, concrete notes. The manual audit remains as evidence of the evaluation, so it is best if another person can understand the reason without asking for additional context.

What happens when you save

When you save the audit:

• AuditorIA records the case in the selected campaign.
• The result becomes available in tasks and reports.
• If applicable, the case can appear in reports by operator or campaign.

Next steps

• Quality scorecards
• Reports and analysis
• Chats and social media