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Creating or Modifying a Scorecard Category

Learn how to change a scorecard category in SpeechIQ

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U17

Creating a Scorecard Category

To create a scorecard category:

  1. Log in to the LiveVox Portal.
  2. On the WFO tab, click SpeechIQ > Configuration > Scorecard Categories.
    The Scorecard Categories window appears.
  3. On the Scorecard Categories window, click New.
    The New Scorecard Category window appears.

  4. In the Name field, specify a name for the scorecard category.
  5. Click Save.
    The scorecard category is created, and it appears in the ScorecardCategories window.
Delete

Info

  • By default, the ScorecardCategories window displays only active scorecard categories. To view all scorecard categories, clear the ActiveOnly checkbox.
  • You can filter the scorecard categories by their names by using the Filter field.

Modifying a Scorecard Category

To modify a scorecard category:

  1. Log in to the LiveVox Portal.
  2. On the WFO tab, click SpeechIQ > Configuration > ScorecardCategories.
    The ScorecardCategories window appears.
  3. In the ScorecardCategories window, double-click the scorecard category that you want to modify. Alternatively, you can select the scorecard category in the window and then click Edit.
    The Settings tab appears.

  4. You can view a summary of all the changes made to the scorecard category on the History tab. The timestamp in the Changed On column of the tab is represented in Eastern Time.
  5. As required, modify the values in the following fields and sections.

    Field/Section Description
    Name Modify the scorecard category name, if required.
    Active

    If you want to activate the scorecard category, select the checkbox. Otherwise, clear the checkbox.

    Available

    Select the scorecard that you want to include in the scorecard category, and then click the right-arrow icon. 

    • You can filter the scorecards in the Available section by using the Filter by name box.
    • If you want to revert all your changes, click the reset icon.
    Selected

    Select the scorecard that you do not want to include in the scorecard category, and then click the left-arrow icon. 

    • You can filter the scorecards in the Selected section by using the Filterbyname box.
    • If you want to revert all your changes, click the reset icon.
  6. Click Save.
    The scorecard category is modified, and it appears in the Scorecard Categories window.
Delete

U19

Creating a Scorecard Category

To create a scorecard category:

  1. Log in to the LiveVox Portal.
  2. On the WFO tab, click SpeechIQ > Configuration > Scorecard Categories.
    The Scorecard Categories window appears.
  3. On the Scorecard Categories window, click
  4. The New Scorecard Category window appears.
  5. In the Name field, specify a name for the scorecard category.
  6. Click Save.
    The scorecard category is created, and it appears in the ScorecardCategories window.
Delete

Info

  • By default, the ScorecardCategories window displays only active scorecard categories. To view all scorecard categories, clear the ActiveOnly checkbox.
  • You can filter the scorecard categories by their names by using the Filter field.

Modifying a Scorecard Category

To modify a scorecard category:

  1. Log in to the LiveVox Portal.
  2. On the WFO tab, click SpeechIQ > Configuration > ScorecardCategories.
    The ScorecardCategories window appears.
  3. In the ScorecardCategories window, double-click the scorecard category that you want to modify. Alternatively, you can select the scorecard category in the window and then click Edit.
    The Settings tab appears.
  4. You can view a summary of all the changes made to the scorecard category on the History tab. The timestamp in the Changed On column of the tab is represented in Eastern Time.
  5. As required, modify the values in the following fields and sections.

    Field/Section Description
    Name Modify the scorecard category name, if required.
    Active

    If you want to activate the scorecard category, select the checkbox. Otherwise, clear the checkbox.

    Available

    Select the scorecard that you want to include in the scorecard category, and then click the right-arrow icon. 

    • You can filter the scorecards in the Available section by using the Filter by name box.
    • If you want to revert all your changes, click the reset icon.
    Selected

    Select the scorecard that you do not want to include in the scorecard category, and then click the left-arrow icon. 

    • You can filter the scorecards in the Selected section by using the Filterbyname box.
    • If you want to revert all your changes, click the reset icon.
  6. Click Save.
    The scorecard category is modified, and it appears in the Scorecard Categories window.
Delete


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Related Articles

  • What Is a Scorecard Category?
  • What is SpeechIQ?
  • How Are Grades Added to a Scorecard?
LiveVox Fall 2023 Release

About SmartReach

SmartReach a next-generation contact center platform that powers more than 14 billion interactions a year. By seamlessly integrating omnichannel communications, CRM, AI, and WFO capabilities, the Company’s technology delivers an exceptional agent and customer experience while reducing compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation.



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