Call Scorecards 101

call scorecards 101

The Essence of Call Scorecards

When your company deals with thousands of calls every week, every interaction is a building block of brand reputation. While it may be your agent’s 30th answered call of the day, it may be your customer’s first time calling in.

Think about that. 

Ensuring excellence is not just a goal anymore, it’s a necessity.

This is why call scorecards are invaluable assets for customer service and quality assurance teams. At their essence, call scorecards serve as guiding lights, illuminating the path toward superior customer experiences.

You’re going to take away a few things from this post:

  • Ability to create or revamp your current call scorecards
  • Learn how to automate the process
  • Get a few tips and tricks from experts around the contact center world.

Key Components of a Call Scorecard

At its core, a call scorecard serves as a structured evaluation framework used by quality assurance teams to assess the effectiveness of customer interactions.

It provides a systematic way to measure various aspects of a conversation, including adherence to scripts, clarity of communication, problem-solving skills, and overall customer satisfaction. 

A well-designed call scorecard comprises several key components, each focusing on different aspects of the call. 

Introduction and Greeting

The initial moments of a call set the tone for the entire interaction. Your scorecard should evaluate how effectively agents establish rapport, greet customers, and introduce themselves and the company.

Number of Interruptions (AKA Active Listening)

Effective communication hinges on active listening. If you’re interrupting the customer, you’re not listening and waiting for them to be done.

Your call scorecards should assess whether agents demonstrate attentive listening skills, limit interruptions, ask probing questions, and ultimately solve their problem or escalate it to someone who can.

Product Knowledge

Customers expect agents to possess in-depth knowledge about products or services. Especially when they talk to a live agent. 

This component evaluates the agent’s ability to provide accurate information, address inquiries, and offer relevant recommendations.

First Call Resolution

One of the primary goals of customer service is to resolve issues promptly and satisfactorily. 

Call scorecards gauge how well agents identify and address customer problems through troubleshooting steps or escalation procedures.

Compliance and Adherence

Depending on your industry, compliance with regulations and company policies may be crucial. 

This component examines whether agents follow prescribed scripts, adhere to compliance guidelines, and accurately capture call details.


A positive conclusion leaves a lasting impression on customers. Scorecards assess how well agents summarize key points, confirm customer satisfaction, and conclude the call positively.

Quality Assurance Teams

Call scorecards are indispensable tools for quality assurance teams to ensure compliance standards are met and agents are performing at their highest level.

However, reviewing calls is extremely time-consuming. Most companies are only able to review 5% or less of calls. That’s where issues start to arise. 

More and more regulations are starting to require companies to score a minimum of 10% (in the medicare world) or more calls.

This is where call & QA automation come in. Tools like Abstrakt can score 100% of calls and notify quality assurance teams when a call falls out of compliance or doesn’t meet the intended call scoring metrics.

Want to learn more about automated QA tools? Check this out.

Looking Ahead: The Future of Call Scorecards

As technology evolves and customer expectations rise, call scorecards will change. As long as agents are still on the phones, similar metrics will still be measured. As technology takes over, this is where companies will have to adapt.  

AI-Powered Analytics

If you haven’t explored AI conversational intelligence software, we’d highly recommend this. With the Integration of artificial intelligence and natural language processing technologies, 100% of calls can be analyzed within minutes. 

This type of technology can extract valuable insights and provide call summaries to QA teams or managers faster than manually reviewing the calls. If a call stands out or fails to meet certain metrics, it can be examined closely. 

Multichannel Evaluation

Expansion of scorecards beyond traditional phone calls to include other communication channels such as live chat, email, and social media, reflecting the omnichannel nature of modern customer service.

Are you scoring each channel? If not, this would be our second recommendation for you to explore.


With AI taking over, this is where personalization can set you apart.

This also has to reflect on your call scorecards. There shouldn’t be a “catch-all” scorecard if you handle different types or calls or different types of customers. It should be specific and tailored to help your agents perform better.


In conclusion, call scorecards serve as indispensable tools for quality assurance teams striving for excellence in customer service. 

By providing a structured framework for evaluation, actionable insights for improvement, and a roadmap for continuous growth, scorecards empower organizations to deliver exceptional experiences that drive customer satisfaction and loyalty. 

As we embrace the future of customer service, the role of call scorecards remains pivotal in shaping the journey toward customer-centric excellence.

If you’re looking for other resources around call scorecards, we got you covered.

Frequently Asked Questions

Balancing the need for detailed call evaluations with the challenge of reviewing a large volume of calls is a significant concern for many companies, particularly with increasing regulatory requirements.

To address this, companies often employ automation tools like Abstrakt, which can analyze 100% of calls and notify quality assurance teams of compliance issues or deviations from scoring metrics.

This allows for more comprehensive monitoring while minimizing the time and effort required for manual reviews. Additionally, some companies prioritize calls for review based on factors such as customer feedback or specific compliance risks, allowing them to focus resources where they are most needed.

In implementing AI-powered analytics and multichannel evaluation, companies have seen significant improvements in their quality assurance processes.

For example, AI conversational intelligence software can analyze calls within minutes, extracting valuable insights and providing summaries to QA teams or managers much faster than manual review processes. This enables timely identification of performance issues and opportunities for coaching or training.

Check out these customer stories.

While call scorecards are valuable tools for evaluating agent performance and improving customer service, there are potential drawbacks and limitations to consider.

One concern is that relying solely on call scorecards may not provide a complete picture of agent effectiveness or customer satisfaction. Factors such as tone of voice, empathy, and rapport-building skills may not be adequately captured by quantitative metrics alone. Additionally, there is a risk of overemphasis on compliance and adherence to scripts, which could detract from the quality of customer interactions.

To mitigate these risks, companies should supplement call scorecard evaluations with other feedback mechanisms, such as customer surveys or peer reviews, and provide ongoing training and coaching to agents to ensure a holistic approach to quality assurance.