New QA Evaluation
Call Recording Analysis
optional · AI-powered
Fill all regular parameters at once:
| Parameter | Criticality | Rating | Score | Note |
|---|
Score (excl. KO)
—
Final Score
—
Past Transactions -- View / Edit / Delete
D-SAT CSV Import
1Upload your Intercom CSV file
Export from Intercom → Reports → CSAT → Download CSV
2Tell the system which column in your CSV matches each field
Date of these D-SATs (optional — leave blank to skip)
Type the date manually. This will be saved for all imported rows from this file.
Each dropdown shows the column names found in your CSV. Select the correct one for each field.
3Review rows to import
D-SAT Validation Queue
After validating each case: go to Intercom → open the chat → add the tag "invalid d-sat" (if invalid) or write your coaching note (if valid).
Agent Monthly View
Manager Dashboard
Coaching Email Generator
Copied!
Manage Agents
Add New Agent
Current Agents
Click Refresh to load agents from the sheet.
Settings
Coordinator Info
Default is 8. Agents with fewer transactions (on leave etc.) will still be calculated based on actual evaluations only.
Done By / Coached By Names
These names appear as suggestions in the Done By and Coached By fields. Add your team members here.
Intercom Integration
Leave blank to auto-detect. Get it from Fetch Admins below.
Get from Fetch Admins → click Use next to manager's name.
The tag will be added to the Intercom conversation automatically when you save a validation. Get your token from Intercom Developer Hub
Call Transcription (OpenAI Whisper)
Used for call recording transcription (Whisper). ~$0.006/min. Stored securely in your Google Sheet.
AI Analysis (Claude)
Used for AI conversation analysis in the Validation Queue. Your key is stored securely in the Google Sheet.
User Management
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System Info & Changelog
v2.1.0
v2.1.0April 2026
QA Team
Platinumlist brand redesign · Remove conversation (redo) · Manager totals · Export open-in-sheet buttons · Save All in validation queue · Transaction Type moved to validation cards · Chart height fix · Manual C-SAT input per agent
v2.0.0March 2026
QA Team
Full rebuild: QA Entry · D-SAT Import & Validation Queue · Agent View · Manager Dashboard · Coaching Email · Settings · Edit/Delete transactions
Built for: Platinumlist GCC Team |
Sheet: Open Google Sheet