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Automated Reviews let AI Coach evaluate your meetings the moment they end. Once you connect a supported calling tool, AI Coach pulls in recordings automatically, selects the right scorecard for each meeting using Smart Scorecards, and delivers coaching insights to your dashboard — no manual uploads or scorecard selection needed.

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What Automated Reviews do

With Automated Reviews, AI Coach:
  • Automatically reviews meetings recorded through your connected calling tools (Zoom, Google Meet, HubSpot, Aircall, Fireflies, or Microsoft Teams).
  • Applies the most relevant scorecard to each meeting using Smart Scorecards.
  • Delivers coaching insights directly to your AI Coach dashboard.

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How to set up Automated Reviews

1

Connect a supported calling tool

Automated Reviews require an active integration with at least one supported call recording platform. Follow the setup guide for your tool:
2

Automated Reviews are enabled by default

Once your integration is connected, Automated Reviews turn on automatically. AI Coach will begin pulling in your meetings and reviewing them using your Smart Scorecards. No additional configuration is required to get started.
Automated Reviews enabled in AI Coach settings
3

Review insights in your dashboard

After each meeting ends, AI Coach processes the recording and delivers results to your AI Coach dashboard. You can view performance scores, scorecard breakdowns, and coaching plans for every reviewed call.

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Smart Scorecards

Smart Scorecards are the mechanism that allows Automated Reviews to select the right scorecard for each meeting without any manual input. Before reviewing a meeting, AI Coach picks the most appropriate scorecard based on your Smart Scorecard settings. By default, AI Coach uses your workspace scorecards — scorecards created for your team — as Smart Scorecards.

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Managing which scorecards apply

You can customize exactly which scorecards AI Coach uses for Automated Reviews:
1

Open AI Coach Settings

Go to AI Coach and navigate to Settings > Call Integrations.
2

Find the scorecard you want to adjust

Locate the scorecard in the list.
3

Toggle Apply in auto reviews

Switch Apply in auto reviews ON or OFF to include or exclude that scorecard from Automated Reviews.
Smart Scorecards settings showing Apply in auto reviews toggles
This gives you full control over how AI Coach evaluates your meetings automatically.

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Turning off Automated Reviews

If you prefer to review meetings manually, you can turn off Automated Reviews at any time in your settings. You will still be able to manually upload or import meetings for review after disabling the feature.
Have questions or run into issues? Contact the support team at support@triplesession.com.