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If your team follows a proprietary playbook, Triple Session can build a custom scorecard tailored to your process. Custom scorecards sit next to the built-in templates on Settings > Team > Scorecards, under the Custom tab.

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Requesting a custom scorecard

Send a message to support@triplesession.com and describe your playbook. The team will build the scorecard for you.

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Editing a custom scorecard

Unlike templates, custom scorecards can be edited. Click Edit on the scorecard’s row to change:
  • Details — name, language, and tags. See Scorecard details and language.
  • When to use this scorecard — the description and smart selection hints. See Smart Scorecards.
  • Criteria — the questions AI Coach scores, with their weights and skippable conditions. See How criteria are scored.
  • Insights — what AI Coach extracts from each call, and the insights language.
A custom scorecard can also be made unscored, so its calls are reviewed against the criteria without getting a score. See Unscored scorecards.
Changes apply to new meetings reviewed with that scorecard. If you don’t see Edit, ask a company admin for the Edit scorecards permission — see Company Permissions.
Have questions or run into issues? Contact the support team at support@triplesession.com.