What are Automated Reviews?
Automated Reviews are meeting evaluations that happen as soon as your meetings end—no need to upload files or manually choose scorecards.
With Automated Reviews, AI Coach:
Automatically reviews meetings recorded through your connected calling tools (Zoom, Google Meet, HubSpot, Aircall, Fireflies or Microsoft Teams).
Applies relevant scorecards to each meeting
Delivers coaching insights directly to your AI Coach dashboard
This makes it easy to scale call feedback and insights across your team.
How to use Automated Reviews?
To use Automated Reviews, you must first connect AI Coach to a supported call recording tool.
Once the integration is set up, Automated Reviews are enabled by default. This means AI Coach will automatically pull in your meetings and start reviewing them using your Smart Scorecards.
Below is a step-by-step showing how to connect with supported tools:
💡 Don’t want reviews to run automatically?
You can turn off Automated Reviews at any time in your settings. You’ll still be able to manually upload or import meetings for review.
Smart Scorecards
Smart Scorecards are what make Automated Reviews… smart.
Before automatically reviewing a meeting, AI Coach picks the most appropriate scorecard based on your Smart Scorecard settings.
By default, AI Coach will use your workspace scorecards (scorecards created for your team) as Smart Scorecards. But you can customize this.
Managing Smart Scorecards
To check or adjust the scorecards AI Coach uses for Automated Reviews:
Go to AI Coach Settings > Call Integrations
Find the scorecards you want to include
Toggle “Apply in auto reviews” ON or OFF
This gives you full control over how AI Coach evaluates your meetings.
Need help?
If you run into any issues with Automated Reviews, our support team is here to help: [email protected]