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Cohort Name

The Cohort Name field is where you define a unique identifier for your QA cohort. This name helps you organize and identify different cohorts in your AI QA dashboard.
  • Best Practice: Use descriptive names that indicate the purpose or criteria of the cohort (e.g., High-Value Customers Q4, Support Calls - Week 1)
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Filter Calls by Agent and Criteria

This section allows you to define which calls should be included in your cohort based on multiple filtering criteria.1. AgentsThe Agents dropdown lets you select one or more agents whose calls you want to analyze.
  • Use Case: Analyze performance across specific agents, compare agent performance, or focus on a particular agent’s calls
2. Date RangeThe Date Range fields allow you to specify a time period for the calls you want to include in your cohort.
  • Start Date: Required. Sets the beginning of the date range for calls to include in the cohort.
  • End Date: Optional. If omitted, the cohort will continuously add new calls that match the other criteria as they occur, creating a dynamic cohort that updates over time.
3. Call DurationThe Call Duration filter lets you include or exclude calls based on their length.
  • Use Case:
    • Filter out very short calls (e.g., > 30 seconds) that may not be meaningful
    • Focus on longer calls that require more analysis
    • Identify calls that are too short or too long
4. Filter by Post Call AnalysisThe Filter by Post Call Analysis option allows you to add custom filters based on post-call analysis results.
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Set Sampling Percentage

This section controls how many calls from your filtered set will actually be analyzed, helping you manage analysis volume and costs.

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Percentage

The Percentage field determines what percentage of calls matching your filters will be included in the cohort.
  • Example: Setting 50% means half of all calls matching your filters will be analyzed

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Weekly Max

The Weekly Max field sets a maximum number of calls that can be analyzed per week.
  • Example: Setting the Weekly Max to 100 ensures that no more than 100 calls are included in the cohort each week, even if the percentage filter would otherwise allow more.
The Weekly Max acts as a cap. If your percentage calculation results in fewer calls than the Weekly Max, the percentage takes precedence. If it results in more, the Weekly Max limit applies.
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Click Next to Continue

After configuring your cohort filters and sampling options, select the Next button to proceed.