SystemCustomer Care & Contact Centre

Contact Center Quality Assurance

Contact center quality assurance that scores every call, chat and email — and follows every promise until it is kept

Every call scored, and every promise an agent makes followed until it is kept.

See one case, screen by screen ↓
target100%of calls, chats and emails checked for the required disclosures — manual QA samples 1–2 %
demo23interactionsin one week where a customer said they rely on medical equipment and was not recorded on the priority services register — each raised as a same-day alert
estimated$121Ka yearin repeat calls avoided as missed callbacks fall from 1 in 7 to 1 in 20
demo61missed promisescaught in one week, of 1,284 made — each flagged to the team lead at the moment it fell due
The problem

Why a 2 % sample misses the calls a utility answers for

Today a QA analyst pulls 4–5 random calls per agent per month from the recorder, listens at 1.25× and fills a spreadsheet scorecard: greeting, ID check, empathy, accuracy, close. The duties the regulator cares about — disconnection rights, payment-plan terms, the recording notice, customers in vulnerable circumstances — are a yes/no column, checked only on the calls that happened to be sampled. Chats and emails are not reviewed at all, and analysts disagree by 10–15 points on the same call at the monthly calibration.

So the rare, high-risk call is found by luck. A customer says her husband is on an oxygen concentrator; the agent places a disconnection hold but never records it on the priority services register, and the next disconnection run still includes the account. And the most common reason customers call back — “you said you'd call me and nobody did” — is never seen, because nobody tracks what an agent promises. The repeat call is the first signal, often as a complaint.

typical1–2%of interactions reviewed by manual QA
typical$9.54average cost of a utility contact-center call — and every missed callback brings more
demo64%of Lumina customers with a missed callback rang again within 2 days, over the last 90 days
Where a QA analyst's week goes, in daysestimated
By hand5 days
With the solution2 days
  • Pulling a random sample from the recorder0.5 → 0.1 d
  • Listening to and scoring sampled calls3 → 1 d
  • Ticking compliance items on the sample0.5 → 0.3 d
  • Calibration sessions with the other analysts0.5 → 0.3 d
  • Building coaching from four calls per agent0.5 → 0.3 d

Estimated split of one QA analyst's five-day week, by hand and with the solution. With every interaction scored, the analyst's time goes to disputes, auto-fails, calibration and the calls that need a person.

How it works

How an interaction is scored

Six agents transcribe, pin, score and check every interaction and follow every promise; QA, compliance and team leads decide.

What comes in
Interactions in41,860 a week · calls, chats and emails
Agents at work
Call transcribertwo speakers
Then
Moment finderrubric pins
Then
Rubric scorer
Compliance checker
Promise tracker
Then
Coaching writerthemes and clips
A person decides
QA analystsettles disputes; compliance confirms alerts
What comes out
Scored with quotes
Promise kept or caught
Alert confirmed
One case, step by step

One call, from a final notice to a callback that was nearly missed

Lumina Utilities supplies electricity and water. On Mon 12 Oct 2026 at 10:14, Helen Marsh rings about a final disconnection notice for $428.40. Tomas Reyes, Team 3, billing and payments, takes the 6:18 call. Here is what happens next, screen by screen, in the working solution.

  1. 01Tue 13 Oct

    Every interaction this week, already scored

    Nadia Brennan · QA analyst

    Nadia owns quality for Teams 3 and 4. Her list holds every call, chat and email from Wed 7 to Tue 13 Oct scored against rubric v7: 41,860 interactions — 28,410 calls, 7,920 chats, 5,530 emails — averaging 86.4, sorted lowest score first. 148 carry a compliance alert and 61 a missed promise. Helen Marsh's call sits at 82, with a medical-dependency alert and a promise still open.

    “Every call, chat and email scored against rubric v7 · 41,860 interactions, average 86.4”

  2. 02Scored Mon 10:21

    The call as a waveform, with the rubric pinned along it

    Call transcriber · Moment finder · Rubric scorer

    Six agents scored the call a minute after it ended, at 10:21. The transcriber produced 24 turns from two speakers and marked 3 words it was unsure of. The moment finder pinned 10 rubric moments, from the greeting at 0:04 to the close at 5:51, and found a 42-second hold at 4:10. Each pin is coloured by the score it earned: 82 out of 100, one promise open.

    “82 · one promise open · Rubric v7 · 10 items · team average 85.2”

  3. 03Click a pin

    Hear the payment plan, with the quote and the rule

    Rubric scorer

    Nadia clicks the Plan terms pin. The playhead jumps to 2:55, the moment plays and the transcript line lights up. Tomas offered six monthly payments of $71.40 from the first of November and said what happens if one is missed. The scorer checks the sum — 6 × $71.40 = $428.40, the full arrears — and gives 15 of 15 under Customer Service Code §3.3.

    “Amount, dates and the missed-payment consequence all said.”

  4. 04At 2:12

    An oxygen concentrator, mentioned and never recorded

    Compliance checker

    “My husband's on an oxygen concentrator at night.” Tomas placed the disconnection hold at 10:17, worth 6 points. But the customer was not recorded on the priority services register and the medical certificate form was not offered, so 9 points come off and the item scores 6 of 15. Code §4.2 asks for the register to be updated the same day, so the checker raises alert CA-2291.

    “Not on the priority services register · alert CA-2291 open”

  5. 05Tue 16:52

    Farah confirms the alert and records the customer

    Farah Siddiqui · Compliance lead

    Farah's alert list shows every unmet duty under the Customer Service Code, with the quote and the time it was said: 148 this week, 97 confirmed, 18 dismissed, 33 open. 23 are medical dependencies not recorded, including a chat in which Kofi Boateng's mother “can't be without power”. Farah confirms CA-2291 and records Helen on the register. She dismisses others with a reason — §3.1 applies to homes, not to Northgate Bakery Ltd.

    Compliance checker: never closes an alert — the compliance lead confirms or dismisses.

  6. 06At 3:42

    “I'll call you back tomorrow” — the pin stays open

    Promise tracker

    Tomas promised to call Helen back once billing had checked the meter reading. The promise tracker records what, who and by when, and turns “tomorrow” into the next working day at 17:00: Tue 13 Oct, 17:00. Until then it watches the outbound call log for any call to account 3004 7718 25, case notes by Tomas or the billing team, and emails and letters sent. Meter-reading request MR-55107 is still with billing.

    Rubric item 7: “held open after the call and scored again when the promise falls due: kept with a matching record 10, kept late 6, missed 3.”

  7. 07Tue 17:00

    No callback logged — the pin turns red

    Promise tracker

    At 17:00 the proof search finds no call to Helen's numbers since Mon 10:20, no case notes since the call, and no email since the plan confirmation at 10:21. The promise is missed. Item 7 is rescored from 10 to 3, the call from 82 to 75, and Owen Achterberg, the Team 3 lead, is alerted.

    “17:00 · no callback to Helen Marsh was logged — promise missed. Owen Achterberg alerted”

  8. 08Booked for 17:20

    The callback is booked before Helen has to ring again

    Nadia Brennan · QA analyst

    Nadia books the callback from the pin: Tomas rings Helen at 17:20 on his evening shift, and billing is asked for the meter-reading result first. Helen's journey shows why it matters: at 10:31 she rated the app “Neutral” — “Plan is fine but I still don't know about the meter reading.”

    “Customers with a missed callback rang again within 2 days 64 % of the time (Lumina, last 90 days).”

  9. 09Across the center

    Every promise in the center, on one timeline

    Owen Achterberg · Team lead, Team 3

    Each promise is a bar from the moment it was said to the moment it is due. This week: 1,284 promises made, 1,127 kept with a matching record, 96 open and watched, 61 missed — 5.1 % of those due — and 58 callbacks booked after a miss. Proof came from the outbound call log 598 times, letters and emails 287, field work orders 141 and account credits 101.

    Promise tracker: never marks a promise kept without a matching record, and never contacts the customer.

  10. 10The coaching

    Coaching from all 63 of Tomas's interactions, not four

    Coaching writer · for Owen Achterberg and Lucia Brandt

    The heatmap shows Team 3 earning 62 % of the promise points: 9 of 23 callbacks promised this week were never booked in the system. Tomas averages 84.1 on 63 interactions. Two themes: book the callback before the call ends — 3 of 9 booked, 2 missed — and record a medical dependency the same day, 3 of 5. His strength: payment-plan explanations, 11 of 12 in full, which Lucia Brandt has asked to use in training.

    Coaching writer: never ranks agents for discipline — the team lead decides coaching.

Who it’s for

Built for everyone who answers for a customer conversation.

The same call, seen by the five people who own a part of it — what their week looked like, and what it looks like now.

NB
Nadia BrennanQA analyst, customer care · owns quality for Teams 3 and 4, 64 agents
QA analyst
Before
Scored a random handful of calls a week from a spreadsheet scorecard. “I used to score 30 calls a week and guess about the other 8,000.”
Now
Opens every interaction scored, lowest first, settles disputes and auto-fails, runs calibration and books a callback the moment a promise is missed.
OA
Owen AchterbergTeam lead, Team 3 billing and payments · coaches 11 agents, takes escalations
Team lead
Before
Heard about a broken callback when the customer rang back, often as a complaint. “Show me the 40 seconds that matter, not the whole call.”
Now
Is alerted when a promise turns red, sees every promise due on one timeline, and coaches from clips of the exact moments.
FS
Farah SiddiquiCompliance lead · answers to the Commission for disclosures and vulnerable customers
Compliance lead
Before
Relied on a yes/no column on sampled calls. “If a customer told us about an oxygen machine, I need to know it was recorded that day.”
Now
Confirms or dismisses every alert with the quote, the time and the Code section; medical-dependency alerts reach her the same day.
LB
Lucia BrandtTraining lead · builds the coaching modules
Training lead
Before
Built modules from the few calls QA happened to hear. “Give me ten real clips of a good payment-plan explanation.”
Now
Picks clips from strengths found across every interaction — such as Tomas Reyes's payment plans, 11 of 12 explained in full.
TR
Tomas ReyesCustomer care agent, Team 3 · billing and payment calls
Customer care agent
Before
Was coached on 4–5 random calls a month and found it unrepresentative. “Score me on all my calls, not my worst four.”
Now
Sees every one of his interactions scored, each point with the quote behind it, and can dispute any score.
Built on the engine

6 agents. Each with one job, and hard limits.

Six agents transcribe, pin, score and check every interaction and follow every promise; QA, compliance and team leads decide.

Call transcriber

Turns every recording into a two-speaker transcript with word timings, separates agent and customer, finds holds and silences over 5 seconds, and marks any word below 80 % confidence.

  • Never alters what was said
  • Low-confidence words are marked, not guessed
Moment finder

Finds the rubric moments in calls, chats and emails — greeting, identity check, reason, empathy, vulnerability, plan terms, promises, holds, accuracy, close — and pins each to a time or a line. Where an item did not happen, it pins where it should have.

  • Never pins a moment without the words that show it
Rubric scorer

Scores each rubric item using only the pinned words and the account record, checks facts against billing and meter records, and writes the reason for every point taken off.

  • Never scores without a quote
  • Auto-fail items always go to a person
Compliance checker

Lists the Customer Service Code duties that applied to each interaction — disconnection rights, plan terms, medical dependency, recording notice, debt advice — and whether each was met, with the quote and the time. Raises an alert for each unmet duty; a medical dependency not recorded is sent the same day.

  • Never closes an alert
  • The compliance lead confirms or dismisses
Promise tracker

Extracts each commitment — what, who, by when — and turns “tomorrow”, “later today” and “within N days” into a due time. Searches the outbound call log, case notes, letters and emails sent, work orders and account credits; at the due time with no record, marks it missed, rescores the promise item and alerts the team lead.

  • Never marks a promise kept without a matching record
  • Never contacts the customer
Coaching writer

Groups each agent's lowest-scoring items across every interaction in the period, writes up to three themes and one strength in plain words, and picks the clips for each.

  • Never ranks agents for discipline
  • The team lead decides coaching
QA analyst · compliance lead

Settle scores, confirm alerts. The agents propose; a named person decides.

Ask in plain words

Ask about any call, promise or alert, in plain words

Ask about a call, a promise, an alert or an agent's coaching — every answer cites its source.

Why did Helen Marsh's call drop from 82 to 75?

At 3:42 Tomas promised to call Helen back tomorrow once billing had checked the meter reading. Rubric item 7 holds a promise open and scores it again when it falls due. At 17:00 today the call log, case notes and emails sent showed no callback, so the item fell from 10 to 3. You can book the callback from the pin.

Which promises are still open and due today?

Of the 96 promises being watched, two are due before the end of today: Marisol Vega's plan agreement (Kwame Asante, by 18:00) and George Amankwah's metering callback (Leah Morgan, by 17:30).

Show this week's calls where a medical dependency was not recorded

23 interactions this week. The Customer Service Code asks for the priority services register to be updated the same day. Two are still open, including Helen Marsh, whose husband uses an oxygen concentrator at night.

What should Tomas Reyes be coached on?

Two themes from all 63 of his interactions this week: book the callback in the system before the call ends (3 of 9 were booked, 2 missed), and record a medical dependency the same day (3 of 5). His payment-plan explanations are a strength worth sharing.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The call reviewA call as a waveform with the rubric moments pinned along it, the score, the transcript following the playhead, the moment open and the agents' run on this call.
Every interaction, scoredAll 41,860 calls, chats and emails of the week, scored against the rubric, lowest first, with their alerts and promise status.
Hear a momentClick a pin to hear it: the payment-plan terms at 2:55, scored 15 of 15 with the quote and the Code section.
A medical dependency missedAn oxygen concentrator mentioned at 2:12: the disconnection hold placed, the priority services register not updated, and an alert raised.
Compliance alertsEvery unmet Customer Service Code duty, with the quote and the time, for the compliance lead to confirm or dismiss.
A promise being watched“I'll call you back tomorrow” held open with a countdown to 17:00, and the records being searched for proof.
A promise missedNo callback logged by 17:00: the pin turns red, the promise item is rescored to 3 and the call to 75.
Callback bookedThe callback booked from the pin for 17:20, the agents' run log with the missed promise, and the customer's journey across contacts.
PromisesEvery promise due in the next day on a timeline from when it was said to when it is due — open, kept or missed — with the week's counts.
Email scored in the marginAn email reply with the rubric pins in its margin: a question left unanswered, a promise kept and a reference given.
CoachingRubric items by team, and one agent's themes and strength from every interaction, each with its clips.
The rubric and calibrationThe QA rubric's ten items, weights and auto-fail items, and the agents' agreement with the analysts on 400 double-scored interactions.
Your rulesPromise windows, where to look for proof, alert routing, human review, channels and languages.
Governance

Built for a regulated contact center: quoted, confirmed, on the record.

Every score rests on a quoteEach rubric point carries the words and the timestamp it rests on, with the rubric item or Customer Service Code section behind it. Click a pin to hear the moment.
Compliance confirms every alertThe compliance checker raises alerts; only the compliance lead confirms or dismisses them, and a dismissal needs a reason. Medical-dependency alerts go out the same day.
Customer care agents can dispute any scoreEvery auto-fail and every disputed score goes to a QA analyst, who decides. The original and the revised score are both kept.
Kept means a record was foundA promise turns green only when a matching record is found — a connected call, a case note, a letter, a work order or a credit — and that record is linked on the pin.
Rubric changes are approved and calibratedThe rubric and the settings are versioned. A change is saved as a draft for the QA manager's approval, and checked against analysts on a double-scored calibration set.
Every step on the activity trailEvery score, revision, dispute, alert and callback is recorded with who did it and when. The agents never contact customers, never discipline staff, and book a callback only when a person asks.
Configuration

Your rubric and your Code, not ours

What a promise means, where proof is looked for, who confirms alerts and how much is double-scored are settings, approved by the QA manager.

SettingDefaultChoose from
When the agent says “tomorrow”Next working day 17:00Next working day 17:00 · Next working day 12:00 · Next day 20:00
Grace after due, before a promise turns redNoneNone · 15 minutes · 1 hour
Where to look for proofAll six onOutbound call log · case notes · letters and emails sent · field work orders · account credits and refunds · text messages sent — each On or Off
Promise missed — who is alertedTeam leadTeam lead · Agent and team lead
Compliance alert — to confirm within 4 working hoursFarah SiddiquiFarah Siddiqui · Compliance team
Medical dependency — same dayPriority register teamPriority register team · Farah Siddiqui
Random calibration sample, double-scored each month5 %5 % · 2 % · 10 % — on top of every auto-fail and dispute
Channels and languages scoredCalls, chats and emails · English and SpanishCalls, chats and emails · Calls only; English and Spanish · English
Connections

Works with the systems a contact center already runs on

Call recordings and transcriptsevery recorded call, transcribed with two speakers and timings
Chat and email logsthreads and chats, including those handed over from the virtual assistant
QA scorecard and compliance rubricyour rubric items, weights and auto-fail items
Regulatory disclosure requirementsyour customer service code: disconnection rights, payment plans, medical dependency, recording notice, debt advice
Outbound call log, case notes and letterswhere the proof that a promise was kept is found
Priority services register and work orderswho is recorded as medically dependent; engineer contact, visits and account credits
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
100%
of calls, chats and emails checked for required disclosures — manual QA samples 1–2%
41,860 of 41,860
interactions in a week
target
Same day
every medically dependent customer recorded on the priority register
estimated
$121K
a year in repeat calls avoided: missed callbacks from 1 in 7 to 1 in 20
Untracked1 in 7 missed
Promise watch1 in 20

“demo” = seen in the working solution, on its sample week of Lumina Utilities interactions · “target” = the design goal, measured in the live solution · “estimated” = our estimate: $121K a year = 1,284 promises a week × 9 points fewer missed (1 in 7, measured in Lumina's first fortnight of tracking, to 1 in 20) × 2.1 repeat calls each × $9.54 a call × 52 weeks, before complaint-handling cost; the split of an analyst's week is also our estimate · “typical” = published figures: manual QA covers 1–2 % of interactions (vendor-reported: EdgeTier, Klink); $9.54 per utility call (E Source, utility contact-center costs). Lumina Utilities, the Utilities Regulation Commission, its Customer Service Code and every person, account and call named on this page are fictional — characters and sample data in the working solution.

Questions

What customer care and QA leaders ask us.

What is contact center quality assurance software?

Software that checks customer conversations against a QA scorecard and the rules a contact center answers to. Contact Center Quality Assurance scores every call, chat and email — not a 1–2 % sample — quotes the words behind every score, raises compliance alerts the same day and follows every promise an agent makes until it is kept.

How does AI score every call against our QA rubric?

The call transcriber turns each recording into a two-speaker transcript, the moment finder pins each rubric moment to a time or a line, and the rubric scorer scores each item from the pinned words and the account record, with the reason for every point taken off. Auto-fail items always go to a person.

Does it check disconnection, payment-plan and vulnerable-customer duties?

Yes. The compliance checker checks the duties in your customer service code on every interaction — disconnection rights, payment-plan terms, medical dependency, the recording notice and debt advice — and raises an alert with the quote and the time for each unmet duty. In the sample week it raised 148, 23 of them medical dependencies not recorded.

How does it track the callbacks agents promise?

The promise tracker extracts each promise — what, who and by when — and sets a due time from your promise windows. It looks for proof in the outbound call log, case notes, letters and emails sent, work orders and account credits. With no record by the due time the promise turns red, the score is revised, the team lead is alerted and a callback can be booked from the pin.

Does it score chats and emails as well as calls?

Yes, on the same rubric. Chats and emails carry the rubric pins in the margin of the text. In the sample email, the reply answered the leak-allowance question and kept its promise to send the form, but left the customer's second question — whether to pay $612.18 now — unanswered.

How closely do the AI scores match our QA analysts?

In the working solution, item-level agreement with two analysts was 93.8 % on 400 interactions scored by both, with totals within 5 points on 91 %. A random sample — 5 % by default — is double-scored each month, and a rubric change needs a calibration run and the QA manager's approval.

Do people stay in control of scores, alerts and coaching?

Yes. QA analysts settle every dispute and auto-fail, the compliance lead confirms or dismisses every alert, the team lead decides coaching and callbacks, and the QA manager approves rubric and settings changes. The agents never contact customers and never rank staff for discipline.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your QA scorecard, customer service code, promise rules and a sample of recorded calls, chats and emails — and it goes live once every quality gate has passed. We will walk you through it on your own interactions first.

See it on
your calls.

We'll run Contact Center Quality Assurance on a sample of your own recorded calls, chats and emails.