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How to customize the meeting scorecard in Rafiki AI?

This article explains how you can customize the call scorecard in Rafiki AI.

Written by Rafiki Customer Success Team

How to Score a Meeting with a Scorecard

Scorecards provide a structured framework for evaluating sales calls against specific criteria defined by your team.

Scoring a Meeting

  1. Navigate to Meetings and open a completed meeting

  2. Click the scorecard icon in the meeting header

  3. Select a published scorecard template from the dropdown

  4. Rate each question on a 0-5 scale (or mark as N/A if not applicable)

  5. Add optional comments for specific questions

  6. Click Save

Scorecard modal showing video alongside rating form

Viewing Completed Scorecards

All completed scorecards for a meeting are visible in the meeting detail view. Each scorecard shows the scorer, template used, date, individual question scores, and the weighted average overall score.

Setting Up Templates

To create or customize scorecard templates, navigate to Settings > Scorecards. Add questions that reflect your sales methodology, assign weights based on importance, and publish the template to make it available for scoring. See the Scorecard Templates article for detailed instructions.

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