Turn on AI performance ratings
AI rates calls, follow-ups, notes and the lead or client timeline on a schedule, then sends the team to the leads report.
On this page
Who is this lesson for?
- Sales manager or system admin: turns AI rating on and picks how often it runs.
- Deal agent: logs calls, follow-ups and notes. Opens the leads report when the notification arrives.
- The lead: does not see this page or the rating.
Before you start
- You need permission to manage lead settings.
- The pipeline should already be set in Set up the deal pipeline, sources and agents.
This is not Employee KPI. That lives under HR: templates and review cycles. Here AI rates the lead or the client from their calls, follow-ups, notes and timeline — periodically, only on activities that have no indicator yet.
Open Performance ratings
From the menu: Leads → Lead Settings. Open the Performance ratings tab.
Turn it on and pick the schedule
- Enable automatic performance rating: tick this so AI rates unrated activities on the schedule.
- Run period: how often the run happens — Daily, Every 3 days, Every week, Every month, or Every quarter. Start with Every week.
- Send time: the hour (company time) when the team is notified. Example: 01:00.
Click Save.
What happens after you save?
- On each periodic run, AI reads the calls, follow-ups, notes and timeline of the lead or the client, and sets a rating on what has none yet: Very good, Good, Average, Bad, or Very bad.
- Activities you already rated stay as they are.
- A notification tells the team to open Leads report.
Who gets the notification:
- The employee who made the call, follow-up or note.
- The deal agent, if that is someone else.
- That employee’s manager.
- Company admins — a company-wide summary.
From the menu: Leads → Leads report. Ratings, hints and notes are there.
Common questions
Employee KPI or this tab?
Employee KPI is HR: templates, weights, review cycles. This tab is AI rating of the lead or the client, then the leads report.
How does automatic rating work?
AI reads calls, follow-ups, notes and the timeline of the lead or the client, on the run period you set.
Can the agent still rate by hand?
Yes. AI fills only activities with no indicator.
No notification arrived?
Confirm the box is ticked and you clicked Save. The team must log calls, follow-ups or notes. The run waits for the period and send time you set.