What is the Call Scorecard?
Last updated: June 17, 2026
In one sentence
The Call Scorecard is an AI-written evaluation of how you ran the session — your technique, your questions, how you handled what came up — scored against the rubric your organization chose.
Why it exists
Most coaches never get feedback on their own calls. The Scorecard gives you a consistent second pair of ears on every session, so you can see what you're doing well and where to push yourself.
It's designed for self-improvement, coaching supervision, and quality assurance — not client progress. Client progress lives in your Call Notes and Client Memory.
When it's available
The Call Scorecard is opt-in at the Call Type level. Your admin turns it on for a Call Type by writing evaluation instructions on that Call Type. If they haven't, appointments using that Call Type do not show a Call Scorecard section.
When it is turned on, the Scorecard runs automatically after the call, at the same time as your Call Notes.
Where you'll find it
Open the appointment and find the Call Scorecard section. After the call ends, it appears in the body of the page alongside the Call Notes when the appointment's Call Type has Call Scorecards turned on.
If you're an admin, you can enable Call Scorecards for a Call Type by editing it and filling in Call Scorecard Instructions — describe what the AI should evaluate (the framework, the techniques, the rubric). Leave that area blank and Call Scorecards stay off. See the Call Types area for the full walkthrough.
What you'll see
The Scorecard starts with a short TL;DR at the top — an overall read-out of how the session went and the single most important area to work on. Below the TL;DR, each evaluation criterion appears as a collapsible section with its own score (for example, Rapport Building 4/5, Active Listening 3/5). Each section is collapsed by default — click a heading to read the rationale, or use Expand all in the top right to read everything.
Scores show inline next to each criterion's name, so you can scan how you did across the rubric without expanding anything.
Where you'll see coaching insights
When you have recent Scorecards, the dashboard can show a Your Top Focus card and a Coaching Insights card. These cards summarize patterns across your recent scored appointments, so you can see the one thing to work on next and how your scores are trending by Call Type.
If your organization has the redesigned cards turned on, Your Top Focus shows the recommended next action, a trend label, and a small trend line. Coaching Insights shows each Call Type with its recent average score, focus area, and criterion scores.
What you can do with it
- Review your own sessions — look for patterns across many calls, not just one.
- Regenerate it if the rubric changes. Click Regenerate at the top of the Call Scorecard section.
- Use it in supervision — a supervising coach can review scorecards alongside you.
What you can't do
- You can't use the Scorecard to judge the client. It's about you, not them.
- You can't get a Scorecard for a session without a recording. See When a call has no audio below.
- You can't edit a Scorecard in place — regenerate if the output looks wrong.
What Call-E reads when it writes it
The Scorecard focuses on the session itself. Call-E looks at:
- The full meeting transcript — primarily what was said
- The Call Type's Scorecard Instructions (the rubric)
- Your own user profile (User Memory)
- The program and phase the client is in, so the framework is right
It deliberately does not read previous Call Notes or CRM context when writing the Scorecard — the evaluation is about your technique in this session, not the longitudinal client story.
If your meeting had more than one recording — for example a Zoom session that dropped and reconnected — the Scorecard is written from all recordings combined. If a later recording finishes processing after the Scorecard was first written, it updates automatically. You'll see the Version number go up, and the Based on line shows "Combined from 2 sessions" (or however many there were). Single-session and in-person calls are unchanged.
When a call has no audio
If the recording is silent, you'll see "No speech detected" on the appointment and no Scorecard will be generated. This is not retryable — there's nothing to evaluate.