Building a call QA programme is not about buying software. It is about creating a systematic process โ from defining standards, to reviewing calls, to coaching that changes behaviour. This guide gives you that process in seven phases.
Most contact centre operations have some version of call monitoring. Very few have a programme โ a repeatable system that improves quality over time rather than just flagging problems. The difference is structure, and this guide provides it.
Before building anything, answer three questions: What call types will be covered? What is the primary goal โ compliance, sales performance, or customer experience? Who is the QA programme ultimately accountable to?
Document what a perfect call looks like for each call type in scope. This becomes the basis for your scorecard. Use your best agents as the reference point โ what do they do that others do not?
Convert your quality standards into a weighted scorecard. Compliance items should carry higher weight than communication style items. A scorecard with 6 to 8 dimensions and 3 to 5 items per dimension is practical to use; 30-item scorecards are usually abandoned.
Decide how many calls per agent per week will be reviewed. For manual QA, 5 to 10 calls per agent per week is realistic. For AI-assisted QA, 100% coverage is achievable. Your sampling logic should also include: new agent intensive review (10+ calls per week in month 1), complaint-triggered review, and random sampling.
Before scoring agent calls, have 2 to 3 reviewers score the same 5 calls independently. Compare results. Where scores diverge by more than 10 points, discuss the criteria until aligned. Calibration ensures the QA process is fair and consistent.
Communicate the programme to agents before the first scored call. Share the scorecard. Explain that the goal is improvement, not surveillance. Agents who understand what is being measured and why are more receptive to feedback from it.
Manual QA covers 2 to 5% of calls at best. Pair your human QA process with AI transcription and analysis to extend coverage to 100% of calls. Use human review for coaching conversations; use AI for coverage, trend data, and compliance flagging.
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