Evaluate cases in bulk with Quality Evaluation Agent

Enabled for Public preview General availability
Users by admins, makers, or analysts Oct 24, 2025 Mar 20, 2026

Business value

Quality Evaluation Agent bulk case evaluation automates scheduled assessments across targeted cases, enabling consistent quality monitoring, early issue detection, and reliable performance measurement without manual effort.

Feature details

Schedule, run, and track quality evaluations across cases automatically.

Quality Evaluation Agent bulk cases evaluation lets supervisors create evaluation plans directly on case records and execute them on a defined schedule (for example, daily). Each plan targets a specific subset of cases based on supervisor‑defined conditions, ensuring evaluations focus on the most relevant interactions.

Supervisors can edit evaluation plans at any time, with updates applied to future runs while past executions remain preserved for reference. Every execution is logged in a run history view, providing full visibility into when evaluations ran, which cases were included, and how quality outcomes evolved over time.

Bulk evaluations automatically reference the published evaluation criteria version active at runtime. This ensures consistent and traceable quality measurements as standards evolve.

Screenshot of bulk evaluations

Geographic areas

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Language availability

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Enable bulk evaluation for cases (preview) (docs)