Reporting & Evaluation
The Q-AI Bot logs what it does so answers can be reviewed and improved. Every turn produces two records: an evaluation record (so a human can judge whether the answer was good) and a usage record (cost and volume across all projects).
Both are written by the Update AI Report Sheets workflow, which the live reply loop calls in the background once per turn. It is "fire-and-forget": the conversation never waits on logging, so reporting never slows down a reply.
What gets logged on every turn
The evaluation record goes to the project's evaluation report (one per project). Its row captures:
- The question the person asked.
- The answer the AI sent back.
- The model's reasoning: a short, internal explanation of why it answered that way. For reviewers only; never shown in the chat.
- Basic context such as the contact's name and phone, so a reviewer can find the conversation.
Two columns are left blank on purpose: an accuracy mark and free-form notes for a human to fill in. Patterns in those notes drive improvements: a better system prompt, a missing knowledge file, or a fix to a scraped page.
When an answer looks wrong, the model's reasoning column usually tells you why. Often the answer is reasonable given what the AI could find, which points at a knowledge-base gap rather than a prompt problem. Fixing the knowledge is usually the higher-leverage change.
The Generic Response Evaluation Report
The Generic Response Evaluation Report is the template. There is one of it. Every project gets its own clone of it: when a project is set up by AI New Customer Onboarding, the template is copied to create that project's evaluation report, so every project has the same familiar layout. "Evaluation report" elsewhere on this page always means a project's clone, not the template.
How to read it:
- Each row is one turn. Rows are appended in order as conversations happen, so the report reads top-to-bottom as a timeline.
- The AI fills the left side: the question, the answer it sent, the reasoning behind it, and the contact context.
- A human fills the right side: the accuracy mark and the notes. Blank cells in those columns simply mean a turn has not been reviewed yet.
- Work the unreviewed rows. Scoring the blanks is the regular evaluation task; the filled-in accuracy and notes are what turn raw logs into improvements.
Usage logging across projects
The usage record goes to a shared log that spans every project: the ledger for cost and volume, how much the AI is being used and roughly what it costs, all projects in one place. Where the evaluation report answers "was this answer good?", the usage log answers "how much are we using, and where?", useful for spotting a project whose volume or cost has jumped.
Where to go next
- Workflows & Automations: where Update AI Report Sheets sits in the bigger picture.
- Per-Project Settings: the prompt, model, and knowledge settings that evaluation feedback helps you tune.
- Knowledge Files and Website Scraping: fix the source material when reviews reveal a gap.