# Evaluate AI Conversations Automatically in Robylon

Create evaluations that have an AI model review conversations against your criteria, returning pass or fail, a score or written analysis, on demand or on a schedule.

> Source: https://www.robylon.ai/docs/improve/evaluations
> Section: Improve your AI agent

An evaluation is a check that an AI model runs on your conversations. You describe what to look for, such as "Did the agent confirm the order number before cancelling?", and choose the kind of result you want: pass or fail, a score, or a written analysis. Robylon then reviews conversations for you, so you can check hundreds instead of reading a handful.

Open it from **Settings → AI Intelligence → Evaluations**.

## What can an evaluation return?

Choose one **Metric** for each evaluation:

| Metric | Result | Good for |
| --- | --- | --- |
| **Binary** | **Pass** or **Fail** | Rules that are either followed or not: "Did the agent ask for consent before sharing the tracking link?" |
| **Rating** | A whole number on a scale you set, 1 to 5 by default | Quality you want to trend over time: "How well did the agent resolve the issue?" |
| **Text** | Free-form written output, as bullet points or a paragraph | Open questions: "Why did this customer ask for a human?" |

Every result also comes with the model's reason, so you can see why a conversation passed, failed or got its score.

## How do I create an evaluation?

Click **Create Evaluation**, describe what to check, pick a model and metric, and publish.

<Steps>
  <Step title="Start a new evaluation">
    Go to **Settings → AI Intelligence → Evaluations** and click **Create Evaluation**.
  </Step>
  <Step title="Name and describe it">
    Under **Basics**, enter a **Name** (up to 100 characters, unique in your workspace) and a **Description**, the short summary shown in the evaluations list.
  </Step>
  <Step title="Choose the model and metric">
    Under **Model & Metric**, choose the **Model** that will review conversations, then the **Metric**. For **Binary**, describe what a pass and a fail look like. For **Rating**, set the lowest and highest values and what each means. For **Text**, choose the **Output Format**: **Bullet points** or **Paragraph**.
  </Step>
  <Step title="Choose what the model reads">
    The conversation history (customer and agent replies) is always included. Under **User Info**, you can also include **AI Internal Messages** (the agent's internal steps), **Internal Notes** and **Additional User Info**.
  </Step>
  <Step title="Write the criteria">
    In **Additional Instructions**, write exactly what the model should check and how to judge it. Robylon's own evaluation prompt wraps your instructions, so results stay consistent from week to week.
  </Step>
  <Step title="Set up auto-run (optional)">
    Turn on **Auto-Run This Evaluation** to run it on a schedule. See [How do I run an evaluation automatically?](#how-do-i-run-an-evaluation-automatically)
  </Step>
  <Step title="Create and publish">
    Click **Create Evaluation**. Test it, then **Publish** it to make it live.
  </Step>
</Steps>

<Frame>
  <img src="/assets/docs/app-new-evaluation.webp" alt="New Evaluation form with name, description, model, metric and User Info options" width="1734" height="1350" />
</Frame>

<Tip>
Write criteria the way you would brief a QA reviewer. Define the terms ("resolved means the customer confirmed the issue is fixed or stopped replying after the answer"), say what to ignore, and keep one question per evaluation. Two small evaluations give clearer results than one that checks five things.
</Tip>

## How do I test an evaluation before using it?

Use **Test**. It runs the evaluation on your most recently updated closed chat, completed call or email ticket, so you can check the result and the reason before running it on more conversations. Adjust the instructions until the result matches what you would have decided yourself.

## How do drafts and published versions work?

Each evaluation has a draft and a live version. **Save** keeps your changes in the draft. **Publish** makes the draft the live version that runs on conversations, and saves a version you can refer back to. On an existing evaluation, **View Live Version** shows what is currently running.

The evaluations list shows each one's **Type**, **Status** (**Live**, **Paused** or draft), whether **Auto-Run** is on, how many **Runs** it has done, and when it was last updated.

## Which conversations can be evaluated?

Closed chats, completed voice calls and email tickets. For voice calls, the call recording can be included for the model to listen to.

## How do I run an evaluation on specific conversations?

Select the conversations in [Transcripts](https://www.robylon.ai/docs/improve/transcripts) or the inbox and choose **Run evaluations**. Evaluations do not run automatically when a conversation closes; use auto-run for that.

## How do I run an evaluation automatically?

Turn on **Auto-Run This Evaluation** and choose how often it runs, how many conversations it may run on, and which conversations qualify.

* **Frequency:** every 12 hours or every 24 hours (the default).
* **Limit:** the most conversations it may evaluate per week or per month.
* **Conditions:** only evaluate conversations that match, for example by **CSAT** rating, who closed it (**AI** or **Human**), **Channel**, **Tags** or **Properties**. Combine conditions with and/or.

Each run picks conversations updated since the last run that this evaluation has not already reviewed, oldest first, until it reaches its limit. It does not sample at random.

## Where do I see the results?

* **On each conversation:** the **Evaluations** section of the conversation panel lists every evaluation run on it, with its result, and when and by whom it ran.
* **In filters:** filter Transcripts and the inbox by **Evaluations** to find conversations an evaluation has run on, and by evaluation result under **Evaluation**.

## What are system evaluations?

Some workspaces have four built-in evaluations, marked **System** in the list:

| Evaluation | What it returns |
| --- | --- |
| **Chat Human Handover** | Whether each closed chat was deflected by the AI or handed over to a human, and the main reason for the handover. |
| **Email Human Handover** | The same, for closed email tickets. |
| **Chat CSAT** | Whether each rated chat's rating was positive (4 or 5) or negative (1 to 3), and the main driver behind it. |
| **Email CSAT** | The same, for rated email tickets. |

System evaluations are available on request: email [support@robylon.ai](mailto:support@robylon.ai). They cannot be archived, and only their model, criteria and a few settings can be edited.
