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Observe.AI integration

Plans and permissions:

  • Plan: Pro or Enterprise plan
  • Connect Observe.AI: Admin role, or a custom role with Configure third-party integrations set to Can configure third-party integrations
  • View QA scores on every team member’s scorecard: Admin, Manager, or Team Lead role, or a custom role with Agent scorecard set to View all scorecards

Use the Observe.AI integration to see team members’ Observe.AI evaluation scores on the Agent scorecard in Assembled, next to their adherence and other performance metrics. For other QA platforms, see QA platform integrations.

To connect it, go to Configure > Third-party integrations and find the Observe.AI card.

Get an App ID and App Secret from Observe.AI

In Observe.AI, generate an App ID and App Secret for Assembled to use when it syncs evaluations. For the steps, see Observe.AI’s authentication guide.

Connect Observe.AI in Assembled

  1. Go to Configure > Third-party integrations.
  2. Under Ready to connect, find the Observe.AI card and select Configure integration.
  3. Enter the App ID and App Secret from Observe.AI.
  4. Select Connect with Observe.AI.

The Observe.AI card under Ready to connect on Third-party integrations, with the Configure integration button

The Observe.AI connection form with empty App ID and App Secret fields and the Cancel and Connect with Observe.AI buttons

Assembled starts syncing evaluations from Observe.AI. To see them, go to Report > Agent scorecard and choose a team member: their scores appear as the QA score metric.

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