What's inside — the exact file
This is the complete template, not a sample. The rows are worked examples — replace them with your data (and delete them before any platform import).
Tools — Template Library · Zendesk · Audit
A six-criterion weighted rubric with written definitions for every score level — calibrated so two reviewers land on the same number.
This is the complete template, not a sample. The rows are worked examples — replace them with your data (and delete them before any platform import).
| criterion | weight_percent | score_1_definition | score_3_definition | score_5_definition |
|---|---|---|---|---|
| Accuracy | 25 | Wrong or misleading answer | Correct but incomplete | Correct, complete, anticipates the next question |
| Tone | 15 | Robotic, curt, or defensive | Professional | Warm, matches customer energy |
| Process adherence | 20 | Skipped required steps or documentation | Minor gaps | Followed fully, documented cleanly |
| Resolution | 20 | Not resolved, no path forward | Resolved with excess effort | Resolved efficiently, confirmed with customer |
| Empathy and ownership | 10 | Deflected blame or ignored frustration | Acknowledged the issue | Owned it personally, named next steps and timing |
| Customer effort | 10 | Customer had to repeat, chase, or re-explain | Some back-and-forth | One touch or seamless handoff, zero repetition |
Most support QA fails the same way: two reviewers score the same ticket differently, agents call it subjective, and the program dies. This rubric fixes the calibration problem — six weighted criteria, each with written definitions for scores of 1, 3, and 5, so two reviewers reading the same conversation land on the same number.
The six criteria (accuracy, completeness, tone, process compliance, ownership, and writing quality) with their weights are a proven starting point — adjust the weights to your values, but never remove the written score definitions. The definitions are the calibration; the numbers are just arithmetic.
| criterion | The quality dimension being scored — six pre-filled. |
|---|---|
| weight_percent | Its share of the total score; weights sum to 100. |
| score_1_definition | What failing this criterion concretely looks like. |
| score_3_definition | What acceptable-but-improvable looks like. |
| score_5_definition | What excellent looks like — written so it's recognizable, not aspirational. |
After calibration, healthy teams average around 4.0–4.5 out of 5 with the definitions written honestly. A team averaging 4.9 has soft definitions, not perfect quality — tighten the score-5 anchors until excellence is distinguishable.
CSAT measures how the customer felt; QA measures whether the work was right. They disagree constantly — a wrong answer delivered charmingly scores high CSAT, and a correct 'no' scores low. You need both lenses, and this rubric is the internal one.
Yes, unchanged. Sample your AI agent's automated resolutions weekly with the same six criteria. It's the fastest way to find the gap between 'the bot answered' and 'the bot answered well' — and it makes the human-vs-AI quality comparison honest.
This is a Market Disrupt worksheet, not a vendor file. Import-format templates follow each platform's documented layout as of July 2026 — platforms evolve, so validate against current documentation before a large import.
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