> ## Documentation Index
> Fetch the complete documentation index at: https://docs.prisme.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Evaluation criteria

> Define the questions the analysis pass answers about every conversation. Yes/No, score, or category, with weights.

Evaluation criteria are the questions the LLM is asked when it analyzes a conversation. Each criterion has an ID, a question, a type, an optional value range or option list, and a weight that contributes to the overall evaluation score.

You define criteria **per agent**, on the **Criteria** entry of the agent sidebar.

<Frame>
  <img src="https://mintcdn.com/prismeai/C1y4E8zihxFJ6QR0/images/insights/criteria.png?fit=max&auto=format&n=C1y4E8zihxFJ6QR0&q=85&s=60ee4993f55e29d16e5d861065868fab" alt="Evaluation Criteria page showing a list of criteria with type and weight badges" width="1440" height="900" data-path="images/insights/criteria.png" />
</Frame>

## The default criteria

Until you customize them, every analyzed conversation is judged against these four criteria:

| ID           | Type                                    | Question                                  | Weight |
| ------------ | --------------------------------------- | ----------------------------------------- | ------ |
| `resolution` | Yes/No                                  | Was the user's issue resolved?            | 0.30   |
| `clarity`    | Score (1–5)                             | Rate the clarity of the agent's responses | 0.20   |
| `accuracy`   | Score (1–5)                             | Rate the accuracy of information provided | 0.30   |
| `sentiment`  | Category: positive / neutral / negative | What was the overall user sentiment?      | 0.20   |

The page header shows **Using default criteria** when these apply, or **Custom criteria for this agent** once you've saved your own.

## The three criterion types

<Tabs>
  <Tab title="Yes/No">
    A boolean question. The LLM answers **Yes** or **No** with a brief reasoning string. Best for compliance gates and pass/fail checks.

    Example: *"Did the agent ask for verification before sharing account details?"*
  </Tab>

  <Tab title="Score">
    A numeric range with a configurable **min** and **max**. The LLM returns an integer in the range. Best for graded quality dimensions.

    Example: *"Rate the empathy of the agent's tone, 1 = robotic, 5 = excellent."*
  </Tab>

  <Tab title="Category">
    A single-pick from a list of options you provide. The LLM returns one option string. Best for taxonomies.

    Example: *"Classify the user's intent: billing, technical, sales, other."*
  </Tab>
</Tabs>

## Weights

Each criterion has a weight that determines its contribution to the **overall evaluation score** (0–100) shown across Insights.

| Weight   | Numeric value |
| -------- | ------------- |
| Low      | 0.25          |
| Medium   | 0.50          |
| High     | 0.75          |
| Critical | 1.00          |

Weights are **relative**: the contribution of each criterion is its raw answer normalized into \[0, 1] times its weight, divided by the sum of all weights. A "Critical" weight criterion that fails won't tank the score on its own; it just pulls the average harder than a "Low" one.

## Add a criterion

<Steps>
  <Step title="Click Add">
    The dialog opens with empty fields.
  </Step>

  <Step title="Set the ID">
    A short snake\_case identifier, for example `escalation_followed`. The ID is what shows up under **Evaluations** on each insight detail.

    The ID is **immutable** once saved; you can't edit it later.
  </Step>

  <Step title="Write the question">
    Plain natural language describing what the LLM should evaluate. Be specific about what counts as a "yes", a high score, or a particular category. The clearer the question, the more consistent the answers.
  </Step>

  <Step title="Pick the type">
    Yes/No, Score, or Category. For Score, set the Min and Max. For Category, list the options comma-separated.
  </Step>

  <Step title="Pick a weight">
    Low, Medium, High, or Critical. Default is Medium.
  </Step>

  <Step title="Save the criterion">
    The new criterion appears in the list. The form shows **Save Changes**; your edits are local until you save.
  </Step>

  <Step title="Save your changes">
    Click **Save Changes** in the top-right to persist the criteria for the agent. Until you do, the dashboard banner reminds you that you have unsaved changes.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/prismeai/C1y4E8zihxFJ6QR0/images/insights/criteria-dialog.png?fit=max&auto=format&n=C1y4E8zihxFJ6QR0&q=85&s=280dd46f6ee1c5d61acfc618ecd7ee4b" alt="Add Criterion dialog with ID, Question, Type, and Weight fields" width="1440" height="900" data-path="images/insights/criteria-dialog.png" />
</Frame>

## Edit or delete a criterion

Each row has a **pencil** (edit) and **trash** (delete) icon. Edits open the same dialog with fields prefilled. The ID field is disabled; editing in place would invalidate historical insights, so the product treats it as immutable.

Deleting a criterion removes it from future analysis passes. **Existing insights keep their old criterion answers**; they're not retroactively recomputed. To re-evaluate against the new schema, see [Re-analyze on the Conversations page](/products/ai-insights/conversations#per-row-controls).

## Best practices

* **Keep questions outcome-oriented.** "Did the agent confirm the user's identity before sharing PII?" beats "Was the agent secure?"
* **Use Yes/No for gates, Score for quality, Category for taxonomies.** Mixing types lets the dashboard show pass-rates, distributions, and breakdowns side by side.
* **Limit to \~5–8 criteria.** More than that, and the LLM-as-judge tends to phone in shorter reasoning. Better to have a tight schema with high-quality answers.
* **Use stable IDs.** Once you have a few weeks of insights, renaming or deleting a criterion makes historical comparison harder.
* **Preview with a single conversation.** After defining new criteria, open a representative conversation and click **Re-analyze** to see how the LLM answers them before you let the batch pass apply them at scale.

## How criteria show up downstream

* On the **Insights** detail panel: under **Evaluations**, each criterion ID, the answer, and the LLM's reasoning string.
* On the **Agent overview**: folded into the **Average Score** and (for `resolution`) the **Resolution Rate**.
* On the **Organization dashboard**: folded into the **Average Score** rolled across the fleet.
* In CSV exports: the standard columns (score, resolved, sentiment, topics, summary). Custom criterion answers are visible in the UI but not currently part of the CSV; see [Exporting data](/products/ai-insights/export).

## Where to go next

<CardGroup cols={2}>
  <Card title="Read insights" icon="magnifying-glass-chart" href="/products/ai-insights/insights">
    See your criterion answers in the per-conversation detail.
  </Card>

  <Card title="Re-analyze conversations" icon="rotate" href="/products/ai-insights/conversations">
    Apply changed criteria to past conversations.
  </Card>
</CardGroup>
