The new scorecard builder in ScorebuddyCX lets you export a scorecard's questions to a CSV file and import questions from a CSV file.
This feature can be used to bulk-edit question wording, tips, weightings and answers in a spreadsheet, copy questions between scorecards, or build a large scorecard quickly instead of adding questions one at a time.
Both options can be found in the More menu at the top right of the scorecard builder: Export questions CSV and Import questions CSV.
How to lay out the file
Use one row per question. The header row must use the column names below, in any order and any case, and you can leave out any column you don't need. The easiest place to start is an export, which already has the right headers.
Edit questions: keep the Question Number and change only the cells you want. Blank cells leave the existing value unchanged.
Add questions: leave the Question Number blank. New questions are added at the end of the scorecard.
Build a new scorecard: import another scorecard's export into an empty scorecard. Every row is added as a new question.
Column | Required | Values | Example | Notes |
Question Number | Yes | Whole number, or blank | 3 | The question to update. Blank adds a new question at the end. The header is required even if every cell is blank. |
Section | No | Section name | Greeting | Matched by name, any case. A new name creates the section. (clear) removes the question from its section. |
Question | No | Text | Did the agent confirm the customer's identity? | Required for a new question. |
Tip | No | Plain text; new lines become paragraphs | Pass when two identifiers are confirmed. | Shown to the scorer and read by AI scoring. (clear) removes the tip. |
Weighting | No | Number, 0 or more, up to 2 decimals | 1.5 | Always 0 in a compliance section. Fixed on an unweighted scorecard. |
AI Knowledge | No | 1 / 0, yes / no | 1 | Whether the question uses AI Knowledge. |
Answer 1 Label, Answer 2 Label, … | No | Text, filled in from Answer 1 with no gaps | Pass | Filling these in defines the answer set. Fixed for compliance and success-scorecard questions. |
Answer 1 Value, Answer 2 Value, … | No | Number | 1 | The score for that answer. |
Answer 1 Flags, Answer 2 Flags, … | No | NA, POF, FAIL_SECTION, CAUSE_MANDATORY, or - | NA |
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