Skip to main content

Compliance Score Override

Manually adjust AI-generated compliance scores with documented justification.

The Compliance Score Override feature allows authorized users to manually adjust an AI-generated compliance score on a specific call.

Use this when the score doesn't match your human review of the call. Reviewers can update the score, document the reason, and attach supporting transcript evidence.

With this feature, you can:

  • Override individual compliance metrics on scored calls

  • Add a required reason for every override

  • Highlight transcript evidence to support the change

  • Instantly update metric, category, and total call scores

  • Review override history, including reviewer name and timestamp

  • Revoke an override and restore the original AI score

Permissions

Override access is controlled by the Dialer Compliance permission.

To grant access:

  1. Go to Management > Platform Users

  2. Select the employee

  3. Open the General tab

  4. Locate the Dialer permissions panel

  5. On the Compliance row, select the correct permission level

Permission

What it allows

None

User cannot view compliance scores

Show

User can view compliance scores but cannot make changes

Edit

User can view, override, and revoke compliance scores

Note: Only users with Edit permission will see the Override action.

How to Override a Compliance Score

  1. Log in to the Dialer

  2. Go to Calls > Compliance

  3. Locate the call you want to review

  4. Scroll right to the Actions column

  5. Click the info icon to open call details

  6. Scroll to the Compliance Summary

  7. Find the metric you want to override

  8. Open the metric dropdown

  9. Click Edit to open the Override modal

Completing the Override

In the Override modal, complete the required fields:

Field

Description

Metric

The specific compliance question being scored

AI Score

The original AI-generated score

Override To

Select the new score: Pass or Fail

Reason

Required explanation for the override

Transcript Evidence

Highlight the supporting transcript text

Once complete, click Save Override.

The metric score, category score, and total call score will update automatically.

How Overrides Appear

Overridden scores are clearly marked across the platform.

Indicator

What it means

Asterisk (*)

The score was manually overridden

Override Details

Shows the reason, transcript evidence, reviewer, and timestamp

Updated Totals

Metric, category, and total scores reflect the override

Revoking an Override

Users with Edit permission can revoke an override at any time.

To revoke an override:

  1. Open the call details

  2. Scroll to the Compliance Summary

  3. Locate the metric with an asterisk (*)

  4. Open the metric dropdown

  5. Click Revoke Override

This removes the manual adjustment and restores the original AI-generated score.

Best Practices

  • Write the reason clearly, as if it may be reviewed later

  • Highlight only the most relevant transcript evidence

  • Limit Edit permission to QA leads, supervisors, and compliance reviewers

  • Review override trends regularly to identify scoring drift

  • Revoke overrides that were applied by mistake

Important

Always include a clear reason and transcript evidence when overriding a score. This helps maintain an accurate audit trail and supports compliance review.

Did this answer your question?