Agenda Scoring

Agenda Scoring in Persona Studios helps you evaluate and prioritize conversations based on custom criteria. This is particularly useful for identifying high-quality interactions and filtering out less relevant ones (for example spotting high-quality leads or filtering candidates in interviews).

Flags

There are two types of flags:

• Green Flags: Indicate positive traits. Example: “User has over five years of customer support experience.”
• Red Flags: Indicate dealbreakers. Example: “User is unwilling to relocate.”

Each flag is marked as true or false based on the conversation’s content.

Fun Fact: Flags are just agenda-level inferred outputs. They evaluate the entire conversation against your criteria to determine the flag result.

How to Set Up Scoring

1. Go to your agenda and click “Scoring Settings” under “Agenda Completion.”
2. Click ”+ Add new scoring” to create a flag.
3. Fill in:
   • Flag Name
   • Description – this is the prompt the AI uses to evaluate if the flag is true or flase
   • Flag Type – Green or Red
   • Points – assign a score (optional)

Tips & Best Practices

• Keep flag descriptions specific and measurable - avoid vague prompts.
• Use the Test button to refine and preview your flag behavior.
• Assign point values based on importance (e.g. leadership = 3 points, certification = 1 point).
• Sort by green flag scores to surface top conversations.
• Filter out conversations with red flags to eliminate dealbreakers.
• Scoring results can be integrated with your CRM to support automated workflows. Learn More