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Free research kit

AI support quality research toolkit

Everything you need to evaluate AI-powered customer support, uncover quality gaps, and improve the customer experience.

Download ready-to-use templates to assess AI agent responses, identify recurring failures, and prioritize improvements based on real customer interactions.

Intermediate3–7 days25–50 interactions to startSupport · CX · Support ops

Ideal for support and CX teams evaluating AI chatbots, virtual agents, and human-assisted support workflows.

The 25–50 interactions represent a starter audit, not a statistically representative sample or substitute for continuous QA.

Included in this toolkit
2 ready-to-use assets · download as a bundle
AI support QA evaluation guideWord

A practical framework for assessing response accuracy, resolution quality, policy compliance, escalation, and customer experience. Includes a ready-to-use review checklist and scoring criteria.

Download template
AI support QA scorecard and analysis templateExcel

Score individual support conversations, identify recurring failure patterns, compare quality across issue types, and prioritize the improvements that matter most.

Download template
Next step
Ready to move beyond manual QA?

Reviewing 25–50 conversations is a great starting point. But support quality doesn't stop there. See how unitQ Support QA helps teams evaluate support interactions at scale and identify where customer experiences break down.

Explore unitQ Support QA

What questions will this research answer?

By the end of this assessment, you’ll know:

01Are AI agents actually resolving customer problems, or simply closing conversations?
02Where are AI agents providing inaccurate, incomplete, or misleading answers?
03Which customer issues are most likely to require human intervention?
04What quality problems are traditional support metrics missing?
05What should support teams fix first to improve customer outcomes?

Good-fit check

Is this toolkit right for you?

Use this toolkit if you're
Auditing AI chatbot or agent responses
Building or improving a support QA program
Investigating low CSAT, repeat contacts, or failed resolutions
Comparing quality across AI and human support interactions
Not recommended for
Measuring agent productivity alone
Evaluating general-purpose AI models outside customer support
Testing new product concepts
Measuring deflection without reviewing customer outcomes

How it works

Research process

01

Collect real customer conversations

Gather a representative mix of resolved, escalated, abandoned, and repeat-contact interactions. Remove or mask sensitive customer information before analysis.

02

Define your quality standards

Establish evaluation criteria for accuracy, resolution, tone, compliance, and escalation.

03

Evaluate AI responses

Score conversations against your quality standards and document evidence of successful and unsuccessful outcomes.

04

Identify recurring quality gaps

Analyze common failure modes, affected customer journeys, and differences across issue types.

05

Prioritize improvements

Determine what to fix in knowledge sources, agent instructions, escalation logic, and QA workflows.

What you'll uncover

The problems a starter audit surfaces

Scored conversations roll up into a prioritized list of quality gaps, each with a severity, a recommended fix, and an owner.

CriticalAI invents refund policy exceptionsGround policy answers in approved knowledge; block unsupported exceptions
HighRefund status requests are not resolvedAdd authenticated status lookup or explicit escalation
HighEscalation loses troubleshooting contextPass case summary and prior actions to human agent
HighClosed conversations lack outcome verificationCheck repeat contacts and transaction state before marking resolved
LowSuccessful delivery updates are clearPreserve tracking response pattern as a positive QA example

Illustrative examples. The workbook ships them as rows EX-001 to EX-007; delete them before you start.

Beyond the sample

You can audit 50 conversations by hand. You can’t audit 50,000.

Sampling shows you which failures exist, but not how often they happen or who they reach. unitQ Support QA scores every conversation you connect against your own rubric, so recurring issues surface with the evidence behind them, for AI agents and human agents alike.