# How to Create a New Dialogue Assessment?

Creating a dialogue assessment allows launching the quality check process. You can create an assessment with dialogue search or quickly from a specific chat in the OperatorLine module.

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## When It Will Be Useful
- You need to create a new assessment for dialogue quality check.
- You need to quickly create an assessment from the current chat in OperatorLine.
- You need to launch automatic AI assessment of the dialogue.

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## What's Important to Know
- **Assessment** — quality check of a dialogue using a checklist with criteria.
- **Automatic assessment** — AI automatically assesses the dialogue by checklist criteria.
- **Manual assessment** — QA specialist manually assesses the dialogue after creating the assessment.
- **Checklist** — a set of criteria for assessing dialogue quality.

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## Before You Start
- [x] You are logged in with QA Lead or QA Specialist rights.
- [x] Checklists for assessment are configured in the system.

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## Step-by-Step Instructions

### Option 1: Creating Assessment with Dialogue Search

1. In the **Quality Assurance** module, go to the **"Assessments"** section.
2. Click the **"Create Assessment"** (Launch Assessment) button on the Assessments page.
3. In the **"Create Assessment"** modal:
   - In the **"Dialogue Search"** field, enter the dialogue ID or dialogue name.
   - The system automatically performs search and displays results.
   - Select the needed dialogue from the search results list.
4. The system automatically determines the operator from the dialogue and displays dialogue information (ID, name, operator, channel, topic).
   - **Note**: The system automatically excludes fastLine AI agents when determining the operator. If a fastLine agent participated in the dialogue, the system will identify the real human operator instead.
5. In the **"Checklist"** field, select a checklist from the list of available checklists.
6. (Optional) Enable the **"Automatic Assessment"** (Auto Evaluate) option if you need AI to automatically assess the dialogue.
7. Click the **"Create Assessment"** button.
8. If automatic assessment is used, the system shows a message about AI analysis progress.

### Option 2: Creating Assessment from Specific Chat (OperatorLine)

1. In the **OperatorLine** module, open the chat that needs to be assessed.
2. In the active chat menu or chat context, find the **"Create Assessment"** button or similar.
3. In the **"Create Assessment"** modal, dialogue fields will be automatically filled:
   - **Dialogue** — dialogue ID and name.
   - **Operator** — operator handling the dialogue.
   - **Channel** — communication channel.
   - **Topic** — request topic.
4. In the **"Checklist"** field, select a checklist from the list of available checklists.
5. (Optional) Enable the **"Automatic Assessment"** option for AI assessment.
6. Click the **"Create Assessment"** button.
7. The assessment is created with automatically filled dialogue data.

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## What Happens After

The assessment is created and added to the system:
- The assessment appears in the Assessments list.
- If automatic assessment is used, AI analyzes the dialogue and assesses criteria.
- After AI analysis completion, the assessment receives "evaluated" status and is ready for QA specialist review.
- If automatic assessment is not used, the assessment is ready for manual review.

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## How to Verify Everything Worked
- Check that the new assessment appeared in the Assessments list.
- If automatic assessment is used, wait for AI analysis completion and check the assessment status.
- Open the assessment and verify that all data is filled correctly.

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## Related Materials
- [View assessment details](/en/quality_assurance/how-to/view-assessment-details.md)
- [Adjust AI assessments](/en/quality_assurance/how-to/adjust-ai-assessment.md)
- [Approve assessment](/en/quality_assurance/how-to/approve-assessment.md)

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## Important Notes
- 🤖 **Automatic assessment**: AI analysis may take some time — the system shows a progress message.
- 📋 **Checklist**: Be sure to select a checklist before creating the assessment — without a checklist, the assessment cannot be created.
- 🔍 **Dialogue search**: You can search dialogues by ID or name — the system automatically performs search while typing.
- 👤 **Operator detection**: The system automatically identifies the real human operator, excluding fastLine AI agents. If no real operator is found, you will see an error message.