> ## Documentation Index
> Fetch the complete documentation index at: https://koreai-agent-management-platform-dev.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Views and Permissions

Audit Allocations shows different views depending on your role and permissions.

| Permission Level                           | Tabs Available                            |
| ------------------------------------------ | ----------------------------------------- |
| **With allocation creation permission**    | **My Allocations** and **Assigned to Me** |
| **Without allocation creation permission** | **Assigned to Me** only                   |

***

## My Allocations

The **My Allocations** tab is the central dashboard for managing all audit assignments you've created. It provides complete visibility into allocation status, completion progress, and auditor assignments.

Navigate to **Quality AI** > **ANALYZE** > **Allocations** > **My Allocations**.

<img src="https://mintcdn.com/koreai-agent-management-platform-dev/wxwjoU2iOkCQKGUR/ai-for-service/quality-ai/analyze/allocations/images/my-allocations.png?fit=max&auto=format&n=wxwjoU2iOkCQKGUR&q=85&s=2a001342024ce22c507be55ac90a4a7a" alt="My Allocations" width="1641" height="540" data-path="ai-for-service/quality-ai/analyze/allocations/images/my-allocations.png" />

### Allocation Overview

| Column          | Description                               |
| --------------- | ----------------------------------------- |
| **Name**        | Allocation identifier you created.        |
| **Description** | Description for the allocation.           |
| **Auditor**     | List of auditors assigned.                |
| **Created On**  | Date of creation.                         |
| **Interaction** | Number of interactions.                   |
| **Status**      | Overall state (Completed or In Progress). |
| **Actions**     | Management options: View Logic and Edit.  |

### View Logic

Reveals the complete configuration behind an allocation — helpful for understanding its composition and replicating successful audit strategies.

<img src="https://mintcdn.com/koreai-agent-management-platform-dev/wxwjoU2iOkCQKGUR/ai-for-service/quality-ai/analyze/allocations/images/view-logic-actions.png?fit=max&auto=format&n=wxwjoU2iOkCQKGUR&q=85&s=95fa6824b2d97cec5baaec59c4aee67b" alt="View Logic Actions" width="1648" height="258" data-path="ai-for-service/quality-ai/analyze/allocations/images/view-logic-actions.png" />

Select **View Logic** from the Actions menu to see:

| Field                   | Description                                            |
| ----------------------- | ------------------------------------------------------ |
| **Date Range**          | Date range for selected interactions.                  |
| **Evaluation Form**     | Form template used for evaluating interactions.        |
| **Languages**           | Language filters applied.                              |
| **Queues**              | Selected queues or all queues.                         |
| **Agents/Agent Groups** | Specific agents or groups included.                    |
| **Allocation Type**     | Random or Custom.                                      |
| **Channel Settings**    | Voice, Chat, or both.                                  |
| **Assignment Logic**    | Percentage-based or fixed interaction count per agent. |
| **Custom Filters**      | Applied filters for custom allocations.                |

### Edit Allocation

Use Edit to redistribute pending interactions without disrupting completed work — especially when auditor availability changes.

**When to use Edit:**

* Reassign interactions from auditors on leave or unavailable.
* Balance workload when some auditors finish faster than others.
* Add new auditors to help complete an allocation.
* Update the allocation name or description.

**Edit process:**

1. Select **Edit** from the Actions menu.

2. Update **Name** or **Description** if needed.

3. Review current auditor assignments, which show:
   * Auditor name
   * Total interactions assigned
   * Completed count
   * Pending count

4. Select the auditors to reassign interactions from (only pending interactions can be reassigned).

5. Choose a reassignment option:

   | Option                                   | Description                                                         |
   | ---------------------------------------- | ------------------------------------------------------------------- |
   | **Redistribute Among Existing Auditors** | Assign pending interactions to auditors already in this allocation. |
   | **Add New Auditors**                     | Include additional team members to help complete the allocation.    |

6. Enter the allocation percentage for each auditor receiving redistributed interactions. The system calculates interaction counts automatically.

7. Select **Update** to apply changes.

### Create New Allocation

Select **New Audit Allocation** to start the three-step creation process: Settings, Allocation, and Assignment. For details, see [Creating Audit Allocations](../analyze/creating-audit-allocations.md).

***

## Assigned to Me

The **Assigned to Me** tab shows all interactions that managers or supervisors have assigned to you for manual evaluation.

<img src="https://mintcdn.com/koreai-agent-management-platform-dev/wxwjoU2iOkCQKGUR/ai-for-service/quality-ai/analyze/allocations/images/assign-to-me.png?fit=max&auto=format&n=wxwjoU2iOkCQKGUR&q=85&s=cf50b0903d7a4af79872273d220f1a88" alt="Assign to Me" width="1659" height="475" data-path="ai-for-service/quality-ai/analyze/allocations/images/assign-to-me.png" />

### Interaction List

| Column                    | Description                                                                       |
| ------------------------- | --------------------------------------------------------------------------------- |
| **Name**                  | Allocation name.                                                                  |
| **Agent**                 | Agent who handled the interaction.                                                |
| **Assigned Date**         | Date the allocation was created.                                                  |
| **Evaluation Form**       | Form to use for evaluation.                                                       |
| **Kore Evaluation Score** | Auto QA score, if available.                                                      |
| **Emotions**              | Detected customer emotions (for example, frustrated, satisfied, neutral).         |
| **Moments**               | Key moments identified (for example, escalation points, resolution moments).      |
| **Sentiment Score**       | Overall sentiment analysis (positive, negative, or neutral with numerical score). |

### Filter and Search

Use **Filters** to narrow your assigned interactions:

| Filter              | Description                                                    |
| ------------------- | -------------------------------------------------------------- |
| **Allocation Name** | Filter by specific allocation names using the search dropdown. |
| **Date Range**      | Focus on interactions from specific time periods.              |
| **Agent**           | View interactions for specific agents.                         |
| **Queue**           | Filter by queue assignments.                                   |
| **Evaluation Form** | See interactions using specific forms.                         |

### Evaluation Workflow

<img src="https://mintcdn.com/koreai-agent-management-platform-dev/wxwjoU2iOkCQKGUR/ai-for-service/quality-ai/analyze/allocations/images/evaluation-workflow.png?fit=max&auto=format&n=wxwjoU2iOkCQKGUR&q=85&s=27e2bb09a3debd1cb363fecaa939df10" alt="Evaluation Workflow" width="1915" height="894" data-path="ai-for-service/quality-ai/analyze/allocations/images/evaluation-workflow.png" />

1. Select **Evaluate** for an interaction to open the full conversation view.
2. Review the complete interaction with all available context:
   * Customer-agent conversation flow
   * Interaction metadata (duration, channel, queue)
   * Auto QA scores and insights
   * Topic identification and sentiment analysis
3. Use the assigned Evaluation Form to score each criterion.
4. Save your evaluation when complete.
5. The interaction is automatically removed from your **Assigned to Me** list after submission.

***


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