✅ Getting Started with Oversai Manual QA
Ready to launch your Quality Assurance program with Oversai? Here’s a simple, step-by-step guide to get everything set up and running smoothly. Just follow these four key steps:
1. Create Your Quality Scorecards
The first step is to build your QA scorecards directly in the Oversai platform. Once created, they’ll automatically appear in the Oversai Chrome extension, ready to use during evaluations — no extra setup required. Best of all? The process is fast and user-friendly.
👉 Here’s a step-by-step guide on how to create your first scorecard
2. Set Up Your Filters
Filters are essential for narrowing down which interactions should be evaluated. In Oversai, you can create powerful filters using both standard and custom fields pulled from your CRM or CCaaS platform (such as Zendesk, Kustomer, Intercom, etc.).
👉 Learn how to build filters that segment your interactions with precision
3. Configure Your Routers
Inbox Routers allow you to assign a recurring set of interactions to your QA analysts or team leads based on your priorities. This helps automate distribution and ensures that your team stays focused on what matters most.
👉 Follow this guide to set up the Routers step by step
4. Install the Oversai Chrome Extension
To start using Oversai QA, you’ll need to have the Oversai Chrome extension installed. This allows your team to perform evaluations directly from their daily work environment — no need to switch platforms.
👉 Check out this article to install the extension and get started
Once you’ve completed these four steps, you’ll be ready to run a high-impact QA program with Oversai — one that’s smart, scalable, and seamlessly integrated into your existing workflows.
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