As part of an Enterprise organization, you can create custom goals for scenarios. These custom goals allow you to import your own rubric and better align the feedback Yoodli gives to your organization’s priorities and training materials.
Creating and managing custom goals
You can create custom goals as part of creating or editing a scenario. While creating your rubric, choose the option at the bottom to create a custom goal and choose one of the support options.
Follow the wizard to create the goal. Goals are created as part of your organization and are available across all scenarios in your organization.
Here’s a bit more information on each type of goal as well as a sample of how they’ll appear as feedback:
Binary goals can either be achieved or failed. For example, “Booking a call” could be a binary goal where achieving it requires booking a call on the calendar, and failing would be either not discussing a call or talking about the call but failing to schedule it during the roleplay.
Rated goals are rated on a scale. You can define the scale, going from 1 to a maximum you choose (up to 10.) An example of a rated goal might be “Active listening” where, depending on how well a member actively listened during a roleplay.
Compound goals allow you to combine multiple rated goals into an acronym or single piece of feedback. You’ll choose a single scale that applies across all sub rated goals, and users will be assigned an averaged “final score.”
Custom goals will always appear at the top of the goal list. If you wish to edit or delete a custom goal that you’ve made, you can find those options under the “...” menu next to the goal.
Knowledge-Based Custom Goals
As part of an Enterprise organization, you can now create document-based custom goals that assess a user’s adherence to a provided document. This allows Yoodli’s AI to use the document as a source of truth when evaluating roleplays, ensuring that learners align with key talking points, scripts, and technical details.
Creating and Managing Knowledge-Based Custom Goals
You can create document-based goals while setting up or editing a scenario. During goal creation, choose the Knowledge-Based Goal option and upload a relevant document. Then, select the type of document to determine how Yoodli will evaluate responses. These goals are available across all scenarios in your organization and can be edited or removed as needed.
Supported Document Types
When creating a knowledge-based goal, you’ll need to specify the document type:
Objections: Ensure that learners are using the recommended objection-handling scripts and effectively addressing key talking points. The AI will check if they respond appropriately to common objections.
Technical Specifications: Verify that learners are accurately discussing your product or service in sales or support calls. The AI will check for misrepresentations and ensure they communicate features and capabilities correctly.
Other (Beta): For advanced users, Yoodli will attempt to interpret your document dynamically based on its content. Results may vary, so this option is best for experienced users testing unique use cases.
Using Organization Custom Goals
Members can now leverage organization custom goals within their builder experience, enabling a more tailored and structured approach to their training and development.
Custom Goals in Builder Experience: Members will have access to organization-specific custom goals when using the builder.
Roleplay-Specific Access: Members will only see the custom goals assigned to the roleplays they have been designated for.
Roleplays as the Primary Assignment Method: Roleplays remain the primary way to assign training, ensuring members receive relevant guidance based on their assigned scenarios.
Access Revocation upon Departure: If a member leaves the organization, their access to these custom goals will be revoked automatically.
When to use Coach Bot versus Custom Goals
Coach Bots and custom goals overlap considerably in that they both allow you to change the way that Yoodli coaches members of your organization. Yoodli recommends the following when considering when to use each tool:
If you wish to give consistent rated feedback as part of a rubric, use custom goals
If you wish for members to always get feedback on a specific skill, use custom goals
If you wish to give opportunistic stylistic feedback without a rating, use Coach Bot
If you are trying to give opportunistic feedback based on your organization's knowledge base without wanting to manually transform that into a rubric, use Coach Bot