Setting up call scoring has two parts: connecting your call recorder, and configuring the rules for which calls import and who can see them. You can start from the Calls tab, but the full foundation lives under Settings > Calls > General Settings.
Getting started
Click Calls in the navigation. If your workspace hasn’t set up call scoring yet, click Try For Free to run a short onboarding: choose which calls to analyze first, identify your team by email domain, and connect your call recorder. Connecting a recorder requires an API token from that service. You can also do all of this, with more control, from the settings described below.
Call Processing
Under Settings > Calls > General Settings, the Call Processing card is where you connect to your call recorder. It opens Integrations, where you pick your recorder (for example, Fireflies or Gong) and paste your API token. Once connected, calls begin importing and you’ll see the Import History populate. You can Pause or Resume importing at any time.
Call Analysis Settings
- Minimum duration for call analysis - calls shorter than this (in seconds) are not processed or scored, so quick check-ins don’t clutter your data.
- Minimum category confidence for call analysis - the confidence threshold for assigning a call to a category. Most teams set this around 30%. Above the threshold, Exec assigns the conversation category and scores the call on that category’s scorecard.
Access
The Access card controls who uses and sees call scoring:
- Who can use call scoring - leave empty to enable it for everyone, or limit it to specific groups so only those members’ calls are pulled in.
- What users can see - Workspace Admins always see All calls. For Group Admins and Workspace Members, choose None, Theirs Only, Theirs + Group Members’, or All.
Recognize Team Members
This is how Exec knows who on a call is a teammate (and should be evaluated) versus the customer on the other side.
- By Domain / By Email - add your company’s email domain (for example,
exec.com) so anyone with that domain is recognized as a team member. Add individual emails for exceptions.
- Active Call Participant Threshold - the Minimum Conversational Turns someone must take to be evaluated as a participant. The default is low; raising it (for example, to five) avoids scoring people who barely spoke.
- Restrict Call Import to Workspace Members - when on, only calls with at least one workspace member import. Turn it off to include everyone in the org.
- Don’t Import Calls with These Participants - exclude calls By Domain or By Email, useful for competitors or sensitive conversations (for example, legal or executive calls).
If you don’t add your domain under Recognize Team Members, Exec will treat everyone on a call as a team member, including the customers you spoke with, and score them too. Always set your domain first.
Next step
With your recorder connected and rules set, define the conversation types and how they’re graded. See Call Categories and Scorecards.
Getting Help
Need help? Contact us at [email protected] for help connecting a call recorder or configuring call scoring. 
