Auto QA Ticket Exclusion, Security Handling, and Score Dispute Guidelines

Introduction


AutoQA evaluates eligible support tickets based on defined quality criteria. In some cases, tickets may need to be excluded (e.g., internal, duplicate, or security-sensitive cases) or a score may need to be reviewed. This article explains how to request exclusions, who can request them, and how to dispute an AutoQA score.


Ticket Exclusion:

Tickets can be excluded from AutoQA either as a rule-based configuration or as a one-off request. Rule-based exclusions automatically prevent certain ticket types (such as internal tests, duplicates, billing-only cases, specific queues, or tickets with no customer response) from being evaluated based on defined CRM criteria like tags, forms, fields, or requester domains. One-off exclusions apply to specific tickets, including those already processed, such as cases containing sensitive or restricted information. Excluded tickets do not receive a score and are not included in AutoQA metrics, and they may appear as Excluded or N/A in reporting. To request an exclusion, provide the ticket ID, source system, reason for exclusion, and applicable criteria to your SupportLogic representative.


Authorization:

Exclusion requests should be submitted by Support Leadership,Quality teams, Support Operations, or the designated SupportLogic program/admin owner. Agents should route requests through their team lead or QA owner.


Post-Processing and Security Cases:

For security, legal or other highly sensitive tickets:

  • Flag the case internally per your company policy

  • Provide only the necessary identifiers to SupportLogic

  • Clearly state that the exclusion is security-related

SupportLogic will align handling with compliance and access requirements.


Disputing AutoQA Scores:

  • The ticket is marked as Disputed

  • A QA reviewer evaluates the interaction and scoring rationale

  • The score may be upheld or adjusted

Dispute permissions are configurable by role. Submitting a dispute does not automatically change the score; it triggers a formal review process.


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