> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callkaro.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up an Audit Strategy

> Choose what AI Auditor checks and which calls it reviews

An Audit Strategy tells AI Auditor what to check and which calls to review.

## Open Audit strategy

<Steps>
  <Step title="Open Agents">
    Select **Agents** from the dashboard sidebar.
  </Step>

  <Step title="Choose an agent">
    Open the voice agent whose calls you want to audit.
  </Step>

  <Step title="Open Audit strategy">
    Select **Audit strategy** from the agent header.
  </Step>

  <Step title="Create a strategy">
    Select **Create** and enter a clear strategy name.
  </Step>
</Steps>

## Write the Audit Strategy

In **Audit Strategy**, explain what AI Auditor should focus on.

**Simple example:**

```text theme={null}
Check whether the agent greeted the customer politely, understood the request,
provided correct information, and confirmed the next step before ending the call.
Flag interruptions, repeated questions, incorrect promises, and missed actions.
```

<Info>
  **Audit Strategy** and **Audit Model** are required before you can save.
</Info>

### Generate with AI

Select **Generate with AI** to create instructions from the agent's published call script. If instructions already exist, use **Edit with AI**.

1. Add optional instructions.
2. Select **Generate** or **Generate Changes**.
3. Review the result.
4. Select **Accept Changes**.
5. Select **Save** or **Update** on the strategy page.

<Warning>
  **Accept Changes** only updates the draft. You must still select **Save** or **Update**.
</Warning>

## Add a Call Flow Summary

Use **Call Flow Summary** to describe how a good call should progress.

**Example:**

```text theme={null}
1. Greet the customer.
2. Confirm the customer's request.
3. Provide the correct solution.
4. Confirm the next step.
5. Close the call politely.
```

Keep it short and focused on the expected order of the conversation.

## Choose calls with Audit Filters

Use **Audit Filters** to control which calls are reviewed.

Available filters include:

* **Agent Version**
* **Call Type**
* **Hangup Reason**
* **Call Duration**
* **Drop-Off Reason**
* **Conversion Status**
* **Post-Call Metrics Filters**

Leave a filter empty when you do not want to limit calls by that field.

Select **Clear Filters** to remove all filters.

<Tip>
  Start with a small and useful set of calls, such as completed customer calls longer than 30 seconds.
</Tip>

## Set Audit Configurations

Under **Audit Configurations**, configure:

* **Audit Model** — the AI model used for auditing.
* **Calls to Audit per Hour (%)** — the percentage of matching calls to review each hour.
* **Maximum Calls per Hour** — the highest number of calls to review each hour.

Use a smaller volume when testing a new strategy. Increase it after the results look useful.

## Add Extra Variables

Use **Extra Variables** when you want AI Auditor to return additional information for every audited call.

| **Type**     | **Use it for**                         |
| ------------ | -------------------------------------- |
| **Text**     | A short written answer or summary.     |
| **Selector** | One value from a fixed set of choices. |
| **Boolean**  | A True or False result.                |
| **Issue**    | Whether a specific problem occurred.   |
| **Number**   | A numeric value.                       |

To add one:

1. Select **Add Variable**.
2. Choose the type.
3. Enter a **Variable Name**.
4. Enter **Detection Criteria** or **Extraction Instructions**.
5. Select **Add Variable**.

**Issue example:**

```text theme={null}
Variable Name: agent_interrupted_customer
Detection Criteria: True when the agent speaks over the customer or does not stop after an interruption.
```

<Warning>
  Use a unique variable name. Changing or deleting it changes what future audits return.
</Warning>

## Enable and save

1. Select **Enable**.
2. Select **Save** for a new strategy or **Update** for an existing strategy.

An enabled strategy automatically audits matching calls. A disabled strategy stays saved but does not run automatically.

<Warning>
  Selecting **Enable** or **Disable** changes only the draft. Select **Save** or **Update** to apply it.
</Warning>

## Manage existing strategies

Use the strategy selector to switch between strategies for the same agent.

You may see:

* **Active** — the strategy is enabled.
* **Unsaved** — the strategy has not been saved yet.

Save an unsaved strategy before creating another one.

<Tip>
  Select **Audit Guide** in the agent header for quick help inside the dashboard.
</Tip>