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Set Up Your Gamification Environment

Alex Richards avatar
Written by Alex Richards
Updated yesterday

Set Up Your Gamification Environment

The Community Gamification features create an exciting environment for your team in their pursuit of better conversation quality. Before your team can access these features, as the team Administrator and Manager, you need to configure the environment, ensuring it's the right fit that will encourage participation.

Let's step through what you need to do to get set up:

  1. Set the Community permissions.

  2. Go to the Gamification settings.

  3. Activate points awards.

  4. Select participating teams.

  5. Set the leaderboard timeframe.

  6. Review and set up auctions.

1. Set the Community permissions

Firstly, navigate to your evaluagent role permissions.


Navigation prompt

Go to User Management in the side nav > click Roles & permissions > click Edit on the role you wish to set permissions.

  • Team Leader/Manager: The suitable role to manage the team's gamified environment, who will view the leaderboards and run auctions.

  • Administrator: Configures the company-wide gamification settings, such as points values, anti-gaming rules and participating teams.
    By default, you will have all of these permissions.

2. Go to the Gamification settings

Navigate to the Community Gamification settings as an administrator:


Navigation prompt

Go to Settings in the side nav > click Community Settings > click Engagements

3. Activate points awards

Activate Engagement Events

Select all from the list of Engagement Events, or choose which events you will activate for your team. Do this by clicking on the Active/Inactive status button. This will toggle the Engagement Event between the two states.

Configure Engagements

When you initially set up your Community Gamified environment with evaluagent, we will configure each engagement with recommended values proportional to the effort and frequency of expected use.

Configure points values

Confirm the points value of each event. The points value should be proportional to the effort associated with performing the activity in evaluagent. Here, we expect activities that require a large amount of effort to complete will be awarded a more significant amount of points. Likewise, with low-effort activities, we expect the award to be lower.

Set anti-gaming limits

Confirm the anti-gaming limit. It should consider the expected daily frequency of the activity to ensure team members are not discredited for genuine activity but prevent team members from taking advantage of the system.

Configure levels

Optionally, configure levels on each Engagement to encourage your team members to focus on these activities regularly. Each level should require a greater number of points than the last to ensure a level achievement accurately represents a team member's experience in that activity.

4. Select participating teams


Navigation prompt

Go to Settings in the side nav > click Community Settings > click Participating teams

The Participating teams tab allows you to manage teams and their participation in the Community gamification features. It provides you with controls to limit teams, test your gamified set-up, and then open it up to all teams once you're confident.

Allow all teams

Switch on "All teams allowed" to open Gamification to all teams in evaluagent. This overrides previous team access configurations by allowing all teams to participate. Switching off will allow you to pick and choose teams who will participate.

Select teams

5. Set the leaderboard timeframe


Navigation prompt

Go to Settings in the side nav > click Community Settings > click Leaderboard settings

Set the refresh period

Set the Leaderboard refresh period between 7 and 90 days. If your team prefers quicker cycles, creating regular competition amongst each other, set the refresh period to a low value, such as seven days. This will mean the board will refresh each week, providing opportunities for team members to climb to the top.

Configure the visible range of users

Set the visible range of users on the leaderboard between 1 and 20 to control the size displayed to a team member viewing their leaderboard. This value should be big enough to show a reasonable view of the leaderboard but small enough to encourage the team to make gradual improvements and climb to positions close to them rather than attempting to reach the top, which may only sometimes be realistic.

6. Review and create auctions


Navigation prompt

Go to Settings in the side nav > click Community Settings > click My auctions

Create an auction

Soon after setting up your gamified environment, your team will be interested to know what they can do with their points. Create an auction to catch their interest and encourage them to engage with evaluagent.

Click "New auction" and follow the auction creation workflow to create something they will bid on with their newly earned points.

View the auction

From the right-hand hamburger icon on the auction, click View to see what the auction looks like to the team members.

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