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on ‎07-25-2025 08:05 AM
Modern enterprise workflows are becoming increasingly data-driven and decision-heavy — and with that, the need for intelligent assessments has never been more critical. Whether you're measuring service quality, assessing user satisfaction, collecting structured feedback, or driving workflow decisions based on user input, assessments are at the heart of impactful business outcomes.
We’re excited to introduce a brand-new blog series dedicated to helping you harness the full power of the Smart Assessment Engine — a flexible, scalable, and intelligent solution designed to make assessments seamless across workflows, no matter the product or domain.
🎯 Why This Series?
While the Smart Assessment Engine packs a wide array of powerful capabilities — from dynamic question rendering and scoring logic to deeply configurable templates and post-assessment actions — we’ve seen teams ask:
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How do I set up assessments from scratch?
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How can I integrate it with my existing workflows?
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What’s the best way to configure an assessment template?
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What are the most common mistakes or best practices?
This blog series aims to demystify the engine, walk you through real-world use cases, and offer hands-on, step-by-step guidance to make adoption easier — whether you're a product engineer, solution consultant, or architect looking to bring assessments into your product or workflow.
🧠What You Can Expect
Across this series, we’ll cover:
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Getting Started: How to create your first assessment template, define template categories, and leverage assessment roles for controlled access and configuration.
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Designing Powerful Assessments: Learn how to configure question types, apply conditional visibility, design effective scoring etc.
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Workflow Integration: Triggering assessments, setting up the Assessment Responder component, and integrating via APIs for seamless automation.
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Advanced Capabilities: Post-assessment actions, multi-level scoring, scoring normalization, automated responses etc.
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Best Practices and Recommendations: Learn what works well, avoid common pitfalls, and optimize for reusability and scalability.
💡 Who Should Read This?
This series is for:
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Engineers embedding assessments into their apps
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Architects designing reusable and flexible templates
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Admins configuring workflows
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Solution consultants crafting domain-specific offerings
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Product managers exploring assessment-driven automation
In short — anyone looking to drive better outcomes through intelligent assessments.
📌 Stay Tuned
Whether you're completely new to the Smart Assessment Engine or looking to level up your implementation, this series is designed to grow with you. Each post will dive deeper, answer common questions, and help you think through the why and how behind each capability.
👉 Ready to explore? Watch this space for our first episode.
Let’s unlock the true potential of assessments — together.
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I have an assessment that has different section that have different weights. I created a flow that populates Metrics --> Metric Definitions. These are tied to risks that are tied to Process Entities. I have a RAM that will automatically score a residual risk based on the scoring.
The biggest issue I am finding is how to report on the data. I have learned where all of the data resides like parent table and other. But reporting on the data has not been easy.
It would be great is that was one of your first topics.
Cheers!