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

# Define QA Cohort

> Configure cohort name, call filters, and sampling settings for AI QA analysis.

<Steps>
  <Step title="Set a cohort name">
    Give your cohort a unique, descriptive name that indicates its purpose or criteria.

    **Best practice:** Use names like "High-Value Customers Q4" or "Support Calls - Week 1" to make cohorts easy to identify.
  </Step>

  <Step title="Filter calls by agent and criteria">
    Define which calls are included using the following filters:

    **Agents** — Select one or more agents whose calls you want to analyze. Useful for comparing agent performance or focusing on a specific agent.

    **Date Range**

    * **Start Date:** Required. Sets the beginning of the date range.
    * **End Date:** Optional. If omitted, the cohort continuously adds new matching calls as they occur (dynamic cohort).

    **Call Duration** — Include or exclude calls based on length.

    * Filter out very short calls (e.g., under 30 seconds) that may not be meaningful
    * Focus on longer calls that require deeper analysis
    * Identify calls that are too short or too long

    **Filter by Post Call Analysis** — Add custom filters based on post-call analysis results.
  </Step>

  <Step title="Set sampling percentage">
    Control how many calls from your filtered set are actually analyzed — to manage volume and cost.

    **Percentage** — What percentage of matching calls to include.

    * Example: 50% means half of matching calls are analyzed

    **Weekly Max** — Maximum calls analyzed per week, regardless of the percentage.

    * Example: 100 ensures no more than 100 calls per week
    * The Weekly Max acts as a cap. If the percentage yields fewer calls, the percentage takes precedence. If it yields more, the cap applies.
  </Step>

  <Step title="Click Next">
    After configuring filters and sampling, click **Next** to proceed to defining resolution criteria.
  </Step>
</Steps>