Connect LabAmazon Connect study

Analytics

Evaluation forms, from a blank page to a rule

Learn it in 5 minutes

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About five minutes of reading

A form can be filled by a person, by a category, or by a model. Activation is still your step.

You can create a form from a sample, from a PDF of at most 2 MB, from a blank form, or from JSON exported by another instance. The create permission named on the page is Analytics and Optimization - Evaluation forms - manage form definitions - Create. Sections and questions can carry weights.

Automation can answer questions from contact categories or from a model that reads the question title, the instructions, and the transcript. Fully automated submission has to be turned on before you activate the form. Activation then asks you to create a rule that chooses which contacts get that form.

  • Sample forms cover agent-handled and self-service interactions.
  • The page names five outcome metrics on sample forms: customer satisfaction, churn propensity, successful sale, and full or partial self-service success.
  • A PDF import comes back as a draft, typically within one minute, for you to review.
  • You can save a draft and leave. Activation is a later step, after preview and validation.

Number on this page: PDF 2 MB. Maximum file when importing a form

Visual

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Evaluation forms, from a blank page to a rule

Picture from this room.

Worked example

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  1. Draft. Sample, PDF, blank, or JSON.
  2. Score. Weights on sections and questions.
  3. Automate. Category or model, per question.
  4. Activate. Then the rule that submits it.

What usually goes wrong: Activating a form and expecting every answer to fill itself before automation is on for each question.

Quiz

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Question 1

Which term matches this description? Removing sensitive data from a transcript or recording. Conversational analytics can redact. Confirm the rule before you promise a regulator it is on.

Show the cited answer

Removing sensitive data from a transcript or recording. Conversational analytics can redact. Confirm the rule before you promise a regulator it is on. The term is Redaction.

Contact Lens for Amazon Connect is now generally available - AWS AWS docs. last checked 2026-10

Question 2

Which term matches this description? The former name of conversational analytics. The product page says the function remains.

Show the cited answer

The former name of conversational analytics. The product page says the function remains. The term is Contact Lens.

AWS History and Timeline regarding Amazon Connect - Overview, Functions, Features, Summary of Updates, and Introduction to Amazon Connect Customer | hidekazu-ko community. last checked 2026-10

Question 3

Which term matches this description? Average handle time. Talk plus hold plus ACW, unless your report defines it more narrowly. Say which one you used.

Show the cited answer

Average handle time. Talk plus hold plus ACW, unless your report defines it more narrowly. Say which one you used. The term is AHT.

confirm Metrics. AWS docs. last checked 2026-10. Opened 2026-10. The link left this article and opened the Amazon Connect Customer guide home.

Sources

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Create an evaluation form in Connect Customer - Amazon Connect Customer AWS docs. last checked 2026-10

The prose is a study paraphrase. The link is the source of the facts.

Ecosystem

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Glossary

  • Conversational analytics The 4 Aug 2026 name for Contact Lens: transcripts, sentiment, redaction, summaries, and categories.
  • Contact Lens The former name of conversational analytics. The product page says the function remains.
  • Real-time analytics Rules on a live contact, announced 1 Dec 2020. Default quota is 300 concurrent real-time analytics calls.
  • Post-contact summary A generated summary after the contact. Preview 28 Nov 2023, generally available 25 Mar 2024.

Mind map

Open the Analytics mind map

Sister technologies

You cannot staff, coach, or dispute a contact you cannot join back to one ContactId.

Config and troubleshooting

Activating a form and expecting every answer to fill itself before automation is on for each question.

Contact trace records leave the instance through AWS::Connect::InstanceStorageConfig. ResourceType CONTACT_TRACE_RECORDS and StorageType KINESIS_STREAM is the fan-out path. Contact Lens is an instance attribute plus the recording and analytics block in the flow.

InstanceStorageConfig CfnInstance

CloudFormation study snippet
Resources:
  CtrStream:
    Type: AWS::Connect::InstanceStorageConfig
    Properties:
      InstanceArn: !GetAtt CampusInstance.Arn
      ResourceType: CONTACT_TRACE_RECORDS
      StorageType: KINESIS_STREAM
      KinesisStreamConfig:
        StreamArn: !GetAtt ContactStream.Arn

Integration map

Join records on ContactId. The integration map room lists the seams.

Cross-platform bridges

A CUCM calling search space is not a routing profile, but the profile is the closest idea of 'who can receive what'. A partition is not a Connect object. A UCCX CSQ and a UCCE skill group map to a queue. Precision steps map to routing criteria. A script, an Architect flow, and an Avaya vector map to a contact flow.

Open the mapping room

Future hooks

Hooks you can adopt later: EventBridge contact events, the CTR stream, agent events, Kinesis Video, Customer Profiles events, Cases, Show view, data tables, External Tool, and the flow language JSON in your pipeline. Live Sync and Agentic CX are the 2026 hooks for guided and agentic experiences.

Sources and go deeper

sources.json