Providing Evaluation Feedback
How Feedback Works
When TrailSpark scores a lead as Hot, Warm, or Cold, you can submit feedback explaining why the score is wrong. This feedback is stored alongside the lead's attributes and account context, then used during model refinement to adjust future scoring.
Feedback does not immediately change scores. It accumulates until a user triggers a refinement from the Training Models page.
Submitting Feedback
The feedback form appears on the lead detail page as a "Provide Feedback" card. To submit:
- Navigate to Leads and click a lead to view details
- Scroll to the Provide Feedback card, which shows the current score, confidence, and evaluation date for context
- Write your correction in the Feedback Reason text area (10-1000 characters)
- Click Submit Feedback
What Makes Good Feedback
Explain the specific issue and provide business context. The feedback is fed directly into the AI refinement process, so clarity matters.
| Effective | Ineffective |
|---|---|
| "Good account but this is a junior employee without purchasing authority. Decision makers here are VP level and above." | "Wrong score" |
| "This is a government agency, outside our target market. We only sell to commercial enterprises." | "Not a fit" |
| "Scored Cold but they attended our executive briefing and have budget approval. Should be Hot." | "Should be higher" |
Eligibility Rules
Feedback has specific constraints:
| Rule | Detail |
|---|---|
| Role required | Owner, Admin, or Editor |
| Time window | Evaluation must be within the last 30 days |
| One per evaluation | Each evaluation can receive feedback once; cannot modify after submission |
If any condition is not met, the feedback form shows an explanation instead of the input field.
Feedback and Refinement Limits
Feedback submission is tied to your plan's model refinement capacity:
- When 3 or fewer refinements remain this period, a warning appears on the feedback form
- When the refinement limit is reached, the feedback form is replaced with a message explaining the limit has been reached
- Admins and owners see options to enable overages or upgrade the plan
- Other roles see a message to contact their admin
Feedback can only be submitted when there is remaining refinement capacity (or overages are enabled).
After Submission
Once submitted:
- A confirmation message replaces the feedback form
- The feedback is queued for the next model refinement
- The Training Models page shows the pending feedback count and a Preview Refinement button when feedback is available
Next Steps
- Model Refinement -- How feedback gets processed into model updates
- Usage Tracking -- Monitor your refinement capacity