AWS Builder Center

Amazon Connect Self Service Performance Evaluation Automation

Automate Amazon Connect AI agent evaluation with ready-to-deploy CloudFormation templates. Uses Contact Lens to automatically score self-service interactions for voice and chat channels, detecting customer frustration, task completion, and technical issues without manual review.

Amazon Connect Self Service Performance Evaluation Automation

This project provides automated performance evaluation capabilities for Amazon Connect AI agents through CloudFormation templates that deploy evaluation forms and Contact Lens rules for both voice and chat interactions.

Overview

The solution automatically evaluates AI agent performance in Amazon Connect by analyzing customer interactions using Contact Lens and generating structured evaluation reports. It supports both voice and chat channels with comprehensive metrics covering self-service success, customer experience, AI agent behaviors, technical performance, and resolution effectiveness.

Architecture

The solution consists of two main CloudFormation templates:
  • Voice Evaluation Template (ai-perf-evaluation-voice-cft.yaml) - For voice-based AI agent interactions
  • Chat Evaluation Template (ai-perf-evaluation-chat-cft.yaml) - For chat-based AI agent interactions
Each template deploys:
  • Automated evaluation forms with scoring mechanisms
  • Contact Lens rules for semantic analysis
  • Performance metrics tracking across multiple dimensions

Features

Evaluation Dimensions

1. Self-Service Success

  • Customer ability to self-serve needs
  • System task/transaction completion rates
  • Automated scoring based on interaction outcomes

2. Customer Experience

  • Frustration detection and measurement
  • Transfer request tracking
  • Navigation confusion analysis
  • Language barrier identification

3. AI Agent Behaviors

  • Understanding and comprehension assessment
  • Communication effectiveness evaluation
  • Interaction quality metrics

4. Technical Performance

  • System error detection
  • Technical issue identification
  • Performance reliability tracking

5. Resolution and Handoff

  • Successful transfer capabilities
  • Human agent handoff effectiveness
  • Resolution completion rates

Automated Rules

The solution includes Contact Lens rules that automatically categorize interactions based on:
  • Task Completion: ai-agent-task-completed
  • Customer Frustration: ai-agent-customer-frustrated
  • Transfer Requests: ai-agent-transfer-requested
  • Menu Confusion: ai-agent-menu-confusion
  • Language Barriers: ai-agent-language-barrier
  • Communication Issues: ai-agent-customer-repeat
  • Technical Problems: ai-agent-technical-issue
  • Human Handoffs: ai-agent-human-handoff

Prerequisites

  • Amazon Connect instance with Contact Lens enabled
  • Appropriate IAM permissions for CloudFormation deployment
  • Amazon Connect instance ARN
Voice Evaluation Template -
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AWSTemplateFormatVersion: '2010-09-09'
Description: 'AI Agent Evaluation Form CloudFormation Template'

Parameters:
ConnectInstanceArn:
Type: String
Description: Amazon Connect Instance ARN

Resources:
AIAgentEvaluationForm:
Type: AWS::Connect::EvaluationForm
Properties:
InstanceArn: !Ref ConnectInstanceArn
Title: "ai-agent-voice-evaluation"
Status: "ACTIVE"
Items:
- Section:
Title: "Self-service success"
RefId: "s8af9f1d6"
Instructions: ""
Items:
- Question:
Title: "Was the customer able to self-serve at least one of their needs?"
Instructions: ""
RefId: "qd01ad877"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "odfc99cb7"
Text: "Yes"
Score: 10
AutomaticFail: false
- RefId: "od93a6fb1"
Text: "No"
Score: 0
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-task-completed"
Condition: "PRESENT"
OptionRefId: "odfc99cb7"
DefaultOptionRefId: "od93a6fb1"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Did the system successfully complete the requested task or transaction?"
Instructions: ""
RefId: "qd0e73fc4"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o0c21b477"
Text: "Yes"
Score: 10
AutomaticFail: false
- RefId: "ocbda31c8"
Text: "No"
Score: 0
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-task-completed"
Condition: "PRESENT"
OptionRefId: "o0c21b477"
DefaultOptionRefId: "ocbda31c8"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "Customer experience"
RefId: "s1d87ab13"
Instructions: ""
Items:
- Question:
Title: "Did the customer express frustration during self-service?"
Instructions: ""
RefId: "qd5fb89ab"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o819b8e84"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "ob4b64bf3"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-customer-frustrated"
Condition: "PRESENT"
OptionRefId: "o819b8e84"
DefaultOptionRefId: "ob4b64bf3"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Did the customer request to speak with a human agent?"
Instructions: ""
RefId: "qa8f8c50d"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o820c496a"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o17076b98"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-transfer-requested"
Condition: "PRESENT"
OptionRefId: "o820c496a"
DefaultOptionRefId: "o17076b98"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Did the customer experience confusion with menu options or navigation?"
Instructions: ""
RefId: "q95b5a2f1"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o87d5379b"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o5bea7838"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-menu-confusion"
Condition: "PRESENT"
OptionRefId: "o87d5379b"
DefaultOptionRefId: "o5bea7838"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Were there any language or communication barriers during the interaction?"
Instructions: ""
RefId: "qf1f52306"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o426bc2cb"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o56a9578a"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-language-barrier"
Condition: "PRESENT"
OptionRefId: "o426bc2cb"
DefaultOptionRefId: "o56a9578a"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "AI agent behaviors"
RefId: "s0c8f3d59"
Instructions: ""
Items:
- Question:
Title: "Did the AI agent fail to understand the customer and asked them to repeat themselves?"
Instructions: ""
RefId: "qa4ecf08f"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "oe95c4d77"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o63ccfd6f"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-customer-repeat"
Condition: "PRESENT"
OptionRefId: "oe95c4d77"
DefaultOptionRefId: "o63ccfd6f"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Was the AI agent rude or aggressive towards the customer at any point?"
Instructions: ""
RefId: "q5d793dd7"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o4dded8ee"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o3a2d8401"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-customer-frustrated"
Condition: "PRESENT"
OptionRefId: "o4dded8ee"
DefaultOptionRefId: "o3a2d8401"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "Technical performance"
RefId: "s36fc0ad5"
Instructions: ""
Items:
- Question:
Title: "Were there any technical issues or system errors during the interaction?"
Instructions: ""
RefId: "q541337d1"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "od131f889"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o92bc2ea2"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-technical-issue"
Condition: "PRESENT"
OptionRefId: "od131f889"
DefaultOptionRefId: "o92bc2ea2"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "Resolution and handoff"
RefId: "sd2264828"
Instructions: ""
Items:
- Question:
Title: "Was the customer successfully transferred to a human agent when needed?"
Instructions: ""
RefId: "q77089850"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o09774075"
Text: "Yes"
Score: 10
AutomaticFail: false
- RefId: "o27a2d2c1"
Text: "No"
Score: 0
AutomaticFail: false
- RefId: "o27a2d2f1"
Text: "NA"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-human-handoff"
Condition: "PRESENT"
OptionRefId: "o09774075"
- RuleCategory:
Category: "ai-agent-transfer-requested"
Condition: "NOT_PRESENT"
OptionRefId: "o27a2d2f1"
DefaultOptionRefId: "o27a2d2c1"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
ScoringStrategy:
Mode: "SECTION_ONLY"
Status: "ENABLED"
TargetConfiguration:
ContactInteractionType: "AUTOMATED"
LanguageConfiguration:
FormLanguage: "en-US"

AIAgentInteractionCustomerRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-customer-interaction"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["customer tried to have a conversation or ask question to system during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentHelperCustomerRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-helped-customer"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["During the automated interaction, the system successfully fulfilled at least one of the customer requests, such as providing information or completing another service request."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentTaskCompletedRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-task-completed"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["System successfully completed the requested task or transaction without human agent intervention during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentAuthenticationSuccessRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-authentication-success"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer successfully authenticated with the system using voice recognition or other methods during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentCustomerFrustratedRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-customer-frustrated"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer expressed frustration during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentTransferRequestedRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-transfer-requested"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer explicitly requested to speak with an agent or be transferred to a live representative during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentMenuConfusionRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-menu-confusion"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer expressed confusion about menu options or navigation during the automated interaction with the system."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentLanguageBarrierRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-language-barrier"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer had difficulty communicating due to language differences or accent recognition issues during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentCustomerRepeatRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-customer-repeat"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["The system failed to understand the customer and asked the customer to repeat themselves during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentMultipleIntentsRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-multiple-intents"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer expressed multiple different requests or intents during a single automated interaction with the system."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentTechnicalIssueRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-technical-issue"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Technical problems occurred during the automated interaction, such as system errors or connectivity issues."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentPartialResolutionRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-partial-resolution"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["System provided partial assistance but could not fully resolve the customer's issue during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentHumanHandoffRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-human-handoff"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostCallAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer was successfully transferred from the automated interaction to a human agent interaction."],
"ComparisonValue": "$.ContactLens.PostCall.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

Outputs:
EvaluationFormId:
Description: "The ID of the created evaluation form"
Value: !Ref AIAgentEvaluationForm
EvaluationFormArn:
Description: "The ARN of the created evaluation form"
Value: !GetAtt AIAgentEvaluationForm.EvaluationFormArn
Chat Evaluation Template
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AWSTemplateFormatVersion: '2010-09-09'
Description: 'AI Agent Chat Evaluation Form CloudFormation Template'

Parameters:
ConnectInstanceArn:
Type: String
Description: Amazon Connect Instance ARN

Resources:
AIAgentChatEvaluationForm:
Type: AWS::Connect::EvaluationForm
Properties:
InstanceArn: !Ref ConnectInstanceArn
Title: "ai-agent-chat-evaluation"
Status: "ACTIVE"
Items:
- Section:
Title: "Self-service success"
RefId: "s8af9f1d6"
Instructions: ""
Items:
- Question:
Title: "Was the customer able to self-serve at least one of their needs?"
Instructions: ""
RefId: "qd01ad877"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "odfc99cb7"
Text: "Yes"
Score: 10
AutomaticFail: false
- RefId: "od93a6fb1"
Text: "No"
Score: 0
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-task-completed"
Condition: "PRESENT"
OptionRefId: "odfc99cb7"
DefaultOptionRefId: "od93a6fb1"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Did the system successfully complete the requested task or transaction?"
Instructions: ""
RefId: "qd0e73fc4"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o0c21b477"
Text: "Yes"
Score: 10
AutomaticFail: false
- RefId: "ocbda31c8"
Text: "No"
Score: 0
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-task-completed"
Condition: "PRESENT"
OptionRefId: "o0c21b477"
DefaultOptionRefId: "ocbda31c8"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "Customer experience"
RefId: "s1d87ab13"
Instructions: ""
Items:
- Question:
Title: "Did the customer express frustration during self-service?"
Instructions: ""
RefId: "qd5fb89ab"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o819b8e84"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "ob4b64bf3"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-customer-frustrated"
Condition: "PRESENT"
OptionRefId: "o819b8e84"
DefaultOptionRefId: "ob4b64bf3"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Did the customer request to speak with a human agent?"
Instructions: ""
RefId: "qa8f8c50d"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o820c496a"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o17076b98"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-transfer-requested"
Condition: "PRESENT"
OptionRefId: "o820c496a"
DefaultOptionRefId: "o17076b98"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Did the customer experience confusion with menu options or navigation?"
Instructions: ""
RefId: "q95b5a2f1"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o87d5379b"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o5bea7838"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-menu-confusion"
Condition: "PRESENT"
OptionRefId: "o87d5379b"
DefaultOptionRefId: "o5bea7838"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Were there any language or communication barriers during the interaction?"
Instructions: ""
RefId: "qf1f52306"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o426bc2cb"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o56a9578a"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-language-barrier"
Condition: "PRESENT"
OptionRefId: "o426bc2cb"
DefaultOptionRefId: "o56a9578a"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "AI agent behaviors"
RefId: "s0c8f3d59"
Instructions: ""
Items:
- Question:
Title: "Did the AI agent fail to understand the customer and asked them to repeat themselves?"
Instructions: ""
RefId: "qa4ecf08f"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "oe95c4d77"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o63ccfd6f"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-customer-repeat"
Condition: "PRESENT"
OptionRefId: "oe95c4d77"
DefaultOptionRefId: "o63ccfd6f"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Question:
Title: "Was the AI agent rude or aggressive towards the customer at any point?"
Instructions: ""
RefId: "q5d793dd7"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o4dded8ee"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o3a2d8401"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-customer-frustrated"
Condition: "PRESENT"
OptionRefId: "o4dded8ee"
DefaultOptionRefId: "o3a2d8401"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "Technical performance"
RefId: "s36fc0ad5"
Instructions: ""
Items:
- Question:
Title: "Were there any technical issues or system errors during the interaction?"
Instructions: ""
RefId: "q541337d1"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "od131f889"
Text: "Yes"
Score: 0
AutomaticFail: false
- RefId: "o92bc2ea2"
Text: "No"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-technical-issue"
Condition: "PRESENT"
OptionRefId: "od131f889"
DefaultOptionRefId: "o92bc2ea2"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
- Section:
Title: "Resolution and handoff"
RefId: "sd2264828"
Instructions: ""
Items:
- Question:
Title: "Was the customer successfully transferred to a human agent when needed?"
Instructions: ""
RefId: "q77089850"
NotApplicableEnabled: false
QuestionType: "SINGLESELECT"
QuestionTypeProperties:
SingleSelect:
Options:
- RefId: "o09774075"
Text: "Yes"
Score: 10
AutomaticFail: false
- RefId: "o27a2d2c1"
Text: "No"
Score: 0
AutomaticFail: false
- RefId: "o27a2d2f1"
Text: "NA"
Score: 10
AutomaticFail: false
DisplayAs: "RADIO"
Automation:
Options:
- RuleCategory:
Category: "ai-agent-chat-human-handoff"
Condition: "PRESENT"
OptionRefId: "o09774075"
- RuleCategory:
Category: "ai-agent-chat-transfer-requested"
Condition: "NOT_PRESENT"
OptionRefId: "o27a2d2f1"
DefaultOptionRefId: "o27a2d2c1"
AnswerSource:
SourceType: "CONTACT_LENS_DATA"
ScoringStrategy:
Mode: "SECTION_ONLY"
Status: "ENABLED"
TargetConfiguration:
ContactInteractionType: "AUTOMATED"
LanguageConfiguration:
FormLanguage: "en-US"

AIAgentChatInteractionCustomerRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-customer-interaction"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["customer tried to have a conversation or ask question to system during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatHelperCustomerRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-helped-customer"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["During the automated interaction, the system successfully fulfilled at least one of the customer requests, such as providing information or completing another service request."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatTaskCompletedRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-task-completed"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["System successfully completed the requested task or transaction without human agent intervention during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatAuthenticationSuccessRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-authentication-success"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer successfully authenticated with the system using voice recognition or other methods during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatCustomerFrustratedRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-customer-frustrated"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer expressed frustration during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatTransferRequestedRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-transfer-requested"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer explicitly requested to speak with an agent or be transferred to a live representative during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatMenuConfusionRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-menu-confusion"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer expressed confusion about menu options or navigation during the automated interaction with the system."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatLanguageBarrierRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-language-barrier"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer had difficulty communicating due to language differences or accent recognition issues during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatCustomerRepeatRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-customer-repeat"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["The system failed to understand the customer and asked the customer to repeat themselves during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatMultipleIntentsRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-multiple-intents"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer expressed multiple different requests or intents during a single automated interaction with the system."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatTechnicalIssueRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-technical-issue"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Technical problems occurred during the automated interaction, such as system errors or connectivity issues."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatPartialResolutionRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-partial-resolution"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["System provided partial assistance but could not fully resolve the customer's issue during the automated interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

AIAgentChatHumanHandoffRule:
Type: AWS::Connect::Rule
Properties:
Name: "ai-agent-chat-human-handoff"
InstanceArn: !Ref ConnectInstanceArn
TriggerEventSource:
EventSourceName: "OnPostChatAnalysisAvailable"
Function: |
{
"Version": "2022-11-25",
"RuleFunction": {
"Operator": "AND",
"Operands": [{
"Operator": "EQUALS",
"Operands": ["Customer was successfully transferred from the automated interaction to a human agent interaction."],
"ComparisonValue": "$.ContactLens.PostChat.SemanticMatch.Phrase",
"Negate": false
}]
}
}
Actions:
AssignContactCategoryActions:
- {}
PublishStatus: "PUBLISHED"

Outputs:
EvaluationFormId:
Description: "The ID of the created evaluation form"
Value: !Ref AIAgentChatEvaluationForm
EvaluationFormArn:
Description: "The ARN of the created evaluation form"
Value: !GetAtt AIAgentChatEvaluationForm.EvaluationFormArn

Deployment

Option 1: Deploy via AWS CloudFormation Console

  1. Navigate to CloudFormation Console
    • Open the AWS Management Console
    • Go to CloudFormation service
    • Click "Create stack" → "With new resources (standard)"
  2. Upload Template
    • Select "Upload a template file"
    • Choose the appropriate template:
      • For voice: ai-perf-evaluation-voice-cft.yaml
      • For chat: ai-perf-evaluation-chat-cft.yaml
    • Click "Next"
  3. Configure Stack
    • Stack name: Enter a name (e.g., ai-agent-voice-evaluation or ai-agent-chat-evaluation)
    • Parameters:
      • ConnectInstanceArn: Enter your Amazon Connect instance ARN
        • Format: arn:aws:connect:region:account-id:instance/instance-id
    • Click "Next"
  4. Configure Stack Options
    • (Optional) Add tags, permissions, and other options
    • Click "Next"
  5. Review and Create
    • Review all settings
    • Acknowledge any required capabilities
    • Click "Submit"
  6. Monitor Deployment
    • Wait for stack status to change to CREATE_COMPLETE
    • Check the "Outputs" tab for evaluation form details

Post-Deployment Configuration

IMPORTANT: After the CloudFormation stack deployment completes, you must perform these 2 manual steps:

Step 1: Enable Auto Evaluation on the Evaluation Form

  1. Open the Amazon Connect console
  2. Navigate to Analytics and optimization → Evaluation forms
  3. Find and open the newly created evaluation form (check CloudFormation outputs for the form name)
  4. Click Save as new version
  5. Enable Auto submission of evaluations toggle
  6. Click Activate
  7. On Activation successful pop up window, clik Do it later - the rules are already created by CloudFormation

Step 2: Configure Submit Evaluation Action on the Rule

  1. In the Amazon Connect console, navigate to Analytics and optimization → Rules
  2. Find and open the rule ending in name *-customer-interaction
  3. Click Edit
  4. In the Actions section, click Add action
  5. Select Submit evaluation as the action type
  6. Select the evaluation form created by the CloudFormation stack
  7. Click Save
  8. Ensure the rule is Published

Usage

  1. Deploy the appropriate CloudFormation template(s) based on your interaction channels
  2. The evaluation forms will be automatically activated in your Connect instance
  3. Contact Lens will begin analyzing interactions and applying rules
  4. Evaluation scores will be automatically generated based on detected patterns
  5. Access evaluation results through the Amazon Connect console

Scoring System

The evaluation uses a 10-point scoring system:
  • 10 points: Positive outcomes (successful completion, no issues)
  • 0 points: Negative outcomes (failures, customer frustration)
  • Section-based scoring: Scores are calculated at the section level

Customization

You can customize the evaluation criteria by:
  1. Modifying the evaluation form questions
  2. Adjusting scoring weights
  3. Adding new Contact Lens rules
  4. Updating semantic matching phrases

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For support and questions:
  • Review the troubleshooting section
  • Check AWS Connect documentation
  • Submit issues through the repository

Version History

  • v1.0: Initial release with voice and chat evaluation capabilities
  • Comprehensive rule set for AI agent performance evaluation
  • Automated scoring and reporting functionality

Co-author

Any opinions in this article are those of the individual author and may not reflect the opinions of AWS.
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