Overview
The Retell AI integration enables comprehensive monitoring of your Retell voice agents. Sync historical calls, monitor live conversations, and automatically evaluate agent performance using Roark’s analytics platform.
Prerequisites
Before setting up the integration, ensure you have:
- A Retell AI account with active agents
- Retell API key (found in your Retell dashboard)
- At least one configured agent in Retell
Setup Instructions
Step 1: Create Integration
- Navigate to Settings → Integrations in your Roark dashboard
- Click Add Integration and select Retell AI
- Enter your configuration:
| Field | Description |
|---|
| Integration Name | Friendly name for this integration |
| API Key | Your Retell API key |
The system will automatically validate your API key and fetch available agents.
Choose how far back to import existing calls:
- Default: Last 90 days of call history
- Custom: Select a specific date range
- Skip: Only sync new calls going forward
Historical sync runs once during initial setup. Future calls are synced automatically via webhooks.
Step 3: Select Agents
Choose which Retell agents to monitor:
- All Agents - Sync calls from every agent in your account
- Selected Agents - Choose specific agents to monitor
The agent selector shows:
- Agent name
- Agent ID
- Last modified date
Select which evaluators to apply to Retell calls:
- All Evaluators - Apply every available evaluator
- Selected Evaluators - Choose specific evaluators for this integration
Step 5: Activate Integration
Review your settings and click Create Integration to begin syncing.
What Gets Synced
Retell integrations sync comprehensive data:
- Calls - Complete conversation data and metadata
- Agents - Agent configurations and phone numbers
- Prompts - System prompts and instructions
- Transcripts - Full conversation transcripts with speaker labels
- Tool Calls - Function/tool invocations during conversations
- Call Metadata - Duration, status, participant information
Webhook Configuration
Roark automatically configures webhooks with Retell. The integration handles:
| Event | Description | Roark Action |
|---|
call_started | Call initiated | Create call record, begin monitoring |
call_ended | Call completed | Process transcript, run evaluations |
The webhook URL is automatically registered with Retell using your API key.
Sync Management
Initial Sync
During setup, Roark imports historical calls based on your selected date range:
- Processes calls in batches
- Shows sync progress in dashboard
- Handles large volumes efficiently
Ongoing Sync
After initial setup:
- New calls sync automatically via webhooks
- Real-time processing of live calls
- Automatic retry on temporary failures
Resume Sync
If sync is interrupted:
- Go to integration settings
- Click Resume Sync
- Choose to continue from last position or restart
Monitoring Integration Health
Track your integration status:
- Syncing 🔄 - Actively importing historical calls
- Active 🟢 - Receiving new calls via webhook
- Paused ⏸️ - Sync temporarily halted
- Error ⚠️ - Configuration or connection issues
View sync statistics:
- Total calls synced
- Last sync timestamp
- Sync progress percentage
- Recent webhook deliveries
Agent Management
Synced agents appear in:
- Simulation agent selection - Use for testing
- Agent performance reports - Track metrics per agent
- Comparison dashboards - Analyze across agents
Agent data updates automatically when modified in Retell.
Next Steps
