Retell AI

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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.

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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

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Setup Instructions

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Step 1: Create Integration

1. Navigate to Settings → Integrations in your Roark dashboard
2. Click Add Integration and select Retell AI
3. 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.

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Step 2: Configure Historical Sync

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

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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

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Step 4: Configure Evaluators

Select which evaluators to apply to Retell calls:

• All Evaluators - Apply every available evaluator
• Selected Evaluators - Choose specific evaluators for this integration

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Step 5: Activate Integration

Review your settings and click Create Integration to begin syncing.

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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

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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.

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Sync Management

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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

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Ongoing Sync

After initial setup:

• New calls sync automatically via webhooks
• Real-time processing of live calls
• Automatic retry on temporary failures

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Resume Sync

If sync is interrupted:

1. Go to integration settings
2. Click Resume Sync
3. Choose to continue from last position or restart

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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

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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.

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Next Steps