Overview
A dataset is a named, project-scoped collection of conversations. Use datasets to group calls or chats you want to evaluate together — a batch of onboarding failures, last quarter’s escalations, a golden set for regression testing in Studio. Each dataset holds one conversation type — Calls or Chats — chosen at creation. A dataset is locked to that type; you can’t mix modalities in a single dataset. Datasets live under Measure → Datasets in the sidebar.Dataset properties
Datasets with a System badge are managed by Roark and can’t be edited or deleted.
Creating a dataset
1
Open Datasets
Go to Measure → Datasets and click New Dataset.
2
Pick the conversation type
Choose Calls or Chats. This is permanent — pick based on what you’ll be adding.
3
Name it
Add a name and an optional description, then click Create.
Adding conversations
How you add conversations depends on the dataset type:- Call datasets — open the dataset and click Add Calls to pick calls from your project.
- Chat datasets — add chats from the chat’s detail page, not from the dataset panel.
Managing a dataset
Selecting a dataset from the list opens its detail panel, which shows the name, conversation count, and last-updated time above a table of members. From there you can:- Remove conversations — select rows and bulk-remove them (with confirmation). Removing a conversation from a dataset doesn’t delete the conversation itself.
- Edit — rename the dataset or update its description.
- Delete — remove the dataset entirely.
- Drill in — click any row to open that conversation’s detail view.
What’s Next
Studio
Run a battery of evals against the conversations you’ve grouped
Collectors
Run metrics automatically on matching calls and chats