> ## Documentation Index
> Fetch the complete documentation index at: https://docs.roark.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Glossary

> Key terms and concepts used in Roark

## Core Concepts

### Agent

A voice AI system that handles conversations. Can be a chatbot, voice assistant, or any automated system that interacts with users through voice or text.

### Call

A single conversation session between participants (human and/or AI agents). Contains transcript, audio, metadata, and analysis results.

### Endpoint

The connection point Roark uses to reach your agent. Endpoint types include Phone, Web RTC, LiveKit, WebSocket, ElevenLabs, Google CES, and Kore. Endpoints also carry a direction — whether Roark dials your agent (outbound from Roark) or your agent calls into Roark (inbound).

### Evaluation

The process of scoring and analyzing calls against specific criteria to measure quality and performance.

### Session

A group of related calls, useful for tracking multi-call interactions or conversation threads with the same customer.

## Simulation & Testing

### Persona

A simulated customer profile with defined characteristics, behaviors, and communication patterns used when running customer flows.

### Customer Flow

One type of customer conversation your agent should handle — the customer setup, its variants, and the agent expectations it's graded against. Customer flows supersede scenarios and drive simulations today, with live-call grading planned.

### Variant

One concrete version of a customer flow. Every flow has a default variant (the happy path) plus any number of edge cases, each with its own setup, variables, and optional additional expectations.

### Happy Path

A flow's default variant — the expected, unexceptional version of the conversation.

### Edge Case

A non-default variant of a customer flow that tests a deviation from the happy path (an upset customer, a wrong account number, an unusual request).

### Improv Mode

A flow authoring mode where you write a free-form customer brief and the simulated customer improvises the conversation around it.

### Scripted Mode

A flow authoring mode where you build the conversation as a step-by-step graph, with branching paths the customer follows.

### Agent Expectations

The graded contract attached to a customer flow — what your agent must do to pass. Flow-level expectations are inherited by every variant; edge cases can add additional expectations of their own.

### Flow Link

A scripted step that splices another scripted flow's steps in at that point, so shared segments (like identity verification) can be reused across flows.

### Template

A pre-built starting point for a run — such as Flow adherence, Red teaming, Conversation quality, Multilingual, Load testing, or Tool call accuracy — that seeds flows, metrics, and settings you can customize.

### Run Plan

A reusable, named test suite: the agent targets to test, the customer flows attached, the metrics and checks to evaluate, and run settings like iterations and concurrency. One-off runs are plans that simply aren't saved (hidden plans).

### Run

A single execution of a run plan, labelled SR-{n}. Runs move through five statuses: Running, Queued, Completed, Failed, and Cancelled.

### Simulation

A controlled test conversation that validates agent behavior without involving real customers.

### Regression Testing

Re-running previous customer flows against updated agent versions to ensure improvements don't break existing functionality.

## Analytics & Metrics

### Collector

The user-facing name for a rule that runs selected metrics on matching calls — which metrics to evaluate, and the conditions (agent, source, call property) a call must match. Collectors can be Active or Paused.

<Note>
  The REST API and SDKs still use the older name for collectors: endpoints live under `/v1/metric/policies` and SDK methods under `client.metricPolicy.*`.
</Note>

### Studio

The workspace for building and testing metrics. Author mode defines a new metric (LLM Judge, Pattern, or Formula); Evaluate mode runs a battery of evals against sample calls or a dataset.

### Dataset

A curated set of calls used as an evaluation corpus — for example, to run a metric battery in Studio against a fixed, representative sample.

### Sentiment Analysis

Detection and classification of emotions and feelings expressed during conversations (64+ emotions tracked).

### Sentiment Score

A numerical value (-1 to +1) indicating overall emotional tone, where negative values indicate negative sentiment and positive values indicate positive sentiment.

### Performance Metrics

Quantitative measurements of agent efficiency including response time, resolution rate, and conversation duration.

### Tool Invocation

When an agent calls an external function or API during a conversation (e.g., checking order status, booking appointment).

### Talk Ratio

The percentage of conversation time each participant speaks, used to measure conversation balance.

## Integration Terms

### Webhook

An HTTP callback that sends real-time event data from voice platforms to Roark when calls occur.

### WebSocket

A persistent connection protocol used for real-time, bidirectional communication in live monitoring.

### Ingestion

The process of receiving and processing call data from voice platforms into Roark's analytics system.

### Egress

Outbound data flow, commonly referring to call recordings being sent to storage systems.

## Voice Platforms

### VAPI

A voice AI platform that provides infrastructure for building and deploying voice agents.

### Retell AI

A platform for creating conversational AI agents with natural voice interactions.

### LiveKit

An open-source platform for real-time audio/video communications, used for voice agent infrastructure.

### Pipecat Cloud

A cloud platform for deploying and managing voice AI pipelines.

## Technical Components

### Batch Evaluation

Processing multiple calls simultaneously for analysis rather than one at a time.

### Custom Metric

A user-defined metric — typically an LLM evaluation prompt — tailored to specific business requirements beyond the built-in system metrics.

### Transcript

The text representation of spoken conversation, including speaker labels and timestamps.

### Utterance

A single continuous speech segment from one speaker, ending when they stop talking or another speaker begins.

### Turn

A complete speaking opportunity for one participant in a conversation, may contain multiple utterances.

## Monitoring & Reporting

### Live Monitoring

Real-time observation and analysis of ongoing calls as they happen.

### Dashboard

The visual interface displaying analytics, metrics, and insights about your voice AI performance.

### Baseline

A reference point for normal performance metrics, used to identify deviations and improvements.

### Alert

Automated notification triggered when specific conditions are met (e.g., high frustration detected).

### Trend Analysis

Tracking metrics over time to identify patterns, improvements, or degradations in performance.

## Business Terms

### First Call Resolution (FCR)

Successfully resolving a customer's issue during their first call without requiring follow-up.

### Escalation

Transferring a call to a human agent or supervisor when the AI cannot handle the situation.

### Quality Assurance (QA)

The process of monitoring and evaluating agent interactions to ensure quality standards are met.

### Service Level Agreement (SLA)

Performance standards and metrics that must be maintained (e.g., response time, resolution rate).

## API & Development

### API Key

A unique identifier used to authenticate requests to Roark's API endpoints.

### Rate Limiting

Restrictions on the number of API requests allowed within a time period to prevent abuse.

### SDK

Software Development Kit - pre-built libraries (Node.js, Python) that simplify integration with Roark.

### REST API

The HTTP-based interface for programmatically interacting with Roark's services.

### Payload

The data package sent in API requests or webhook events containing call information.
