A shared language for calling workflows.
Understand the terms used across conversation design, outputs, safeguards, handoffs, integrations, and review.
- 01Calling workflow
- 02Voice agent
- 03Workflow template
- 04Transcript
Shared language
Find the term, then understand the operating meaning.
10 results
Calling workflow
A defined process that combines contact eligibility, source context, conversation instructions, allowed actions, structured outputs, safeguards, handoffs, and review ownership.
Voice agent
The configured conversational behavior that speaks and listens during a call within approved goals, knowledge, language, rules, and escalation conditions.
Workflow template
A reusable starting pattern for a common operating outcome, adapted before release to the team’s data, wording, integrations, safeguards, and review.
Transcript
A text representation of the conversation used for review and downstream context, subject to the agreed consent, access, retention, and data practices.
Structured extraction
The defined fields prepared from a conversation—such as availability, issue category, promise date, or next action—with uncertainty handled according to the workflow.
Human handoff
A transfer, task, queue item, callback, or other explicit route that gives a person the context and ownership needed to continue the work.
Safeguard
A rule or control that limits behavior, protects data, respects consent or contact policy, stops unsupported actions, or sends an exception to review.
Source of truth
The approved system or record that owns a fact used by the workflow, including rules for freshness, unavailable data, and permitted use.
Illustrative workflow
An example showing how a process could operate; it is not presented as a measured customer result or a guarantee of outcome.
Pilot
A bounded evaluation with a defined workflow, audience, data, review method, acceptance criteria, exception path, and decision gate.
Questions teams ask before they begin.
Is a workflow the same as a call script?
No. A script is only wording. A workflow also defines data, state, actions, rules, exceptions, integrations, handoffs, and review.
Does extraction mean the value is always correct?
No. Fields need clear definitions, confidence and exception handling, source comparison where appropriate, and human review for consequential use.
Why label examples illustrative?
It prevents a plausible example from being mistaken for verified customer evidence or a guaranteed result.
Start with your real workflow
Start with one focused workflow.
Bring the goal, audience, source data, and handoff your team already owns. We will map the shortest responsible path to a live workflow.