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Glossary

Agent
A configured AI voice persona belonging to a client. See Agents.
Call
One voice conversation — phone, web, or test. See Core concepts.
Client
An end-customer of yours whose calls an agent answers. See Core concepts.
Conditional instruction (trigger)
In Questions & conditions, an instruction that activates only when its condition is met. Can say, ask, and/or forward.
Conversation design
The mode that controls how an agent runs a call: Questions & forwarding, Questions & conditions, or Decision tree. See Conversation design.
Decision tree
A fully scripted, branching conversation flow (super-admin only). See Conversation design.
Embed
A web-call button configuration placed on a website. See Core concepts.
Forwarding rule
In simple mode, an "if condition, transfer to number" rule. See Call forwarding.
Intake question
A structured piece of information the agent collects from callers. See Configuring an agent.
Knowledge base
Free-text an agent uses to answer factual questions about the business. See Configuring an agent.
Operator
Your business account / workspace. See Core concepts.
Persona
A ready-made package of voice, personality, and language for an agent. See Configuring an agent.
Phone number
A telephone number routed to an agent for inbound calls. See Core concepts.
  • Core concepts — The objects Vocadesk is built around — operators, clients, agents, calls, phone numbers, and embeds.
  • Agents — What an agent is and the three things you configure — who it is, how it converses, and when it transfers.
  • Clients — Create and manage the end-customers whose calls your agents handle.
  • Getting started — From signing in to your first live call — the fastest path through Vocadesk.
  • Vocadesk Documentation — What Vocadesk is, who it's for, and how this documentation is organized.