Concepts
The words these docs use, and what they mean here.
Your workspace
- Workspace. Your company on HCC. Its data is separate from everyone else's.
- Member. Someone who can sign in to the dashboard, with one role: owner, admin, supervisor, developer, viewer or rep.
- Environment. Every workspace has
liveandtest. The API key picks which one a request uses. Test calls never reach the phone network. - API key.
hcc_live_…orhcc_test_…. It has Scopes, or full access. See API keys and scopes.
Calls
- Call. One conversation with a customer, whoever joins it along the way.
- Call flow. Typed call logic in your code. We POST each call event to your server, and your handler says what happens next. See Call flows.
- Call Instructions. The steps of a call as JSON:
say,gather,connectAgent,dial,enqueue,record,hangupand others. A call webhook returns them directly. - Default flow. What runs when your code doesn't answer: the number's fallback agent, or an apology and a hang-up.
- Event. Something that happened, such as
call.completed, delivered to your webhook endpoints. - Transfer. Moves the caller to someone else. A blind one needs no rep. A warm one is a Consult: the rep talks to the target first.
People
- Rep. A person who takes calls: a member enabled for calls, usually with the rep role.
- Desk. Where reps work: softphone, screen pop, dialer and wrap-up.
- Queue. A line of callers waiting for a rep with the right Skills. Queues are defined in your code.
- Offer. A waiting call ringing one rep. A rep who lets it ring out goes
away. - Wrap-up. The time after a call for a rep to pick a Disposition, the call's outcome.
- Floor. The live view of queues, reps and calls. Supervisors can Listen, Whisper or Barge in on a rep's call.
AI agents
- Agent. An AI agent on a platform you connected. We sync it in, read-only, and never edit its prompt.
- Integration. Your connection to an agent platform.
- Tool. A function in your flow that an agent can call. Declaring and binding one is the opt-in for us to keep it on that agent.
Outbound
- Lead. A person to call, with a phone, name, time zone and your own fields.
- Campaign. An outbound Sequence: calls, waits and your own code, in order, with Goals and Exits that end it for a lead.
- Do Not Call list. Numbers we refuse to dial, one list per environment.
- Consent. What each number agreed to, when and where it's written down. It's a record for you to show later, not legal clearance.
Testing
- Test mode. The test environment, with a switch in the dashboard's top bar. Calls run on a simulated carrier: no phone, no Twilio account, no carrier cost.
- Simulator. The dashboard page, and the SDK's
hcc.simulator, where you play the caller, the callee and the agent. - Dev session.
hcc devattached to test, so flow events reach your machine. - Timeline. Everything that happened on one call, in order.