Glossary

Quick reference definitions for terms used across Invoca’s documentation, including integrations, SSO/SAML setup, and data compliance features.

​

A

​

Adobe Launch / Extension

Invoca’s extension for Adobe Launch that lets you implement the Invoca Tag across your website without custom development. See Adobe Experience Cloud: Integration Overview.

​

Advanced Redaction

An upgraded redaction tier available as an add-on. Networks that purchase it are exempt from Invoca’s default Standard Redaction rollout. See Transcription Redaction Overview.

​

AppExchange

Salesforce’s public marketplace where you can install the Invoca for Salesforce Sales Cloud package as a preliminary test of compatibility with your org before full installation. See Salesforce: Integration Overview.

​

Assertion Consumer Service (ACS) URL

The endpoint your identity provider sends SAML assertions to in order to complete Single Sign-On into Invoca (https://[network].invoca.net/sso/consume). See SAML SSO Setup.

​

Audience

A list of users built from Invoca call and Signal data in a connected platform, such as Google Analytics or Adobe Audience Manager, then used for targeting or personalization in that platform. See Google Analytics 4 (GA4): Integration Overview.

​

C

​

Call Record ID

Invoca’s unique identifier for a call. Call center software can use it to report outcomes and conversions back to Invoca. See SIP Integration Overview.

​

Closed Loop Reporting

The process of reporting a call’s outcome or conversion from a connected platform, like Salesforce, back to Invoca — so Invoca can share it with other marketing platforms for optimization. See Salesforce: Integration Overview.

​

D

​

Default Role

The user role automatically assigned to new users who access Invoca through SAML SSO, unless a different role is specified in their SAML attributes. See SAML SSO Setup.

​

E

​

Entity ID

The value that identifies Invoca as the service provider to your identity provider during SAML SSO setup (Invoca_SAML_Service_Provider). See SAML SSO Setup.

​

F

​

Filtered Reporting

A user role and permission model that restricts which reporting data a SAML SSO user can view, defined using report_filters. See SAML SSO Setup.

​

Floodlight Activity

A Google Campaign Manager conversion-tracking tag. Invoca reports phone calls and Signals to Campaign Manager as Floodlight activities. See Google Campaign Manager: Integration Overview.

​

G

​

Google Call Extensions

A Google Ads ad format that adds a click-to-call phone number to search ads. Invoca call tracking can be added to these extensions. See Google Ads: Integration Overview.

​

I

​

Identity Provider (IdP)

The external system — such as Okta, Microsoft ADFS, or Azure — that authenticates users and passes their login details to Invoca via SAML SSO. See SAML SSO Setup.

​

L

​

License Type

Designates which parts of the Invoca platform (marketing, contact_center, or both) a SAML SSO user is licensed to access. See SAML SSO Setup.

​

N

​

Name ID

The unique identifier Invoca uses to match a SAML SSO user, formatted as the user’s email address. See SAML SSO Setup.

​

Network

The top level of the Invoca account hierarchy. Some settings, like Redaction, are defined at the Network level rather than the Profile level. See Transcription Redaction Overview.

​

O

​

Offline Conversions API

Google’s API for reporting conversions that happen outside a web browser, such as phone calls, back into Google’s ad platforms. See Google Campaign Manager: Integration Overview.

​

P

​

PCI DSS (Payment Card Industry Data Security Standard)

A global security standard for protecting credit card data. Invoca is PCI DSS certified, a certification that covers call recordings and transcripts that may contain payment details. See Transcription Redaction Overview.

​

PII (Personally Identifiable Information)

Personal data — such as date of birth, driver’s license number, SSN, and passport number — that Invoca’s Standard Redaction automatically removes from recordings and transcripts. See Transcription Redaction Overview.

​

PreSense

An Invoca feature that shares Invoca data with your call center system in real time, using the same request that routes the call over SIP. See SIP Integration Overview.

​

Profile

An Advertiser- or Affiliate-level account within an Invoca Network. SAML SSO users can be scoped to access specific Profiles. See SAML SSO Setup.

​

Q

​

Qualified Call

A phone call that meets criteria you define to count as a marketing conversion. Qualified calls can be sent to platforms like Google Ads. See Google Ads: Integration Overview.

​

R

​

Retention Period

The length of time you configure Invoca to store call recordings before automatically deleting them. See Transcription Redaction Overview.

​

S

​

SAML SSO (Security Assertion Markup Language Single Sign-On)

A standard that lets your organization’s identity provider handle login to Invoca, removing the need for separate Invoca usernames and passwords. See SAML SSO Setup.

​

Segment

A group of callers or calls defined by shared Signals or attributes, used in platforms like Adobe Audience Manager for targeting and personalization. See Adobe Experience Cloud: Integration Overview.

​

SHA-1 Fingerprint

A digest of your identity provider’s certificate, entered in Invoca to verify the authenticity of SAML SSO requests. See SAML SSO Setup.

​

Signal

An in-call event or outcome that Invoca detects and can share with other marketing and analytics platforms — such as Google Ads, Adobe, and Facebook — for optimization and targeting. See Signals Overview.

​

Signal AI

Invoca’s AI feature that analyzes call recordings and transcripts to surface actionable Signals. See Transcription Redaction Overview.

​

Single Logout (SLO)

A SAML SSO feature that logs a user out of Invoca when they log out of their identity provider. See SAML SSO Setup.

​

SIP (Session Initiation Protocol)

A standard for initiating, maintaining, and terminating multimedia communications. Invoca uses it to connect inbound phone calls directly to your business over the internet, reducing telecom fees. See SIP Integration Overview.

​

Standard Redaction

Invoca’s default redaction level, which automatically removes PII and PCI data from call recordings and transcripts before they’re stored. See Transcription Redaction Overview.

​

Super User

The Invoca user role required to configure account-wide settings, such as SAML SSO. See SAML SSO Setup.

​

Where to go next

• Basic Knowledge: Capturing Marketing Data with Invoca
• Connect Apps & No-Code Integrations