Using Signal Builder

Signal Builder lets you tag and segment calls by combining call details, caller demographics, and account data into rule-based Signals — including advanced manual expressions.

Use Signals to tag and segment calls by data and outcomes. This guide covers rule-based Signals evaluated on pre-defined conditions:

Call details (duration, end reason, spoken word/phrase)
Caller demographics (age, gender, address type)
Other account data (Marketing Data, AdWords data, other Signals)
Platform data (campaign/promo number)
Missed opportunity indicators (for example, voicemail pickup)

You can combine several conditions in one Signal.

Creating a new rule-based Signal

Log in, then in the sidebar click Signal > Manage Signals.
Click + New Signal > Rule-Based Signal.
In the Name box, name the call type (for example, “Qualified caller”). In the Description box, list the conditions.
Optionally enter a Revenue amount.
Use the Conditions menu to pick a data type to evaluate — see the guides on Keyword Spotting and Missed Opportunity conditions for those specifically.
Repeat for more conditions, using the and/or dropdown between conditions.
Optionally restrict the Signal to specific Campaigns.
Optionally share the Signal via Syndication if you use performance marketing.
Click Save.

Invoca checks each new call against your conditions and marks each one true or false. Most Signals process before the call; the exceptions are phrase-spotting and call-duration conditions, which process shortly after the call ends.

Advanced: manual Signal expressions

For complex logic, use the Text button to switch between the guided Builder and a manual text expression. Use parentheses to combine and/or logic across several conditions.

Real-time vs. reporting-only operators

The operators below marked real-time can be used in call treatment conditions (they evaluate as the call is happening). Operators not marked real-time only evaluate correctly in reporting, after the call — they always evaluate false if used in a real-time call treatment condition.

Operator	Real-time?	Description
`duration`	No	Call duration, in seconds or minutes
`connect_duration`	Yes	Connected call duration, in seconds or minutes
`mobile`	Yes	True if the caller’s number is a mobile number
`landline`	Yes	True if the caller’s number is a landline
`sms_sent`	Yes	True if an SMS was sent on this call
`during_hours`	Yes	True if the call occurred during defined business hours
`repeat`	Yes	True if this is a repeat caller (default: within the last 30 days) — see `previous_signal` for better logic
`signal`	Yes	True if another Signal was met on this call
`previous_signal`	No	True if a Signal was met on a prior call by this repeat caller, within 30 days
`voice_signal`	No	True if a Voice Signal was met on a prior call

Examples

duration > 2 minutes
duration < 30 seconds
duration > 1 minute AND mobile
landline
during_hours AND sms_sent
signal = 'Over 18'
signal = 'SupportCall' AND duration > 5 minutes
previous_signal = 'Over 18'
voice_signal = 'Quote'

Marketing Data fields

Reference a Marketing Data field with custom_data["field name"]. This is true if the field exists on the call; you can also check for an exact match, a partial match, or simple presence.

custom_data["utm_source"] = 'LinkedIn'
custom_data["utm_campaign"] contains 'Search'
custom_data["device_type"] = 'mobile' AND pool_param[os_type] = 'android'

Check whether a field exists using present. Note that present only returns true if the field exists and isn’t blank or whitespace:

custom_data["gclid"] present
not (custom_data["gclid"] present)

RingPool parameters

Reference a RingPool parameter with pool_param[param_name] — this supports the same exact-match, partial-match, and presence checks as Marketing Data fields:

pool_param[utm_source] = 'LinkedIn'
pool_param[utm_campaign] contains 'Search'
pool_param[gclid] present

Use media_type (Promo Number Media Type) and promo_number_description to reference details about the promo number that drove the call:

media_type contains 'Search' OR media_type = 'Offline: TV'
promo_number_description = 'AdWords 2015 A1'
promo_number_description contains 'facebook'

Account and campaign details

Use advertiser_name, affiliate_name, and advertiser_campaign_name (the campaign name without the advertiser prefix) to reference account-level details:

advertiser_name = 'Zulu Servers'
affiliate_name contains 'search'
advertiser_campaign_name contains 'facebook' OR advertiser_campaign_name contains 'social media'

Enhanced caller profile

If enabled on your account, you can reference enhanced caller profile fields: Gender, Age (5-year ranges), Address Type, Household Income, Marital Status, Has Children, Home Owner Status, Home Market Value, Length of Residence, Education, and High Net Worth.

gender = "male" AND age > 20 AND age < 50
gender = "female" AND address_type = "residential"
address_type = "business"

Expression operators

Operator	Meaning
`OR`	True if either condition is true
`AND`	True if both conditions are true
`AND NOT`	Inverts the following condition
`( )`	Groups multiple conditions together

duration >= 5 minutes AND (pool_param[gclid] present OR pool_param[kid] present)

Comparing numbers

Operator	Meaning
`>`	Greater than
`<`	Less than
`>=`	Greater than or equal to
`<=`	Less than or equal to
`=`	Equal to

Comparing strings

Operator	Meaning
`=`	Equal (case-insensitive)
`contains`	Partial match (case-insensitive)
`present`	Exists and isn’t blank

Getting Started

Implementation & The Invoca Tag

Campaign & Call Handling

AI, Signals, & Conversation Intelligence

Using Signal Builder

Creating a new rule-based Signal

Advanced: manual Signal expressions

Real-time vs. reporting-only operators

Examples

Marketing Data fields

RingPool parameters

Account and campaign details

Enhanced caller profile

Expression operators

Comparing numbers

Comparing strings

Where to go next

​Creating a new rule-based Signal

​Advanced: manual Signal expressions

​Real-time vs. reporting-only operators

​Examples

​Marketing Data fields

​RingPool parameters

​Promo number details

​Account and campaign details

​Enhanced caller profile

​Expression operators

​Comparing numbers

​Comparing strings

​Where to go next

Creating a new rule-based Signal

Advanced: manual Signal expressions

Real-time vs. reporting-only operators

Examples

Marketing Data fields

RingPool parameters

Promo number details

Account and campaign details

Enhanced caller profile

Expression operators

Comparing numbers

Comparing strings

Where to go next